Professional Services

Our deep bench strength in data management, data science, clinical practice and engineering means whatever your clinical trial needs are, we have your back.

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Study Configuration Services

EMR integration for sites and site networks
Study Build Activities

Whether you want to grab a few hours from an expert to build a complex form, or need a team to perform a complete study build and validation, OpenClinica’s Solutions Consultants are here to help. We offer flexible models for working alongside your team to get the build done perfectly for your trial.

Reports and Dashboards

OpenClinica can provide expert resources to help make sure you are able to get the reports/visualizations and alerts your stakeholders need via OpenClinica Insight™. We’ll help you understand how best to extract intelligence from your data to keep your studies humming.

Library Creation & CDASH Standards

Content standards accelerate study go-live, promote reuse of data, and facilitate regulatory submissions. OpenClinica’s professional services team helps customers develop libraries of well curated, reusable forms and items, and align them with standards such as CDASH.

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Case Study: When a Data Manager Leaves Mid-Study Build

If you’ve ever been in the middle of designing a clinical trial, you can imagine the challenges that arise if your sole clinical data manager resigned. When this happened to one of our customers, OpenClinica was able to immediately fill the gap with a talented, experienced Solutions Consultant to complete the study design and build activities, allowing the trial to stick to its original timeline.

Migration Services

Platform Migrations

Moving your studies and data shouldn’t be painful. You shouldn’t be constrained to carry out your studies on a legacy system. Let us guide you through our process, providing you with a detailed project plan and clear deliverables, data mapping specifications, and validation. Bring all your studies into the OpenClinica platform while utilizing a process that manages risk, focuses on quality, and gives you peace of mind.

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Case Study: Migrating from a Legacy System

A customer running a multi-decade study began a complex platform trial many years ago on an antiquated system that lacked the capabilities that are now desired and necessary for a successful trial. Their study was complex with a large volume of historical data. Despite these challenges, OpenClinica’s professional services team successfully migrated the study to the OpenClinica platform, while helping all users (research coordinators, data managers, etc.) manage the transition seamlessly.

If you’re unhappy with your current EDC, you don’t have to wait it out. OpenClinica can help you migrate without missing a beat.

Integration Services


Perhaps you’re using some homegrown systems or even other off-the-shelf solutions for labs, IxRS, CTMS, payments, and more. OpenClinica’s advanced web services API makes it possible to interchange data with these systems in real time. Our team can work with your organization and third-party vendors to bring it all together!

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Case Study: Automate and Integrate for Quality and Scale

A leading clinical laboratory services company that runs dozens of small “micro-studies” on behalf of its clients was using paper-based processes combined with homegrown software that lacked efficiency. The company was looking for something better. They piloted and conducted an extensive evaluation of numerous EDC systems, but until they came across OpenClinica, they could not find an eclinical system capable of supporting their unique workflow and integration needs. With OpenClinica, this customer was able to automate and scale their operations to support their large volume requirements, stating: “Flexible and agile design with robust web services – OpenClinica delivers… The OpenClinica design tools make it easy for non-technical resources to make, test, and then deploy changes while maintaining compatibility with previous iterations.”

Training Services

SUT, End user, monitor
Super User Training (SUT)

OpenClinica offers a variety of effective training courses for various stakeholders. For example, OpenClinica Super User Training is a comprehensive course that prepares data managers and study designers to productively work with OpenClinica. This highly interactive, in-depth course is designed and taught by the same professionals who design, build, and test the OpenClinica software .

End User Training

Role-based End User Training can be developed and delivered to suit your immediate needs, allowing key features and functionality to be catered to each role for ease of understanding and reference by site personnel.

Learning Management System (LMS)

Complimentary with the purchase of your subscription, the LMS training is focused on the five (5) core end user roles of data manager, clinical research coordinator, monitor, study/site viewer and principal investigator. Each course has been designed to clearly outline learning objectives, provide focused course content for the responsibilities of each user role, and confirm understanding of the subject matter with a quiz and subsequent certificate of completion upon receiving a passing quiz grade. Request LMS training here.

eSource for AROs
Investigator Meeting Training

Looking for OpenClinica to play a more interactive role in your Investigator Meeting? We’re happy to provide system training, key feature overviews, and more as part of your study launch.

Design Best Practices Workshop

OpenClinica’s Design Best Practices training will teach you the guiding principles of study design; who is responsible for study design and what each role is accountable for; how to create libraries and implement CDASH standards; and how to scope, manage timelines, and test your study design process before implementation.

Additional Services

Have a need not listed?

We are committed to your success. If you have a need not listed, reach out. We have your back.

Every project begins with a conversation.

Managing clinical trials

Managing Change in Clinical Trials

Protocol updates usually set timelines back 30 days

You can do better. We can help.

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