At the Site
Questionnaires Are Long and Repetitive
Sites receive lengthy questionnaires that ask again for information they have already given a sponsor before. The burden falls on coordinators, and a share of questionnaires simply never come back.
Flexible eCRF & KOL Survey Engine
KOL and Site Surveys Built Into Clinera.
Build branching questionnaires, send tokenised links and track responses live. Clinera Survey turns feasibility and KOL feedback into study records that sync back into your CTMS.
- 70% Faster Site Feasibility Evaluation
- Dynamic Branching & Skip Logic
- Tokenised Access, No Login
- Real-Time Response Analytics
Survey Builder 128 Responses Live
Question Types
Single Choice
Matrix Grid
Numeric Slider
Document Upload
Branching Canvas
Q12
Yes / NoDoes Your Site Have a Refrigerated Centrifuge?
Q13
If Q12 = YesStorage Capacity
Q14
If Q12 = YesBackup Power
Q15
All SitesRecruitment Estimate
Feasibility Scores
Pune-0492Selected
Mumbai-0787Review
Delhi-0274Backup
Chennai-0368Risk
Import Selected Site
The Problem
Why Feasibility and KOL Data Arrives Late.
Site selection and protocol design both run on information that has to be collected before a study exists in any system. That gap is where generic survey tools get used, and where the data stops being usable.
At the Sponsor
Responses Land Outside the Study Systems
Answers arrive as spreadsheets and PDF attachments, then get retyped into a site directory. The comparison between candidate sites happens in a workbook that nobody maintains after selection.
In Medical Affairs
Advisory Feedback Has No Audit Trail
Generic form tools carry no clinical access controls, no record of who was invited and who responded, and no route into the platform where the protocol is being designed.
The Solution
Surveys That Belong to the Study.
Clinera Survey runs on the same platform infrastructure as the EDC and CTMS, so a feasibility response is a study record rather than an attachment. Build the questionnaire, send it by tokenised link, watch responses arrive and import qualified sites into the study directory in one action.
01
No-Code Builder
Clinical question types and branching rules configured by study designers without engineering involvement.
02
Access Without Accounts
Single-use tokenised links open the survey directly, so investigators never manage another password.
03
Automated Site Scoring
Composite qualification scores are calculated from responses as they arrive, not after the deadline.
04
One-Click Sync
Approved site profiles import into the Clinera CTMS and EDC directories without re-entry.
How It Works
From Questionnaire to Selected Site.
The same four stages cover a 200-site feasibility round and a 12-member advisory panel.
Build
Assemble the questionnaire from clinical question types, or start from a feasibility template, and set the branching rules.
Distribute
Generate single-use tokenised links and send them by email or WhatsApp campaign through Clinera Communications.
Monitor
Track completion rates and answer distribution live, and chase the sites that have not responded from the same screen.
Score and Import
Composite feasibility scores rank candidate sites, and approved profiles import into the CTMS and EDC directories.
Capabilities
Core Features and Capabilities.
Four feature blocks cover the builder, the distribution and access model, the feasibility scoring layer, and the analytics and sync that close the loop into the study platform.
Feature 01
No-Code Survey Builder With Branching Logic
Build questionnaires that match how clinicians actually answer, without writing any code.
- Clinical Question Types - Single choice, multi-select, matrix rating grids, Likert scales, numeric sliders, document upload fields and conditional text areas.
- Branching and Skip Patterns - Follow-up questions appear based on the previous answer, so each site only sees what applies to its setup.
Builder Canvas
Branching Question Selected
Single Choice
Matrix Grid
Likert Scale
Document Upload
Conditional Text
Rule Panel
If Q12 = Yes
Show Storage Capacity
Require Numeric Response
Feature 02
Targeted Distribution and Tokenised Access
Get the survey in front of busy clinicians without an account creation step in the way.
- Single-Use Tokenised URLs - Each KOL and investigator receives a unique secure link and starts answering immediately, with no password to recover.
- Authenticated Physician Portals - Password-protected access is available where advisory panel data is sensitive enough to warrant it.
- Multi-Channel Distribution - Invitations and reminders go out as email or WhatsApp campaigns through Clinera Communications.
Distribution
Token Status by Recipient
Dr. RaoSubmittedWhatsApp
Site 04In ProgressEmail
Dr. IyerOpenedWhatsApp
Site 09Reminder DueEmail
Feature 03
Site Feasibility Assessment and Scoring
Turn a feasibility round into a ranked shortlist rather than a folder of responses.
- Pre-Built Feasibility Templates - Patient volume, historical recruitment performance, IRB meeting frequency, staff credentials and equipment availability.
- Automated Scoring - Composite qualification scores are calculated from the responses, so trial managers compare candidate centres on the same basis.
Site Scoring
Ranked Feasibility Shortlist
SiteScoreStatus
Pune-0492Selected
Mumbai-0787Review
Ahmedabad-0381Backup
Delhi-0274Needs Follow-Up
Feature 04
Live Analytics and Master Data Sync
Read the responses as they arrive, then move the qualified ones into the study.
