The EDC is live today — see what ships now
For doctors

Clinical trials, without the protocol language.

Most doctors meet clinical research twice: when a patient asks about a trial they found, and when someone invites the department to be a site. This is what you need for both — the phases, the obligations that hold wherever a trial runs, what a site actually commits to, and the things patients reliably get wrong.

The phases

What the number after “phase” actually tells you.

A patient who says “it is a phase 1 trial” usually does not know that this is the sentence that matters most in the whole conversation.

Phase 1

20 to 100

Is it safe, and at what dose?

The first time a treatment is given to humans. The question is tolerability and dose, not whether it works. Usually healthy volunteers — except in oncology and other serious conditions, where it would be unethical to expose healthy people.

Phase 2

100 to 300

Does it look like it works?

Given to people who have the condition, to look for a signal of benefit and watch short-term safety. Many treatments stop here, which is the point of doing it.

Phase 3

Hundreds to thousands

Is it better than what we do now?

The confirmatory study, usually against current standard care or placebo, and usually across many sites. This is the evidence a regulator approves on.

Phase 4

Thousands

What shows up in the real world?

After approval and in ordinary use. Picks up rarer effects and longer-term outcomes that a trial population of three thousand could never have shown.

BA/BE

Usually 24 to 60

Does the generic behave like the original?

Bioavailability and bioequivalence studies, typically single-dose in healthy volunteers. A large share of India's trial activity, and the basis on which a generic is approved.

Observational

Varies widely

What happens when nothing is assigned?

Nobody is allocated to a treatment. Care proceeds as it would anyway and data is collected alongside it — registries and cohort studies sit here.

When a patient asks

They have found a study. What is your part?

Less than most doctors assume, and the most useful thing you can do takes about ten minutes.

  1. 1You are not being asked to run itReferring a patient and being an investigator are different commitments. A doctor can help a patient understand a study, and point them at the site, without taking on any study responsibility.
  2. 2Read the registry entry firstEvery legitimate study has a public record with its eligibility criteria, sponsor, sites and approvals. If a study cannot produce one, that is the answer.
  3. 3Check the criteria against the patient in front of youRegistry eligibility is a summary. The full inclusion and exclusion list is long, and the site's own screening decides — but you will usually know from the summary whether it is worth the appointment.
  4. 4The site takes consent, not youInformed consent is the investigator's responsibility and has a defined process. Your part is making sure the patient understands enough to decide whether to start it.
  5. 5Their usual care continuesA participant can withdraw at any time without giving a reason, and it must not affect the care they receive from you or anyone else.
The rules

What holds wherever the study runs.

Names and thresholds differ by country. These six obligations do not — and a study that is casual about any of them is telling you something.

This page is written to help a clinician get oriented. It is not legal or regulatory advice, it is not a substitute for reading the rules that apply where you practise, and nothing on it should be relied on for a submission. Where it matters, go to the current text and to your ethics committee.

Ethics approval comes before anything

An independent ethics committee or institutional review board must approve the study before a single participant is enrolled. No regulator anywhere treats this as negotiable, and no legitimate sponsor will ask you to start without it.

Good Clinical Practice

ICH-GCP E6 is the common standard across the regions that recognise ICH, and most other countries align to it. It sets what counts as a source document, who may do what, and how data must be recorded.

Documented informed consent

Written consent on an approved form, in a language the participant understands, taken before any study procedure. Additional safeguards apply for participants who cannot consent for themselves.

Prospective registration

Studies are expected to be registered on a public register before the first participant is enrolled — ClinicalTrials.gov, CTRI, EU CTIS, ANZCTR and others. Journals increasingly refuse unregistered trials.

Safety reporting to a clock

Serious adverse events carry defined reporting timelines to the sponsor, the ethics committee and the regulator. The clock starts when the site becomes aware, not when it is convenient.

The right to withdraw

A participant may leave at any time without giving a reason, and without it affecting the care they would otherwise receive. This is a condition of approval, not a courtesy.

