clinical trial site visit report

Clinical trial site meeting written from your meeting

Site visits produce follow-ups across the whole study team. Acta records enrolment against target, protocol deviations, data queries and site issues with owners, and flags possible adverse events.

Try this template free What's in the report

What the Clinical trial site meeting contains

Site visit or study call: enrolment, deviations, data queries and site issues.

  1. 1

    Reports enrolment against target and screen failures.

  2. 2

    Lists protocol deviations, data queries and site issues with owners.

  3. 3

    Flags possible adverse events for review, and tracks action items.

Possible adverse events are flagged for your safety team to review; they are not confirmed and causality is not assessed.

When to use it

  • Site monitoring visits
  • Study team calls
  • Site initiation and close-out

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

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Frequently asked questions

Related:

What is the Clinical trial site meeting template?

Site visits produce follow-ups across the whole study team. Acta records enrolment against target, protocol deviations, data queries and site issues with owners, and flags possible adverse events.

Does it report enrolment?

Yes, enrolment against target and screen failures.

How are adverse events handled?

Possible adverse events are flagged for review; they are not confirmed and causality is not assessed.

Can AI write the Clinical trial site meeting from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Clinical trial site meeting afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Clinical trial site meeting?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Clinical trial site meeting, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

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