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Mitigate Enrollment Risk. Accelerate Clinical Trials.

AI-powered aggregation of complete clinical histories from any source (including individual providers, National Exchanges, labs, imaging, pharmacy, and more)—enabling protocol-aligned eligibility verification and faster, more confident enrollment decisions.

Complete Clinical Data

Aggregates records across multiple sources for a comprehensive patient view.

Protocol-Aligned Validation

AI evaluates inclusion/exclusion criteria and flags risks early.

Decision-Ready Output

Concise clinical summaries that drive confident decisions faster.

The Industry's Leading Eligibility Verification Platform

AiSync Patient Summary Dashboard

Verify Earlier

Confirm eligibility before patients reach sites.

Reduce Risk

Identify ineligible patients and gaps upfront.

Reduce Burden

Minimal site effort. Maximum clarity.

Accelerate Trials

Faster decisions. Fewer screen failures.

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CRO & Recruitment Partners

Deliver only qualified patients to sites with complete clinical histories and protocol-validated eligibility, not partial records or assumptions.
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Sponsors & Biopharma

Mitigate enrollment risk with full clinical visibility and Al-driven validation of inclusion/exclusion criteria across every patient.

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Trial Sites

Reduce screen failures and wasted effort with decision-ready summaries built from complete clinical histories and validated against protocol criteria.

Why AiSync Reduces
Screen Failures

Most screen failures happen when eligibility is confirmed too late-after time, effort, and budget are already spent.
AiSync moves eligibility confirmation upstream using complete clinical histories and protocol-level validation-not assumptions.

Reduce Screen Failures by 25-40%
Cut Eligibility Review Time from Hours to Minutes
Identify Exclusion Risks Before Site Engagement
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Eligibility Is Proven-Not Assumed

Eligibility decisions are grounded in complete clinical histories, not self-reported or partial information.

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Issues Are Identified Before Patients Reach Sites

Exclusions, data gaps, and protocol risks are surfaced early-protecting timelines, budgets, and site capacity.
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Complete Clinical Histories Aligned to Protocol

Patient data is consolidated across providers and structured against inclusion/exclusion criteria-eliminating blind spots that drive late-stage failures.
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Faster, More Confident Site Decisions

Sites receive decision-ready clinical summaries aligned to protocol criteria-without manual chart review.
Screen failures aren’t just costly – they’re avoidable when eligibility is confirmed early using complete medical records.

The result: fewer late-stage screen failures, faster enrollment decisions, and less wasted effort across the study.

From Assumed Eligibility → Verified Enrollment

AiSync moves eligibility confirmation upstream—so you can enroll the right patients, faster, with less risk and fewer screen failures.

AiSync Eligibility Verification
Traditional Process

Partial records

Incomplete data leads to uncertainty
and manual follow-up.

Manual chart review

Time-consuming, resource-intensive,
and inconsistent.

Late-stage failures

Issues are discovered after time, effort,
and budget are already spent.

Assumed eligibility

Decisions made with incomplete information
and inherent risk.

AiSync

Complete clinical history

Comprehensive data across providers for
a complete patient picture.

AI + protocol validation

Automated, consistent evaluation of inclusion/
exclusion criteria.

Early risk identification

Potential exclusions and gaps are identified
before patients reach sites.

Verified eligibility

Confident, evidence-based decisions
that reduce screen failures.

Proven in Real Studies

Our workflows are battle-tested across real-world studies-spanning national HIE/QHIN/EMR retrieval, multi-provider record aggregation, and protocol-aligned eligibility review.
Experience
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Studies Supported
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Across national HIE/QHIN/EMR and multi-provider record workflows
Breadth
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Therapeutic Areas
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Including data-heavy and high screen-failure studies
Adoption
hospital
Clinical Trial Sites Engaged
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Receiving decision-ready eligibility summaries

Security & Compliance Built
for Clinical Trials

AiSync is designed as regulated clinical trial infrastructure—
with security, privacy, and auditability embedded into every workflow.

