Clinical Trials Solutions

Clinical Trial Management Made Simple

XpertDox’s clinical trial solutions improve access to patients and physicians alike. XpertScreen is a physician facing internal platform for automated pre-screening, referral, and recruitment. XpertTrial is a patient engagement platform that allows patients and family members to find the right clinical trials for their condition at a given institution.

What is XpertTrial?

XpertTrial is a clinical trial database management system, search engine, and patient recruitment platform that is custom-built for each healthcare organization. Features include natural language processing, HIPAA compliant patient recruitment platform, trial management console, customized filters, and pre-screening capability.


Automated Clinical Trial Import

Synced with and internal trial databases


Natural Language Processing

Powered by 130,000 keywords to find trials for lay terms and spelling mistakes


Intelligent Trial Sorting

Uses proprietary algorithm that is superior to


Automated Prescreening

Filter for functional status, previous treatments, mutations, markers and coexisting diseases


Clinical Trial Registry

Matches registered patients to all ongoing trials at your site


Automated Email Notification

As new trials become active to registered patients based on their profile


Simplified Trial Description in Multiple Languages

At 5th-grade reading level in multiple languages


HIPAA Compliant Trial Management Console

Monitor trials and patients on the platform


Centralized Data Management

All clinical trial data is stored in a centralized database, making it easy to access and analyze

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Internal Research Platform

A physician-facing internal platform for automated pre-screening, referral, and recruitment. Features include AI enabled advanced automated-prescreening, EMR integration for ease of access and automation, proprietary trial matching algorithm, and internal research communication platform.

Single Sign-On

Provider authentication transferred from EMR to the platform

Automated Prescreening

Based on patient profile imported from EMR

Internal Research Communication Platform

Enabling referral from provider to study representatives

Automated Clinical Trial Import

Synced with and internal trial databases


Track utilization

EMR Integration

Integrates with EMR using SMART on FHIR

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EHR Compatability

XpertTrial is EHR agnostic. XpertDox’s smart algorithm automatically integrates with and internal CTMS platforms to build the list of eligible clinical trials at an institution with their screening criteria.

XpertScreen’s physician referral platform integrates with EHR e.g. Epic via SMART on FHIR (Link), internal single sign on services and CTMs platforms to facilitate physician-to-physician referral of patients for a trial or trials.

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Security & Compliance

At XpertDox, we prioritize security and compliance which is why we have pursued a range of certifications that showcase our unwavering dedication to safeguarding our clients' information. Our comprehensive certifications span various subjects, including information security and disaster preparedness, aligning with our business philosophy to ensure our operations remain trustworthy and reliable.
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XpertTrial is Making Clinical Trial Management Easy

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David Randall
SVP, Strategy and Business DevelopmentUniversity of Alabama Birmingham

XpertTrial has helped UAB accelerate patient recruitment into clinical trials including patients new to the UAB system.

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Dr Robert Kimberly
Director, UAB Center for Clinical and Translational ScienceUniversity of Alabama Birmingham

XpertTrial is an efficient tool to find potentially relevant clinical trials and determine possible eligibility. It provides clinical trial coordinators with a valuable tool to manage the recruitment process and has allowed us to scale trial treatment options across populations.

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Peggy McGill
Administrative DirectorLifespan Health

XpertTrial continues to enable potential participants to learn about the innovative clinical care that is available at Lifespan. The platform has been successful in bringing information to patients already receiving care here, as well as those who are new to Lifespan Health System.

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