Bond Trials Docs

Dashboard overview

The six views and how they fit together

The dashboard is the control center for your clinical trial program. Everything you need — from patient discovery to enrollment tracking — lives in a persistent left sidebar. Switching between views preserves your state: the same trial, the same patient row, the same filters you left behind.

A scaled-down representation of the live dashboard — sidebar navigation on the left, main content in the centre, and a contextual detail panel on the right.

The six views

Dashboard — High-level summary: enrollment progress, call volume, and success rate across all active trials.
Patients — Live search across connected EHR systems to find and review individual patient records.
Trials — The core workspace. The root screen shows a card grid of all trials. Selecting a trial opens a detail view with three sub-tabs: Patients (candidate list and eligibility), Reports (per-trial analytics), and History (protocol versions, status changes, and criterion overrides).
Agents — Configure the AI voice presets used for prescreening calls.
Phones — Manage the phone numbers calls go out from.
Team — Organizations, members, teams, and workspace settings.

Interactive

Click any item to see the active highlight move — same interaction as the real sidebar.

Everything stays in sync

All six views share live data — deleting a trial removes it from the Trials grid instantly, and a call placed in a trial's Patients tab updates the Dashboard stats in real time.