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How we validate every clinical study configuration before launch

Tested against the protocol and IRB-approved materials, run end to end on the draft study, and accepted by the sponsor before a participant sees it.

Oct 27, 2026 • 3 min read

A clinical study setup has to match more than the protocol. It has to match every IRB-approved document behind it, from the consent form to the wording of each survey question. It also has to match the decisions made during configuration, like when a survey opens, when it expires, and which reminder a participant receives.

Our study configuration agent carries those requirements into the platform. Testing validates that they were configured correctly. A mismatch caught before launch means a fix. One caught after launch may end up as a protocol deviation, with participants getting a different experience than the one the IRB approved.

The standard approach to testing a clinical study configuration

Study teams test by hand. For each study, the project team works through dozens of test cases, comparing the setup against the approved documents side by side and walking through each participant journey to confirm it matches the intended workflow. When something changes, parts of that work must start over.

What does an AI testing agent do in clinical research?

At PicnicResearch, a testing agent checks every study configuration element before it goes to the sponsor. It reads the protocol and the source materials, drafts the test cases, and runs them on the draft study with test accounts, moving through the study the way a participant would. The rare test it can’t run on its own goes to the accountable person on our team. It saves screenshots as evidence for each test and, when testing is complete, produces a summary report.

What the testing agent checks

Our agent confirms two things: that the setup works as defined and that it matches what the IRB approved. Together, the tests cover the full spectrum of participant journeys: onboarding and consent, eligibility, surveys and symptom diaries, wearables, compensation, reminders, and withdrawal.

How failed tests get fixed and retested

The agent records the finding and logs a defect for our team with what it expected, what actually happened, and the evidence. Our team corrects configuration issues. For code defects, a background agent can take a first pass at the fix, and engineering reviews and approves each one before it goes in. The testing agent then reruns the test to confirm it passes.

How sponsors approve a study through user acceptance testing (UAT)

Once our team reviews the results and approves the setup, the sponsor runs their own user acceptance testing (UAT). Depending on the study, that means recorded walkthroughs, a live demo of key scenarios, or test accounts they use to go through the study themselves. Each route ends the same way: the sponsor gives explicit approval before the study can launch.

Example: catching a missing reminder before launch

Say a study’s IRB-approved materials tell participants they’ll get a reminder 2 days before each survey closes, but the configuration never schedules it. The testing agent moves through the study as a participant would, reaches the survey, and the reminder never arrives. It logs the defect with what it expected, what actually happened, and the evidence. Our team adds the missing reminder to the configuration, and the agent reruns the test to confirm it goes out on time. The setup doesn’t move forward until it passes.

What sponsors get: a validated study, with an audit trail

Sponsors get a study validated against its approved documents before they review it, and a UAT completion report built from the test results. The report documents what was tested, the results in each area, how findings were resolved, and the sponsor’s acceptance. It’s written for the Trial Master File as the record of system validation.

With the agent running the test cases, our study team spends less time clicking through test paths and more time on what needs judgment: reviewing findings, resolving edge cases, and working with the sponsor through UAT.

Testing completes the path that configuration starts: requirements traced to their sources, built into the configuration, and confirmed before launch.

The study the IRB approved is the study your participants get.

Talk with our team about your next study.

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1. Provider assessments

PicnicHealth’s providers can schedule virtual visits with study participants to conduct assessments required by the study protocol. Using clinical expertise, these assessments help evaluate participants' symptoms, overall health, and functional ability.

2. Diagnostics

The PicnicHealth care team can order specific diagnostic tests, such as labs or imaging, if they weren't part of the patient's routine care. This ensures that sponsors have all the necessary data to address their unique research questions.

3. Safety and adverse event reporting

PicnicHealth’s clinical team can provide support to ensure appropriate safety reporting. This includes monitoring for safety events to support safety adjudication.

