For SMOs and site networksUpdated October 10, 2026

SMO clinical trial software for site networks

A network of sites running several studies needs the same discipline at every location without a different setup each time. Capture gives each site its own coordinator portal, numbering and data view, with role-based access that keeps participant names away from the people analysing the data.

  • Site coordinator portal
  • QR enrollment, no app install
  • Site-level numbering and by-site filters

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

Demo network view · Four sites, one study

Participants enrolled

63

Sites active

4

Open queries

11

Site 001 · enrolled21/25
Site 002 · enrolled18/25
Site 003 · enrolled15/25
Site 004 · enrolled9/25

Behind plan

Demo data only

What a site network needs

  • An SMO or network runs many studies across many sites, usually with coordinators who move between protocols. Consistent tools reduce training time.
  • Each site needs its own coordinator view, its own participant numbering and a way to see its data without seeing other sites' participants.
  • Central staff need the opposite: a cross-site view, filtered by site, with exports by site.
  • Participant names should be visible to the people who consent and visit participants, not to everyone who analyses data. Role-based access with PII segregation does this.
  • Structurally it is a PI-owned site at higher volume: the same controls, repeated across more locations and studies.

The problem

The network has one operating model; the sponsors have many

Site networks and site management organizations live between sponsors and investigators. They recruit, coordinate and quality-manage studies at many sites, often for several sponsors at once. Each sponsor typically brings its own EDC, its own portal, its own logins and its own training. A coordinator juggling four studies can have four systems and four sets of habits, and the network has little control over any of them.

That is a strong argument for a data system the network can run itself where the study design allows it, particularly for the network's own studies, investigator-initiated work, registries and partnerships where the network or its investigators are the sponsor. Capture was built for exactly that shape: a small team that wants sponsor-grade controls without sponsor-sized software. Where a sponsor mandates its own EDC, nothing here changes that; this page is about the studies you control.

Site coordinators

A coordinator portal that shows one site and nothing else

Site coordinators work in a separate portal scoped to their site. They enrol and consent participants, enter visit data, answer queries and see their site's status, without being shown other sites' participants. Because they are the people who meet the participants, they can see names; the researchers and analysts working on the same study see coded IDs instead.

  • Separate site coordinator portal, scoped by site.
  • Researchers see coded participant IDs, not names.
  • Row-level security in the database, not only hidden columns.
Role-based access control for trials

Site coordinator

Jane Peterson

DOB: 04-Mar-1978

Subject 01-004

Sees direct identifiers

Researcher

Subject 01-004

DOB: withheld

Coded ID only

Sees coded ID only

Same record, two roles. Row-level security enforces the split.

Enrollment and numbering

QR enrollment per site, with site-level participant numbers

Each site can have its own QR code, and a study can have a study-wide one. A participant scans it with their phone camera and starts the registration or consent journey in the browser, with no app to install. Participant numbers carry the site, for example 001-0042, so a record can be traced to its origin at a glance and numbering never collides between locations.

  • Site-specific or study-specific QR codes.
  • Site-level numbering such as 001-0042.
  • Consent through eConsent with on-screen signature and countersignature.
QR code participant enrollment
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Scan to join

Print it on posters and clinic flyers

Set up a two-site study in the sandbox

Create two sites, scan a QR code with your phone, enrol a test participant and compare the coordinator view with the researcher view.

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Who sees what

Roles in a network study

RoleTypical scopeSees participant names
Site coordinatorOwn site: enrol, consent, enter data, respond to queriesYes
Researcher or data managerWhole study: review, query, monitor, exportNo, coded IDs
Blinded team memberStudy data without arm valuesNo
AdminStudy configuration and user managementPer configuration

Roles available in Capture are researcher, site coordinator and admin, with blinded variants for blinded studies.

Network oversight

Compare sites without exporting and re-sorting spreadsheets

Central quality and operations staff need to answer simple questions quickly. Which site is behind on enrolment? Which has the most open queries? Where are visits drifting outside their windows? Data in Capture can be filtered by site, and exports can be limited by site and by date range, so a site-level report for an investigator or a sponsor is a filter and a download rather than a project.

The same applies to consent. With eConsent for multi-site studies, each site works from the approved consent document, and signed consents export as PDF with the signature data and audit trail. For wider management practice across locations, see multi-site clinical trial management.

Running several studies

Each study is built and configured separately, with its own forms, visit schedule and roles. Reusing the same pre-built eCRF templates (demographics, vital signs, adverse events, concomitant medications, laboratory) keeps data entry familiar for coordinators who move between studies.

Cost for networks

Pricing applies once a study goes live, and the sandbox is free to build and test in. See the pricing page for the current figures and ask about enterprise arrangements if you run many live studies across several sites.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Can each site have its own login and view?

Yes. Site coordinators use a separate portal scoped to their site. Researchers and administrators see across sites according to their role.

How does participant numbering work across sites?

Numbering is site-level, for example 001-0042, so numbers do not collide and each record carries its site.

Do participants need an app?

No. A QR code, site-specific or study-specific, opens enrollment and consent in the phone browser.

Who can see participant names?

Site coordinators see names. Researchers see coded IDs. Access is enforced at the database layer with row-level security.

Can we get a report for one site?

Yes. Data can be filtered by site and exports can be limited by site and date range, with an automatic data dictionary.

Can we use Capture when a sponsor requires its own EDC?

No, that is the sponsor's decision. Capture suits studies you or your investigators control, such as network-led, investigator-initiated or registry studies.

How does pricing work for a network of sites?

You build and test in the free sandbox and pay once a study goes live with real participants. Check the pricing page for the current figures and contact us about enterprise needs.

Start building your study free

Set up sites, QR enrollment and coordinator access in the sandbox. You pay only once real participants are in.

Start building your study free