Integrations

Connect existing trial systems to controlled clinical work.

Modern studies run across EDC, CTMS, eTMF, safety, labs, identity, site source, and reporting tools. Clinistack connects those systems around the trial work itself: what changed, who owns the record, who has to review it, and what evidence explains the decision.

Record owner

Know which system owns the record

Every exchange starts with a plain record map: record type, study scope, source system, owner, and allowed action. Teams should never have to guess whether Clinistack is reading, reconciling, or changing a regulated record.

Review work

Turn mismatches into owned work

Missing documents, stale protocol versions, subject mismatches, failed imports, duplicate safety signals, and late lab updates become review queues with owners, status, and disposition instead of spreadsheet cleanup.

Operating evidence

Keep proof next to the action

Runs, approvals, exceptions, retries, and reviewer decisions stay attached to the connection so clinical operations, quality, IT, and inspection teams can see why the result is safe to rely on.

Migration and standards mapping

Move legacy data with a reviewable record.

Bring an existing crosswalk or have us build one with your data team. Clinistack imports governed CSV extracts from the systems your trial already runs on, mapped onto the study, Site, document, and terminology records the platform keeps.

Messy source data does not mean improvised import. If the source is a legacy database, a vendor export, a spreadsheet collection, or a format nobody has documented well, we work through it with you: extract it to CSV, map the columns, validate the rows, review the exceptions, and keep the release evidence together.

Exchange patterns Data capture and exchange: ODM, Dataset-JSON Submission context: SDTM, Define-XML Safety submission state: E2B(R3) Medical coding: MedDRA, WHODrug TMF expectations: CDISC TMF Reference Model
Migration rehearsal Legacy data moves through profiling, crosswalk review, exceptions, and release evidence.

Use this path for vendor exports, legacy histories, spreadsheets, and other sources that need controlled import.

Plan a migration rehearsal
Migration rehearsal Legacy spreadsheets, exports, documents, and email-driven records are profiled, crosswalked, reviewed for exceptions, and released with cutover evidence.

Standards crosswalk

Map source fields to ODM, SDTM, Define-XML, or TMF context where that standard belongs.

Version context

Protocol, form, dataset, terminology, document taxonomy, and vendor-package versions stay visible with the mapped record.

Rehearsal review

A dry run validates each row against the target record before import, so missing values, malformed fields, and unresolvable references surface as exceptions rather than as a failed load.

Cutover record

Production migration keeps mapping version, source extract, transform rules, exception disposition, reviewer approval, and run history together.

Go-live evidence

How a system exchange becomes part of trial operations.

Define the trial work

Name the trial action the exchange changes: review, migration, reporting, safety intake, access, or inspection response.

Document the source

Document the system of record, allowed action, data class, study scope, owner, and approval route.

Test the edge cases

Use fixture payloads and rehearsal runs to expose bad records, stale context, duplicate entries, and failure handling.

Release with evidence

Attach mapping, approval, test results, exception routes, and run history to the connection before go-live.

Operate the queue

Keep status, retry behavior, review owners, and inspection evidence visible after go-live.

Proof before production

What teams should expect to see.

A record-ownership map for every object the connection reads, reconciles, exports, or changes.

An access route with credential custody, tenant boundary, study scope, and data class made explicit.

Mapping and transform rules that a clinical, data, quality, or IT reviewer can understand later.

Test payloads or rehearsal output that prove normal, error, retry, exception, and pause behavior.

Review queues that show who owns each mismatch, failure, duplicate, or unresolved record.

Run history and release evidence that can be replayed during diligence, release review, or inspection.

Common questions

Practical answers, without vendor theater.

Can Clinistack connect to our existing system?

Bring the system, access method, export or standard, and the trial work you want to change. We will review the controlled route around that work.

Do integrations replace the source system?

No. Clinical teams need clear record ownership. Clinistack can operate across systems while preserving which one owns each record.

Do you support writeback?

Writeback is scoped separately from read and reconciliation. It needs explicit owner approval, release evidence, and controls strong enough for the record being changed.

What if the vendor only supports exports?

Exports can still be useful when frequency, ownership, mapping, exception handling, and review workflow are explicit.

How do you handle migrations?

Migrations use rehearsal loads, mapping review, exception disposition, source extracts, approval, and cutover evidence instead of silent imports.

How are standards versions handled?

They stay with the mapping context so reviewers can see which package, vocabulary, and protocol version informed the record.

System exchange

Bring one study system your team needs to trust.

We will review the source record, allowed action, review queue, evidence, and release path needed to make the exchange useful in real trial operations.

Assess a system exchange