4. Primary Investigator (PI) oversight

The PI of the PicnicHealth Virtual Site provides clinical oversight to ensure appropriate study conduct, including assessing whether the study is following study protocol, meeting compliance with regulatory standards and good clinical practice guidelines, collecting data accurately, and maintaining documentation and producing progress reports as required.
25,966

patients onboarded to platform

1,427,368

medical visits processed

56,861

facilities provided medical records

255,101

healthcare providers

95+

research programs

12

published posters and manuscripts

10

partnerships with top 30 pharma

New Research

Discover how PicnicHealth data powered medical research in 2021

Keeping Patients at the Center

This year, experts from PicnicHealth joined podcasts, webisodes, virtual summits and much more to speak to the importance of patient-centric approaches when building complete, deep real-world datasets.

LC-FAOD Odyssey: A Preliminary Analysis, presented at INFORM 2021

Data from real-world medical records:

(from 13 patients with LC-FAOD)

16 yrs old

Median age at enrollment

38% Female

15 providers / patient

7.5 years of data / patient

Data from patient-reported outcome (PRO) survey

(from 13 patients with LC-FAOD)

31,903

patients onboarded across 19 conditions

2,719,618

medical visits processed

255,101

healthcare providers

86,256

Facilities provided medical records

70+

Change Champions onboarded

95+

Research programs

15+

published posters and manuscripts

14

partnerships with top 30 pharma

A First Look: Lupus Nephritis

Cohort Overview. Understand patient healthcare utilization throughout disease history with ability to probe for meaningful mentions and events.

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Sickle Cell Research

Sickle cell (SC) is the most common inherited blood disorder in the United States. Red blood cells become rigid and shaped like crescent moons, preventing oxygen from getting to parts of the body. This can cause fatigue, severe pain, organ damage or stroke.

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Lupus Nephritis RWD

Addition of Narrative Text Abstraction to ICD-Based Abstraction Significantly ImprovesIdentification of Lupus Nephritis in Real-World Data

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Speakers:
Vitaly Doban
VP, Head of Data & Insights Generation, Ipsen
Dr. Dan Drozd
Chief Medical Officer, PicnicHealth
Troy Astorino (Moderator)
Chief Technology Officer & Co-Founder, PicnicHealth
Panelists:
Dan Drozd, MD, MSc
Chief Medical Officer, PicnicHealth
Gaelan Ritter
Head of Digital Development, Biopharmaceutical Company

We know that every person's story is unique and deserves to be heard.

Join our early breast cancer registry to be counted and share your story with research.

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Create a List

List the names of all the doctors, hospitals, and other facilities your loved one visits regularly, along with those they have visited in the past. Try to go back as far as you can, striving for at least the last 5-10 years, but do your best. Even if you can’t remember them all, having a strong baseline can help you quickly identify gaps in records.

Ensure You Have the Appropriate Legal Status

It is important to make sure that you are fully empowered to make decisions on behalf of your loved one with Alzheimer’s. Your relationship status with the patient may not be enough to legally give you access to your loved one's medical information. It is a good idea to talk to an expert about securing special legal status, such as Power of Attorney (POA), a legal document that allows an individual to name someone as their decision maker should they no longer be able to make decisions on their own.

Gather and Organize the Medical Records in One Place

It’s important to have all of your loved one’s medical records together in one spot. This makes it much easier for you and your loved one’s physicians to accurately map the patient’s medical journey and more easily share information between doctors. Fortunately, tools exist to make record management and access simple. A free resource like PicnicHealth helps you collect and organize all of this information. PicnicHealth’s intuitive timeline allows you to pinpoint data across the medical history, eliminating your need for keeping heavy binders filled with paper records or keeping track of multiple software portal logins.

Review the Medical Records to be an Informed Advocate

The better you understand your loved one's medical history, the better you can advocate on their behalf. Access and understanding of this information will help you to ask informed questions with physicians. Through regular communication backed by the data in the medical records, you can help your loved one’s care team develop a more successful care plan.

Learn more about PicnicHealth’s commitment to the Alzheimer’s community and the Alzheimer’s Association

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Together, we can make a difference.

