SmartSource™ Platform

One platform. Direct source data. Faster database lock.

SmartSource™ captures clinical data directly from investigators and patients—eliminating transcription, reducing queries, and giving you real-time visibility into your trial.

Traditional clinical technology creates problems, not solutions

Most sponsors piece together multiple systems from different vendors. EDC from one company. CTMS from another. Separate tools for ePRO, randomization, and document management. The result? Data silos, integration headaches, and no single source of truth.

Multiple Systems

Traditional trials require 5-7 separate technology vendors. Each system stores data differently. Each integration point creates risk.

Transcription Errors

Paper source documents get transcribed into EDC. Every keystroke introduces error potential. Every error generates queries.

SDV Burden

CRAs travel to sites to verify source data against EDC entries. Expensive. Time-consuming. Adds weeks to your timeline.

SmartSource eliminates these problems by design.

A unified platform built for direct source data capture

SmartSource™ is Validcare's proprietary clinical trial platform. Unlike traditional eClinical systems that bolt together separate tools, SmartSource was designed from the ground up as a single, integrated platform where source data is captured directly—at the point of care.

Everything you need. Nothing you don't.

SmartSource includes all the clinical technology capabilities your trial requires—integrated into a single platform with unified data, workflows, and reporting.

CTMS

Clinical Trial Management System

  • Feasibility tracking
  • Site management
  • Milestone tracking
  • Budget monitoring

Digital Recruitment

Patient recruitment and screening

  • Digital advertising integration
  • Prescreening workflows
  • Source tracking
  • Performance analytics

eConsent

Electronic informed consent

  • Remote or in-person
  • Version control
  • 24/7 audit trail
  • Multi-language support

Randomization/IRT

Interactive Response Technology

  • Treatment assignment
  • Stratification
  • Drug supply management
  • Blinding maintenance

EDC (eCRF)

Electronic Data Capture

  • Direct source entry
  • Edit checks
  • Query management
  • Audit trail

ePRO

Electronic Patient-Reported Outcomes

  • Patient diaries
  • Symptom tracking
  • Compliance monitoring
  • Reminders and alerts

eCOA

Electronic Clinical Outcome Assessments

  • Clinician assessments
  • Observer assessments
  • Performance outcomes
  • Validated instruments

Vendor Data Integration

Third-party data

  • Central lab results
  • Imaging data
  • Wearable/device data
  • External system feeds

AE/SAE - PV Workflow

Safety management

  • Adverse event capture
  • SAE workflows
  • Regulatory reporting
  • Medical review queues

Protocol Deviations

Deviation management

  • Capture and classification
  • Root cause tracking
  • CAPA management
  • Reporting

eTMF/eISF

Electronic Trial Master File

  • Document repository
  • eISF for sites
  • Delegation of Authority
  • Inspection-ready

Investigator Training

Site training and certification

  • Training modules
  • Certification tracking
  • Digital binder
  • Compliance monitoring

Data captured at the source. Queries eliminated before they start.

The fundamental difference between SmartSource and traditional eClinical systems: we capture data directly from the person who knows it—the investigator or the patient—at the moment it's created.

Traditional Approach
  1. 1 Investigator records data on paper source document
  2. 2 Data transcribed into EDC by site staff
  3. 3 Transcription errors generate queries
  4. 4 CRA travels to site for SDV
  5. 5 Queries resolved over weeks/months
  6. 6 Database lock delayed
vs
SmartSource Approach
  1. 1 Investigator enters data directly into SmartSource
  2. 2 Edit checks validate in real-time
  3. 3 Data flows clean to sponsor
  4. 4 No transcription = no transcription errors
  5. 5 No SDV visits required
  6. 6 Database lock in days

Key Benefits

Significantly Fewer Queries

No transcription means no transcription errors. Real-time edit checks catch issues at entry. Queries that would take weeks to resolve never exist.

Elimination of SDV

When source data IS the EDC data, there's nothing to verify. SDV visits—and their costs—disappear.

Faster Database Lock

Continuous data cleaning throughout the study. No backlog of queries at study end. LPLV to DBL in days, not months.

Lower Data Management Costs

Fewer queries to manage. No SDV travel. Reduced CRA overhead. Technology does the work.

The right data, for the right people, at the right time

SmartSource provides role-based access tailored to each user's needs. Investigators see their patients. Sponsors see the whole trial. Everyone sees what they need—in real time.

For Sponsors

  • Real-time enrollment dashboards
  • Data quality metrics
  • Site performance comparisons
  • Financial and milestone tracking
  • AE/SAE reporting
  • Protocol deviation summaries

For Investigators

  • Patient visit schedules
  • Case report forms
  • Lab result entry
  • AE/SAE capture
  • Regulatory document access
  • Payment tracking

For Patients

  • ePRO diaries
  • Visit reminders
  • Medication logs
  • Symptom reporting
  • Appointment scheduling
  • eReimbursement

For Validcare Team

  • Central monitoring dashboards
  • Query management
  • PV workflows
  • Site support tools
  • Risk indicators
  • Performance analytics

Your trial. Your dashboard. Real-time.

Traditional CROs give you monthly reports compiled from stale data. SmartSource gives you live dashboards that update as data enters the system.

Enrollment Tracking

  • Screening vs. enrollment rates by site
  • Recruitment funnel visualization
  • Enrollment projections
  • Site activation status

Data Quality

  • Query rates by site and form
  • Data entry completion
  • Outstanding items
  • Cleaning status

Safety Monitoring

  • AE/SAE summaries
  • Reporting timelines
  • Medical review status
  • Regulatory submission tracking

Financial & Operational

  • Budget vs. actual
  • Milestone achievement
  • Site payment status
  • Change order tracking

No black boxes. No waiting for reports. No surprises.

