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: Trial subjects (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 Trial subjects tab updates the Dashboard stats in real time.