One operational record
Replace disconnected trackers with linked study, participant, visit, document and finance records.
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CLINICAL SITE MANAGEMENT SYSTEM
THEO
CSMS
One connected operating system for the clinical research site.
THE CONNECTED SITE
Run the whole site, not just the study.
THEO CSMS brings clinical, research, regulatory, operational and financial work into a single platform. Teams can move from protocol setup to participant visits, documentation, quality follow-up and payment without losing the relationships between the data.
Workflow consistency
Guide teams through repeatable processes while keeping exceptions visible and actionable.
Real-time oversight
Give operational leaders a current view of activity, readiness, quality and financial progress.
END-TO-END CAPABILITIES
Every workflow. One system.
A modular capability set spanning the complete operation of a modern clinical research site.
Study & site setup
Organize protocols, research studies, sites, personnel roles, schedules and operational requirements in one structured workspace.
Recruitment & prescreening
Manage candidate intake, prescreening pathways, vulnerability considerations and eligibility assessments from first contact onward.
Participants & consent
Maintain research-subject records, study identifiers, consent activities and participant status through the study lifecycle.
Visits, encounters & eSource
Drive protocol visits through structured encounters, visit assessments, questionnaires, observations, procedures and completion controls.
Safety & quality
Track adverse events, causality, protocol deviations, clinical conditions and quality follow-up in the context of each participant and study.
Investigational product
Coordinate product definitions, supply delivery, inventory, medication requests, dispensing, administration and accountability workflows.
Specimens & laboratory workflow
Manage specimen requests, collection containers, device inventory, processing steps, outputs and chain-of-work activities.
Scheduling & coordination
Connect appointments, virtual visit details, confirmations, tasks and team activities with clinical and research records.
Training & role readiness
Define training requirements by role, generate assignments, maintain versioned learning items and validate completion records.
Budgets, billing & payments
Model price components, generate charge items, control budget ceilings, manage claims and reconcile investigator and site payments.
Documents, eISF & signatures
Connect document references, controlled attachments, electronic signatures, PDF workflows and electronic investigator site file processes.
Role-based workspaces
Give coordinators, investigators, monitors, finance teams and administrators focused experiences with appropriate record visibility.
PLATFORM FOUNDATION
Built for connected clinical operations.
Workflow automation
Business rules, cloud flows and server-side automation coordinate complex operational steps and protect data quality.
Connected clinical devices
Integration components support direct capture from compatible vital-sign and clinical measurement devices.
THEO AI
Context-aware assistance helps teams summarize records, draft operational content, surface missing information and move work forward with human review.
ONE PLATFORM, FOCUSED EXPERIENCES
The right view for every role.
COORDINATORINVESTIGATORMONITORFINANCEADMINISTRATION
SEE THEO CSMS IN CONTEXT
Start with your site’s real workflow.
Tell us how your site operates today and where work breaks down. We’ll focus the conversation on the capabilities that matter to your team.
Request a CSMS conversation ↗