You run a portfolio of trials for several sponsors at once. ClinicaLister pulls every one of them — whatever the sponsor — into a single dashboard, watches each for registry changes, and turns the weekly status rebuild into a one-click export. The portal-hopping and spreadsheet-rebuilding that used to open your week is already done.
The highest-leverage things ClinicaLister does for a clinical trial manager (cro).
Every recurring activity, mapped to what ClinicaLister does — on which surface (the App, the MCP graph, or both), the time it saves, and how confident that claim is.
| Activity | What ClinicaLister does | Surface | Time saved | Confidence |
|---|---|---|---|---|
| Pull status across 5+ sponsor portals | Every trial you follow sits in one cross-filterable dashboard, so you can narrow to any single sponsor without opening a portal. | Both | portal-hopping → minutes | High |
| Rebuild the weekly multi-sponsor spreadsheet | The dashboard is always current, and a sponsor-portfolio rollup is there to read instead of rebuild. | Both | removes rebuild for current state | High |
| Sponsor-specific status reports | A one-click Excel export carries your custom columns and entity links, filtered to a single sponsor. | App | per-sponsor export in seconds | High |
| Detect amendments / criteria changes | Every registry field is watched for changes, each flagged across four severity levels with a full before-and-after audit trail. | Both | days-late → hours | High |
| Catch cross-sponsor change activity | A sponsor-wide change rollup shows what moved across a sponsor's whole book of trials at a glance. | MCP | fast "what moved" triage | High |
| Track sponsor IDs / protocol numbers | Custom text columns sit right beside each trial to hold your sponsor IDs and protocol numbers. | App | internal IDs in-platform | High |
| Track internal milestones | Custom date and select columns keep your internal milestones centralized with the portfolio. | App | centralized — no slippage alerting | Medium |
| Track resource / CRA assignments | Custom columns per trial turn the portfolio into a CRA assignment matrix. | App | assignment matrix with the portfolio | Medium |
| Escalate critical changes same-day | Severity ratings and before-and-after detail give you an escalation-ready diff to forward the same day. | Both | days-late → hours; export the diff | High |
| Monitor recruitment status transitions | Recruitment status is a tracked field, so every status flip is caught and flagged quickly. | App | catches flips fast | High |
| Track enrollment vs target | The enrollment count is tracked and its changes are detected, though the recruitment target itself is not. | App | partial — no progress / velocity | Low |
| Registry vs CTMS reconciliation | The registry record is authoritative and surfaces where it drifts from your CTMS, though the compare itself stays manual. | App | spot gaps; still a manual compare | Medium |
| Timeline / dependency management | Portfolio milestones in custom columns plus a sponsor company report support timeline planning, without a Gantt or dependency engine. | Both | supports — no Gantt / dependency engine | Low |
| Site oversight (visits, activation, source data) | Not supported — visits, activation, and source data live in your EDC and CTMS; ClinicaLister reads the public registry, not site operations. | — | — (EDC/CTMS territory) | n/a |
Straight answers on where ClinicaLister stops today — so there are no surprises.
No EDC or CTMS operations. There's no source data, query resolution, monitoring visits, site activation, or site-operational workflow — a large share of the real week runs in those systems, not here.
No actual-vs-target enrollment. Enrollment is tracked as a count only, with no recruitment-goal progress or velocity for the followed portfolio.
No formal amendment workflow. Changes are surfaced field by field, not grouped or versioned as a labelled "Protocol Amendment."
Milestone and timeline tracking is manual and passive. Custom columns hold your dates, but nothing auto-populates them, alerts on slippage, or plots a Gantt.
Refreshed through the day, not live. It's a fast early-warning layer on the public registry, not a real-time operational feed.
Every trial, across every sponsor, in one dashboard — with an alert the moment a registry field moves and a one-click, sponsor-ready export. No more portal-hopping.