A streamlined workflow from prescreen to enrollment.
AiSync automates and manages the HIPAA process and medical record workflow—removing administrative friction while delivering the right records earlier to support screening and enrollment decisions.
THE GOAL
One workflow. Fully managed.
AiSync is responsible for generating study-specific HIPAA authorizations, managing follow-up, and aggregating all required medical records across providers and formats—so Sponsors, CROs, recruitment partners, and sites don’t have to.
THE WORKFLOW
(STEP BY STEP)
Study-Specific HIPAA Generation
AiSync generates HIPAA authorizations tailored to each study and routes them for patient signature immediately after prescreen.
Persistent Follow-Up
AiSync manages ongoing follow-up with patients and providers to ensure HIPAA forms are completed and records are released.
Multi-Provider Record Aggregation
AiSync collects all study-required medical records across providers and formats, including EMRs, faxed records, PDFs, imaging reports, and pharmacy data.
Normalization & Clinical Summaries
Collected records are organized and normalized into structured summaries designed to support faster, more informed screening review.
AiSync supports review workflows. We do not make medical decisions.
Secure Delivery
Final outputs are delivered securely through the AiSync platform or directly into Sponsor or CRO systems via API.
DELIVERY & INTEGRATION
Built to plug in not replace
Recruitment / CRO Systems
AiSync
Sponsor / Site Review
No System Replacement
Platform access or API delivery
Supports Sponsor- or CRO-led models
Works across therapeutic areas
What This Enables
- Faster transition from prescreen to enrollment
- Earlier identification of inclusion and exclusion criteria
- Reduced screen failures
- Minimal site burden
- Scalable, repeatable workflows across studies
SECURITY & GOVERNANCE
AiSync is built with privacy, security, and auditability at its core.
HIPAA-aligned workflows
Enterprise-grade Azure infrastructure
Role-based permissions and logging
Business Associate Agreements in place