AiSync Security & Compliance

HIPAA-Compliant
by Design

Study-specific authorization workflows and minimum-necessary data handling ensure patient data is protected at every step.

Enterprise-Grade
Infrastructure

Hosted on Microsoft Azure with encryption in transit and at rest, secure access controls, and continuous monitoring.

Audit-Ready for
Sponsors & CROs

Full activity logging, role-based access, and documentation designed to support vendor review and study audits.

Trusted. Compliant. Built for You.
HIPAA
Compliant
Encrypted in
Transit & at Rest
Hosted on
Microsoft Azure
BAAs available
upon request

Get In Touch



    AiSync Verified Enrollment

    Move from Assumed Eligibility
    to Verified Enrollment

    Eliminate screen failures, reduce site burden, and accelerate enrollment
    with complete clinical histories and protocol-level validation.

    Enroll the Right Patients

    Confirm eligibility early with complete clinical histories.

    Reduce Risk & Waste

    Identify ineligible patients before they reach your sites.

    Accelerate Enrollment

    Speed up study timelines with confident decisions.

    AiSync Footer

    Where AiSync Fits in the
    Clinical Trial Workflow

    AiSync operates between prescreen and enrollment-handling the most time-consuming, failure-prone work in the process: study-specific HIPAA authorization and complete medical record collection

    AiSync

    Multi-Source Record
    Aggregation National
    Exchanges & Direct Provider

    Sponsors

    Earlier eligibility clarity.
    Fewer late-stage screen
    failures.

    Recruitment
    Partners

    Deliver truly qualified
    patients backed by
    clinical records.

    Clinical Trial Sites

    Confirm patient eligibility
    earlier with complete
    records and fewer
    failures.

    CROs

    Predictable workflows
    across sites.
    Fewer downstream
    surprises.

    EMR/EHR Pull >
    < Multi-Provider Outreach
    EMR/EHR Pull >
    < Protocol-Aligned
    Summaries
    One workflow. Different value-depending on where you sit in the trial.

    Mitigate Enrollment Risk. Accelerate Clinical Trials.

    Al-powered aggregation of complete clinical histories from any source (including individual providers, National Exchanges, labs, imaging, pharmacy, and more) -enabling protocol-aligned eligibility verification and faster, more confident enrollment decisions.)

    Complete Clinical Data

    Aggregates records across multiple sources for a comprehensive patient view.

    Protocol-Aligned Validation

    Al evaluates inclusion/exclusion criteria and flags risks early.

    Decision-Ready Output

    Concise clinical summaries that drive confident decisions faster.

    #Hero Header

    How It Works

    AiSync automates and manages EMR/EHR retrieval, HIPAA authorization, and multi-provider medical record aggregation end to end.

    How AiSync Works

    AiSync automates and manages National HIE/QHIN/EMR retrieval, HIPAA authorization, and multi-provider medical record aggregation end to end.

    National HIE/QHIN/EMR

    Digital pulls where available

    Targeted Provider Records (HIPAA)

    Manual + multi-provider outreach

    AiSync

    Enrollment Intelligence Engine

    • Record normalization
    • Protocol mapping
    • Eligibility risk flags
    AiSync Enrollment Intelligence Engine

    Decision-Ready Outputs:

    Protocol-Aligned Clinical Summary
    Eligibility Status
    Missing / Risk Flags
    Clinical Sites
    Sponsors / CROs

    Key Benefits:

    Early Eligibility Clarity

    Eligibility risks surface earlier - before time, effort, and budget are spent at sites.

    Fewer Screen Failures

    Eligibility decisions are informed by complete national HIE/QHIN/EMR and provider medical records, not assumptions.

    Protocol-Aligned Clinical Summaries

    Records are structured and summarized against protocol criteria, not delivered as raw charts.

    Reduced Site Burden

    HIPAA management and record retrieval are handled upstream - minimizing manual site effort.

    Cleaner Workflow Across Teams

    Sponsors, CROs, recruitment partners, and sites work from the same structured, decision-ready output.

    Supports Any Therapeutic Area

    The same workflow scales across protocols - especially data-heavy or high screen-failure studies.

