Automated communication with clinical investigators

Purpose

1.1 Automate all communication touchpoints between pharmaceutical company personnel and clinical investigators during ongoing trials.
1.2 Achieves automated scheduling, reminders, data queries, feedback collection, adverse event reporting, and protocol notifications.
1.3 Automates documentation delivery, meeting invitations, trial milestone updates, investigator queries, and compliance follow-ups.
1.4 Ensures automated, timely, and consistent contact, reduces manual errors, supports scalability, tracking, and centralizes correspondence for audits.

Trigger Conditions

2.1 New clinical trial phase initiation automates alert to investigators.
2.2 Scheduled site visits automate assignment of reminders one week and one day prior.
2.3 Automated receipt of adverse event data triggers escalation to medical monitors and investigators.
2.4 Automated deadline approach for data collection forms prompts an automated reminder.
2.5 Receipt of updated protocols automates immediate distribution to investigators.

Platform Variants

3.1 Twilio – Programmable Messaging API
• Feature/Setting: Automate SMS/email/WhatsApp notifications; Set API endpoint for outgoing scheduled reminders.

3.2 SendGrid – Mail Send API
• Feature/Setting: Automate bulk personalized emails; Use dynamic templates and scheduled send functionality.

3.3 Slack – Incoming Webhooks/API
• Feature/Setting: Automate channel or direct investigator notifications; Configure bot to post structured updates.

3.4 Microsoft Teams – Graph API
• Feature/Setting: Automate chat messages or Teams invitations; Set message endpoint to automate reminders.

3.5 Salesforce Health Cloud – Workflow Rules
• Feature/Setting: Automate investigator assignment and status notifications; Trigger workflow via field changes.

3.6 HubSpot – Workflow Automation
• Feature/Setting: Automate email series, task assignments, and follow-up automations.

3.7 Gmail API
• Feature/Setting: Automate sending/receiving and threading investigator email correspondence.

3.8 Outlook 365 API
• Feature/Setting: Automate calendar invitations, reminders, and batch email distribution to investigators' lists.

3.9 DocuSign API
• Feature/Setting: Automate protocol/procedure document distribution and signatures.

3.10 Zoho CRM – Workflow/Automation
• Feature/Setting: Automate drip campaigns and notifications as investigators progress through trial phases.

3.11 Pipedrive – Workflow Automations
• Feature/Setting: Automate deal stage-triggered communication with configured email templates.

3.12 Intercom – Message Automation
• Feature/Setting: Automate chat/message notifications about new data requirements or trial milestones.

3.13 WhatsApp Business API
• Feature/Setting: Automate direct messaging, quick replies, and broadcast notifications for urgent investigator alerts.

3.14 Freshdesk – Ticket/Alert Automation
• Feature/Setting: Automate investigator inquiry routing and resolution follow-ups.

3.15 Zendesk – Triggers & Automation
• Feature/Setting: Automate ticket notifications, follow-up reminders, escalations.

3.16 Asana – Rules & Automation
• Feature/Setting: Automate assignment and reminder tasks for investigators and monitoring committees.

3.17 Monday.com – Automations
• Feature/Setting: Automate updates and automated messaging for progress tracking per investigator.

3.18 Trello – Butler Automation
• Feature/Setting: Automate communication based on board activity or checklist completion by investigators.

3.19 Cisco Webex – Messages API
• Feature/Setting: Automate direct messages, meeting invites, and recurring calendar notifications.

3.20 Mailchimp – Campaign Automation
• Feature/Setting: Automate informative campaign rollouts and regular updates for investigators.

4 Benefits

4.1 Automates reduction of communication gaps and manual work, boosting investigator engagement.
4.2 Automator enhances consistency, audit trails, and documentation of all automated correspondence.
4.3 Automated escalation ensures compliance and data integrity, while automating reminders improves milestone adherence.
4.4 Automation eliminates repetitive manual steps, saving resources and improving investigator response rates.
4.5 Automatable processes reduce human error, speed up clinical trial cycles, and facilitate automated transparent reporting.
4.6 Centralizes and automates communications, powering seamless, scalable, and regulatory-ready clinical data management.