Highly rated by customers | 4.2 / 5 stars

Visit Planning software for clinical research

ResearchManager Visit Planner is software for planning, tracking and managing patient visits within clinical research. Visits are scheduled according to protocol and margins, with complete visibility and accurate recording.

30% faster scheduling of patient visits
30% better overview and more accurate visit tracking
35% more accurate financial processing per visit

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Fully compliant with relevant laws and regulations

Scheduling of patient visits

With ResearchManager Visit Planner, researchers easily create a visit schedule that meets protocol requirements, time windows and interval rules. The planner automatically generates suggestions for optimal visit times, ensuring efficient and compliant scheduling with study requirements. This saves time and reduces the risk of scheduling errors.

Overview and follow-up of performed visits

ResearchManager Visit Planner provides an overview of all planned and completed visits, including associated questionnaires, status and linked patient data. In one central overview, researchers can see which visits have been completed, which are open and which actions are still pending.

Financial insight per patient visit

Visit Planner supports accurate financial coding per visit, providing real-time visibility into budgets, reimbursements and expenses. This simplifies administration and supports controlled claims processes.

Key Features

Protocol-driven visit planning

Visit schedules according to protocol and time windows
Automatically generated suggestions for optimal visit times
Configurable time intervals per visit
Financial coding per patient visit
Test environment for schema validation

Monitoring and follow-up visits

Real-time overview of visit statuses
Task summary by patient and site
Automated notifications and email notifications
Financial statement per patient visit

Compliance, security & integrations

Role-based access rights
Support for Single Sign-On (SSO)
Two-factor authentication
Validated electronic signatures
Full audit trail of all actions
Compliant with FDA 21 CFR Part 11 and ICH-GCP
Secure data storage in compliance with ISO 27001, GDPR, HIPAA, and NHS Data Security & Protection Toolkit
Import and export capabilities in various formats
REST API for reading and writing data

Trusted by 200+ organizations

For more than 13 years, CROs, sponsors, universities and healthcare organizations have relied on Clinical Research Suite every day for structured and reliable clinical research. Find out how we help organizations conduct studies more efficiently, compliantly and with complete control.

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