Built for regulatory inspection. Designed for data security.

21 CFR Part 11
GDPR Compliant
Data Security

21 CFR Part 11

  • Electronic signatures with full attribution
  • Complete audit trails
  • System access controls
  • Data integrity safeguards
  • Validation documentation

GDPR

  • Data subject rights management
  • Consent tracking
  • Data minimization
  • Cross-border transfer compliance
  • Right to erasure support

Data Security

  • Encrypted data at rest and in transit
  • Role-based access controls
  • Multi-factor authentication
  • Regular security audits
  • Disaster recovery

Complete Audit Trail

Every action in SmartSource is logged with timestamp, user ID, and before/after values. Complete, immutable, inspection-ready.

Plays well with others when needed

SmartSource handles most trial needs natively. When you need external systems, we integrate seamlessly.

Central Labs

  • Automated lab result import
  • Reference range flagging
  • Alert generation

Imaging

  • DICOM integration
  • Image repository
  • Reader workflows

Wearables & Devices

  • Connected device data capture
  • Sensor data integration
  • Compliance monitoring

External Systems

  • Sponsor data warehouses
  • Safety databases
  • Regulatory submission systems

Frequently Asked Questions About SmartSource

Is SmartSource compliant with 21 CFR Part 11 and GDPR?

Yes. SmartSource was built from the ground up to meet FDA 21 CFR Part 11 requirements for electronic records and electronic signatures. Every action in the system is logged with a timestamp, user ID, and before/after values, creating a complete and immutable audit trail. Electronic signatures include full attribution and are linked to the specific record being signed. For GDPR compliance, SmartSource includes data subject rights management, consent tracking, data minimization controls, cross-border transfer safeguards, and right-to-erasure support. Data is encrypted both at rest and in transit, with role-based access controls and multi-factor authentication. The platform undergoes regular security audits and maintains validated disaster recovery procedures.

How does direct source data capture eliminate source data verification?

In traditional trials, clinical data originates on paper source documents at the investigator site, then gets transcribed into an EDC system by site staff. Source data verification (SDV) exists because regulators need assurance that the EDC data matches the original source. CRAs travel to each site to compare paper records against electronic entries—an expensive, time-consuming process that adds weeks to timelines. SmartSource eliminates SDV entirely by making the investigator's original entry the source record. When a physician enters a lab value, adverse event, or assessment directly into SmartSource at the point of care, there is no second document to verify against. The electronic record is the source. This removes the need for SDV visits, reduces CRA travel costs, and accelerates the path to database lock.

Can SmartSource integrate with our existing systems and external vendors?

SmartSource handles most clinical trial technology needs natively—CTMS, EDC, eConsent, ePRO/eCOA, randomization, safety management, and document management are all built into a single platform. When integration with external systems is required, SmartSource supports automated data exchange with central laboratories for lab result import and reference range flagging, imaging systems via DICOM integration, wearable devices and connected sensors, and sponsor data warehouses. The platform can also interface with external safety databases and regulatory submission systems. Because SmartSource is a unified platform rather than a collection of bolted-together tools, these integrations are cleaner and less error-prone than typical multi-vendor integration architectures.

What do investigators and site staff actually see when using SmartSource?

Investigators access SmartSource through a role-based interface tailored to their clinical workflow. They see their assigned patient visit schedules, case report forms configured for the specific protocol, lab result entry screens with real-time edit checks, adverse event and SAE capture forms, and access to regulatory documents and their digital binder. The system guides investigators through each visit with alerts, reminders, and task-specific instructions. Because data is entered directly during the patient encounter, investigators spend less time on administrative paperwork. Site coordinators see site-level dashboards for enrollment status, pending tasks, and query resolution. Patients access their own portal for ePRO diaries, visit reminders, medication logs, symptom reporting, and eReimbursement—reducing the burden of trial participation.

How does SmartSource handle patient-reported outcomes and electronic consent?

SmartSource includes native ePRO and eConsent modules that are fully integrated with the rest of the clinical data. For patient-reported outcomes, participants complete validated instruments—diaries, symptom trackers, quality-of-life assessments—directly on their mobile devices. The platform sends automated reminders, tracks compliance rates, and flags missed entries in real time. For electronic consent, SmartSource supports both remote and in-person consent workflows with version control, multi-language support, and a 24/7 audit trail that records exactly when each participant reviewed and signed each document. Because ePRO and eConsent data flow into the same unified database as investigator-entered data, there are no integration gaps or reconciliation steps between systems.

What kind of real-time reporting does SmartSource provide to sponsors?

SmartSource provides live dashboards that update as data enters the system—not the monthly PDF reports compiled from stale exports that traditional CROs deliver. Sponsors see enrollment tracking with screening-to-enrollment rates broken down by site, recruitment funnel visualizations, and enrollment projections based on current trajectories. Data quality dashboards show query rates by site and form, data entry completion percentages, outstanding items, and cleaning status. Safety monitoring includes AE/SAE summaries, regulatory reporting timelines, and medical review queue status. Financial dashboards track budget versus actual spending, milestone achievement, site payment status, and change order history. All reports are accessible via role-based permissions, so the right stakeholders see exactly what they need without information overload.

See It For Yourself

Ready to see how SmartSource works?

Schedule a demo and we'll walk you through the platform—with your protocol in mind.

+1 844 825 4322

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