IP Library Patent Application 17308415
Patent Application
App. No. 17/308,415

AI AND ML ASSISTED SYSTEM FOR DETERMINING SITE COMPLIANCE USING SITE VISIT REPORT

Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US None
App. No.
17/308,415
Abstract

Methods and systems to automatically construct a clinical study site visit report (SVR), conduct the SVR, evaluate the SVR in real-time, and provide feedback while the SVR is being conducted. Responses to the SVR include user-selectable answers and natural language notes. Each response is evaluated as it is submitted based on a combination of pre-configured rules and a computer-trained model. If an anomaly is detected and is not already captured in the SVR, an alert is generated during performance of the SVR. The alert may include recommended remedial action.

Claims (71)

1 . A machine-implemented method, comprising:

presenting of a site visit report in a sequential fashion on a user device during a site visit;

receiving responses to the questions via the user device, wherein the responses include user-selectable answers and natural language notes of a user;

evaluating each response as it is received from the user device to detect an anomaly in the clinical trial site visit, including evaluating the user-selected answers and the text analytics based on a combination of pre-configured rules and a computer-trained model, wherein the anomaly includes a protocol deviation and/or an adverse event, and wherein the text analytics includes sentiment analytics and/or topical analytics;

determining if the detected anomaly is already identified as an anomaly in the site visit report; and

generating an alert, during the site visit, if the detected anomaly is not already identified as an anomaly in the site visit report, wherein the alert includes a recommendation to resolve the anomaly.

2 . The method of claim 1 , further comprising:

selecting the questions to include in the site visit report based on features of a site and an associated clinical study;

configuring the rules to identify anomalies in the responses; and

training the model to correlate historical medical data with supervisor-identified anomalies in the historical medical data, wherein the historical medical data includes patient data, trial data, and laboratory test results.

3 . The method of claim 1 , wherein:

the evaluating comprises computing a compliance score for each response and detecting the anomaly when the compliance score exceeds a threshold.

4 . The method of claim 1 , wherein:

the generating an alert comprises ranking the detected anomaly based on a safety-related risk factor associated with the anomaly, during the site visit.

5 . The method of claim 1 , further comprising:

training a probabilistic topic model to detect topics from historical natural language notes associated with historical medical data; and

training a sentiment model to detect sentiments from the historical natural language notes;

wherein the evaluating comprises computing the text analytics with the probabilistic topic model and the sentiment model.

6 . The method of claim 1 , further comprising:

training the model to correlate text analytics extracted from historical natural language notes associated with historical medical data, and answers of historical site visit reports, with corresponding supervisor-declared adverse events;

wherein the evaluating comprises evaluating the text analytics and at least a subset of the responses with the trained model.

7 . The method of claim 1 , further comprising:

evaluating multiple site visit reports in combination with one another to detect a pattern of anomalies.

8 . A non-transitory computer readable medium encoded with a computer program that comprises instructions to cause a processor to:

present questions of a site visit report in a sequential fashion on a user device during a site visit;

receive responses to the questions via the user device, wherein the responses include user-selectable answers and natural language notes of a user;

evaluate each response as it is received from the user device to detect an anomaly in the site visit, including to evaluate the user-selected answers and text analytics of the natural language notes based on a combination of pre-configured rules and a computer-trained model, wherein the anomaly includes a protocol deviation and/or an adverse event, and wherein the text analytics includes sentiment analytics and/or topical analytics;

determine if the detected anomaly is already identified as an anomaly in the site visit report; and

generate an alert, during the site visit, if the detected anomaly is not already identified as an anomaly in the site visit report, wherein the alert includes a recommendation to resolve the anomaly.

9 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

select the questions to include in the site visit report based on features of a site and an associated clinical study;

configure the rules to identify anomalies in the responses; and

train the model to correlate historical medical data with supervisor-identified anomalies in the historical medical data, wherein the historical medical data includes patient data, trial data, and laboratory test results.

