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Mitigate Enrollment Risk. Accelerate Clinical Trials.

AI-powered aggregation of complete clinical histories from any source (including individual providers, National Exchanges, labs, imaging, pharmacy, and more)—enabling protocol-aligned eligibility verification and faster, more confident enrollment decisions.

Complete Clinical Data

Aggregates records across multiple sources for a comprehensive patient view.

Protocol-Aligned Validation

AI evaluates inclusion/exclusion criteria and flags risks early.

Decision-Ready Output

Concise clinical summaries that drive confident decisions faster.

The Industry's Leading Eligibility Verification Platform

AiSync Patient Summary Dashboard

Verify Earlier

Confirm eligibility before patients reach sites.

Reduce Risk

Identify ineligible patients and gaps upfront.

Reduce Burden

Minimal site effort. Maximum clarity.

Accelerate Trials

Faster decisions. Fewer screen failures.

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CRO & Recruitment Partners

Deliver only qualified patients to sites with complete clinical histories and protocol-validated eligibility, not partial records or assumptions.
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Sponsors & Biopharma

Mitigate enrollment risk with full clinical visibility and Al-driven validation of inclusion/exclusion criteria across every patient.

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Trial Sites

Reduce screen failures and wasted effort with decision-ready summaries built from complete clinical histories and validated against protocol criteria.

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Why AiSync Reduces
Screen Failures

Most screen failures happen when eligibility is confirmed too late-after time, effort, and budget are already spent.
AiSync moves eligibility confirmation upstream using complete clinical histories and protocol-level validation-not assumptions.

Reduce Screen Failures by 25-40%
Cut Eligibility Review Time from Hours to Minutes
Identify Exclusion Risks Before Site Engagement
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Eligibility Is Proven-Not Assumed

Eligibility decisions are grounded in complete clinical histories, not self-reported or partial information.

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Issues Are Identified Before Patients Reach Sites

Exclusions, data gaps, and protocol risks are surfaced early-protecting timelines, budgets, and site capacity.
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Complete Clinical Histories Aligned to Protocol

Patient data is consolidated across providers and structured against inclusion/exclusion criteria-eliminating blind spots that drive late-stage failures.
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Faster, More Confident Site Decisions

Sites receive decision-ready clinical summaries aligned to protocol criteria-without manual chart review.
Screen failures aren’t just costly – they’re avoidable when eligibility is confirmed early using complete medical records.

The result: fewer late-stage screen failures, faster enrollment decisions, and less wasted effort across the study.

From Assumed Eligibility → Verified Enrollment

AiSync moves eligibility confirmation upstream—so you can enroll the right patients, faster, with less risk and fewer screen failures.

AiSync Eligibility Verification
Traditional Process

Partial records

Incomplete data leads to uncertainty
and manual follow-up.

Manual chart review

Time-consuming, resource-intensive,
and inconsistent.

Late-stage failures

Issues are discovered after time, effort,
and budget are already spent.

Assumed eligibility

Decisions made with incomplete information
and inherent risk.

AiSync

Complete clinical history

Comprehensive data across providers for
a complete patient picture.

AI + protocol validation

Automated, consistent evaluation of inclusion/
exclusion criteria.

Early risk identification

Potential exclusions and gaps are identified
before patients reach sites.

Verified eligibility

Confident, evidence-based decisions
that reduce screen failures.

Proven in Real Studies

Our workflows are battle-tested across real-world studies-spanning national HIE/QHIN/EMR retrieval, multi-provider record aggregation, and protocol-aligned eligibility review.
Experience
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Studies Supported
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Across national HIE/QHIN/EMR and multi-provider record workflows
Breadth
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Therapeutic Areas
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Including data-heavy and high screen-failure studies
Adoption
hospital
Clinical Trial Sites Engaged
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Receiving decision-ready eligibility summaries

Security & Compliance Built
for Clinical Trials

AiSync is designed as regulated clinical trial infrastructure—
with security, privacy, and auditability embedded into every workflow.

