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The AI Study Wizard analyzes your study protocol and automatically generates study configuration, saving time and reducing manual setup.

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What It Does

The AI Study Wizard extracts:
ElementWhat’s Extracted
Study InfoTitle, identifier, description
ObjectivesPrimary and secondary objectives
ArmsTreatment groups and descriptions
ScheduleVisit structure and timing
AssessmentsData collection requirements

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Using the AI Study Wizard

1

Start Study Creation

From organization dashboard, click “Create Study” and select “AI Study Wizard”.
2

Upload Protocol

Upload your protocol document (PDF or Word).
3

Wait for Analysis

AI analyzes the document and extracts information.
4

Review Extraction

Review what was extracted and make corrections.
5

Refine Details

Add or modify details as needed.
6

Create Study

Generate the study with extracted configuration.

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Supported Documents

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File Formats

FormatSupport
PDFFully supported
Word (.docx)Fully supported
Word (.doc)Limited support

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Document Quality

Best results with:
  • Clear document structure
  • Standard headings
  • Readable text (not scanned images)
  • English language

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What Gets Extracted

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Study Metadata

FieldSource
TitleProtocol title page
IdentifierProtocol number
DescriptionBackground/rationale sections
SponsorSponsor section

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Objectives

Extracted from objectives section:
  • Primary objectives
  • Secondary objectives
  • Exploratory objectives
  • Associated endpoints

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Study Arms

Extracted from study design section:
  • Arm names
  • Arm types
  • Intervention descriptions
  • Randomization details

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Schedule of Activities

Extracted from SoA or visit schedule:
  • Visit names
  • Visit timing
  • Required assessments
  • Time windows

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Reviewing Extraction

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Extraction Review Screen

After extraction, review:
SectionAction
Study InfoVerify and edit basic information
ObjectivesConfirm objectives are correct
ArmsCheck arm structure
ScheduleReview visit structure

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Making Corrections

1

Identify Errors

Review each section for accuracy.
2

Edit Inline

Click to edit any extracted value.
3

Add Missing Items

Add anything the AI missed.
4

Remove Incorrect Items

Delete any incorrect extractions.
The AI provides a starting point. Review carefully and refine to ensure accuracy.

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After Study Creation

The wizard creates a study in Draft status:
  • Basic configuration is set
  • You can add questionnaires and pathways
  • Further customization available
  • Activate when ready

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Next Steps

After the wizard completes:
  1. Review study configuration
  2. Create or import questionnaires
  3. Build participant pathways
  4. Configure site registration
  5. Activate the study

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Best Practices

Upload the final, approved protocol for best results.
Always review all extracted information before proceeding.
The wizard is a starting point; complete configuration manually.
If extraction is poor, try with a cleaner document version.

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Limitations

The AI Study Wizard:
  • Requires clear document structure
  • May miss complex or unusual elements
  • Cannot create questionnaires automatically
  • Needs human review and refinement

Creating Studies

Manual study creation.

Study Configuration

Complete study setup.