Version 1.264.0 - 12th of December 2025
New Features
- Report Data Processing and Filtering: We’ve enhanced how your reports handle complex data, allowing you to process multi-select options (comma-separated) and repeating question group answers (pipe-separated) individually. This enables more accurate analysis of vital information. Additionally, the introduction of explicit type information for dynamic fields in the CSV export now provides more powerful and refined filter options within your reports.
Version 1.263.0 - 2nd of December 2025
New Features
- Improved Member and Role Management: We’ve significantly enhanced how you manage members and assign roles across your organization, studies, and sites. The new history of member roles allows you to track the start date, end date, and reason for any assignment change. We’ve made the member management process more intuitive by allowing you to add new roles to existing members easily. For full visibility, you can now view both active and inactive roles, and members will receive in-app notifications for any role changes.
- Self-Service Sign-Up: We’ve introduced a new, dedicated Sign-Up page to enable a fully automated, frictionless onboarding experience. New users can now enter their email to receive a passwordless sign-in link, guiding them through a simple setup flow to create their account independently.
- Self-Service Organization Creation: We’ve introduced a wizard and flow that allows you to create either a formal Organization or a private workspace, which is required to access the dashboard and create studies.
Stability Enhancements and User Experience Improvements
- Study Creation Workflow Improvements: The terminology in the study creation drawer has been updated from “protocol” to “study,” and we’ve added a helpful feature checklist that clearly outlines the capabilities available to you immediately after the study is created.
Version 1.257.1 - 13th of November 2025
With this release, Carelane adds CRF eSignatures, TOTP 2FA, faster loading participant lists, clearer mandatory-field signals, sturdier reports, and safer prompts.New Features
- CRF eSignature: Confident, compliant sign-off of verified CRFs with clear “Signed by <name> on <date>” status and automatic tracking of invalidations due to edits, so teams know exactly when and by whom records were approved.
- TOTP 2FA: Enable app-based two-factor authentication; after email verification and activation, all logins and password confirmations require a time-based one-time password (TOTP).
- Reports Page: Reports moved from a drawer to a full page with explicit Save changes and Update with latest participant data actions and leave-with-unsaved-changes confirmation.
- Participants List Tag: Show a “Mandatory fields missing” tag in participant overview when a required, enabled, non-sensitive-dependent field is unanswered.
Stability Enhancements and User Experience Improvements
- Mandatory Alerts Accuracy: List missing flag-if questions in section alerts; hide sensitive mandatory gaps from users without permission.
- Faster Participant Lists & Dashboards: Quicker load and smoother scrolling on large studies, making it easier to navigate large participant sets.
- Reports Date Filter: Date-only values now display and persist correctly.
- Custom Prompts Safety: Prevent accidental deletion of custom user prompts.
- Reliable Exports: Exports no longer get stuck, and large FHIR exports complete consistently. Teams can request new exports sooner and trust status updates.
Version 1.251.1 - 22nd of October 2025
Stability Enhancements and User Experience Improvements
- Site Deactivation Access: Deactivated sites now fully revoke member access, including related roles. Existing deactivated sites were migrated to enforce this.
- Multiple-Choice Calculations: Complex Calculations across Multiple-Choice Questions at any Position in the in participant pathways now update and persist correctly in preview simulation mode as well as in active deployment.
- Primary Email Verification: Primary Email Verification is now required: your new primary email becomes active only after you confirm it via the verification link. For security, you’ll be signed out when changing your primary email or password. This prepares accounts for upcoming TOTP MFA.
Version 1.249.1 - 20th of October 2025
New Features
- Site Export emails: Site CSV/Excel now includes names, emails, of all PIs, making it easier to contact teams outside Carelane.
- Participant Tags in export: A new “Tags” column lists each participant’s tags, alphabetically sorted and comma-separated, matching the tag labels you see in the app.
- Fix data at the source: When a reviewer raises a query on a CRF field, users must update the actual field before resolving; an override requires a brief mandatory explanation when a change isn’t possible.
- Mandatory sections enforced: CRF sections show a clear “Mandatory data missing” alert and, when configured to reject-if, block submission until required fields are filled.
- Find untagged records fast: The tags filter on participant lists now includes “No tags assigned” to surface unclassified records instantly.
- All queries in one place: A new “Queries” button opens an overview drawer listing every query for the participant (including those tied to removed fields), with jump-to-field navigation and resolve controls.
- Multiple organization admins: You can assign the admin role to more than one member, ensuring continuous access to settings and user management.
Stability Enhancements and User Experience Improvements
- Real date handling in reports: Key columns like Enrollment Date and Last updated are parsed as dates, so sorting and filtering behave chronologically instead of alphabetically.