10 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

compute a compliance score for each of the responses; and

detect the anomaly when the compliance score exceeds a threshold.

11 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

rank the detected anomaly based on a safety-related risk factor associated with the anomaly, during the site visit.

12 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

train a probabilistic topic model to detect topics from historical natural language notes associated with historical medical data;

train a sentiment model to detect sentiments from the historical natural language notes; and

compute the text analytics with the probabilistic topic model and the sentiment model.

13 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

train the model to correlate text analytics extracted from historical natural language notes associated with historical medical data, and answers of historical site visit reports, with corresponding supervisor-declared adverse events; and

evaluate the text analytics and at lease a subset of the responses with the trained model.

14 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

evaluate multiple site visit reports in combination with one another to detect a pattern of deviations and/or anomalies.

15 . An apparatus, comprising a processor and memory configured to:

present questions of a site visit report in a sequential fashion on a user device during a site visit;

receive responses to the questions via the user device, wherein the responses include user-selectable answers and natural language notes of a user;

evaluate each response as it is received from the user device to detect an anomaly in the site visit, including to evaluate the user-selected answers and text analytics of the natural language notes based on a combination of pre-configured rules and a computer-trained model, wherein the anomaly includes a protocol deviation and/or an adverse event, and wherein the text analytics includes sentiment analytics and/or topical analytics;

determine if the detected anomaly is already identified as an anomaly in the site visit report; and

generate an alert, during the site visit, if the detected anomaly is not already identified as an anomaly in the site visit report, wherein the alert includes a recommendation to resolve the anomaly.

16 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

select the questions to include in the site visit report based on features of a site and an associated clinical study;

configure the rules to identify anomalies in the responses; and

train the model to correlate historical medical data with supervisor-identified anomalies in the historical medical data, wherein the historical medical data includes patient data, trial data, and laboratory test results.

17 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

compute a compliance score for each of the responses; and

detect the anomaly when the compliance score exceeds a threshold.

18 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

rank the detected anomaly based on a safety-related risk factor associated with the anomaly, during the site visit.

19 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

train a probabilistic topic model to detect topics from historical natural language notes associated with historical medical data;

train a sentiment model to detect sentiments from the historical natural language notes; and

compute the text analytics with the probabilistic topic model and the sentiment model.

20 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

train the model to correlate text analytics extracted from historical natural language notes associated with historical medical data, and answers of historical site visit reports, with corresponding supervisor-declared adverse events; and

evaluate the text analytics and at lease a subset of the responses with the trained model.

21 . The non-transitory computer readable medium of claim 8 , further including instructions to cause the processor to:

evaluate multiple site visit reports in combination with one another to detect a pattern of deviations and/or anomalies.

Assignments (7)
SECURITY INTEREST Recorded Mar 12, 2026
From: IMS SOFTWARE SERVICES LTD.; IQVIA INC.; IQVIA RDS INC.; RULES-BASED MEDICINE, INC.
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 075047/0061 →
CORRECTIVE ASSIGNMENT TO CORRECT THE CONVEYING PARTIES INADVERTENTLY NOT INCLUDED IN FILING PREVIOUSLY RECORDED AT REEL: 065709 FRAME: 618. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY AGREEMENT. Recorded Dec 6, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065790/0781 →
SECURITY INTEREST Recorded Nov 29, 2023
From: IQVIA INC.
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065709/0618 →
SECURITY INTEREST Recorded Nov 29, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065710/0253 →
SECURITY INTEREST Recorded May 24, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 063745/0279 →
SECURITY INTEREST Recorded Apr 5, 2022
From: IQVIA INC.; IMS SOFTWARE SERVICES, LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: BANK OF AMERICA, N.A.
Reel/Frame 059503/0540 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 5, 2021
From: PATIL, RAJNEESH; BONAGERI, VIRUPAXKUMAR; SHASTRI, GARGI
To: IQVIA INC.
Reel/Frame 056143/0471 →