Study type · Herbal medicineUpdated October 20, 2026

Herbal medicine clinical trial software

The product is a plant extract or a multi-herb formula that varies by batch, taken alongside other medicines. Capture records which batch each participant got, how much they took and what else they were taking. Build free, no credit card.

  • Batch and formula records
  • Concomitant medication capture
  • Liver safety follow-up

Free sandbox · No credit card · 21 CFR Part 11 aligned

Product dispensing record (demo study)
Participant 003-0054 · Visit 3 (Dispense, week 4)Draft

Product

PRODUCT
Herbal formula AMatching placebo

Batch number

BATCH
DEMO-B2041

Sachets dispensed

DISPQTY
28

Sachets returned from previous visit

RETQTY
3

Adherence (taken / expected)

ADH

Derived by the study team in export

89 % Calculated

Within the range set in the protocol (demo)

Demo data only.Save
Batch and returns are the data that let a reviewer relate outcomes to what was actually taken.

What a herbal medicine trial needs from its data collection

  • Product identity is data: plant material varies by source and batch, so batch number, formulation and any authentication record belong in the dataset.
  • Multi-herb formulas: traditional formulas combine several ingredients, and a modified formula for each patient needs the components and amounts recorded per participant.
  • Other medicines and products: participants often use conventional drugs and other supplements, so concomitant medication capture matters for safety and interpretation.
  • Safety beyond the label: liver injury and herb-drug interactions are standard concerns, so monitoring visits and events need planned forms.
  • Matching placebo and blinding: taste, smell and colour are hard to match, so a blinding check at the end is part of the data.

The product problem

What makes herbal trials different from a supplement or a drug study

A herbal trial combines the regulatory complexity of a medicine with the variability of a natural product. The same plant grown in two places can differ in active constituents, a decoction is not the same as a standardised extract, and a traditional formula may be adjusted for each patient. The data capture has to hold the answers to the questions a reviewer will ask: what exactly was given, from which batch, how much was taken and what else was the participant taking.

Where a single standardised extract is tested, the product record is simple: product, batch, dispensed and returned quantities, with the batch certificate (identity and content testing) filed in the study documents. Where the intervention is a multi-herb formula, build a repeating-row table for ingredients with name, form and dose, or a formula code with the composition held in a reference. Modified formulas need a row per prescription change with its date and reason, which the audit trail records. The CONSORT extension for Chinese herbal medicine formulas, published in 2017, lists the product details journals expect to see reported, so design the capture to fill that table; check the current version of the checklist you intend to follow.

For single-ingredient products sold as supplements, see the neighbouring pages on supplement clinical trials and nutraceutical trials. This page is for herbal products and formulas where batch identity, formula composition and herb-drug interactions drive the data. If your formula is delivered through acupuncture visits or traditional diagnosis, see EDC for acupuncture and TCM trials.

Regulatory status shapes the protocol

Whether a herbal product is studied as a medicine, a traditional herbal medicinal product or a dietary supplement affects what the protocol must contain. In the EU, Directive 2004/24/EC created a simplified registration route for traditional herbal medicinal products based on long-standing use, while a clinical trial still needs the normal ethics and authority approvals if it is a trial of a medicinal product. In the US, a study that intends to support a drug claim for a botanical generally needs an IND, whereas a study of a dietary supplement may not. Treat these as pointers only and check current guidance with your regulator and ethics committee. Capture does not provide regulatory approval.

Where this fits

Herbal medicine trials against neighbouring pages

QuestionThis pageNeighbouring page
What is the product?Plant extract or multi-herb formula, batch-specificSupplement trials cover vitamins, minerals and single ingredients
What is the key safety question?Liver injury and herb-drug interactionsAdverse event reporting
What is the control?Matching placebo, hard to match for taste and smellBlinding guide
What else do participants take?Conventional drugs, other herbs, foodsConcomitant medications template
Who runs the study?Universities, TCM hospitals, small producersStudies under 100 patients

Build the dispensing and returns record

Create the batch, dispensed and returned fields and enter a mock participant with two visits. Free sandbox, no credit card.

