The Clinstead docs.
Long-form reference for the platform — how the canonical model works, how each product surface uses it, and how to integrate Clinstead with the rest of your stack. The full docs site is coming online in stages; the cards below link into the current build.
Getting started
Onboarding for new accounts. Provision a study, invite your team, connect your IdP, and ship your first form.
- Provisioning
- SSO & SCIM
- Inviting your team
- Your first study
SteadFlow
Protocol authoring, branching logic, schedule of assessments, and amendment impact. Design-time fundamentals.
- Forms & instruments
- Branching logic
- SoA matrix
- Amendments
SteadOS
Runtime concepts — EDC, CTMS, queries, monitoring, deviations, agentic operators, audit trail.
- EDC + CTMS
- Queries & SDV
- Risk-based monitoring
- Agentic operators
SteadReach
Participant-facing surfaces — eConsent, eCOA, eDiaries, televisits, offline-first behaviour.
- eConsent flows
- eCOA & ePRO
- Visit reminders
- Offline sync
Canonical model
The shared spine. How studies, forms, events, signatures, and amendments are represented across all three products.
- Entities & schemas
- Snapshots
- Audit trail
- CDISC mappings
Agentic operators
How Query Bot, Monitor Bot, and Review Bot work. Policies, scope, audit, and human approval.
- Operator types
- Per-study policies
- Approval flows
- Audit of agent actions
Compliance & validation
Auditability, controlled change and reason-for-change workflows. How Clinstead is designed for regulated research environments.
- Audit trail
- Versioned definitions
- Deployment records
- Role-aware access
- Reference
API & event bus
Typed REST API and event bus. Integrate Clinstead with your existing stack — EHR, eTMF, analytics, identity.
- REST reference
- Webhooks
- Auth & scopes
- Rate limits