How to Automate RealTime-CTMS

RealTime-CTMS automates the research site's own operations: visit window calculations, task alerts, eSource, eReg and participant payments. Sponsor portals, EDC systems, IRB sites and training transcripts stay outside it. An agent like WebRun reads those on a schedule and brings back the dates, without ever altering source data.

A visit window is a date the site does not get to move

RealTime-CTMS is the clinical trial management system used by research sites, site networks, academic medical centres and Phase I units, and it sits at the centre of the RealTime eClinical Solutions platform. The people in it every day are coordinators, regulatory staff, recruiters and the site's finance team.

A research site is a small business with an unusual constraint. It does not own the work it does. The protocol belongs to the sponsor, the approval belongs to the IRB, and the visit windows belong to the protocol. A participant seen a day outside their window is a deviation that has to be documented and explained, however good the reason.

So the site's calendar is not really its own, and neither is its paperwork. Everything a site does is done to somebody else's specification, recorded in a way somebody else will inspect, and paid for on somebody else's schedule.

The coordinator's week belongs to other people's systems

Count the logins on a coordinator's desk and the shape of the job becomes obvious.

Each sponsor brings its own EDC, and the queries in it will not answer themselves. Drug supply sits in an interactive response system that belongs to the study rather than the site. Central lab results arrive in a lab portal per protocol. Payments are tracked in a sponsor or CRO portal, and an invoice raised in March gets paid in July unless somebody keeps asking.

Then the dates that belong to no single study. Continuing review with the IRB, and an approval that expires whether or not anyone remembered it. Good clinical practice and human subjects training for everyone on the delegation log, held on the training provider's own site with a date on each transcript. Licences, CVs, protocol amendments to acknowledge. A monitor will ask for all of it, and finding out during the visit is the expensive way to find out.

The realtime-ctms.com homepage, the app these three jobs run in. RealTime-CTMS
Training current before a monitor asks Transcripts read against the delegation log each week, so an expiring GCP certificate is a calendar entry rather than a finding in a monitoring report.
Approvals that do not lapse Continuing review and approval dates checked on the IRB's own portal, with anything inside sixty days raised while a submission can still be prepared.
Sponsor invoices actually paid Payment portals read on a schedule, so what cleared gets reconciled and what has sat since March gets chased with a date attached to it.

RealTime holds the study the site is responsible for

The platform is deep in the parts of research a site actually owns.

RealTime-CTMS calculates study target dates and visit windows automatically and runs task management with alerts and notifications on top of them, alongside prescreening logs, visit tracking logs and enrolment metrics. Study finances cover contracts and budgets, screen fail ratios and maximums, milestone payment tracking, receivables and payables, with custom reporting through inSites. eSource captures study data electronically and eReg holds the regulatory documents, so the investigator site file is not a physical binder somebody has to stand next to. Engage! and MyStudyManager handle recruitment and the participant's own view, and GlobalPay and SitePay move money to sites and to participants.

That is most of the site's own world, and it works because the data is either created at the site or arrives through a channel RealTime built.

The sponsor's EDC is not that channel. Neither is the IRB's submission site, the training provider's transcript page, the central lab portal or the CRO's payment system. Each has its own login, its own layout, and no interest in the site's schedule.

A monitoring visit stops being a fortnight of preparation

Those five sites take five logins between them and hold every date the study is judged on. Read weekly, none of those dates has to be remembered by anyone.

Training transcripts read against the delegation log each week, so a certificate expiring next month is a calendar entry rather than a finding. IRB approvals and continuing review dates checked on the IRB's own portal, with anything inside sixty days raised while a submission can still be prepared.

Sponsor and CRO payment portals read on a schedule, so an invoice that cleared gets reconciled and one that has sat since March gets chased with a date attached. Open queries counted per study each morning, so the protocol carrying forty of them is visible before a monitor mentions it. Referral portals and study listings checked, so a volunteer who put their hand up on Friday is called on Monday.

One boundary here is not ours to set, and it is the point of the whole exercise. Trial data integrity is regulated, and source data is never something an agent alters. What runs unattended is reading, listing and flagging. Every eSource entry, every EDC record and every document in the regulatory file stays the work of delegated study staff, and anything that reaches a participant is drafted and waits for a qualified person to send.

The binder still belongs to the study team

None of that involves touching a study record, which is exactly why it can run overnight. It is fetching, and fetching is what a site currently pays qualified people to do.

WebRun is an AI agent that works a real Chrome browser, signed in the way your staff are. It opens the sponsor's portal, the IRB site, the training provider or the lab, reads what is there, and returns a list with the dates attached.