Build your herbal study free

Safety and adherence

Liver safety, interactions, adherence and the blind

Reports of liver injury linked to some herbal products make hepatic monitoring a sensible default for many herbal protocols, though the schedule and thresholds must come from your protocol and a clinician. Build a laboratory form with liver enzymes and bilirubin at the planned visits (the shared lab template and reference-range tables help), add edit checks for plausible values and date order, and a pathway from an abnormal result to an adverse event form with severity, relationship and sign-off. Edit checks raise queries on data entry, they are not clinical alerts, so the protocol must say who reviews results and how fast. See the adverse event template.

Herb-drug interactions need the concomitant medication record to be complete and current. Use a repeating-row table with drug name, dose, start and stop dates and indication, and re-ask at every visit rather than once at baseline. Include over-the-counter products, other herbal remedies and traditional preparations the participant mentions; use free text plus a category so analysis is possible. A participant-facing diary on the phone can prompt for new products between visits.

Adherence for powders, capsules and decoctions is usually counted from returned packs, supplemented by a simple daily diary. Taste and smell make blinding fragile, so ask both the participant and the assessor at the end which product they think was given, and keep the guess separate from the allocation. Capture's blinded roles never receive treatment-arm values, enforced by masked database views and row-level security; randomization can sit in the same study, see randomization in EDC. Primary outcomes are often symptom scores or quality-of-life measures on the participant's phone; where an instrument is copyrighted, the licence stays with the study documents.

Build sequence

From herbal protocol to a running study

  1. 1

    Write down the product record

    Fix the fields for batch, formula composition, quantity dispensed and returned, and where the batch certificate is filed.

  2. 2

    Draft the forms

    Upload the protocol (PDF, DOCX or DOC) so the AI study builder can propose visits and forms. Nothing is saved until a person reviews it.

  3. 3

    Build dispensing, concomitant medication and liver forms

    Add the product record, a repeating medication table and the laboratory form with edit checks.

  4. 4

    Add the diary and questionnaires

    Create phone diaries for adherence and symptoms with reminders, and secure links for outcome questionnaires.

  5. 5

    Test the blind

    Log in as the assessor in the sandbox and confirm allocation and batch labels do not reveal the arm.

  6. 6

    Approve and go live

    Approved forms lock for live use. Real participants start the paid live phase.

Before the first participant

Herbal medicine trial readiness checklist

Product documentation filed

Identity and quality testing for each batch kept in the study documents.

Formula rules written

Whether the formula is fixed or modified, and how changes are recorded with reasons.

Interaction plan

A complete concomitant medication record asked at every visit.

Liver monitoring set

Tests, visits and review responsibilities decided by the protocol.

Blinding check planned

Guess questions for participant and assessor at the final visit.

Export tested

CSV or Excel with the data dictionary opened in the statistics package.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Can I record batch numbers for each participant?

Yes. Add batch, quantity dispensed and quantity returned as fields on a dispensing form, with a repeating row for each visit. Each change keeps a field-level audit trail with the reason.

Can I record a multi-herb formula that changes between visits?

Yes. Use a repeating table of ingredients and doses, or a formula code, with a row for each prescription change. Dates and reasons appear in the audit trail.

Does Capture check the quality of the herbal product?

No. Identity and quality testing are done by the manufacturer or a laboratory, and the certificates stay in your study documents. Capture records the batch and which participants received it.

How do I capture other medicines the participant takes?

Use a repeating concomitant medication table and re-ask at every visit. The concomitant medications template is a starting point.

Is this the same as the supplement trial page?

No. Supplement trials are usually a defined vitamin, mineral or single compound. Herbal trials need batch identity, multi-ingredient formulas and herb-drug interaction data.

Does this help with regulatory approval for a herbal product?

Capture is not regulator-approved and does not provide approval. It supplies the data capture, audit trail and exports your regulatory team can use. Check your jurisdiction's rules for herbal products.

How much does it cost?

The sandbox is free with every feature, no credit card and no time limit. You pay only once you go live with real participants. Pricing is not published on the site, so ask for terms for your study.

Start your herbal medicine study free

Free sandbox with every feature. No credit card, and you pay only when you go live.

Build your herbal study free