Clinical trial tracker
Track studies, sites, and participant visits in one place, and see which visits are due or out of window at each site.
- Made byJocky
- Installs (30 days)0
- IndustryClinical research
- UpdatedNov 5, 2026
The outcome
Every study, site, and participant visit is in one place, and notes from each site visit come back as a short summary.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
8 tables
- Visits
14 fields
- Participants
7 fields
- Sites
10 fields
- Studies
11 fields
- Schedule
7 fields
- Monitoring visits
9 fields
- Team
5 fields
- Settings
5 fields
2 automations
- New participant
When a record is added to Participants
- Window closing
Every day at 07:00
2 apps
- Visit tracker
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
Automation runs
About 30 runs a month
About this template
In Jocky's words.
What's inside
- Studies and Visit plan: protocol, phase, and each visit's day and window
- Sites: investigator, enrollment, and target
- Participants: codes only, no names or contact details
- Visits: window, scheduled date, and status
- Monitoring summary (AI): turns monitoring notes into a short summary, and never repeats identity or medical details
- New participant (automation): schedules every visit from the plan
- Window closing (automation): tells each site which visits close in two days
- Visit tracker (app): each site's week by window
Get started
- Add your study. Protocol and visit plan.
- Add sites. Investigators and enrollment targets.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Coordinators and monitors sign in with a one-time code sent to their email and see their own site. You sign in with Teable. Participants never sign in and get no emails.
Comes with sample data for a made-up study, GT-204, with participant codes only. Every sample email is on example.com. This template tracks visits and admin, not medical records.
1 click. 1 sentence. Yours.
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Click Use template on this page. Its 8 tables, 2 automations, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
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Tell Teable AI what's different, the way you'd say it: “Add a weekly enrollment summary for the sponsor.” It changes the fields, steps, and screens to match.
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Its 2 automations run on their own. You just run the business.
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Start with Clinical trial tracker
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