- Better login autofill: The login page now behaves like a standard form, improving browser/password manager suggestions for email and password.
- Report Config changes preserved during refresh: While a report is updating, any changes you make to column order, sorting, filters, or the right sidebar are now preserved when new data finishes loading. Previously, these adjustments were reset; now they remain exactly as you configured them.
- Invisible queries after deletions: Queries linked to removed repeated groups are now handled correctly.
- Section tag accuracy: “Queries in Progress” is removed as soon as the last pending query in a section is resolved.
- CRF editor reliability: Drag-and-drop shows valid drop zones throughout long forms, and edit controls (including Save) no longer slip off-screen.
- Advanced CRF calculations across sections: Multiple-choice calculations now display the correct checked options and include all mapped answers (not just the first). In other words you can now “calculate” the selected values in one section and offer that subset for selection in another section.
- AI context correctness: A new Reset Chat button clears prior conversation.
Version 1.236.1 - 3rd of October 2025
Stability Enhancements and User Experience Improvements
- Hotfix: Prevents rare reset of calculations derived from sensitive fields during CRF edits. In specific scenarios, changing a non-sensitive field could clear calculated values. No sensitive data is lost and affected calculated fields can be restored by site members via a simple CRF edit.
Version 1.236.0 - 19th of September 2025
New Features
- Improved Site Activation & Study Hub: We’ve streamlined modeling of the site activation. The new Site Pathway & Study Hub page consolidates all site-related tasks—from registration to onboarding—into one clear and intuitive location. This rework also moves functionality out of the general study setup thus reducing complexity and increasing clarity. One of the changes also includes making the public study information page accessible without a PIN.
- Study Arm Management: We’ve completely rebuilt and expanded our study arm functionality to support more complex study protocols while also greatly simplifying the modeling process. You can now easily configure study arms in Study Setup and assign them to specific sections in your participant pathway to model separate paths for different participant groups. Once configured, you can then assign a specific study arm to participants, ensuring the correct path and forms are applied and irrelevant content is filtered out.
- Streamlined Account Activation: We’ve made it easier to get started with Carelane by introducing a smoother first-time sign-in process. Instead of an initial password invited users can simply enter their email address to receive a link to sign in for the first time and activate their account.
- Enhanced Security and Privacy: We’ve rolled out a series of comprehensive security updates to protect your data and account. These enhancements include:
- Application & Data Protection: We’ve added new safeguards to protect you from common online threats, prevent malicious files from executing, and disable access to sensitive browser features.
- Enhanced Account Security: We now require a password confirmation step when you change your email or password to prevent unauthorized changes.
- Password Reset Protection: We’ve added a security check to the password reset process to prevent automated requests.
- Improved AI Security: We’ve added safeguards to our AI to prevent malicious prompts from manipulating its behavior. This ensures your data remains secure and the AI cannot be tricked into revealing sensitive information.
- Enhanced Backend Security and Traceability: We’ve made several updates to strengthen our application’s backend security by implementing stricter controls over internal systems. This includes separating access to sensitive functions to follow security best practices and creating a clear audit trail for all key actions.
- Enhanced Role-Based Access Control: We’ve strengthened our security measures to prevent unauthorized access to restricted pages and data. This proactive change enhances the overall integrity of your information and ensures that only authorized users have access to sensitive content.
- Removed Study Idea and Literature: We have removed the Study Idea and Literature feature as we prepare to launch a more comprehensive document management feature.
Stability Enhancements and User Experience Improvements
- Compact Participant Record Layout: We’ve redesigned the participant record to be more compact, putting a stronger emphasis on the participant pathway. We’ve organized key information into tabs, moved key information such as pseudonyms to be more prominently visible, and split status management into clear sections.
- Improved Participant Pathway Controls: We’ve improved the participant pathway controls, redesigned the comments and queries component for better clarity, and made the sidebar navigation more prominent.
- Improved Query Filtering and Status: We’ve made it easier to manage and filter participants based on query status. New ‘Queries in Preparation’ and ‘Queries in Progress’ tags are now displayed on participant records, giving the study team a clearer view of a record’s query status. You can also filter the participant list using these new statuses.
- Resolved a First-Time Sign-In Error: We’ve fixed a bug that caused an application error for some users on their very first sign-in.
- Resolved Pseudonym Export Issue: We’ve fixed a bug where participant pseudonyms were not rendered correctly in study reports. The pseudonym field will now display correctly.
- Resolved Task Completion Error: We’ve fixed a bug that incorrectly labeled some completed tasks as ‘incomplete’.
