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Case study · AI tooling

AI Clinical Monitor: remote data review a monitor actually trusts

An agent that reads EDC data and drafts monitoring findings. First-pass catch rate went from ~60% to ~92% over six iterations; weekly review time from 8–12 hours to 2–3; override rate settled at 11% — and stayed there.

AI Clinical Monitor · run #142 · full review · all domains
52 AE records · 14 subjects · 3 sites
Coding query
4 AE terms are free-text narratives

001-001: “Focal hypersensitivity / skin tenderness, L hip” · 001-006: headache narrative with the ConMed written into the term.

Completeness
44 of 52 open AEs have no linked ConMed

May be appropriate (untreated AEs), but the EDC will auto-query the treatment field for each one unless the CRF says otherwise.

Duplicate
“Light-headedness, fatigue, subjective fevers” × 2 records

Identical verbatim on two record IDs two days apart. Likely duplicate entry — flagged for the site, not auto-closed.

Data entry
ConMed drug name is a clinical narrative

“Took x1 tab neurofen on Wed afternoon…” entered as the drug name. Will fail WHODrug coding and EDC validation.

Coding query
96% of AE records still IN_PROGRESS

Only 2 records closed. Every other subject has 100% of AE records unresolved — a site workflow issue, not a data one.

5 findings drafted → monitor reviewaccepted 4 · overridden 1 · first-pass catch 92%awaiting sign-off
“

Misses over noise. I tuned the agent to catch more even when that meant more false positives for a monitor to dismiss — a miss is a safety event, a dismissal is four seconds. Decision support, not decisions.

— The call I made

Challenge:

Eight to twelve hours a week, mostly scanning records that were fine

Remote data review is where a monitor earns their keep: reading what sites entered, spotting the adverse event that was not followed up, the deviation nobody logged, the lab value that should have triggered a query. It is also mostly scanning records that are fine, for 8–12 hours a week per monitor.

Findings lived in people's heads and spreadsheets. Coverage depended on who was reviewing and how tired they were, and nothing about the process got better over time.

  • Hours of scanning: Most review time went to records with nothing wrong, which is exactly where attention fades.
  • Uneven coverage: What got caught depended on the reviewer, with no shared rubric and no feedback loop.
  • GCP applies: Every finding has to be explainable and overridable by a qualified person — no black boxes.
  • The asymmetry: A false negative is a potential safety event. A false positive costs a monitor seconds.

Solution:

An agent that drafts findings, measured on what it misses

The agent reads the EDC through the analytics warehouse and drafts findings with evidence — adverse events, deviations, query status, lab anomalies, site performance — into the review workflow monitors already use. It was iterated six times against a labelled set of missed and over-flagged findings, and tuned deliberately toward catching more. Override logging became a first-class metric: the number the team actually watches.

  • Review agent over EDC data: adverse events, deviations, query status, lab anomalies and site performance, drafted as findings with evidence
  • Six prompt and rubric iterations driven by a labelled set of missed and over-flagged findings
  • Override logging as a first-class metric — the trust signal the team actually watches
  • Auto-coding pulled from autonomous to human-in-the-loop within 24 hours of a regulatory edge case; now the default pattern for every regulated AI feature

Six iterations

Every change to the prompt and rubric was judged on one number the monitors already trusted.

05010060%v167%v274%v381%v487%v592%v6override rate · 11%
first-pass catch rate per iteration · endpoints measured, intermediate bars illustrative
  1. Tune for misses, not noise. Accept more false positives to stop missing real AEs.
  2. Severity tiers. Findings graded so the monitor reads the top of the list first.
  3. Evidence links. Every finding cites the record IDs; nothing is asserted without a row.
  4. Duplicate detection. Same verbatim, days apart → one finding, not two.
  5. Site-level patterns. 96% of records in progress is a workflow finding, not 50 data findings.
  6. Freeze the rubric. Stop tuning once overrides settle; track the 11% as a trust metric.

Impact:

Catch rate up, review time down, and a stable override rate

First-pass catch rate rose from ~60% to ~92%. Weekly review time fell from 8–12 hours to 2–3. The override rate settled at 11% and stayed there — monitors disagree with the agent often enough to prove they are reading, and rarely enough to prove it is useful.

The moment that set the pattern for every regulated AI feature since: an auto-coding step hit a regulatory edge case, and within 24 hours it was pulled from autonomous to human-in-the-loop. Autonomy is something a system graduates into with evidence.

Catch rate~60% → ~92% first-pass, across six iterations.
Review time8–12 hours → 2–3 hours per monitor per week.
Override rateStabilised at 11%; tracked as a trust metric, not an error rate.
Volume[METRIC: findings reviewed to date] across [N] studies.
“

The override dashboard was the artifact — leadership, clinical ops and engineering decided with it instead of with opinions. Six iterations in six weeks, each one driven by the monitors' own labelled misses.

— How it came together

Want the longer version?

Happy to walk through any of this on a call — the tradeoffs, the parts that didn't work, what I'd do differently.