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AI agent for clinical research coordinators

Adverse Event Reporting Timeline Agent

Every serious adverse event reported on time

Adverse Event Reporting Timeline Agent: what goes in, what the agent does and what you get

What it does

Serious adverse events must be reported to the sponsor and ethics board within strict timelines, and missing one is a major compliance finding. Whenever new notes are entered, this agent scans visit notes and participant reports for possible adverse events. It flags those that may be serious, such as hospitalizations, and starts the reporting clock. It drafts the report from source information and tracks follow-up information requests. Before review, it checks that the report is complete. If fields are missing, it lists what is needed and checks again once added. The investigator reviews and signs the report; the agent never decides seriousness or causality on its own. Edge case: a hospitalization discovered days later starts the clock from when the site learned of it, not from the event date.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN New notes entered 2 USES A TOOL Scan for possible adverse events 3 DOES Flag possibly serious events and start the clock 4 DOES Draft report from source 5 CHECKS THE RESULT Is the report complete? If not: list missing information and request it. Back tostep 4. 6 YOU APPROVE Investigator reviews and signs 7 RESULT Report submitted on time
Read the steps as a list
  1. New notes entered
  2. Scan for possible adverse events
  3. Flag possibly serious events and start the clock
  4. Draft report from source
  5. Is the report complete?If not: list missing information and request it. Back to step 4.
  6. Investigator reviews and signsThe agent waits here for your OK.
  7. Report submitted on time

How it decides

It flags events that meet serious criteria and calculates deadlines from the protocol rules.

  • Start the clock when the site learns of the event
  • Flag hospitalizations as possibly serious
  • Track follow-up requests

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Protocol reporting timelines
  • Keywords for events
  • Alert channel
  • Report template

What keeps you in control

It always asks you first

  • Seriousness and causality decisions
  • Submitting reports

Hard limits

  • Never decides causality
  • Never submits without signature

It stops when

  • Done: report submitted
  • Stop: investigator unavailable; escalate

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn June 3 a visit note for participant 017 mentioned an overnight hospital stay for chest pain on May 30. The agent flagged it as possibly serious and started the 24-hour clock from June 3, when the site learned of it. Its completeness check found the discharge summary missing, so it requested it from the hospital and updated the draft. The investigator reviewed the causality section and signed the report within 19 hours.

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