Streamline Patient Visits
Visit Planning
ResearchManager Visit Planner simplifies and optimizes clinical visit management. Plan faster, track more accurately, and stay fully compliant — all in one user-friendly platform.
✅ Smarter scheduling & tracking
✅ Better coordination across sites
✅ 100% compliant & easy to use

Efficient Patient Visit Planning & Management
ResearchManager Visit Planner streamlines scheduling by suggesting optimal visit dates based on protocols and margins, reducing scheduling time by 30%.
Comprehensive Visit Tracking
Get a clear overview of all patient visits, including questionnaires and visit status, improving procedure tracking by 30% for better documentation and compliance.
Accurate Financial Management
Simplify billing with precise financial coding per visit, boosting reimbursement accuracy by 35% and enabling detailed financial insights.
Key Features
Visit Scheduling
The Visit Planner generates a schedule of visits for each patient that matches the visit schedule outlined in the study protocol.
Rescheduling Flexibility
Easily reschedule visits with quick adjustments, automatically adjusting all subsequent visits according to the existing schedule.
Advanced Filtering Options
Perform advanced filtering options to customize and refine the view of visit schedules. Filters based on visit status, planned date, visit types, sites, researchers, and financial codes enable quick and targeted insights, facilitating improved planning and resource allocation.
Detailed patient profiles
Centralize comprehensive patient records, including contact information, medical history, and visit logs, in a single unified platform. Monitor patient status and access records of completed and upcoming visits easily.
Financial Tracking
Track and manage financial aspects of patient visits, including reimbursements per visit type across sites and departments.
Notifications and Reminders
Set up automatic notifications and reminders for scheduling new visits or when a visit has started, ensuring timely updates and efficient management.
Audit Trail
Every action is logged: who, what, when – ensuring full traceability and compliance.
Instant Cost Estimate
Get a clear cost estimate for Visit Planning in under a minute.
Whether you’re preparing a single project or coordinating multiple studies, this quick estimate gives you immediate insight into expected costs.
Trusted by Researchers and Partners Worldwide
Ensuring Global Compliance and Data Security
ResearchManager Compliance Overview
- Offices in the Netherlands (HQ) and in the USA.
- ISO 27001 certified
- NEN 7510 certified
- ISO 14155 compliant
- 21 CFR PART 11 compliant
- GCP compliant
- GDPR compliant
- HIPAA compliant
- Secure connection with Comodo’s EV SSL certificate
Data Centers and Cloud Services
1) Data Centers in the EU
- TIER 3+
- SOC 2 security standards
- ISO 9001 certified
- ISO 14155 certified
- ISO 27001 certified
- NEN 7510 certified
- Dedicated backup server, AES 256 encrypted
2) Regional Cloud Services
ResearchManager offers localized cloud services in multiple regions (e.g., USA, Canada, Australia, UK, Japan), ensuring compliance with local data residency regulations.
Hans Middelweerd
Global Sales Manager - Academic & Non-Profit
Let’s Talk
Ready to experience ResearchManager in action? Schedule a live demo with one of our specialists.