- Resolved Recruitment Graph Bug: We fixed an issue where the recruitment graph was cut off and didn’t show the entire recruitment history when a recruitment target was defined
Version 1.220.0 - 15th of August 2025
Stability Enhancements and User Experience Improvements
- Queries on Repeatable Questions: Queries for repeatable questions will no longer show up on every version of that question. They will now appear only on the specific question they are linked to.
Version 1.218.4 - 1st of August 2025
New Features
- Classify Participant Records with Tags: You can now add custom tags to participant records for classification and organization. Tags are flexible, searchable, and can be used to filter records, making it easier to manage cases for interim analysis, final analysis, or other specific criteria. This feature is exclusively available to the study team.
Stability Enhancements and User Experience Improvements
- Signatures: We’ve fixed a bug where participants were unable to sign forms after receiving a prompt.
- User Invitation and Task Assignment: We’ve fixed a bug that caused an error when inviting a user whose email was already a secondary address for another user.
- ROR ID Suggestions: A recent change to the ROR database caused suggestions to disappear during site self-registration. We’ve resolved this issue, and the ROR ID lookup is now fully functional again.
Version 1.217.4 - 24th of July 2025
New Features
- Delete Rejected Sites: Permanent deletion of rejected or test sites is now enabled directly from the platform, providing greater control over the site overview.
- PDF Preview in TipTap Documents: A new “View” button has been added to PDF files within TipTap documents, allowing for a convenient and reusable PDF preview directly within the application.
- Suggested Prompts and Context: The suggested prompts feature has been reintroduced to guide AI interactions, and suggested AI contexts (e.g., “Study Idea” when on the Idea page) have been added to enhance relevance and efficiency.
Stability Enhancements and User Experience Improvements
- Participant Details Pages: Participant details have been converted from drawers to dedicated pages, offering a more consistent and streamlined navigation experience within the platform.
- Dedicated IP for Mail Services: The mail infrastructure has been upgraded to utilize a dedicated IP, ensuring more reliable and controlled email delivery for all users.
- Email Addresses in Site Overview: Email addresses of Principal Investigators are now visible in the site overview, providing quick access to contact information.
- Resolved Field Focus Issue: A bug where data was unintentionally removed from certain text input fields (participant pathway and tasks, study tasks, study literature) upon losing focus has been fixed.
- Correct Reordering of Personal Prompts: An issue with the reordering of personal AI prompts has been resolved, ensuring that the order in preview is now accurately reflected once saved.
- Removed Private Spaces: The “Private Space” feature has been removed, ensuring that studies and templates can only be viewed and edited within specific organizations.
Version 1.208.3 - 27th of June 2025
New Features
- Improved Navigation and AI Accessibility: Experience a smoother study navigation with our new dedicated pages for study artifacts, sites and participants. Need help? Your AI assistant is now available on every study-related page!
- Introducing Data Report Charts: Visualize your data reports with interactive charts! Just highlight cells, right-click, and choose your visualization. Your creations are saved right in the report!
- Pathway Element Duplication: You can now duplicate elements (and all their nested content) in participant pathways, tasks and questionnaires with a simple click, saving you significant time on complex structures.
- Enhanced Study Literature Management: Manage literature for each study separately, directly import citations from PubMed or create them from scratch**. Add key excerpts** to highlight critical details. Both your excerpts and abstracts now serve as powerful context for our AI chat, leading to more insightful and relevant AI assistance.
- Flexible Partner Organization Editing: Sponsors can now manage partner organization details directly within their studies, covering both study sites and service providers. All these details have now been unified and made accessible within a dedicated drawer, offering a consistent view across your studies and individual sites.
Stability Enhancements and User Experience Improvements
- Improved AI Error Handling: You’ll now experience better error handling when the AI encounters issues, with clear, actionable steps provided to help you work around the problem. We’ve also upgraded to the latest Gemini AI models, enhancing performance and data security.
- Data Review with Pending Queries: Resolved an issue where participants with pending queries were not editable for the site team.
- Pathway UI Improvement: We’ve added clear guidance on pathway cards so you know exactly where to click in order to complete a question or task.
- Persistent List Filters: Carelane now persists your study site and partner organization filters throughout your browser session. This means your applied filters will remain in place even after page reloads or navigating to different pages within the same study context, saving you time and effort.
- Improved PDF Viewer: Improved user experience for viewing larger PDF documents.
- Comments in Documents: We fixed a bug where the comment button was misaligned.
Version 1.193.4 - 28th of May 2025
New Features
- Enhanced Pathway & Task Editors: We’ve completely redesigned the participant pathway and task editors to provide a significantly more stable experience and granular control over field customization.
