Keep every enrolled participant on track

Participant Monitoring

Track visit windows, follow-ups, and retention across your active participants so nobody falls behind.

What you get

  • Protocol visit-window tracking
  • Overdue-visit alerts so nobody falls behind
  • Retention risk visibility
  • A clear timeline for every participant

Why it matters

Enrollment is only half the job. Monitor protocol visit windows, surface overdue follow-ups, and stay ahead of retention risks with a clear timeline for every active participant.

See it in action

Participant Monitoring, inside Trialflow

Trialflow participant monitoring view with protocol visit windows, overdue-visit alerts, and retention status

FAQ

Participant Monitoring questions, answered

What does Trialflow monitor after a participant enrolls?+

It tracks protocol visit windows, upcoming and overdue follow-ups, and retention status for every active participant, so the work after enrollment is as organized as the recruitment before it.

How do I avoid missing protocol visit windows?+

Trialflow tracks each participant’s visit windows and surfaces what’s coming due, with alerts when a visit goes overdue — so nobody slips through the cracks on a busy week.

Can I spot retention risks early?+

Yes. Retention-risk visibility highlights participants who are falling behind on visits or follow-ups, giving your team a chance to re-engage them before they drop out.

Is there a timeline for each participant?+

Every active participant has a clear timeline of visits, follow-ups, and interactions, so any coordinator can see their status at a glance.

Who gets notified about overdue visits?+

Overdue-visit alerts surface the participants who need attention so the assigned coordinator can act, helping the team stay ahead of protocol deviations.

Does this replace my EDC?+

No. Participant monitoring keeps your team on top of visit windows, follow-ups, and retention as part of the recruitment-to-enrollment workflow. It complements your EDC rather than replacing clinical data capture.

Which plans include participant monitoring?+

Participant monitoring — alongside meeting scheduling — is included starting with the Growth plan.

See Participant Monitoring in action

Get a personalized walkthrough tailored to your studies and therapeutic areas.