Clinical Trial Site Training & Management

Modernize your clinical trials from a series of checkpoints into a journey of sustained engagement

ExtendMed's Health Expert Connect™ transforms traditional site management into dynamic collaboration that keeps investigators and staff motivated, aligned and engaged throughout your study's entire lifecycle.

Get a demo How it works

Clinical trials shouldn't lose momentum after initial enthusiasm

Too often, sponsors struggle to maintain site engagement throughout lengthy 12–18 month trials, leading to decreased motivation, protocol deviations and compromised data quality as initial excitement fades into routine execution challenges.

ExtendMed transforms long-duration clinical trials into opportunities for meaningful, sustained collaboration that keeps sites connected, valued and focused on advancing patient care through quality research.

 

See Health Expert ConnectTM in action

Click any tile to explore our clinical trial site training capabilities.

comprehensive site onboarding

Deliver comprehensive site onboarding

Launch trials with structured training sessions that build excitement for the study mission while ensuring all staff understand protocols, requirements and quality standards from day one.

check ins

Maintain momentum through regular check-ins

Keep sites engaged with systematic progress updates, milestone celebrations and inter-site collaboration that prevents the "marathon wall" effect common in lengthy trials.

collaboration

Enable collaborative problem-solving

Create secure discussion forums where sites share best practices, address protocol challenges and develop retention strategies through peer-to-peer learning and support.

patients in meeting

Optimize patient experience management

Provide sites with tools to manage patient education resources, track logistics support, collect satisfaction feedback and implement effective retention strategies throughout the study.

education materials center

Support continuous education and training

Deliver ongoing protocol clarification, regulatory updates, and skills development through virtual meetings, resource libraries and structured learning modules.

Everything you need for successful clinical trial site management

Launch

  • Site onboarding and initial training programs
  • Protocol establishment with clear quality standards
  • Investigator and staff education on study objectives and procedures
  • Momentum building through mission-focused engagement

Sustain

  • Regular progress updates and milestone recognition
  • Inter-site collaboration and best practice sharing
  • Protocol support and clarification resources
  • Ongoing motivation through continuous engagement

Complete

  • Thorough final documentation and data collection support
  • Patient feedback gathering and analysis coordination
  • Cross-site learning synthesis and knowledge transfer
  • Preparation for future trial phases and studies

Better engagement across all trial phases

Clinical trials naturally flow through three distinct phases, each requiring different engagement approaches to maintain quality and momentum.

Launch phase

Building initial momentum

Sites begin with high energy and enthusiasm for the study mission. Our platform channels this energy through comprehensive training programs that establish clear protocols while building excitement for the research objectives.

This foundation phase ensures all team members understand their roles and feel connected to the broader clinical mission.

Maintenance phase

Sustaining engagement throughout

Like marathon runners encountering "the wall," sites often face motivation challenges during middle months of lengthy trials.

Our platform maintains momentum through regular progress updates and milestone celebrations, facilitates inter-site collaboration and peer support, provides ongoing protocol guidance and educational resources and offers recognition programs that keep teams engaged and valued.

Completion phase

Finishing strong with quality

As trials conclude, focus shifts to thorough data collection and insight gathering.

Our platform helps sites complete comprehensive final documentation, facilitates collaborative patient feedback collection, enables cross-site learning synthesis and knowledge sharing and prepares teams for future trial opportunities and continued research collaboration.

See how we help teams like yours

Mediar Therapeutics needed rapid, cross-functional insights in fibrosis. We convened a virtual advisory board of top experts, facilitated real-time collaboration and fast-tracked the feedback loop.

extendmed and mediar logos

Read the full case study

A global oncology biopharma used Health Expert Connect™ to orchestrate 1:1s, a dinner forum and follow-ups across ASCO and EHA—centralizing schedules, compliance tracking and KOL analytics to deepen relationships at scale.

Read the full case study

An inflammatory-disease company expanding into nephrology ran asynchronous boards, surveys and chart audits to learn the market fast, refine messaging and engage specialists every six weeks—accelerating entry with lower spend.

Read the full case study

A small pharma prepping first launch scaled stakeholder engagement with a lean team, mixing virtual meetings and ongoing discussion to surface payer hurdles and patient insights early, de-risk and beat rivals to key KOLs.

Read the full case study
jamie arviso ultragenyx profile
Jaime Arvizo Vice President, Head of Medical Affairs

In 25 years of working with vendors, ExtendMed stands at the top of the list. They’re strategic partners, arming my staff with vital statistics and sharing their experience and ideas for the future. They’re nimble and they understand our business. They’ve anticipated issues, recommended new directions and implemented our decisions efficiently.”

ultragenyx-white

Vice President, Group Account DirectorGlobal Medical Comms Firm

We feel your team does the best job out of any vendor we have used for virtual advisory boards.”

Dr. Michael Chang Vice President, Medical Affairs

The virtual format enables more frequent touchpoints while reducing time commitments for busy specialists. We can build relationships and confidence across multiple specialty areas in ways that traditional in-person meetings never could. The platform makes it possible to engage specialists who would never attend a weekend conference but will participate in targeted discussions relevant to their practice."

Compare clinical trial management with vs. without ExtendMed

Click through each category to see how Health Expert Connect™ compares to traditional site management approaches—and what teams gain when they make the switch.

