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            View Site and Investigator Summaries on Search Results Page

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            View Site and Investigator Summaries on Search Results Page

            Quickly get a summary of the key details of clinical trial sites and investigators directly from the search results page, without going to individual records and related lists. Use this efficient overview to save time and to streamline your site selection process.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To summarize sites and investigators:

            Healthcloud Starter

            AND

            Study Manager for Site Management

            AND

            Context Service Runtime

            AND

            Prompt Template User

            On the search results page, view the crucial information about a site including its name, location, type, network affiliations, accreditation, and the operational and therapeutic characteristics. This information also covers the supported therapeutic areas, the types and phases of supported clinical trials, past performance in clinical trials, and compliance and quality metrics related to the site. Study managers can also access the details of investigators, including their professional background, research experience, Good Clinical Practice (GCP) training, and research contributions.

            1. From the App Launcher, find and select Site Management.
            2. From the dropdown next to Site Management, select Criteria-Based Search and Filter.
            3. Enter the details in the Search Criteria fields, and then click Search.
              The search results appear on the same page.
            4. To summarize the site information, from the dropdown next to the healthcare facility and the investigator in the search results, select Summarize Site.
            5. On the confirmation window, click I Understand to proceed. If you don't want to see the Einstein AI disclaimer again, click Don't show this again.
              The Site Summary page shows the summary of the site's details. To close the window, click Done.
            6. To summarize the investigator information, from the dropdown next to the healthcare facility and the investigator in the search results, select Summarize Investigator.
            7. On the confirmation window, click I Understand to proceed. If you don't want to see the Einstein AI disclaimer again, click Don't show this again.
              The Investigator Summary page shows the summary of the site investigator's details. To close the window, click Done.
             
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