- Improved Context with Breadcrumbs: Navigate the application more easily with newly implemented breadcrumbs, giving you clear visibility into your current location.
- Smarter Data Review & Queries: Experience a more intuitive data review and query process, featuring enhanced visual indicators and clearer calls to action for efficient data management.
- Streamlined Dual Role Navigation: For study members with multiple roles, we’ve improved navigation to allow for seamless switching between your different perspectives.
Stability Enhancements and User Experience Improvements
- Sidebar Redesign & Increased Workspace: Enjoy a redesigned sidebar that is now collapsible and expandable, providing you with more screen space and a more focused application experience.
Version 1.187.1 - 13th of May 2025
New Features
- Mandatory Fields: You can now configure fields to be mandatory, with customizable system responses when fields are missing.
- Personal Prompt Library: Access your new personal prompt library to store and organize favorite prompts, making it easier to handle recurring tasks.
- Advanced AI Models: We’ve introduced a more sophisticated model with enhanced reasoning capabilities. Note: This is not a private model—do not use it with PHI.
Stability Enhancements and User Experience Improvements
- Improved Reports: Reports now update data automatically and display the complete field path hierarchy.
- Comments in Documents: We fixed a bug where the comment viewing button would overlap with the new comment button.
Version 1.180.1 - 8th of May 2025
New Features
- AI Editor in Participant Pathway: Integrated an AI-powered editor directly into the Participant Pathway builder to assist with setup.
- Enhanced AI Performance: Upgraded our core AI model and refined its instructions and contexts for improved performance and more relevant assistance throughout the platform.
- AI Context for Documents: You can now include your documents when using AI assistance, enabling the AI to provide responses and suggestions based on your specific content.
- Integrated PDF Viewer: Introduced a built-in PDF viewer for easily viewing PDF documents directly within the application interface.
Stability Enhancements and User Experience Improvements
- Visual & Readability Improvements: Enhanced various visual elements and adjusted font sizes throughout the application for improved readability and a better user experience.
- Calculation Logic Fix: Resolved an issue where calculations and conditions were only reevaluating in the participant pathway preview, ensuring they now update correctly in the main builder.
Version 1.173.2 - 29th of April 2025
New Features
- New Study Idea Template: We’ve enhanced our study idea template to provide clearer, more actionable guidance.
Stability Enhancements and User Experience Improvements
- AI Data Access: Resolved an issue preventing the AI from accessing all participant data.
- Conditional Field Visibility: Fixed an issue where fields conditional on sensitive data were incorrectly shown to users without access to that data. These fields are now hidden by default.
Version 1.172.0 - 17th of April 2025
New Features
- Data Review:
- Introduced an automated Record Status workflow for improved Data Review workflow management. Statuses (In-Progress, Completed-Site, Needs-Correction, Verified-Study-Team) transition automatically based on actions.
- Enhanced the participant details screen, featuring improved tag management and prominent display of the new Record Status.
- Improved navigation within the participant pathway editor, allowing faster access to pending queries and comments.
- Dashboard:
- Enhanced the main dashboard with new quick action buttons, streamlining access to frequently used functions.
- Data Export:
- Added participant Record Status information to data exports. (Note: Existing report configurations may require adjustments).
- Documents:
- Introduced a versatile Block Editor for creating, managing, and maintaining study documents directly within the platform, alongside existing document upload capabilities. (Note: Only uploaded PDF documents are currently usable for eConsent).
- AI Features:
- Integrated AI-assisted writing tools to the Block Editor to help draft and populate study documents (e.g., study templates).
- Enhanced AI Chat performance and context selection capabilities for more relevant answers.
- Integrated AI Chat directly within the participant details view, enabling AI-powered review and plausibility checks on participant data.
- Site World Map:
- Introduced a Site World Map feature for visualizing enrolled site locations globally. (Note: Sites require stored geographical information to appear on the map).
- Organization and Partner Management:
- Updated the Organization and Partner Management pages with enhanced display and functionality for improved usability and consistency with the application’s design.
- Query Management:
- Redesigned the query management interface for easier navigation and viewing, including improved visibility of open queries on user dashboards.
- Implemented batch processing for subject queries, enabling users to group and send multiple queries simultaneously.
Stability Enhancements and User Experience Improvements
- Enhancement: Significantly improved participant pathway editor performance and stability using virtualization and other optimizations, resulting in faster form testing and loading.
- Enhancement: Fixed an issue where the protocol editor would reload unnecessarily on the first save.
- Enhancement: Resolved AppCheck functionality issues and enhanced error handling within AI Chat.
- Enhancement: Removed the legacy Objectives & Outcome Measures feature to streamline the user interface. Objectives and Outcome Measures should now be maintained exclusively within the study protocol document.
