Connect clinical teams, patient journeys and the information around them

Clinical trials and patient support involve multiple teams, partners and systems. From coordinating trial sites and investigators to managing patient enrollment and ongoing support, keeping everyone informed can be difficult when information is spread across different platforms.

Megnity helps connect Salesforce, clinical systems, data and AI so teams can manage these processes with better visibility, fewer manual handoffs and appropriate controls.

Talk to our Life Sciences team

Trial operations · Patient services — Salesforce, clinical systems, data and AI

Clinical operations

Make clinical operations easier to coordinate

Clinical coordinator working at a laptop with a stethoscope on the desk

  • Give teams a clearer view of trial activity

    Clinical information often sits across CTMS, EDC, eTMF, CRM and other systems.

    We help connect relevant information so teams can understand trial activity, track progress and identify what needs attention without relying on manual updates across multiple platforms.

    The goal is to make the processes around specialized clinical systems work better together.

  • Support site and patient recruitment

    Successful trials depend on finding and engaging the right sites, investigators and patients.

    We help connect recruitment information and engagement workflows so teams can coordinate activities, manage investigator relationships and track follow-ups with better visibility.

  • Keep site interactions organized

    From initial engagement through ongoing trial activity, coordinating with sites involves multiple conversations, responsibilities and follow-ups.

    We help create connected workflows that give teams a clearer picture of completed activities, pending actions and where support may be needed.

Patient services

Make patient services more connected

Two people holding hands in a moment of support

  1. Bring the patient journey together

    Patient support can involve enrollment, healthcare providers, support teams, service partners and multiple systems.

    We help connect relevant information and interactions so teams can understand where a patient is in their journey and what needs to happen next.

  2. Simplify patient enrollment

    Enrollment often involves documents, approvals, eligibility checks and handoffs between teams.

    We help bring these activities into connected workflows so teams can track progress, identify missing information and manage the next step more easily.

    Automation can reduce repetitive work while keeping people involved when review or approval is required.

  3. Support patients beyond enrollment

    Patient services continue after enrollment.

    Adherence programs, hub services, financial assistance and copay support may involve different teams and partners throughout the patient journey.

    We help connect these activities so support teams can coordinate care-related services, manage follow-ups and provide a more consistent experience.

  4. Give support teams better context

    Patients should not have to repeat the same information every time they interact with a different team.

    We help bring relevant interactions and information together so authorized support teams have the context they need to respond and coordinate the next action.

Systems and data

Connect the systems and data behind the work

Clinical operations and patient services depend on information held across different platforms.

We help connect Salesforce with clinical systems such as CTMS, EDC and eTMF, along with relevant patient support and enterprise applications.

Using Salesforce, Data 360, Databricks and integration technologies such as MuleSoft, we help teams bring together the information needed for their workflows.

This creates a stronger foundation for reporting, analytics and more informed decisions.

Explore integration and data analytics

  • CTMS
  • EDC
  • eTMF
  • Patient support systems

Connected view

  • Salesforce connected to clinical systems
  • Reporting and analytics foundation
  • More informed decisions

AI

Use AI where it can make a difference

AI can help with appropriate tasks.

Clinical and patient services teams spend significant time reading documents, organizing information, responding to inquiries and coordinating routine activities.

We design these workflows around the information required, what AI is allowed to do and where human review or approval is needed.

Explore AI and agents
Clinician using a phone while wearing a stethoscope
AI can help with
  • Finding and summarizing relevant information
  • Organizing incoming requests and documents
  • Supporting repetitive administrative workflows
  • Routing work to the appropriate team
  • Identifying activities that need follow-up

Controls

Keep the right controls in place

Clinical and patient-related information needs to be handled carefully.

We consider access, security, consent-related requirements, traceability, validation and governance when designing and connecting workflows.

The aim is to give authorized teams the information they need while maintaining appropriate controls around sensitive data and regulated processes.

Explore validated delivery

Platforms

Technology that supports clinical and patient services

Depending on the business need, our work can bring together the platforms and systems the teams already rely on.

We choose the technology around the workflow, the information involved and the controls required.

Explore our platforms
  • Life Sciences
  • Salesforce Sales, Service and Marketing capabilities
  • Data 360
  • Databricks
  • Claude
  • Tableau
  • MuleSoft
  • Existing clinical, patient support and enterprise systems

Where to begin

Have a clinical or patient services process that could work better?

Tell us where disconnected systems, manual coordination or information gaps are slowing your teams down.

We’ll help you understand what can be connected, simplified or improved.

Talk to our Life Sciences team