Medical device clinical data management workflow from eCRF to database lock
EDC • eCRF • CLINICAL DATA • DATABASE LOCK

Clinical Data Designed for Regulatory Evidence

Bioexcel supports medical device and IVD studies with eCRF design, EDC configuration, data validation, query management, data cleaning, reconciliation and database lock.

Our data-management approach connects the protocol, endpoints, clinical operations and statistical requirements so that the final dataset is usable for the study's intended clinical and regulatory evidence objective.

HomeClinical Data Management

Does Bioexcel Provide Clinical Data Management for Medical Device Studies?

Yes. Bioexcel provides clinical data management for medical device and IVD studies, including Data Management Plans, eCRF design, EDC setup, query management, data cleaning, reconciliation, database lock and transfer of finalized datasets for statistical analysis.

Bioexcel Lifesciences & Research LLP provides specialized clinical data management and EDC support for medical device and IVD studies, including eCRF design, database configuration, query management, data cleaning, reconciliation, database lock and statistical data transfer.

Content Managed By: Bioexcel Clinical Data Management TeamReviewed By: Amandeep Kaur, Director – Clinical OperationsLast Updated: 27 August 2026
Why Data Management Starts Before First Patient In

The Database Should Be Designed From the Protocol

A strong clinical database should reflect:

Clinical data management planning for a medical device study
  • Study objectives
  • Primary endpoints
  • Secondary endpoints
  • Safety endpoints
  • Visit schedule
  • Eligibility
  • Device procedures
  • Device deficiencies
  • Laboratory data
  • Imaging
  • Follow-up
  • Protocol deviations
  • Statistical analysis requirements

If these elements are not translated correctly into the database, problems may only become visible after recruitment begins.

The Bioexcel Data Management Model

From Protocol to Analysis-Ready Dataset

01

Protocol Review

  • Objectives
  • Endpoints
  • Visits
  • Eligibility
  • Safety variables
  • Device variables
  • Laboratory variables
  • Follow-up

Output: Data Requirements Specification

02

Data Management Plan

  • Data flow
  • Responsibilities
  • Query process
  • Coding
  • Reconciliation
  • Cleaning
  • Database lock
  • Transfer

Output: Data Management Plan

03

CRF / eCRF Design

  • Translate protocol requirements into structured fields

Output: CRF / eCRF Specification

04

Database Build

  • Forms
  • Visits
  • User roles
  • Edit checks
  • Conditional logic
  • Workflow

Output: Configured EDC

05

Validation & UAT

  • Fields
  • Logic
  • Calculations
  • Permissions
  • Queries
  • Exports

Output: Approved Study Database

06

Live Data Capture

  • Screening
  • Baseline
  • Procedure
  • Follow-up
  • Safety
  • Device data
  • Lab data

Output: Live Dataset

07

Data Review

  • Missing values
  • Inconsistencies
  • Outliers
  • Endpoint issues
  • Deviations

Output: Data Queries

08

Reconciliation

  • Safety
  • Laboratory
  • Device accountability
  • External data

Output: Consistent Final Data

09

Database Lock

  • Query closure
  • Final QC
  • Required sign-offs
  • Lock checklist

Output: Locked Database

10

Statistical Transfer

  • Final exports
  • Analysis datasets
  • Metadata
  • Transfer package

Output: Analysis-Ready Dataset

What Clinical Data Management Services Does Bioexcel Provide?

Bioexcel provides protocol review, Data Management Plans, eCRF design, EDC configuration, edit checks, query management, coding support, external data reconciliation, data cleaning, database lock and statistical data transfer for medical device and IVD studies.

What clinical data services does Bioexcel provide?

Bioexcel provides eCRF design, EDC configuration, data-management planning, query management, reconciliation, data cleaning, database lock and statistical data transfer for medical device and IVD studies.

Can Bioexcel provide standalone EDC/data support?

Yes. Sponsors can use Bioexcel for EDC or data management independently of full-service clinical operations.

What study types can Bioexcel support?

Bioexcel supports data management for medical device clinical investigations, PMCF, retrospective studies and IVD clinical performance programs.

Data Management Plan

Define the Data Process Before Study Go-Live

A Data Management Plan may include:

  • Study overview
  • Roles and responsibilities
  • Data flow
  • CRF/eCRF process
  • EDC system
  • Data-entry rules
  • Data review
  • Edit checks
  • Query management
  • Coding
  • External data
  • Safety reconciliation
  • Protocol deviation handling
  • Data cleaning
  • Database freeze
  • Database lock
  • Data export
  • Archiving

Can Bioexcel Prepare a Data Management Plan?

