Bond Trials Usage Guide
From a protocol PDF to qualified patients booking screening visits - every feature explained.
Platform
Dashboard overview
The six views and how they fit together
Organization & teams
Workspaces, members, teams, invites, SSO, and metrics
Audit trails
Every override and edit is stamped with who and when
System status
Live health of every service Bond depends on
Customer onboarding
Setting up a new organization and SSO from scratch
Trial Matching
Trials & protocols
Upload a protocol PDF and the dashboard does the rest
Reports
Per-trial analytics inside the Trials tab
Patient discovery
One list of everyone across the systems you have connected
Patient record
Full chart, condition timeline, and document viewer
Eligibility scoring
How the score is built - and how to override it
Calling & Outreach
AI agents & voices
Configure the voice that calls your patients
Phone numbers
Manage the numbers prescreening calls go out from
Prescreening calls
From clicking Call to a recorded, transcribed conversation
Text screening
Two-way AI text screening from the patient's Messages tab
Scheduling
Book the screening visit into CRIO
Outreach campaigns
Call or text a whole cohort, inside their own hours