Platform

Clinical research site operations, connected from protocol to visit.

ResFlow turns configured protocol schedules into participant timelines, clinic bookings and daily actions for research sites. Sponsors and monitors remain connected stakeholders with controlled oversight where authorised.

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Study configuration

Operational problem
Protocol schedules live in documents while clinic work lives somewhere else.
What ResFlow does
Sites configure screening periods, anchor events, visit types, target days and permitted windows for each study.
What it does not replace
ResFlow does not replace the sponsor protocol document, EDC build or regulatory submission systems.
resflow · visit schedule

Protocol milestone visits

Visit 3

Target 6 Jul

Completed

Tele Visit 6

Target 3 Aug

Scheduled

Visit 4

Target 31 Aug

Not due

EOS

Target 14 Dec

Not due

Protocol visit schedule

Milestone visits with targets and windows ready for participant timelines.

Product interface shown with fictional data

Participant progress

Operational problem
Screening, eligibility and randomisation status are hard to see beside the next booking.
What ResFlow does
Participant profiles bring together status, milestones and upcoming operational steps in one place.
What it does not replace
ResFlow is not an eCRF or source-data system for clinical findings.
resflow · participant RF-1088

RF-1088

Northbridge Sleep 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

Fictional participant RF-1088 with status and next visit context.

Product interface shown with fictional data

Visit-window generation

Operational problem
Calculating windows manually for every randomised participant is slow and error-prone.
What ResFlow does
After configured anchor events such as randomisation, ResFlow generates target dates and windows for protocol visits.
What it does not replace
Windows are only as accurate as the protocol rules the site configures.
resflow · visit schedule

Protocol milestone visits

Visit 3

Target 6 Jul

Completed

Tele Visit 6

Target 3 Aug

Scheduled

Visit 4

Target 31 Aug

Not due

EOS

Target 14 Dec

Not due

Operational timeline

Completed, scheduled and not-due visits shown with fictional data.

Product interface shown with fictional data

Booking management

Operational problem
Clinic diaries become disconnected from protocol visit status.
What ResFlow does
Appointments can be linked directly to protocol visits so booking and study progress stay connected.
What it does not replace
ResFlow is not a full hospital EPR or generic consumer scheduling marketplace.
resflow · bookings · today
VisitPersonStatus
Tele Visit 2RF-1042Booked
Visit 3RF-1088Completed
UnscheduledRF-1101Booked

Clinic bookings

Visit, participant identifier and booking status in a compact tracker view.

Product interface shown with fictional data

Daily operational views

Operational problem
Teams discover overdue work only after checking several lists.
What ResFlow does
Site dashboards and due views surface appointments today, visits due soon and outstanding actions.
What it does not replace
ResFlow does not claim automatic regulatory compliance reporting.
resflow · studies

Active studies

4

Appointments today

7

Visits due soon

3

Today’s clinic list

  • RF-1042 · Visit 3Booked
  • RF-1088 · Tele VisitDue soon
  • RF-1101 · Randomisation09:30

Site dashboard

Active studies and today’s clinic list with fictional identifiers.

Product interface shown with fictional data

Site team roles

Operational problem
Shared spreadsheets cannot enforce who may edit protocol or team settings.
What ResFlow does
Organisation membership and role-based permissions control who can manage studies, bookings and team access.
What it does not replace
ResFlow is not a full HR or identity-provider platform.
resflow · team

Site team

Jordan LeeAccount admin
Aisha PatelCoordinator
Dr Morgan EllisInvestigator
Sam RiveraMonitor (read-only)

Team roles

Account admin, coordinator, investigator and monitor examples.

Product interface shown with fictional data

Monitor workspace and redaction

Operational problem
Monitors need oversight without receiving unnecessary participant identifiers.
What ResFlow does
Authorised monitors can receive limited study visibility while participant-identifiable fields are redacted automatically.
What it does not replace
Monitor access does not grant write access to site operational records.
resflow · monitor workspace

Study oversight (PII redacted)

ParticipantRF-••••
ContactRestricted
Visit statusDue soon
BookingNot booked

Monitor view

Operational status with participant contact details restricted.

Product interface shown with fictional data

Audit history

Operational problem
Sites need accountability for who changed participant, booking or protocol records.
What ResFlow does
Meaningful operational changes are written to an append-only audit trail with user, timestamp and organisation context.
What it does not replace
The audit trail is an operational accountability aid, not a substitute for sponsor TMF requirements.
resflow · team

Site team

Jordan LeeAccount admin
Aisha PatelCoordinator
Dr Morgan EllisInvestigator
Sam RiveraMonitor (read-only)

Accountable site operations

Team access is part of the same controlled workspace that produces audit history.

Product interface shown with fictional data

Participant import is available for bringing existing lists into a study. Selected operational exports (such as study logs and position tracker data) are also available. Protocol amendment workflows beyond study configuration updates should be confirmed during onboarding for your site’s needs.

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