Yes. Bioexcel can develop a study-specific Data Management Plan defining how clinical data will be collected, reviewed, queried, reconciled, cleaned, finalized and transferred for analysis.

eCRF Design for Medical Devices

Medical Device eCRFs Need Device-Specific Data Fields

Potential forms:

eCRF design for a medical device clinical study

Screening

  • Participant ID
  • Demographics
  • Medical history
  • Eligibility
  • Consent

Procedure

  • Device name/model
  • Size
  • Lot/batch
  • Serial number
  • Implant details
  • Procedure duration
  • Technical success
  • Procedural success

Follow-Up

  • Clinical status
  • Device performance
  • Imaging
  • Functional outcomes
  • Reintervention

Safety

  • Adverse events
  • Serious adverse events
  • Device relationship
  • Procedure relationship
  • Device deficiencies

Protocol Deviations

  • Type
  • Date
  • Reason
  • Impact
  • Corrective action

Can Bioexcel Design eCRFs for Medical Device Studies?

Yes. Bioexcel designs medical device eCRFs around protocol-defined endpoints, device procedures, safety events, device deficiencies, follow-up assessments and statistical requirements.

IVD eCRF Design

Data Structures for IVD Clinical Performance Studies

Potential fields:

IVD specimen and reference results managed in a clinical study database
  • Participant ID
  • Specimen ID
  • Sample type
  • Collection date/time
  • Storage conditions
  • Freeze-thaw history
  • Sample volume
  • Reference method
  • Reference result
  • Index-device result
  • Lot number
  • Operator
  • Reader output
  • Invalid result
  • Repeat testing
  • Discordant testing
  • Clinical diagnosis
Participant / SpecimenReference Test + Index TestData MatchingClinical Performance Analysis

Can Bioexcel Manage IVD Clinical Performance Data?

Yes. Bioexcel can manage IVD datasets covering specimen traceability, reference testing, index-device results, invalid or repeated tests, discordant testing, clinical metadata and final performance-analysis datasets.

EDC Configuration

Electronic Data Capture for MedTech Studies

Potential EDC functionality:

EDC dashboard showing clinical study enrollment and data-query status
  • Role-based access
  • Investigator entry
  • Site-user access
  • CRA access
  • Sponsor access
  • Audit trail
  • Data validation
  • Query management
  • Visit tracking
  • Data exports
  • Study dashboards
  • User administration

Optional Connected Functions

RecruitmentSafetyMonitoringeConsenteTMF linkageQuery dashboardsExecutive dashboards

Can Bioexcel Provide EDC Without Managing the Full Clinical Study?

Yes. Bioexcel can provide EDC and clinical data-management services as standalone functional support when the sponsor or another CRO manages the clinical operations.

Database Build

Convert the Protocol Into a Working Study Database

The database build should define:

  • Visit structure
  • Forms
  • Field types
  • Required fields
  • Calculated fields
  • Conditional logic
  • Visit windows
  • Edit checks
  • User roles
  • Query workflow
  • Export structure
Validation & UAT

Test the Database Before First Patient In

Potential validation activities:

  • Field verification
  • Visit workflow testing
  • Edit-check testing
  • Conditional logic testing
  • Calculation testing
  • User-role testing
  • Query testing
  • Data-export testing
  • Audit-trail testing
SpecificationBuildInternal QCUATIssue ResolutionApprovalGo-Live
Edit Checks

Detect Data Problems Early

Potential automated checks:

  • Missing required values
  • Invalid dates
  • Visit sequence conflicts
  • Eligibility conflicts
  • Impossible age ranges
  • Out-of-range laboratory values
  • Device ID mismatch
  • Duplicate specimen IDs
  • Follow-up-window issues

Edit Check Types

Hard checksSoft checksCross-form checksCross-visit checksManual review rules
Query Management

Queries Should Improve Data Quality Without Overloading Sites

Clinical data query management workflow
Data EntryAutomated Check / Data ReviewQuery RaisedSite ResponseCorrection / ClarificationQuery ReviewQuery Closure

Potential Query Categories

  • Missing data
  • Inconsistent data
  • Safety clarification
  • Eligibility issue
  • Endpoint clarification
  • Device detail
  • Protocol deviation

Does Bioexcel Manage Clinical Data Queries?

Yes. Bioexcel supports automated and manual query management, including query generation, site response review, aging oversight and closure of clinically relevant data discrepancies.

