Highly rated by customers | 4.2 / 5 stars

Visit Planning Software – Patient Scheduling System for Clinical Trials

ResearchManager Visit Planning is a patient scheduling system for clinical trials that keeps study visits organized within predefined scheduling windows, with linked questionnaires and costs in one centralized environment. It helps prevent missed or incorrect visits and keeps all associated data clear and accessible.

  • 30% faster scheduling of patient visits
  • 30% better overview and more accurate visit tracking
  • 35% more accurate financial processing per visit
Screenshot of ResearchManager Visit Planning Software

Built for compliant clinical research

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Doctor sitting at his desk, working on a tablet

Appointment Scheduling Without the Headaches

Scheduling patient visits can sometimes feel like a puzzle. This patient scheduling system simplifies the process. Time slots and interval rules are set according to the study protocol, after which the scheduler automatically suggests suitable times. This reduces scheduling errors and saves valuable time.

 

Complete overview of scheduled and completed visits

The more touchpoints a study has, the greater its complexity becomes. Visit Planning keeps that complexity manageable.

  • Overview of scheduled and completed visits, as well as pending actions: Know where a participant stands in the study program and what steps still need to be taken.
  • Automatic notifications: Never miss another visit again with automatic reminders for the team.
  • Status Overview by Visit: Deviations and delays are immediately visible, allowing the team to make quick adjustments.
  • Questionnaires linked to each visit: All collected data is linked to the respective visit and is centrally available for each participant.
a woman looking at a graph on her laptop

Transparent cost and expense management per visit

Managing study costs per patient visit requires a detailed understanding of budgets and reimbursements. Visit Planning links financial codes to each visit, so that costs are immediately tracked and it is clear which reimbursements correspond to them. This reduces the administrative burden and provides researchers, sponsors, and finance teams with a clear overview of costs.

Key Features

Protocol-driven visit planning
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
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

Security & Integrations
Security & Integrations

  • REST API
  • Single Sign-On (SSO)
  • Role-based permissions
  • Electronic signatures
  • Two-factor authentication

Trusted by over 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.

Hans Middelweerd

Hans Middelweerd

Global Sales Manager - Academic & Healthcare

Thierry Wetting

Thierry Wetting

Global Sales Manager - CROs & Sponsors

Simplify your planning with Visit Planning