TrialKit Engage

TrialKit Engage (Televisits & Scheduling) is a purpose-built virtual visit and scheduling solution from Crucial Data Solutions, designed for clinical trial sites, sponsors, and CROs running decentralized or hybrid studies. It enables secure, compliant video-based visits between investigators and participants without requiring a separate telemedicine vendor, external accounts, or manual tracking systems.

By integrating televisits directly into the broader TrialKit platform alongside EDC, ePRO, eConsent, and participant engagement tools, TrialKit Engage reduces operational complexity and gives sites and sponsors a unified view of all visit activity in a single system. Participants can join from any smartphone or browser using a simple link or the TrialKit mobile app, with no special downloads or plug-ins required.

Core Capabilities

• Secure virtual visits: One-click video sessions accessible from any smartphone or browser, with role-specific join links for investigators and participants, all within a HIPAA and 21 CFR Part 11 compliant environment.
• Built-in visit scheduling: Site-level calendars with configurable visit windows, allowing coordinators to assign, reschedule, or cancel virtual visits, with automated reminders delivered via push notification, SMS, or email.
• Real-time documentation: Integrated eCRFs allow assessments to be completed during the visit; notes, decisions, and protocol-required observations are captured and stored directly in TrialKit EDC for immediate access.
• Participant engagement tools: Notifications for upcoming visits, task lists and visit instructions within the participant app, and integrated ePRO for symptom or diary reporting between visits.
• Global and remote-friendly workflows: Compatible across time zones and device types, with no software installation required, making it ideal for hybrid, decentralized, or hard-to-reach participant populations.

Visit Management and Site Workflows

• Assign visits to specific staff members from a central calendar dashboard.
• Track completed and missed appointments in real time.
• View participant availability to streamline coordination.
• Organize and manage televisits directly from the scheduling interface.
• Reduce administrative overhead and maintain alignment across multiple site locations.

Benefits for Sponsors and CROs

• Reduce site burden by centralizing televisits, documentation, and scheduling within one platform.
• Improve participant retention through convenient, accessible remote visits.
• Eliminate the need for additional vendor contracting or third-party system integrations.
• Support adaptive, decentralized, or hybrid trial designs with flexible infrastructure.
• Enhance monitoring capabilities with real-time visibility into visit activity across all sites.

Platform Integration and Compliance

• Televisits, ePRO, eConsent, notifications, EDC forms, and source documentation all operate within a single unified TrialKit environment.
• Meets HIPAA and 21 CFR Part 11 requirements for clinical research use.
• Participants can join via the TrialKit mobile app or a browser link with no special software required.
• Visit scheduling is tied directly to the study schedule, with configurable visit windows, reminders, and staff assignments managed through the site calendar tool.

TrialKit Engage is well suited for sponsors and CROs seeking to expand trial access, reduce participant burden, and streamline site operations without adding complexity through additional vendors or disconnected systems.