Automated Clinical Trial Eligibility Verification Worklist
Every morning, WebRun opens RealTime-CTMS, finds subjects who completed pre-screening in the last 24 hours, checks their inclusion and exclusion criteria responses, flags any that need additional verification, builds a prioritized worklist in Google Sheets, and sends the coordinator team a Telegram alert.
How do I automatically build a daily eligibility verification worklist for clinical trial subjects?
WebRun checks RealTime-CTMS every morning for subjects who completed pre-screening in the last 24 hours, reviews their inclusion and exclusion criteria responses, and builds a prioritized eligibility verification worklist in Google Sheets sorted by urgency. A Telegram alert tells coordinators how many cases need attention today.
- Coordinators open a sorted eligibility worklist every morning with no manual sorting
- Borderline and incomplete cases surfaced separately so they are not treated as screen fails by default
- Already-progressed subjects excluded automatically from each daily run
Built for clinical research coordinators · recruitment specialists · study coordinators · research site managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
realtime-ctms.com/loginin a real browser with your saved login - no setup, no API keys. -
1
RealTime-CTMS - find recently pre-screened subjects and review criteria responses
realtime-ctms.com
WebRun opens RealTime-CTMS to find recently pre-screened subjects and review criteria responses. - Open RealTime-CTMS and filter for subjects who completed a pre-screening questionnaire in the last 24 hours
- Review the inclusion and exclusion criteria responses recorded for each subject
- Flag subjects with any incomplete or borderline criteria response that require coordinator follow-up
Done when Every recently pre-screened subject is categorized as clear, borderline, or incomplete for eligibility purposes.
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2
Google Sheets - build the prioritized eligibility verification worklist
google.com
WebRun opens Google Sheets to build the prioritized eligibility verification worklist. - Open the Eligibility Verification Worklist in Google Sheets
- Append a row for each subject with their ID, study, criteria status, and the specific item needing verification
- Sort by status: incomplete at the top, borderline next, and clear below
Done when The worklist is built and sorted in Google Sheets for the coordination team to work through today.
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3
Telegram - alert the coordination team to today's worklist
telegram.org
WebRun opens Telegram to alert the coordination team to today's worklist. - Send a Telegram message to the coordination team with today's worklist count
- Break down the count by status: incomplete, borderline, and clear
- Include a link to the Google Sheets worklist
Done when The coordination team has a Telegram alert with today's eligibility verification summary.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it make an eligibility determination automatically?
No. WebRun categorizes responses as complete, borderline, or incomplete based on the recorded data in RealTime-CTMS, but the eligibility determination is always made by your qualified study coordinator or investigator.
What criteria does it check?
It reviews the inclusion and exclusion criteria responses recorded in the subject's RealTime-CTMS pre-screen record for each study. It does not access or interpret external medical records.
What if a subject's eligibility has already been confirmed?
Subjects already progressed past the pre-screening stage in RealTime-CTMS are excluded from the worklist automatically each morning.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.