    Circle-Work

    Workflow Steps:

    1

    Pre-Screened / Identified Patient

    A potential patient has been identified by a site, sponsor, or recruitment partner and referred into the study workflow

    2

    HIPAA Authorization (Study-Specific)

    AiSync generates a patient- and study-specific HIPAA authorization and manages delivery and signature.

    3

    Medical Record Retrieval (Study Specific)

    Only the medical records required for the study are retrieved across all providers and any systems, Aggregation from any provider and in any format (no limits).

    4

    AiSync Clinical Summary

    Aggregated records are normalized and summarized into protocol-aligned clinical insights based on inclusion and exclusion criteria.

    5

    Secure Delivery to Site

    Clinical summaries and supporting records are securely delivered to the site via the AiSync platform or Partner API.

    Why AiSync?

    Complete Coverage

    Complete Coverage - Not Partial Data

    AiSync retrieves records from national HIE/QHIN/EMR networks and provider systems, ensuring eligibility decisions are based on complete medical histories – not just what happens to be digitally available.
    Eligibility Decisions

    Eligibility Decisions Happen Earlier

    By confirming eligibility before patients reach sites, AiSync reduces late-stage screen failures and protects study timelines and budgets.
    Multi-Provider

    Designed for Multi-Provider Reality

    Most patients span multiple providers and systems. AiSync is built to handle that complexity at scale -without pushing work downstream.

    Decision-Ready, Not Data Dumps

    Sites receive protocol-aligned clinical summaries, eligibility status, and risk flags – not thousands of pages to review manually.

    Minimal Site Involvement

    HIPAA management, record retrieval and follow-up are handled upstream, allowing sites to focus on patients – not paperwork.
    Built to scale

    Scales Across Studies and Therapeutic Areas

    The same workflow supports simple EMR-accessible patients and complex, data-heavy cases across CNS, on-cology, cardiometabolic, rare disease, and more.

    What that experience delivered

    Measured outcomes driven by early eligibility confirmation.

    Enrollment
    diagram

    Significant Conversion Gains

    Improved referral-to-enrollment conversion driven by earlier eligibility confirmation.
    Eligibility
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    Earlier Confirmation

    Improved advancement from referral to consent through protocol-aligned eligibility review.
    Screen Fail
    target

    56% Reduction

    Reduction in screen failure rates through early, record-based eligibility validation (e.g. 18:1 down to 4:1)

    Budget
    sales-marketing

    Material Efficiency Gains

    Meaningful reduction in marketing and recruitment spend by eliminating late-stage, ineligible patients.

    Based on independent analysis conducted by a top-10 global CRO across 9 studies in 5 therapeutic areas, representing 52,386 patients over 23 months. Results vary by protocol and implementation.

    Security & Compliance

    AiSync is built as regulated clinical-trial infrastructure – with security, privacy, and auditability embedded into every workflow.

    Data Privacy

    Data Privacy & HIPAA Alignment

    • Study-specific, patient-specific HIPAA authorization workflows
    • Minimum-necessary data handling by protocol
    • PHI access restricted to authorized study personnel

    Enterprise-Grade Cloud Infrastructure

    • Hosted on Microsoft Azure with enterprise security controls
    • Encrypted data at rest and in transit
    • Secure isolation of study and customer data
    Access Controls

    Access Controls & Auditability

    • Role-based access controls (RBAC)
    • User authentication and permission management
    • Full audit logging of record access and activity
    Operational Security

    Operational Security Practices

    • Secure record ingestion and storage workflows
    • Controlled data retention aligned to study requirements
    Business Associate

    Business Associate Agreements (BAAs)

    • BAAs executed with partners and customers as required
    • Incident response and monitoring procedures in place

    Built for Vendor Risk Review

    • Designed to support CRO and sponsor security assessments
    • Documentation available to support due diligence and onboarding
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    Ready to remove the bottleneck?

    Whether you’re a Sponsor, CRO, or Patient Recruitment partner, AiSync integrates cleanly into your workflow and removes friction where it matters most.

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