Hi folks, and welcome to your product update from Trially!

We're excited to introduce an update to our population analytics giving you deeper insights into your patient populations across multiple dimensions.

Here's what's new:

Comprehensive Data Visualization

• View distribution charts for key patient demographics

• Analyze your patient population through multiple visual perspectives

• Toggle between Table, Funnel, and our new Graphs views

Demographic Insights

• Age Distribution: See patient age breakdowns across standard age ranges

• Gender Distribution: Understand gender representation in your potential trial population

• Race Distribution: Analyze racial demographics for better diversity planning

Clinical Insights

• Top Conditions: View most common comorbidities in your matching population

• Top Medications: Identify prevalent medication usage among potential participants

• Top Procedures: Analyze common medical procedures your patient pool has undergone

Multi-dimensional Analysis

• Select and analyze patient populations across multiple sites

• See how your inclusion/exclusion criteria affect different demographic groups

• Get real-time metrics showing the impact on your eligible pool

At-a-glance Summary Statistics

• Total patients considered

• Active criteria applied

• Sites selected with clear site counter

• Final matching patient count with percentage

Use Cases

• Assess diversity representation in your trial population

• Evaluate demographic feasibility across sites

• Make data-driven decisions about inclusion/exclusion criteria

• Understand the clinical profile of your potential participants

• Improve protocol feedback based on real population insights

What do you think about the new Graphs view? We'd love to hear how you're using these visualizations in your planning!

Thanks for all your feedback - please keep it coming!

~ Trevor @ Trially

We're thrilled to announce a couple of updates to Trially, incorporating new features and functionality enhancements to optimize user experience.

These features are fully operational and available immediately for use.

Cross Protocol Matching

This new feature enables cross protocol matching in the patient-side panel.

• Users can now view details about other protocols the patient might be ideally suited for.

• This enhancement helps streamline the process of matching patients with the most appropriate protocols.

Patient Data Access Role

A new role designation for accessing identified data is now live.

• Assign users access roles to manage segregation of sensitive patient data effectively.

• Ensures compliance with data security regulations while enhancing operational transparency.

• Users without the role won’t have access to the table view

We hope these updates significantly improve your interactions within Trially. As always, your feedback is invaluable to us, so please share your thoughts and impressions.

Complete navigation redesign

We've redesigned the navigation to make it easier to work with protocols and manage recruitment. The new sidebar provides a more streamlined experience for switching between protocols and accessing key features.

Hover your cursor to the left side of the screen to see the new side bar, manage protocols, and switch between active protocols!

Other fixes

• Added a dialogue to better explain export-to-CSV

• Resolved issue with deleting protocols

• Removed Viewer access to managing protocols

• Better explanation of user roles in your profile

Complete user roles, updated

Admin

• Full management of sites and protocols

• User access control and role management

• Can edit core protocol details

• Has full read/write permissions for sites and protocols

• Must be added/removed by Trially staff at your request

Site Admin

• Can add Viewers to sites and protocols

• Manages protocols for their assigned sites

• Sets filters for their assigned sites

• Has read/write for sites but read-only for protocols

Viewer

• Can view their assigned protocols

• Can access patient matching functionality

• Read-only permissions for both sites and protocols

• Most restricted role with no write capabilities

• No export

Hi folks, and welcome to your product update from Trially!

We're thrilled to introduce our new Population Explorer Funnel View, designed to give you deeper insights into how inclusion/exclusion criteria affect your patient eligibility pools.

Here's what's new:

Interactive Funnel Visualization

Watch your patient population flow through each criterion with real-time metrics showing the impact on your eligible pool.

Multi-site Analysis

Select and analyze patient populations across multiple sites simultaneously with our new consolidated view.

Key Metrics Display:

• Total patients considered at each stage

• Number of active criteria from your total criteria set

• Sites selected with a clear site counter

• Final matching patient count with percentage matches

Criterion Impact Analysis:

• Toggle criteria on/off to see immediate population impacts

• Clear visibility of inclusion vs exclusion criteria

• Patient count and percentage impacts at each funnel stage

• Visual progress bars showing the relative impact of each criterion

Use Cases

• Evaluate protocol feasibility across sites

• Analyze patient populations across multiple sites

• Make data-driven decisions about trial participation

• Create and analyze different screening scenarios

• Assess impact of inclusion/exclusion criteria across the population

Upcoming Features (Q1 2025)

• Create custom criteria on the fly

• Demographics and general population graphs

• Drag-and-drop criterion reordering

What do you think about the Funnel view? We’d love to hear how you plan to use it!