- Interactive Dashboard - Response counts, completion rates, answer distribution and trend lines updating in real time.
- Direct Ecosystem Sync - Import a qualified site's survey response into the Clinera CTMS and EDC master directories in one click, with no retyping.
Analytics
Response Trends and Sync
128
Responses
74%
Complete
18
Imported
Sync Qualified Sites
Use Cases
Where Teams Put Clinera Survey to Work.
Four recurring jobs across study startup and medical affairs.
Site Feasibility Rounds
Send a study-specific questionnaire to a candidate site list, score the responses against the same criteria, and shortlist without building a comparison workbook.
Faster Site Selection
KOL and Advisory Board Input
Collect structured protocol feedback from opinion leaders before the design is locked, with a record of who was invited and who responded.
Better Protocol Design
Investigator and Site Staff Feedback
Run post-visit or end-of-study feedback with site teams, so process problems surface while the study is still running.
Fewer Repeat Issues
Market and Practice Research
Survey a physician network on current practice patterns, equipment access or referral pathways to inform study planning.
Grounded Study Planning
Workflow
Role-Based Workflow and Benefits.
Three groups touch a survey round, and each one measures success differently: quality of insight, speed of selection and time spent answering.
RoleKey Capabilities in Clinera SurveyKey Benefit
Medical Affairs
Build KOL surveys, set up branching logic, analyse advisory feedback.
Fast collection of expert input to shape protocol design.
Feasibility Lead
Send questionnaires to hundreds of sites and rank them on auto-calculated scores.
70% faster site selection and study startup timelines.
KOL / Investigator
Open the survey from a single-click token link and complete it on tablet or desktop.
No login friction and a form that only asks what applies to them.
Why Clinera Survey
What Makes Clinera Survey Different.
01
Responses Become Study Records
A generic form tool hands back a spreadsheet. A completed feasibility survey here becomes a site profile in the CTMS, which removes the retyping step where selection data usually degrades.
02
Shorter Surveys by Design
Branching means a site only answers what applies to it. The questionnaire that reaches a small oncology unit is not the one that reaches a 900-bed academic centre, even though it is the same survey.
03
Scoring You Can Explain
Composite scores are built from the criteria you set, and every score opens to show what produced it, so a site selection decision can be defended rather than asserted.
Specifications
Technical Specifications.
Clinera Survey is deployed as part of the Clinera platform and inherits its security, audit and access-control model.
- Response Storage
- ISO 27001 compliant encrypted cloud database.
- Export Capabilities
- CSV, Microsoft Excel, PDF summary reports and JSON.
- Ecosystem Integration
- Direct API sync with the Clinera EDC Study Builder and CTMS site directories.
- Question Types
- Single choice, multi-select, matrix rating grids, Likert scales, numeric sliders, document upload and conditional text areas.
- Access Models
- Single-use tokenised URLs for open distribution, or password-protected physician portals for sensitive advisory data.
- Distribution Channels
- Email and WhatsApp invitation campaigns dispatched through Clinera Communications, with reminder scheduling for non-responders.
FAQ
Frequently Asked Questions.
A Large Share of Feasibility Questionnaires Never Come Back. What Changes Here?+
Three things. Branching cuts the questionnaire down to what applies to that site, which is the main reason long questionnaires get abandoned. Tokenised links remove the account creation step where recipients drop out. And because completion status is tracked per recipient, reminders go only to the sites that have not responded, dispatched through Clinera Communications on the channel that site actually reads.
Can We Pre-Populate a Questionnaire With What We Already Know About a Site?+
Yes, where the site already exists in your CTMS directory. Known values are carried into the response so the site confirms or corrects rather than re-enters, and the questions that remain are the study-specific ones. This matters because repeat requests for information a sponsor already holds is the most common site complaint about the feasibility process.
How Is the Feasibility Score Calculated, and Can We Change the Weighting?+
The composite score is built from the criteria in your questionnaire, and the weighting is yours to set, because what matters differs by phase and therapeutic area. Every score opens to show the contributing answers, and a trial manager can override a score with a recorded reason rather than working around it in a spreadsheet.
What Stops a Tokenised Link Being Forwarded to Someone Else?+
Tokens are single-use and tied to the recipient they were issued to, so a forwarded link cannot open a second parallel response, and the submission carries the identity of the token holder. Where a study needs stronger assurance than that, such as an advisory panel handling unpublished protocol detail, the same survey can be served through an authenticated physician portal instead.
Can Advisory Responses Be Anonymous While We Still Track Who Has Responded?+
Yes. Response tracking and response content are handled separately, so the completion list can show that a panel member has submitted while the analysis view presents answers without attribution. This is the usual configuration for advisory boards, where candid feedback matters more than knowing which member said what.
Get Started
Schedule a Clinera Survey Demo.
Bring your current feasibility questionnaire. We will rebuild a section of it with branching on the call and show you what a site would actually have to answer.