Data Review

Continuous Review During Study Conduct

Bioexcel can monitor:

  • Enrollment data
  • Missing forms
  • Data completion
  • Query aging
  • Follow-up completion
  • Safety data
  • Device deficiencies
  • Protocol deviations
  • Primary endpoint completeness

Suggested Dashboard KPIs

EnrollmentCRF CompletionOpen QueriesAverage Query AgeMissing VisitsProtocol DeviationsSafety Cases
Medical Coding

Standardized Coding Where Appropriate

Depending on study scope and sponsor requirements:

  • Medical history
  • Adverse events
  • Concomitant medications
  • Clinical conditions
  • Procedures
Safety Reconciliation

Align EDC With Safety Records

Potential reconciliation:

  • Participant
  • Event
  • Onset date
  • Seriousness
  • Severity
  • Relatedness
  • Outcome
  • Report status

Data Sources

EDCSAE reportsSponsor safety recordsDevice deficiency records
External Data Integration

Laboratory, Imaging & Device Data

External data may include:

  • Central laboratory
  • Local laboratory
  • Imaging core lab
  • Reference laboratory
  • Device-reader data
  • Surgical system outputs
  • Diagnostic analyzer data
  • Wearable/device logs

Bioexcel Can Support

  • Transfer specifications
  • File structure
  • Participant/sample matching
  • Data validation
  • Reconciliation
  • Integration
Sample Tracking for IVD

Trace Every Specimen From Collection to Analysis

CollectionUnique Specimen IDProcessingStorageShipmentReference TestingIndex TestingFinal ResultStatistics

Potential Fields

  • Specimen ID
  • Participant ID
  • Sample type
  • Collection date
  • Storage temperature
  • Shipping
  • Receipt
  • Aliquot
  • Reference result
  • Index result
  • Test lot
  • Operator
Monitoring + Data Management

Site Monitoring and Data Review Should Work Together

Monitor identifies source discrepancySite updates EDCData manager reviews changeQuery resolvedEndpoint data confirmed

Shared Focus Areas

  • Eligibility
  • Consent
  • Safety
  • Device accountability
  • Protocol deviations
  • Primary endpoints
Retrospective Study Data Management

Turning Historical Hospital Records Into Standardized Data

Hospital RecordsEligibilityData AbstractioneCRF / EDCSource ReviewQueriesData CleaningAnalysis Dataset

Challenges May Include

  • Missing variables
  • Different terminology
  • Variable follow-up
  • Non-standard historical documentation

Can Bioexcel Manage Data for Retrospective PMCF?

Yes. Bioexcel can develop data-abstraction forms, eCRFs, validation rules, query processes and analysis-ready datasets for retrospective PMCF studies using historical clinical records.

PMCF Data Management

Structured Data for Post-Market Evidence

PMCF databases may need to capture:

  • Prospective patient follow-up
  • Historical data
  • Registry information
  • Patient-reported outcomes
  • Long-term device outcomes
  • Safety
  • Revision
  • Reintervention
European Study Data

Clinical Data Management for European Programs

European programs may require consideration of:

  • GDPR
  • Data minimization
  • Pseudonymization
  • Role-based access
  • Data-controller / processor roles
  • Cross-border data flows
  • Security
  • Retention
  • Contractual requirements

Can Bioexcel Manage Data for European Medical Device Studies?

Yes, subject to the applicable privacy, contractual, security and regulatory requirements governing the specific study data flow.

India Study Data

Central Data Management for India Clinical Studies

Bioexcel can support centralized data management for India-based:

  • Clinical investigations
  • PMCF
  • Retrospective studies
  • IVD performance studies
Data Cleaning

Prepare the Database Before Lock

Potential final checks:

  • Forms complete
  • Required fields complete
  • Queries resolved
  • Coding completed
  • Safety reconciled
  • External data reconciled
  • Protocol deviations reviewed
  • Critical endpoints verified
  • Investigator sign-off completed where required
Data CaptureReviewQueriesReconciliationQCDatabase FreezeDatabase Lock
Database Lock

Controlled Finalization of the Clinical Database

A lock process may include:

Medical device clinical study database lock process
  • Recruitment/follow-up completion
  • Final data entry
  • Query closure
  • Safety reconciliation
  • External data completion
  • Coding completion
  • Final QC
  • Required approvals
  • Database lock
  • Archive/export

Outputs

Locked databaseFinal data exportDataset packageLock documentationAudit-trail/archive package

Can Bioexcel Perform Database Lock?

Yes. Bioexcel can manage the database-lock process after completion of required data entry, query resolution, reconciliation, final quality review and study-specific sign-offs.