Thanks for your feedback - please keep it coming!

~ Trevor @ Trially

Hi Trially users!

We're excited to introduce our new Admin Panel, designed to give you better control over user management and site access. Here's what's new:

New Role-Based Access System

We've introduced three user roles to help you manage your team more effectively:

Admin Role

• Full system access across all sites

• Can manage all users, protocols, and site settings

• Exclusive ability to edit protocol details and delete protocols

• Can assign users to any site

• Can set filters for protocols at all sites

Site Admin Role

• Site-specific management capabilities

• Can invite and manage Viewers for their assigned sites

• Can upload protocols and manage protocol for sites they have access to

• Cannot edit core protocol details or delete protocols

• Can set filters for protocols at their assigned sites for Viewers 

Viewer Role

• Read-only access to assigned sites

• Can view protocols, team members, and patient matching

• No editing capabilities

• Cannot set filters on/off

Team Management

• Access the new Team page through your profile dropdown menu

• Easily invite new team members by email

• Assign multiple sites to any user

• Manage existing users:

  • Edit their roles and site access

  • Remove users when needed

  • Re-invite users who haven't accepted their invitations

Protocol Management

• Admins: Full control over all protocols across sites

• Site Admins: Upload and manage protocols for their assigned sites

• Enhanced site assignment system for protocols

• CSV export functionality for Admins and Site Admins

Site Access Controls

• Granular control over which sites users can access

• Mix-and-match site assignments for flexible team management

• Clear visibility of user permissions and assigned sites

Getting Started

1. Log in with your Admin credentials

2. Visit the Team page through your profile dropdown

3. Start inviting team members and assigning roles

4. Manage site access based on your team's needs

Thanks for using Trially! As always, we welcome your feedback and suggestions.

~ Trevor @ Trially

Hi folks, and welcome to a brief product update from Trially!

Here's what's new in v0.0.41:

• Patient Notes: Add notes to match details!

  • Notes are shared across team members with access to patient information.

  • Add details about calls, follow-ups, or anything else that might be valuable.

• Do Not Call (DNC) Feature: Added a new DNC indicator for patients, making it easier to track contact preferences right from the patient table.

• Improved Table UI:

  • Added clear table titles with optimized spacing

  • Streamlined the filters interface for better usability

  • Enhanced the protocols page with a better filtering experience

• Upload Protocol Enhancement: Fixed padding issues in the upload modal and improved file icon presentation.

Thanks for all your feedback - please keep it coming!

~ Trevor @ Trially

Hi folks, and welcome to a brief product update from Trially!

Here’s the list of changes and improvements to the app in v0.0.40:

• Added Site filter to recruitment page for multi-site filtering on the patient table

• Sorted patient match details to align with the order of criteria cards

• Improved criteria cards to show summarized titles by default with expandable details

• Protocol status indicators with color-coding and tooltips

• Renamed "Status" column to "Recruiting" with Active/Inactive values

• Moved protocol related editing actions (Download/Edit/Remove) to ellipsis menu

• Changed "% met criteria" tooltip text for clarity

• Simplified feedback widget and fixed authentication issue

Thanks for all your feedback, please keep it coming!

~ Trevor @ Trially

Hi folks, and welcome to a brief product update from Trially!

Small updates - no major changes today, but wanted to keep you in the loop.

• Replaced criteria card toggle icons with filter icons and added messages to more clearly explain how criteria cards work:

  • When a criteria card is turned on, you will see patients in the table who at least match that criteria.

  • When a criteria card is turned off, you will see patients in the table who may or may not match that criteria.

• New "Last Match" column shows how recently patients were matched for in the recruiting table

• DOB display fix for match details

• Improved login/logout information and screens

• Improved multi-site data handling

• Various performance and stability improvements

Keep the feedback coming :)

~Trevor @ Trially