AiSync Security & Compliance

HIPAA-Compliant
by Design

Study-specific authorization workflows and minimum-necessary data handling ensure patient data is protected at every step.

Enterprise-Grade
Infrastructure

Hosted on Microsoft Azure with encryption in transit and at rest, secure access controls, and continuous monitoring.

Audit-Ready for
Sponsors & CROs

Full activity logging, role-based access, and documentation designed to support vendor review and study audits.

Trusted. Compliant. Built for You.
HIPAA
Compliant
Encrypted in
Transit & at Rest
Hosted on
Microsoft Azure
BAAs available
upon request

Get In Touch

Get In Touch

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Move from Assumed Eligibility
to Verified Enrollment

Eliminate screen failures, reduce site burden, and accelerate enrollment
with complete clinical histories and protocol-level validation.

Enroll the Right Patients

Confirm eligibility early with complete clinical histories.

Reduce Risk & Waste

Identify ineligible patients before they reach your sites.

Accelerate Enrollment

Speed up study timelines with confident decisions.

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Where AiSync Fits in the
Clinical Trial Workflow

AiSync operates between prescreen and enrollment-handling the most time-consuming, failure-prone work in the process: study-specific HIPAA authorization and complete medical record collection

AiSync

Multi-Source Record
Aggregation National
Exchanges & Direct Provider

Sponsors

Earlier eligibility clarity.
Fewer late-stage screen
failures.

Recruitment
Partners

Deliver truly qualified
patients backed by
clinical records.

Clinical Trial Sites

Confirm patient eligibility
earlier with complete
records and fewer
failures.

CROs

Predictable workflows
across sites.
Fewer downstream
surprises.

EMR/EHR Pull >
< Multi-Provider Outreach
EMR/EHR Pull >
< Protocol-Aligned
Summaries
One workflow. Different value-depending on where you sit in the trial.

Mitigate Enrollment Risk. Accelerate Clinical Trials.

Al-powered aggregation of complete clinical histories from any source (including individual providers, National Exchanges, labs, imaging, pharmacy, and more) -enabling protocol-aligned eligibility verification and faster, more confident enrollment decisions.)

Complete Clinical Data

Aggregates records across multiple sources for a comprehensive patient view.

Protocol-Aligned Validation

Al evaluates inclusion/exclusion criteria and flags risks early.

Decision-Ready Output

Concise clinical summaries that drive confident decisions faster.

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How It Works

AiSync automates and manages EMR/EHR retrieval, HIPAA authorization, and multi-provider medical record aggregation end to end.

How AiSync Works

AiSync automates and manages National HIE/QHIN/EMR retrieval, HIPAA authorization, and multi-provider medical record aggregation end to end.

National HIE/QHIN/EMR

Digital pulls where available

Targeted Provider Records (HIPAA)

Manual + multi-provider outreach

AiSync

Enrollment Intelligence Engine

  • Record normalization
  • Protocol mapping
  • Eligibility risk flags
AiSync Enrollment Intelligence Engine

Decision-Ready Outputs:

Protocol-Aligned Clinical Summary
Eligibility Status
Missing / Risk Flags
Clinical Sites
Sponsors / CROs

Key Benefits:

Early Eligibility Clarity

Eligibility risks surface earlier - before time, effort, and budget are spent at sites.

Fewer Screen Failures

Eligibility decisions are informed by complete national HIE/QHIN/EMR and provider medical records, not assumptions.

Protocol-Aligned Clinical Summaries

Records are structured and summarized against protocol criteria, not delivered as raw charts.

Reduced Site Burden

HIPAA management and record retrieval are handled upstream - minimizing manual site effort.

Cleaner Workflow Across Teams

Sponsors, CROs, recruitment partners, and sites work from the same structured, decision-ready output.

Supports Any Therapeutic Area

The same workflow scales across protocols - especially data-heavy or high screen-failure studies.

