
New Release
Spring 2025
The latest Studytrax release introduces a range of new features and user interface (UI) enhancements to streamline staff data entry. To assist with planning, review the information below.

Follow-up Events
Any event can now have its own follow-up schedule, including forms, notifications, user data entry (e.g., subject), reward points, reports, educational materials, and more.

Examples: Diaries (e.g., sleep, pain), adverse events, diagnoses, treatments, falls, etc.

Event Sceduling

Events can be scheduled for a date that accommodates both the participants' and your staff's availability. Preceding and follow-up events can be tied together.
Example: The month 3 visit is scheduled for a participant 2 weeks prior they are to complete several forms.

Personalized Layout

Study and registry visits can be grouped together on the "Subject Overview" page to simplify data entry.
Example: All the "Imaging" visits (e.g., MRI, angiogram, CT, etc.) are together to help facilitate data entry access.

Advanced Notifications

Now able to set unlimited notifications to alert subjects before, during, or after an encounter is due, plus reminders for incomplete forms if not finished within a set time.
Example: If a participant has incomplete forms, send an email reminder 3 days after the due date.

Workflow Lists

Users can use the"Quick Filter" to generate a list of participants based on data values. A custom name and button can personalize the list generation.
Example: Members of the surgical team see a "Surgical Cases" button, when clicked generates a list of all the candidates for epilepsy surgery.

Centralized Calendar

All events from one-or-more studies can be organized into a single calendar-based view, making it easier to plan upcoming events.
Example: View appointments for the upcoming week across studies.

Enhanced Data Entry

Staff data entry pages have a new layout and options:
Repeating Forms: New layout options, across visit reconciliation, data entry outside visits (e.g., meds)
​Actions Area: Items needing attention automatically surfaced and move off as completed.
Dynamic Visit Labels: Assign study visit labels (e.g., AE Headache) using data values to ease differentiation.​

Optimized Queries

Staff can now set and manage queries directly while editing and working with forms. The queries report has been redesigned to make it easier to monitor open queries.
Example: While reviewing a form, a monitor can issue a query by clicking on the variable.
New graphic dashboard, across project view, numerous feature updates (e.g., queries), more...
New scheduling option, flexible repeating form layout (e.g., tumors), centralized reconciliation, more...
Home Page

​​Centralized Calendar
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Date based view of events, within or across projects.​

​​Scheduling
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Set expected dates for study events.​

​​​​​Report Access
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'Reports' menu item removed, all run from the 'Home' page.​

​​'New Subject' Modified
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Simplified the process for adding, and moving participants into projects.


​​​​Workflow Lists
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Create user or role specific buttons that generate actionable lists (e.g., missing lab data).

Subject Overview Page
​​Enhanced Visual Timeline
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Interactive, graphical event display.​
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Visual swim-lanes, group items as desired.
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Dynamic event names based on variable values for easy identification.

Organize Visit Types
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Group visits for easier, intuitive data entry access.

Multi-Project View
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Single location to manage all projects in which a participant is enrolled.


Participant Diaries
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Create diaries (Diet, Sleep, etc.) with their own data collection schedule, reports, rewards, personalized education materials, etc.

Optimized AE Tracking
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Custom follow-up (e.g., daily) and label (e.g., headache) for each adverse event.


​​​​​​​​​​​​Enhanced Queries
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New process and options for creating, updating and managing queries, including in-form query creation.​​
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Revamped study query report for improved site management.

Encounter Overview Page
​​Set Visit Scheduled Date
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Set the specific expected date for any event, all associated events automatically linked together.

Repeating Form Updates
- New visual layout and expanded validation for repeating forms (e.g., tumors, seizures [learn more])
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Assign an icon to repeating form groups such as medications, location shift to left-hand side of page.


Actions Area
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Centralized list of To-Do items (e.g., remaining medications to reconcile).​

Centralized Reconciliation
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Across encounter view of all reconciliations for quick and efficient reconciliation (e.g., medications).


Slider Data Entry Control
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Forms can use a slider for input (e.g., numeric Line Slider controller).​

Contact Studytrax here to discuss implementing new features for your research project.