A worked example

India, in more detail.

One jurisdiction properly rather than six shallowly — the shape is easier to recognise elsewhere once you have seen one of them up close.

New Drugs and Clinical Trials Rules, 2019

The rules that govern clinical trials in India, administered through CDSCO. They cover approvals, ethics committee oversight, consent, reporting timelines and compensation.

A registered ethics committee

The approving ethics committee must itself be registered with the national regulator, and the required regulatory permission must be in place before enrolment begins.

CTRI registration

Clinical Trials Registry – India expects studies to be registered prospectively, before the first participant is enrolled. It is also the register a doctor or patient can check a study against.

Audio-visual consent in defined cases

Beyond written consent, the rules require audio-visual recording of the consent process in specified circumstances, including for vulnerable participants.

Compensation for trial-related injury

Where injury or death is related to the trial, the rules require medical management and financial compensation. This is an obligation, not a courtesy, and the process is defined.

Indian GCP alongside ICH

India publishes its own GCP guidelines, which sit alongside ICH-GCP E6 rather than replacing it. Studies intended for international filing are generally run to both.

Becoming a site

What you are agreeing to, stated plainly.

Worth reading before the feasibility questionnaire, not after. None of it is unreasonable; all of it is checkable.

A qualified principal investigator

One named doctor is accountable for the conduct of the study at that site, for the safety of the participants, and for everything delegated to the team.

A delegation log that is true

Every task is assigned to a named, trained person before they do it. Most inspection findings are about the gap between what the log says and what happened.

Source documents that came first

The clinical record is the source. Data entered into a trial database must be traceable back to it — attributable, legible, contemporaneous, original and accurate.

Monitoring and inspection

A monitor visits to check consent, eligibility and data against the source. Regulators may inspect. Both assume the paperwork was done at the time, not reconstructed after.

Safety reporting to a clock

Serious adverse events carry defined reporting timelines to the sponsor, the ethics committee and the regulator. Missing them is a compliance failure regardless of outcome.

In the consulting room

Four things patients believe.

Usually said in the first minute, and usually the reason someone declines before they have understood the study.

“You become a guinea pig.”

Participants are monitored far more closely than ordinary care allows — more visits, more tests, a protocol and an ethics committee. Phase 3 usually compares a new treatment against the current standard, not against nothing.

“You might get a sugar pill instead of treatment.”

Placebo alone is rarely used where an effective treatment exists. The common design adds the study drug or placebo on top of standard care, and the consent form must state what is possible.

“It will cost the patient money.”

Study visits, tests and the treatment under study are generally covered by the sponsor, and travel is often reimbursed. No genuine study asks a participant to pay to take part.

“Once you start, you are committed.”

A participant may withdraw at any time, without giving a reason, and without it affecting their usual care. That is a condition of ethics approval.

Glossary

The words that only appear in protocols.

PI
Principal investigator — the doctor accountable for the study at a site.
Protocol
The document defining what the study does: eligibility, visits, assessments, endpoints.
CRF / eCRF
Case report form — where a site records the data the protocol asks for, on paper or in an EDC.
EDC
Electronic data capture — the system the eCRF lives in.
ICF
Informed consent form — the approved document a participant signs.
EC / IRB
Ethics committee, or institutional review board — approves and oversees the study.
AE / SAE
Adverse event; serious adverse event, which carries reporting timelines.
Source data
The original clinical record a trial value was taken from.
SDV
Source data verification — a monitor checking entered data against that record.
Query
A question raised against a data point, which the site answers and resolves.
Deviation
Anything that did not follow the protocol, recorded rather than hidden.
Endpoint
The outcome the study is measuring to answer its question.

Looking for a study for a patient?

Trialion Recruit searches the public register for studies recruiting anywhere in the world, in plain language. Free, and nothing anyone types is stored.

Search open studies

Running research at your site?

Trialion is the EDC your coordinators enter into — forms, edit checks, queries and the audit trail on one data model, connected to the systems you already run.

Talk to us