Circle-Work

Workflow Steps:

1

Pre-Screened / Identified Patient

A potential patient has been identified by a site, sponsor, or recruitment partner and referred into the study workflow

2

HIPAA Authorization (Study-Specific)

AiSync generates a patient- and study-specific HIPAA authorization and manages delivery and signature.

3

Medical Record Retrieval (Study Specific)

Only the medical records required for the study are retrieved across all providers and any systems, Aggregation from any provider and in any format (no limits).

4

AiSync Clinical Summary

Aggregated records are normalized and summarized into protocol-aligned clinical insights based on inclusion and exclusion criteria.

5

Secure Delivery to Site

Clinical summaries and supporting records are securely delivered to the site via the AiSync platform or Partner API.

Why AiSync?

Complete Coverage

Complete Coverage - Not Partial Data

AiSync retrieves records from national HIE/QHIN/EMR networks and provider systems, ensuring eligibility decisions are based on complete medical histories – not just what happens to be digitally available.
Eligibility Decisions

Eligibility Decisions Happen Earlier

By confirming eligibility before patients reach sites, AiSync reduces late-stage screen failures and protects study timelines and budgets.
Multi-Provider

Designed for Multi-Provider Reality

Most patients span multiple providers and systems. AiSync is built to handle that complexity at scale -without pushing work downstream.

Decision-Ready, Not Data Dumps

Sites receive protocol-aligned clinical summaries, eligibility status, and risk flags – not thousands of pages to review manually.

Minimal Site Involvement

HIPAA management, record retrieval and follow-up are handled upstream, allowing sites to focus on patients – not paperwork.
Built to scale

Scales Across Studies and Therapeutic Areas

The same workflow supports simple EMR-accessible patients and complex, data-heavy cases across CNS, on-cology, cardiometabolic, rare disease, and more.

What that experience delivered

Measured outcomes driven by early eligibility confirmation.

Enrollment
diagram

Significant Conversion Gains

Improved referral-to-enrollment conversion driven by earlier eligibility confirmation.
Eligibility
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Earlier Confirmation

Improved advancement from referral to consent through protocol-aligned eligibility review.
Screen Fail
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56% Reduction

Reduction in screen failure rates through early, record-based eligibility validation (e.g. 18:1 down to 4:1)

Budget
sales-marketing

Material Efficiency Gains

Meaningful reduction in marketing and recruitment spend by eliminating late-stage, ineligible patients.

Based on independent analysis conducted by a top-10 global CRO across 9 studies in 5 therapeutic areas, representing 52,386 patients over 23 months. Results vary by protocol and implementation.

Security & Compliance

AiSync is built as regulated clinical-trial infrastructure – with security, privacy, and auditability embedded into every workflow.

Data Privacy

Data Privacy & HIPAA Alignment

  • Study-specific, patient-specific HIPAA authorization workflows
  • Minimum-necessary data handling by protocol
  • PHI access restricted to authorized study personnel

Enterprise-Grade Cloud Infrastructure

  • Hosted on Microsoft Azure with enterprise security controls
  • Encrypted data at rest and in transit
  • Secure isolation of study and customer data
Access Controls

Access Controls & Auditability

  • Role-based access controls (RBAC)
  • User authentication and permission management
  • Full audit logging of record access and activity
Operational Security

Operational Security Practices

  • Secure record ingestion and storage workflows
  • Controlled data retention aligned to study requirements
Business Associate

Business Associate Agreements (BAAs)

  • BAAs executed with partners and customers as required
  • Incident response and monitoring procedures in place

Built for Vendor Risk Review

  • Designed to support CRO and sponsor security assessments
  • Documentation available to support due diligence and onboarding
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Ready to remove the bottleneck?

Whether you’re a Sponsor, CRO, or Patient Recruitment partner, AiSync integrates cleanly into your workflow and removes friction where it matters most.

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