Study Coordinator — Clinical Research Orchestrator · BonsXAI
BonsXAI / Orchid / Study Coordinator
[ORCHESTRATOR · 02] Built on Orchid · Clinical Research

Study
Coordinator.

A proactive AI study coordinator. Under PI delegation.

An AI study coordinator embedded in your trial workflow — handling patient-facing protocol Q&A, visit reminders, adherence reinforcement, and symptom check-ins, all within strict PI-defined scope. De-identified analytics flow to sponsor and CRO dashboards in real time.

Phases
I → IV
trial coverage
Compliance
IRB
approvable scope
Oversight
PI · Led
delegation model
Analytics
Real-time
de-identified
[02] Compliance First

Designed for the
investigator's authority.

Clinical research has rules — for good reason. Study Coordinator is built around those rules, not around them. Every patient interaction happens within scope you define, on a study you authorise, in language your IRB approved. The AI handles the routine. The PI keeps the judgement.

PI Delegation

Every escalation rule is defined by the Principal Investigator before the study begins. Out-of-scope queries are routed to the investigator — never answered by the AI.

IRB Scope

Patient-facing communication is restricted to the approved consent forms, protocol documents, and FAQs ingested at study setup. No general medical advice. No off-protocol guidance.

Audit Trail

Every patient message, every reply, every escalation is captured and reviewable. The audit log is the source of truth — not a feature toggle.

What it does

  • Answers protocol Q&A from approved study documents
  • Sends visit reminders and adherence prompts
  • Captures symptom check-ins and routes per PI rules
  • Streams de-identified events to sponsor & CRO

What it doesn't do

  • Make clinical judgement calls
  • Answer questions outside IRB-approved scope
  • Replace investigator review of escalated cases
  • Operate without per-study PI authorisation
[03] Capabilities

Six functions.
One coordinator.

01

Patient channel management

Protocol Q&A, visit reminders, adherence reinforcement, and symptom check-ins. Configurable per channel — SMS, email, or secure messaging.

02

PI delegation model

Every escalation rule is defined by the Principal Investigator before the study. Out-of-scope queries route to the investigator, not to the AI.

03

Protocol reinforcement

Tuned per study — medication timing, dietary restrictions, visit prep. Each reminder grounded in the study protocol, not generic guidance.

04

Real-time analytics

De-identified data streams to sponsor and CRO dashboards as it happens. No more weeks-long EDC lag between site activity and sponsor visibility.

05

Investigator oversight

Every patient interaction is reviewable, auditable, and flagged when escalation rules trigger. The audit log is the source of truth.

06

Knowledge base

Protocol documents, consent forms, and FAQs uploaded at study setup. Patient replies are grounded in your content — accurate and citation-traceable.

[04] Phase Coverage

Phase I through IV.
Configured per study.

Phase I
First-in-human safety. Frequent symptom check-ins, dosing adherence, immediate PI escalation on any adverse signal.
Phase II
Efficacy signal monitoring. Protocol adherence reinforcement, structured symptom diaries, scheduled visit reminders.
Phase III
Large-scale trial coordination. Multi-site sync, retention support, real-time enrollment and adherence analytics to sponsor and CRO.
Phase IV
Post-market surveillance. Long-term participant communication, real-world adherence tracking, periodic de-identified reporting.
[05] Data Flow

From patient,
to investigator, to sponsor.

Every patient interaction follows the same path — through Orchid's reasoning, against the PI's rules, into your audit log, and (de-identified) onto the dashboards that need it.

[06] Final · Transmission

Ready to bring AI
to your trials?

Book a demo and we'll walk through Study Coordinator with your protocol — show you the PI rule editor, the audit log, and the analytics surface your sponsor would see.

IRB · APPROVABLE SCOPE · PI · DELEGATED · COMPLETE AUDIT TRAIL