Version 1.154.1 - 1st of April 2025
New Features
- Self-Registration Portal & Participant Features: With this release we have completed basic support of eCOA/ePRO. These features can be used in conjunction with eCRF studies, for instance for long term follow-up, or exclusively. in ‘direct-to-patient’ studies. Together with virtual site support, released a few weeks ago, we now support DCTs.
- Signatures in Pathways: Implemented the ability to incorporate and capture signatures directly within pathways.
- Comments in Block Editor: Added functionality to allow you to add comments within the Block Editor, facilitating collaboration and annotation.
- Move Multiple Items/Sections in CRF: Users can now select and move multiple items or sections simultaneously within the pathway editor, improving usability and efficiency.
Stability Enhancements and User Experience Improvements
- Archived Item Query Notifications: Fixed an issue where notification emails for pending queries were being sent incorrectly for Studies, Sites, and Subjects that had already been archived.
- AppCheck Errors Resolved: Addressed and fixed errors related to AppCheck functionality.
Version 1.139.4 - 13th of March 2025
Stability Enhancements and User Experience Improvements
- Security Enhancements: We recently upgraded our security measures. Following this update, an issue arose where excessive requests could temporarily restrict a user’s ability to write data. We’ve now refined the algorithm to prevent this from happening while maintaining strong security.
Version 1.139.3 - 28th of February 2025
New Features
- Virtual Sites: Introduces the capability to configure and manage virtual site environments.
- “Today” Button: Adds a quick navigation button in date fields to jump directly to the current date.
Stability Enhancements and User Experience Improvements
- Task Access Details: Resolved an issue where task access details were displaying an incorrect link.
- AI Tables: Fixed a bug causing AI-generated tables to appear as raw markdown rather than formatted tables.
- Boolean Data Type: Restored the dropdown for Boolean datatype selections, ensuring it remains accessible when editing.
- AI: Completed a series of AI-related fixes and optimizations to improve performance and stability.
Version 1.36.0 - 16th of February 2025
New Features
- Objectives and Outcome Measures: We completely revamped the editor for objectives and outcome measures, making it more intuitive and user-friendly. Additionally, we integrated AI to assist users in creating and managing these elements more efficiently.
Version 1.133.1 - 4th of February 2025
New Features
- Conditional Options: You can now set conditions on specific answer options, allowing them to be selectively enabled or disabled based on previous responses.
- Site Self-Registration Notification Emails: Administrators can configure which users receive email notifications when a new site registers and is awaiting approval. Those same users will also be notified once the site has been approved.
Version 1.131.0 - 27th of January 2025
Stability Enhancements and User Experience Improvements
- Improved AI Context: Carelane AI now processes and retains context more reliably, ensuring smoother and more accurate interactions. This update improves the AI’s ability to provide consistent and relevant responses tailored to your needs.
Version 1.130.0 - 24th of January 2025
New Features
- Enhanced AI Capabilities: Our AI has been upgraded with expanded contextual awareness, now accommodating more study artifacts and offering a more intuitive user experience.
- Privacy-Focused Date Picker: We’ve introduced a new option to restrict the date picker to display only the month and year, enhancing privacy for sensitive data.
Version 1.128.0 - 15th of January 2025
New Features
- Revamped AI: We’ve completely redesigned the AI experience to provide conversational-style assistance, powered by Google Gemini. You can now collaborate with the AI to develop your study ideas or protocols seamlessly. Your data is fully secure: nothing you share will be used to train future models, and all information is encrypted during transit. This is just the beginning—expect continuous enhancements over the coming weeks as we build out this feature further!
- Enhanced Log-In Experience: Enjoy a smoother log-in process with an upgraded password reset feature for added convenience.
- Pathway Sidebar Navigation: Easily navigate large pathways and tasks using the newly introduced sidebar, designed for better organization and accessibility.
- Study Archival Process: Active studies can no longer be deleted immediately. Instead, they can be archived with a mandatory 30-day grace period before deletion is allowed.
Stability Enhancements and User Experience Improvements
- Streamlined Study Administration: The options to begin or amend a study are now conveniently located under the ‘Administration’ tab.
- Reorganized FHIR Artifacts Access: FHIR artifacts can now be accessed in the ‘Exports’ section.
- Flexible Service Provider Options: Service Providers are now optional, providing more flexibility. You can enable or disable their participation in the ‘Study Setup’ section.
- Improved DateTime Picker: You can now select or type a date and confirm your choice by simply pressing ‘Enter’. Additionally, we’ve optimized the component’s rendering for a more seamless user experience.