Site engagement sustainability with ExtendMed

Systematic engagement throughout trial duration with regular touch points, milestone celebrations and peer collaboration that maintains motivation and protocol adherence across lengthy studies.

Site engagement sustainability without ExtendMed

Initial enthusiasm fades into routine execution. Sites become isolated and struggle with motivation during the middle phases of long-duration trials.

Training and education continuity with ExtendMed

Ongoing education through virtual meetings, resource libraries and peer learning forums. Protocol clarification and skills development continue throughout the trial lifecycle.

Training and education continuity without ExtendMed

Front-loaded training with minimal ongoing education. Sites struggle with protocol questions and evolving requirements without systematic support.

Inter-site collaboration with ExtendMed

Secure forums for best practice sharing, problem-solving collaboration and peer support. Sites learn from each other and develop collective solutions to common challenges.

Inter-site collaboration without ExtendMed

Isolated sites working independently without knowledge sharing. Common problems addressed repeatedly across sites without leveraging collective expertise.

Data quality and protocol compliance with ExtendMed

Engaged sites produce higher-quality data with better protocol adherence. Ongoing support and education prevent small issues from becoming major compliance problems.

Data quality and protocol compliance without ExtendMed

Decreased engagement leads to protocol deviations and data quality issues. Problems identified late in the process after significant impact on trial integrity.

Patient retention optimization with ExtendMed

Sites share retention strategies, access patient education resources and implement collaborative solutions for common retention challenges throughout the study.

Patient retention optimization
without ExtendMed

Each site develops retention approaches independently. Limited access to proven strategies and patient support resources across the trial network.

Problem resolution speed
with ExtendMed

Rapid identification and collaborative resolution of site challenges through real-time communication and shared problem-solving resources. Issues addressed before becoming critical.

Problem resolution speed without ExtendMed

Slow problem identification and resolution through traditional communication channels. Small issues escalate into major problems affecting trial outcomes.

Better clinical trial management in just three steps

Nobody wants to add complexity to clinical research. That's why we've made implementing comprehensive site engagement straightforward and sustainable—from initial planning to trial completion.

Express your interest

Fill out the form below so we can understand your trial objectives, site engagement needs and current management challenges across your clinical research portfolio.

Get a tailored demo

We'll show you how our platform can transform your clinical trial site management end-to-end. You'll see exactly how it supports sustained engagement from launch through completion.

Launch with confidence

We'll guide you through site onboarding design, engagement timeline development and training program implementation. Your clinical trial will have dedicated support throughout the study lifecycle.

Success Story

Collaborative patient exit surveys

Our platform recently supported a major pharmaceutical company in optimizing their trial completion process through collaborative patient exit survey development.

Principal investigators used our discussion tools to review and refine survey questions, ensuring they would effectively capture crucial data about patient recruitment channels and motivations, clinical team communication quality, physical and mental treatment benefits and satisfaction with dosing schedules and procedures.

By involving investigators in survey development, sites took greater ownership of the feedback process, leading to higher completion rates and more valuable insights for future trials. This collaborative approach demonstrated how sustained engagement throughout the trial translates into better outcomes for both sponsors and sites.

A few FAQs

Still have questions? Here are answers to the most common ones we hear from clients exploring Health Expert Connect™ for clinical trial site management.

How do you maintain site engagement throughout lengthy 12-18 month trials?

We use systematic engagement approaches including regular progress updates, milestone celebrations, inter-site collaboration forums and ongoing educational support to prevent the motivation decline common in long-duration studies.

Can you integrate with our existing CRO partnerships and trial infrastructure?

​​Absolutely. Our platform works seamlessly alongside existing trial management systems, CRO relationships and patient data collection tools without disrupting established workflows.

What types of training and education support do you provide for sites?

We offer comprehensive onboarding programs, ongoing protocol education, virtual investigator meetings, best practice workshops and continuous learning resources tailored to each trial's specific requirements.

How do you help sites improve patient retention throughout studies?

Sites gain access to retention strategy forums, patient education resource libraries, collaborative problem-solving tools and shared best practices from successful retention approaches across the trial network.

Can you track site engagement and performance throughout trials?

Yes. The platform provides detailed analytics on site participation, training completion, protocol compliance indicators and engagement quality to help sponsors optimize site support strategies.

What happens between trial phases or for sponsors with multiple ongoing studies?

Many sponsors return for subsequent phases or new studies. Our platform maintains site relationships and institutional knowledge between trials, facilitating faster startup and improved collaboration for future research.

How do you ensure patient data security and regulatory compliance?

All site communications and training activities occur within secure, pharma-compliant environments that meet regulatory requirements while maintaining comprehensive audit trails for compliance documentation.

I have another question.

We’re happy to answer it. Contact us directly or use the form above to request a demo and start the conversation.

Ready to talk clinical trial success?

Request a demo today.

No pressure. No spam. Just a quick conversation with our experts. Submit the form below to express your interest in a demo. We’ll be in touch within one business day. And don't worry—we value your privacy as much as you do.

Not ready for a demo just yet? If you're still exploring clinical trial site management solutions or need to get internal alignment before reaching out, we've created a comprehensive guide that explains our approach to sustained site engagement and clinical research optimization.

Read the guide