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  • What is a Monitoring Visit?
  • Where is it used in clinical trials?
  • How does Clinion implement it?
  • What does it look like in practice?
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What is a Monitoring Visit?

A monitoring visit is a scheduled review conducted by a clinical research associate (CRA) at a trial site to assess how the study is being conducted. It involves verifying participant safety, confirming adherence to the clinical trial protocol and Good Clinical Practice (GCP), and reviewing the accuracy and completeness of study data. Monitoring visits help identify issues early, support site staff, and ensure the overall quality and reliability of the clinical trial.

Where is it used in clinical trials?

Monitoring visits are used at different phases of a clinical trial to ensure proper study conduct and data reliability. They take place during site initiation to confirm that the site is prepared to begin the study, during the trial to review participant safety, consent documentation, and data completeness, and at study close-out to confirm that all required activities have been completed. These visits help maintain protocol adherence and overall study quality across sites.

How does Clinion implement it?

Clinion provides a centralized platform for streamlining monitoring visit management throughout clinical trials. The system allows monitors to plan site visits, schedule appointments, and document findings all within one integrated solution. During and after visits, monitors can review site data, log observations, and track any issues or deviations identified. The platform facilitates follow-up action management and generates comprehensive visit reports, enabling study teams to oversee site performance, address findings promptly, and maintain consistent monitoring oversight across all trial locations.

What does it look like in practice?

During an ongoing clinical trial, monitors use Clinion to schedule site visits and conduct pre-visit data reviews. On-site, the monitor verifies participant records, informed consent documentation, and study files for protocol compliance. Any discrepancies or questions identified are logged directly in the system and communicated to site personnel. Following the visit, the monitor tracks resolution of action items until closure, ensuring transparent oversight of site performance and comprehensive documentation of monitoring outcomes.

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CTMS