Clinical Research Site Operations Platform

Turn protocol requirements into clear site action.

ResFlow helps research sites manage participant progress, protocol visit windows, clinic bookings and daily operational follow-up from one secure workspace.

Built for research sites. Designed around real coordinator workflows.

ResFlow is the clinical research site operations platform that turns protocol requirements into clear participant visit schedules, booking workflows and daily site actions.

resflow · studies

Active studies

4

Appointments today

7

Visits due soon

3

Today’s clinic list

  • RF-1042 · Visit 3Booked
  • RF-1088 · Visit 4Due soon
  • RF-1101 · Randomisation09:30

Site operations at a glance

Active studies, today’s appointments and visits needing attention in one workspace.

Product interface shown with fictional data

The operational gap

The work between the protocol and the EDC is still fragmented.

Study teams often rely on spreadsheets, calendars, email threads and separate trackers to understand which participant is due, what must be booked and whether a visit remains inside its permitted window.

Protocol dates require manual calculation

Coordinators spend time working out target days and windows by hand for each participant.

Bookings become separated from study visits

Clinic diaries and protocol visits live in different places, so status is easy to lose.

Missed actions are discovered too late

Due and overdue visits surface only after someone checks another tracker or inbox.

Oversight depends on multiple disconnected trackers

Site leads and monitors cannot see a single operational picture without chasing updates.

ResFlow brings these operational activities into one protocol-aware workflow.

From protocol schedule to site action.

From protocol schedule to participant timeline

  1. 1

    Configure the study

    Define screening periods, anchor events, target days, visit types and permitted windows.

  2. 2

    Add and progress participants

    Record screening, eligibility and randomisation milestones without replacing the sponsor EDC.

  3. 3

    Generate operational timelines

    ResFlow calculates upcoming visit targets and windows from the participant’s actual study dates.

  4. 4

    Act before visits are missed

    Coordinators can see what is due, what needs booking and what requires follow-up.

resflow · visit schedule

Protocol milestone visits

Visit 3

Target 6 Jul

Completed

Visit 6

Target 3 Aug

Scheduled

Visit 4

Target 31 Aug

Not due

EOS

Target 14 Dec

Not due

Protocol visit timeline

Target dates, windows and booking status for each milestone visit.

Product interface shown with fictional data

After randomisation (or another configured anchor), ResFlow builds the operational timeline so coordinators can book inside the permitted window and act before visits are missed.

Explore the workflow

Core product capabilities

Built around the work research sites already do, without replacing sponsor systems.

Protocol-aware visit scheduling

Automatically calculate target dates and permitted windows using study-specific rules.

Participant operations

Track screening, randomisation, status, next actions and upcoming visits from one participant profile.

Clinic bookings

Link appointments directly to protocol visits so scheduling and study progress remain connected.

Daily action views

See appointments today, visits due soon, overdue activity and outstanding bookings.

Site and team management

Control organisation membership and role-based access for authorised site personnel.

Controlled monitor visibility

Provide authorised monitors with limited study oversight while restricting participant-identifiable information.

resflow · bookings · today
VisitPersonStatus
Visit 2RF-1042Booked
Visit 3RF-1088Completed
UnscheduledRF-1101Booked

Clinic bookings

Appointments linked to protocol visits and participants.

Product interface shown with fictional data

resflow · participant RF-1088

RF-1088

Example Study · Screening attempt 1

Randomised

Next visit

Visit 4 · target 18 Aug

Window

16 Aug – 20 Aug

Booking

Not booked

Coordinator

A. Patel

Participant profile

Status, next visit and window context in one place.

Product interface shown with fictional data

Not another spreadsheet. Not another generic calendar.

Comparison of spreadsheets, generic booking systems and ResFlow
CapabilitySpreadsheet or calendarGeneric booking systemResFlow
Protocol visit windowsPartialNoYes
Participant-to-study linkagePartialPartialYes
Randomisation-anchored timelinesNoNoYes
Booking linked to protocol visitsNoPartialYes
Due and overdue operational viewsPartialPartialYes
Role-based site accessNoPartialYes
Audit historyNoPartialYes
Controlled monitor accessNoNoYes

ResFlow does not replace your EDC, eISF, medical records or sponsor systems. It organises the operational work your site performs around them.

Built from real clinical site workflows

ResFlow was designed around the practical work coordinators and site teams perform every day, including participant scheduling, protocol-window tracking, booking follow-up and operational oversight.

Workflow-led design

Features are organised around actual site actions rather than generic project-management tasks.

Fictional-data demonstration

Product demonstrations use fictional participant data to protect confidentiality.

Structured onboarding

Each demonstration reviews the site’s study structure, team roles and operational workflow.

Designed for the people responsible for study delivery

Research sitesPrimary customer

Manage participants, visit windows, bookings and outstanding actions.

Coordinators

Know what needs attention today without cross-checking multiple trackers.

Investigators and site leads

Maintain visibility of study activity and operational risks.

Sponsors, CROs and monitors

Receive controlled operational oversight where authorised by the research site and relevant agreements.

Security and privacy designed into site operations

  • Secure account authentication with email verification
  • Organisation-level data isolation
  • Role-based permissions for site personnel
  • Database row-level security
  • HTTPS encryption in transit
  • Append-only audit logging for meaningful operational changes
  • Read-only monitor access where authorised
  • Automatic redaction of participant-identifiable fields for monitor users

ResFlow does not display certifications or assurance claims that have not been independently obtained. Information-governance and procurement teams may request our current security, subprocessor and data-processing documentation.

Pricing aligned with your site’s use

ResFlow is invoiced based on your site requirements. Following a short workflow review, we provide a written proposal and invoice that reflects active studies, participating sites, onboarding and agreed support.

Site requirements

Active studies, team structure and operational complexity.

Implementation

Protocol configuration, onboarding and staff setup.

Ongoing access

Platform access, support and agreed service requirements, invoiced accordingly.

Request a pricing discussion

Frequently asked questions

ResFlow is a Clinical Research Site Operations Platform for participant tracking, visit scheduling, protocol-window management, bookings and site workflow oversight.

See how your current study workflow would operate in ResFlow.

In a 30-minute walkthrough, we will review one of your study workflows and demonstrate how participants, visit windows, bookings and daily site actions can be organised in ResFlow.

Book a 30-minute walkthrough

No participant-identifiable information is required for the demonstration.

ResFlow | Clinical Research Site Operations Platform