Meet Vera

The First Call Happens Before They Leave the Study Website

TruView connects patients, sites, and sponsors with the technology and insights that drive better outcomes.

Voice Enabled Research Assistant

A research referral is hot for about 90 seconds. After that, the patient has moved on. They have closed the browser, gone back to work, started dinner, forgotten which study they signed up for. By the time a coordinator returns the call the next morning, half the leads are cold and a quarter never pick up again. Speed to first contact is the single biggest predictor of whether a referral converts to a screening visit.

Vera, our AI voice agent, calls every qualified lead within 30 seconds of submitting the prescreener, while they are still sitting in front of the study website. Patients who prefer can schedule a callback for a time that works for them. Vera introduces the study in plain language, confirms interest, captures responses, and writes a screening visit directly to the coordinator’s calendar. Patients can opt to be routed to a human at any point in the call, and coordinators see the full transcript in TruView after every conversation. Sponsors and CROs see speed to contact and conversion rate live in the dashboard.

Call within 30 seconds

Schedule or transfer to human

Full transcript in TruView

Live speed & conversion analytics

Patient submits prescreener

Verified patient records

I/E criteria reviewed

Qualified patients move forward

Stop Screening Patients Who Were Never Going to Qualify

Every screen failure is a visit slot the site cannot get back, a wasted trip for the patient, and a slower enrollment curve for the sponsor. Most of those failures were predictable from the inclusion and exclusion criteria long before the patient ever walked in the door.

TruView accesses verified records from the patient’s health information exchange under a signed electronic release, then reviews protocol I/E criteria against the actual chart before a screening visit is scheduled. Patients who clearly fail eligibility are filtered out at the top of the funnel. Patients who pass arrive at the site with a structured eligibility summary already in the coordinator’s hands, with citations back to source records. Screen failure rates drop, coordinator time goes to enrollment instead of triage, and sponsors see the enrollment curve they planned for.

TruView Platform

Every Study Form, Signed Electronically

TruView captures records releases, informed consent, study questionnaires, and any sponsor or site specific document through our HIPAA and 21 CFR Part 11 compliant DocuSign integration. Patients sign on a phone or laptop, the signature is captured with full audit trail, and the executed document lands in the study file automatically. No PDF attachments emailed back and forth, no faxed forms, no chasing patients for missing signatures. Records releases trigger the HIE pull the moment the patient signs.

Reach Patients on the Channel They Actually Use

TruView supports two way communication by voice, SMS, MMS, and email from a single coordinator inbox. Visit reminders go out through the channel each patient prefers. Coordinators send images, study documents, and study specific instructions without leaving the platform. Sponsors see message delivery, response rates, and engagement broken out by channel.

Works With the CTMS Your Site Already Uses

Sites running CRIO, RealTime, or other CTMS platforms can use TruView without forcing coordinators into another login. We connect by API and push referrals, prescreening data, and patient communication directly into the CTMS the site already uses. For sites that want a complete platform, TruView stands alone. For sites with an established CTMS, TruView integrates.

Transportation Built In

Missed visits cost retention. TruView includes integrated rideshare for screening and study visits, scheduled directly from the visit reminder. Coordinators book the ride in one click, the patient gets door to door transportation to the site, and the site gets attendance.

Book in one click

Real-time tracking

Improved attendance

Schedule a meeting

Compliance and Data Protection

TruView is HIPAA compliant and 21 CFR Part 11 compliant, self-attested. Electronic signatures, audit trails, and data handling follow FDA and HHS requirements for clinical research. TruView is built on SOC 2 Type II certified infrastructure, including Hathr.ai for Vera and AWS for platform hosting.

Built on trusted infrastructure