> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Study Wizard

> Create studies from protocol documents using AI

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

## What It Does

The AI Study Wizard extracts:

| Element         | What's Extracted                  |
| --------------- | --------------------------------- |
| **Study Info**  | Title, identifier, description    |
| **Objectives**  | Primary and secondary objectives  |
| **Arms**        | Treatment groups and descriptions |
| **Schedule**    | Visit structure and timing        |
| **Assessments** | Data collection requirements      |

## Using the AI Study Wizard

<Steps>
  <Step title="Start Study Creation">
    From organization dashboard, click "Create Study" and select "AI Study Wizard".
  </Step>

  <Step title="Upload Protocol">
    Upload your protocol document (PDF or Word).
  </Step>

  <Step title="Wait for Analysis">
    AI analyzes the document and extracts information.
  </Step>

  <Step title="Review Extraction">
    Review what was extracted and make corrections.
  </Step>

  <Step title="Refine Details">
    Add or modify details as needed.
  </Step>

  <Step title="Create Study">
    Generate the study with extracted configuration.
  </Step>
</Steps>

## Supported Documents

### File Formats

| Format           | Support         |
| ---------------- | --------------- |
| **PDF**          | Fully supported |
| **Word (.docx)** | Fully supported |
| **Word (.doc)**  | Limited support |

### Document Quality

Best results with:

* Clear document structure
* Standard headings
* Readable text (not scanned images)
* English language

## What Gets Extracted

### Study Metadata

| Field       | Source                        |
| ----------- | ----------------------------- |
| Title       | Protocol title page           |
| Identifier  | Protocol number               |
| Description | Background/rationale sections |
| Sponsor     | Sponsor section               |

### Objectives

Extracted from objectives section:

* Primary objectives
* Secondary objectives
* Exploratory objectives
* Associated endpoints

### Study Arms

Extracted from study design section:

* Arm names
* Arm types
* Intervention descriptions
* Randomization details

### Schedule of Activities

Extracted from SoA or visit schedule:

* Visit names
* Visit timing
* Required assessments
* Time windows

## Reviewing Extraction

### Extraction Review Screen

After extraction, review:

| Section        | Action                            |
| -------------- | --------------------------------- |
| **Study Info** | Verify and edit basic information |
| **Objectives** | Confirm objectives are correct    |
| **Arms**       | Check arm structure               |
| **Schedule**   | Review visit structure            |

### Making Corrections

<Steps>
  <Step title="Identify Errors">
    Review each section for accuracy.
  </Step>

  <Step title="Edit Inline">
    Click to edit any extracted value.
  </Step>

  <Step title="Add Missing Items">
    Add anything the AI missed.
  </Step>

  <Step title="Remove Incorrect Items">
    Delete any incorrect extractions.
  </Step>
</Steps>

<Tip>
  The AI provides a starting point. Review carefully and refine to ensure accuracy.
</Tip>

## 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

### 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

## Best Practices

<AccordionGroup>
  <Accordion title="Use Final Protocol">
    Upload the final, approved protocol for best results.
  </Accordion>

  <Accordion title="Review Everything">
    Always review all extracted information before proceeding.
  </Accordion>

  <Accordion title="Complete the Setup">
    The wizard is a starting point; complete configuration manually.
  </Accordion>

  <Accordion title="Iterate">
    If extraction is poor, try with a cleaner document version.
  </Accordion>
</AccordionGroup>

## Limitations

The AI Study Wizard:

* Requires clear document structure
* May miss complex or unusual elements
* Cannot create questionnaires automatically
* Needs human review and refinement

## Related

<CardGroup cols={2}>
  <Card title="Creating Studies" icon="plus" href="/study-design/creating-studies">
    Manual study creation.
  </Card>

  <Card title="Study Configuration" icon="gear" href="/study-design/study-configuration">
    Complete study setup.
  </Card>
</CardGroup>