Learn more about PicnicHealth’s commitment to the Alzheimer’s community and the Alzheimer’s Association

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1

Build a support network.

When you’re juggling appointment times and insurance claims, putting a robust support system together might not strike you as the most urgent task. Investing the time to cultivate relationships with people can turn to in times of need will pay dividends. The next time you need a last-minute ride or just someone to listen, you won’t be on your own.
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There are many condition-specific support groups and support groups for caregivers generally in person or online. In addition to the encouragement and empathy they provide, support groups can be a helpful source of tips, resources, and recommendations for navigating caregiving.

2

Stay organized.

The backbone of effective caregiving is organization. Keep medical information, appointment schedules, and medication lists in order. Use a planner or a digital service like PicnicHealth to stay on top of your responsibilities. This attention to detail can prevent future complications and reduce day-to-day stress.

3

Explore treatments and clinical trials.

We’ve seen incredible breakthroughs in treatment over the past couple of years, powered by patients and their caregivers participating in research. Stay in the loop about the latest in medical advancements and available resources that could benefit your loved one. Whether it’s a new therapy option or a community service that aids independence, being informed can make a world of difference in the quality of care you provide.

4

Make time for self-care.

It may seem self-centered to focus on self-care—but when you feel good, you can be a better caregiver. Whether it’s exercise, a mindfulness practice, a soak in the bath, or just time to rest when you need it, carve out those moments in the day when you can unwind, reset, and stay healthy mentally and physically. Think of it as building up your reserves of kindness, patience, and understanding—which can only benefit your loved one. No one can pour from an empty cup.

Having trouble managing your loved one's medical records?

Easily manage all of your loved one's medical records and contribute to ongoing Alzheimer's research with PicnicHealth.

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LC-FAOD Odyssey: A Preliminary Analysis, presented at INFORM 2021

Data from real-world medical records:

(from 13 patients with LC-FAOD)

16 yrs old

Median age at enrollment

38% Female

15 providers / patient

7.5 years of data / patient

Data from patient-reported outcome (PRO) survey

(from 13 patients with LC-FAOD)

We hope you found this session informative! Sign up for PicnicHealth’s Alzheimer’s research program below.

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Tip: Download or print the poster at the end of this article to review before your next appointment!
However, it's important to consult with a healthcare provider or registered dietitian to determine the appropriate amount of protein for your individual needs. In general, a diet with moderate protein intake (about 0.8 grams per kilogram of body weight per day) is recommended for people with kidney diseases.

Learn more about contributing to IgAN research with PicnicHealth. 

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Save The Top-10 List

Download this list to save onto your phone or print it out for your fridge!

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Keep an Eye on These Test Results

Download this poster to save onto your phone or print it out for your fridge!

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Resource Flyer

Explore the essential takeaways from Victoria's Webinar, along with some resources that she shared.

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Pre-Appointment Worksheet

Prepare for your loved one's next appointment

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A tablet, phone, or laptop with a working camera, microphone, and stable internet connection.
A quiet, distraction-free area with enough space to walk a few steps if applicable.
A chair that you can use during any movements or tasks you’ll be asked to perform.
The tripod mailed to you via Amazon.

What to Expect

Before your video call:

Book Your Assessment
Visit your to-do list on your PicnicHealth Research Dashboard or click the scheduling link sent to your email. Note: Search for “New task for the ORBIT-CIDP Study" to find the video call scheduling link.
Receive Confirmation
Check your email for a confirmation with your scheduled video call time and instructions.

