Clinical eligibility verification for clinical trials
Better Evidence.
Better Enrollment.
Clinical eligibility verification before the screening visit.
AiSync bridges the gap between patient identification and site screening, transforming fragmented medical records into source-supported, protocol-aligned clinical assessments.
Reduce screening inefficiencies. Give coordinators time back. Improve enrollment execution.
Clinical Summary
Patient ID AHS-1048927De-identified · Age 54 · Female
| # | Protocol Criterion | Assessment | Source Evidence |
|---|---|---|---|
| I1 | Histologically confirmed NSCLC | PASS | p. 12–14 (Pathology Report) |
| I2 | ECOG performance status ≤ 1 | PASS WITH EXCEPTION | p. 28 (Clinic Note) |
| E3 | No prior systemic therapy for metastatic disease | FAIL | p. 46–47 (Treatment History) |
| I4 | Adequate organ function (labs within protocol range) | UNABLE TO CONFIRM | p. 52 (Lab Report) |
Supporting Clinical Research Across The Industry
Supporting 300+ clinical studies across 70+ indications since 2017.
Independent evidence
Independently Evaluated. Measurable Enrollment Improvements.
An independent third-party analysis conducted by a consulting firm commissioned by AES, a PPD-owned organization, evaluated study performance before and after implementation of iHealthSync services.
Independent Third-Party Analysis iHealthSync was unaware the evaluation was underway and did not participate in the analysis.
MEAN MONTHLY RANDOMIZATIONS
200%+ mean monthly randomization increase across evaluated studies.
The clinical evidence gap
Finding Patients Is Only the Beginning.
Many promising referrals stall due to incomplete or inaccessible clinical evidence. AiSync helps sites organize, assess, and act on source-supported evidence earlier in the process.
Traditional Referral Process
Disjointed. Time-consuming. Uncertain.
Patient-reported diagnosis
Questionnaire prescreening
Fragmented records across providers
Missing or conflicting clinical evidence
Site chases documentation
Late discovery of exclusions
With AiSync
Organized evidence. Greater efficiency. Clearer insights.
Source-supported diagnosis evidence
Protocol-specific clinical assessment
Aggregated longitudinal documentation
Targeted evidence-gap resolution
Clinical Summary
p. 12p. 28p. 52
Page-cited Clinical Summary
Earlier visibility into eligibility risks
More referrals do not automatically mean more enrollments.Better clinical evidence creates a more efficient path forward.
AiSync helps organize and assess documented evidence to support study feasibility and eligibility review. The site investigator retains the final eligibility decision.
The AiSync closed-loop evidence engine
We Don’t Stop at the Records We Find. We Pursue the Evidence the Protocol Requires.
AiSync combines digital access, provider-direct retrieval, protocol-specific evidence assessment, and reassessment to close the clinical evidence gap before site review.
Step 1
Patient Authorization
Study-specific authorization for medical record access.
- Signed before any chart is retrieved
- Scoped to this protocol only
- Limited to minimum-necessary records
Step 2
Collect from Multiple Sources
- National Exchanges
- Available digital connections
- Hospitals
- Specialists
- Laboratories
- Imaging
- Pathology
- Other treating providers
Step 3
Protocol-Aligned Evidence Assessment
Assess against study-specific inclusion and exclusion criteria.
- Inclusion Criteria
- Exclusion Criteria
- Key Data Elements
Step 4
Targeted Evidence Gap Closure
The AiSync Difference
Repeat until retrievable gaps are resolved or remaining uncertainties are clearly documented.
Step 5
Patient ID: AHS-1048927De-identified
AiSync Clinical Summary
- I1Histologically confirmed NSCLCPASSp. 12
- I2ECOG performance status ≤ 1PASS WITH EXCEPTIONp. 28
- E1No prior systemic therapy for metastatic diseaseFAILp. 52
- I4Adequate organ function within protocol rangeUNABLE TO CONFIRM—
Assessment is source-supported and based on available patient records. Final eligibility determination remains at the discretion of the study investigator.
Step 6
Site Clinical Review
The investigator retains the final eligibility decision.
- PASS
- EXCEPTION
- FAIL
The summary informs the review. The site makes the call.
AiSync closes the clinical evidence gap through targeted retrieval and reassessment — not just record collection.
The AiSync Clinical Summary
A Clear, Source-Supported View of Eligibility.
AiSync delivers a concise, protocol-aligned Clinical Summary with a clear eligibility assessment, supporting evidence, identified gaps, and direct links to the source documentation — so research sites can make faster, more informed decisions.
Meets all inclusion and no exclusion criteria
Meets criteria with protocol-specific exception(s)
Does not meet inclusion and/or meets an exclusion criterion
HbA1c
7.4%
Type 2 diabetes mellitus
Metformin 1000 mg BID
(GLP-1 agent)
Clinical Summary
No exclusion criteria met
Eligibility Criteria Overview
Key Clinical Evidence
| Diagnosis | Type 2 Diabetes Mellitus | Documented (2 sources) | View Source |
| HbA1c | 7.4% (02/14/2025) | Meets criterion (≤ 9.0%) | View Source |
| Prior Therapies | Metformin, GLP-1 | Documented | View Source |
| eGFR | 68 mL/min/1.73m² (01/02/2025) | Meets criterion (≥ 60) | View Source |
| Liver function | ALT 28 U/L (08/02/2025) | Meets criterion | View Source |
| Imaging | Abnormal CT (03/10/2024) | Out of window (protocol requires ≤ 12 months) | View Source |
| Concomitant Medications | No prohibited medications | Meets criterion | View Source |
Concise and Actionable
Key findings in a format built for research sites.
Source-Paged Evidence
Direct links to the exact record documentation.
Protocol-Aligned
Focused on study-specific inclusion and exclusion criteria.
Minimum-Necessary
Only the relevant information needed for eligibility review.
Built for the entire enrollment ecosystem
One Solution.
Four Distinct Advantages.
AiSync strengthens clinical evidence and enrollment readiness for every organization involved in getting the right patients into clinical trials.
Sponsors
Protect recruitment investment.
Improve enrollment execution with better clinical evidence.
Explore Sponsor Solutions →CROs
Improve study execution.
Support site performance with clinically verified referrals.
Explore CRO Solutions →Research Sites
Reduce record chasing.
Receive organized, source-supported clinical summaries.
Explore Site Solutions →Recruitment Partners
Strengthen referral quality.
Improve clinical handoffs without replacing your workflow.
Explore Partner Solutions →Security, privacy & compliance
Built for Trust. Designed for Clinical Research.
AiSync is built with privacy, security, and compliance at its core — protecting patient information while enabling the clinical evidence needed for successful trial enrollment.
Patient Authorization First
Study-specific HIPAA authorization for every patient. We only access and retrieve records with explicit patient consent.
Secure Data Handling
Encrypted data in transit and at rest, with role-based access controls and comprehensive audit logging.
Minimum Necessary Data
We deliver only the information needed for protocol eligibility, in accordance with 45 CFR §164.502(b).
Enterprise-Grade Security
Built on industry-leading infrastructure with continuous monitoring, regular testing, and strict data governance.