Runs happen on your schedule in your own private environment, sessions are not shared between tools, and a workflow can be restricted to a named list of domains. You can watch a run and stop it.

Every workflow below is already built, and each names the site it signs into.

Questions people ask

Does it write anything into source data or the EDC?

No. Source data and EDC entries are made by delegated study staff, and nothing here alters them. It reads sponsor and regulatory sites, lists what it found, and leaves every record exactly as it was.

Can it contact a participant about a visit?

It can prepare the message. Sending stays with a qualified person, because anything reaching a participant belongs to the study team and to the approvals the protocol was granted.

What happens with portals that ask for a one-time code?

A login needing a code from your phone needs a person the first time. That session is then reused on later runs, so the interruption is occasional rather than part of every morning.

13 ready-made RealTime-CTMS workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated GCP and CITI Training Expiry Tracking
WebRun checks your team's GCP and CITI training records in RealTime-CTMS weekly, flags anyone with a certification expiring within 60 days, and posts a renewal list to Slack for your site manager.
RealTime-CTMSSlackMailchimp
Automated Sponsor Invoice Follow-Up for Research Sites
WebRun finds unpaid sponsor invoices in RealTime-CTMS each week, drafts a polite payment follow-up email for your finance team to review, and logs each chase in QuickBooks.
RealTime-CTMSQuickBooksGmail
Automated Clinical Trial Results Routing
When new lab or visit results are recorded in RealTime-CTMS, WebRun checks for out-of-range values, routes critical findings to the PI via Slack, and creates a review task for the coordinator, all without exposing PHI externally.
RealTime-CTMSSlackGoogle Sheets
Automated Clinical Trial Referral Tracking
WebRun checks RealTime-CTMS daily for newly added referrals from physician offices, registries, and recruitment vendors, logs each in a unified tracking sheet, and alerts the recruitment team in Slack when a referral goes cold after 5 days without contact.
RealTime-CTMSGoogle SheetsSlack
Automated Clinical Trial Visit Window Reminders
WebRun checks RealTime-CTMS daily for subjects whose protocol visit window closes within the next 5 days and posts a prioritized alert list to Slack so coordinators can act before the deadline.
RealTime-CTMSSlackGoogle Sheets
Automated Clinical Research Staff Utilization Digest
Every Monday, WebRun pulls staff visit and task assignment data from RealTime-CTMS and compiles a utilization digest in Google Sheets, showing who is overloaded and who has capacity, so site leadership can rebalance assignments before burnout hits.
RealTime-CTMSGoogle SheetsSlack
Automated Protocol Amendment IRB Notification Drafts
When a new protocol amendment is received and logged in RealTime-CTMS, WebRun drafts the required IRB notification and staff communication letters for regulatory coordinator review, saving hours of manual document work.
RealTime-CTMSDocuSignGmail
Automated Clinical Trial No-Show Recovery
When a subject misses a scheduled visit, WebRun flags the record in RealTime-CTMS, drafts a rescheduling outreach for coordinator review, and logs the attempt in Google Sheets.
RealTime-CTMSGoogle SheetsGmail
Automated Clinical Trial Monitoring Visit Prep
When a monitoring visit is scheduled, WebRun pulls the outstanding item list from RealTime-CTMS, builds a prep checklist in Google Sheets, and sends the coordination team a Slack briefing with everything that needs to be ready.
RealTime-CTMSGoogle SheetsSlack
Automated IRB Approval Expiry Tracking
WebRun checks your study protocols in RealTime-CTMS weekly, flags any IRB approval expiring within 60 days, and posts a renewal action list to Slack so your regulatory team never gets caught off guard.
RealTime-CTMSSlackGoogle Sheets
Automated Clinical Trial Eligibility Verification Worklist
Every morning, WebRun reviews newly pre-screened subjects in RealTime-CTMS, checks their recorded inclusion and exclusion criteria responses, and builds a prioritized verification worklist in Google Sheets for coordinators.
RealTime-CTMSGoogle SheetsTelegram
Automated Clinical Trial Care Gap Outreach Drafts
WebRun checks RealTime-CTMS weekly for enrolled subjects who are overdue on a protocol-required assessment, drafts a coordinator-approved outreach email for each, and logs every gap in Google Sheets.
RealTime-CTMSGmailGoogle Sheets
Automated Clinical Trial Visit Confirmation Drafts
WebRun checks RealTime-CTMS each afternoon for study visits scheduled in the next 48 hours and drafts a confirmation message for each subject, ready for coordinator review and send.
RealTime-CTMSTwilioGoogle Sheets

Want one of these running on your own RealTime-CTMS?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.