On the day of your video call:

Click on Video Link
Join your personal video call using the link we sent by email, or text message, or find it on your research dashboard.
Meet your nurse
A Registered Nurse (RN) will guide your virtual assessment, which will last about 30 minutes.
Complete the Physical Activity Assessment (INCAT)
The nurse will guide you through questions and, if needed, physical tasks to help researchers gain a deeper understanding of CIDP.
Complete the Movement Assessment (Optional)
If you participate, a nurse will guide you through three short recorded movement activities to complete as best you can:
Chair Task
While seated with your arms crossed over your chest and hands on oppositeshoulders, you’ll be asked to stand up, remain standing for 20 seconds, and then sit back down.
Arm Movement Task
While seated with your arms resting at your sides, you’ll be asked to raise both arms out to the sides until they meet above your head, then lower them back to your lap.
Finger Dexterity Task
While seated, raise your right hand with fingers extended. Touch your thumb to each fingertip in order, then reverse. Repeat with your left hand. This will then be repeated with your left hand.
Earn Compensation

Receive up to $55 for your participation:

  • $25 for completing the Physical Activity Assessment (INCAT).
  • $30 for the Optional Movement Assessment.
Recording: Your research assessment may be recorded to ensure accurate data collection. If you participate in the optional Movement Assessment, it will also be recorded. These recordings may capture your voice and responses, but identifiable information like your face, name, or background will be removed to protect your privacy.
Opt Into the Smart Insole Study Activity
Complete the opt-in survey to confirm your participation.
Receive Your Smart Insoles
Your smart insoles will be shipped to your home via FedEx and should arrive within 1 week.
Create Your Account

You’ll receive an email from Celestra Health with your account details. Follow those steps to set up your account.

  • If you don’t see an email from Celestra Health in your inbox, please check your spam or junk folder.
Download the App
After creating your account, you’ll be directed to a landing page with links to the App Store or Google Play. Use the link to download the correct version of the app for your device.
For illustrative purposes only, your insoles may look different
Log In
Open the app and log in using the email address and password you used when creating your account.
Enable Permissions
  • For iOS users: Enable Motion & Fitness and allow access to Apple Health.
  • For Android users: Enable Activity Recognition permissions.
Connect Your Insoles
Turn on Bluetooth, and follow the app's instructions to connect your smart insoles.
Enable Notifications
Enable push notifications to stay updated on reminders and activity progress.
For illustrative purposes only, your insoles may look different
Start Walking Sessions
When you’re ready to perform a walking session, tap ‘Start’ on the Ad Hoc Walking task card in the app.
Smart insoles are designed to fit comfortably into any pair of closed shoes
Need Help?
Should you need to contact Celestra Health support for any reason, you can submit a ticket through the Help section of the app by tapping the Submit A Ticket card and filling out the form. A Celestra Health representative will typically respond within one business day.
A fully charged device (smartphone, tablet, or laptop) with a working camera, microphone, and stable internet connection.
A quiet, well-lit space that is free from distractions.
Good lighting so your face is clearly visible; having a small flashlight or your phone’s flashlight nearby can help with skin, scalp, or joint checks.
Flexible device positioning so you can easily adjust or prop up your device hands-free if the research staff asks to view specific areas (such as your face, hands, or scalp).
Space to move in case you are briefly asked to stand or walk a few steps.
Your medication information, including your current steroid(s) and BENLYSTA® (belimumab) — either the medication bottles or a list with doses and schedule.
Time to focus without interruptions so the visit can be completed comfortably.
Before Your Video Call:
Schedule your visit
Use the scheduling link on your PicnicHealth Research Dashboard or the link sent to your email.
‍Tip: Search your inbox for “New task for the BEACON-SLE Study - schedule your remote visit” to find the scheduling email.
Check your confirmation
You’ll receive an email with your appointment time and instructions for joining the video call.
On the Day of Your Video Call:
Join the call
Click the Zoom link sent to you by email or text message, or use the link available on your research dashboard.
Meet with the research staff member
  • They will ask you structured questions about your health and any lupus symptoms you’ve experienced over the past 30 days.
  • If needed, they may guide you through a few simple visual checks (such as looking at your skin, hair, joints, or mouth). You can always tell them if you’re not comfortable with anything.
Receive Compensation
You’ll receive up to $60 for completing your visit.
See More

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