Data to Biostatistics

Build the Database With the Final Analysis in Mind

Locked DatabaseValidated ExportAnalysis DatasetStatistical ProgrammingTables / Listings / FiguresClinical Interpretation
Data Integrity

ALCOA+ Principles

Clinical data should be:

AttributableLegibleContemporaneousOriginalAccurateCompleteConsistentEnduringAvailable

Use this as a visual data-integrity framework.

Audit Trail

Traceability of Data Changes

Appropriate electronic systems should preserve traceability of changes such as:

  • Original value
  • Updated value
  • User
  • Date/time
  • Reason for change

This helps support data integrity and inspection readiness.

Role-Based Access

The Right User Should See the Right Data

Potential roles:

  • Investigator
  • Coordinator
  • Monitor / CRA
  • Data manager
  • Medical reviewer
  • Statistician
  • Sponsor
  • Project manager
  • Administrator

Controls

  • Unique user accounts
  • Defined permissions
  • Access review
  • Access revocation
  • Audit trail
21 CFR Part 11 Considerations

Electronic Records and Controlled Systems

Where applicable to the study and intended use, relevant controls may include:

  • User authentication
  • Audit trail
  • System validation
  • Controlled access
  • Record retention
  • Electronic signatures where implemented
  • Data security
ISO 14155 Data Management

Medical Device Data Under ISO 14155

Medical device data-management workflows should support:

  • Data integrity
  • Source traceability
  • Safety data
  • Device deficiencies
  • Protocol deviations
  • Monitoring
  • Accurate clinical reporting
Data Quality Metrics

Measure Data Quality During the Study

Recommended KPIs:

Clinical study data quality dashboard
  • CRF completion rate
  • Missing-data rate
  • Query rate
  • Query aging
  • Average query-response time
  • Missing visits
  • Primary endpoint completion
  • Safety reconciliation status
  • Protocol deviation rate
  • Site-level data quality

Use these metrics for operational oversight.

Sponsor Dashboard

Study Visibility Without Reviewing Every CRF

Recruitment

  • Screened
  • Enrolled
  • Completed

Data

  • Completion %
  • Missing forms
  • Open queries
  • Query aging

Study Quality

  • Protocol deviations
  • Missing visits
  • Safety status

Database

  • Cleaning status
  • Lock readiness
Flexible Delivery Models

Full-Service or Functional Data Management

Full-Service Study

Clinical operations + data + statistics.

Data Management Only

Sponsor/CRO manages the study; Bioexcel manages the database and data.

EDC Only

Database design, configuration and support.

Data + Statistics

Bioexcel manages database cleaning through final statistical analysis.

Rescue Data Management

Rescue Data Management

Bioexcel reviews an ongoing study experiencing:

  • Excessive queries
  • Missing data
  • Database design problems
  • Delayed cleaning
  • Lock-readiness issues

Can Bioexcel Take Over Data Management for an Ongoing Study?

Potentially yes. Bioexcel can assess an ongoing study database, identify data-quality and workflow issues and develop a rescue plan for query management, data cleaning, reconciliation and database lock.

Why MedTech Sponsors Use Bioexcel for Clinical Data Management

Medical Device & IVD Focus

Data structures accommodate device procedures, deficiencies, implants, specimens and diagnostic testing.

Protocol-to-Database Design

The database is developed from the evidence and endpoint strategy.

Monitoring Integration

Clinical monitoring and data management operate as connected functions.

Statistics Integration

The final analysis is considered before database build.

Regulatory Orientation

Data are structured for CIR, CPSR, PMCF, CER and related evidence outputs.

Flexible Scope

Full-service or standalone functional support.

Deliverables

Clinical Data Management Deliverables

Depending on scope:

  • Data Management Plan
  • CRF
  • eCRF
  • CRF completion guidelines
  • Database specification
  • Edit-check specification
  • EDC build
  • UAT documentation
  • Role-access matrix
  • Data Review Plan
  • Query-management process
  • Coding plan where applicable
  • External-data specifications
  • Reconciliation documentation
  • Data-cleaning records
  • Database Lock Checklist
  • Final data exports
  • Analysis datasets
  • Archive package
Client Success

Clinical Data in Practice

Medical Device Prospective Study

Need: Multi-visit device study

Bioexcel Role: Bioexcel Role: eCRF, EDC, queries, database lock, statistics

Retrospective PMCF

Need: Convert hospital records into analyzable data

Bioexcel Role: Bioexcel Role: Abstraction form, EDC, source review, cleaning, analysis dataset

IVD Clinical Performance

Need: Match reference and index-test results

Bioexcel Role: Bioexcel Role: Specimen database, validation, discordant-result tracking and statistical transfer

Frequently Asked Questions About Clinical Data Management

Clinical data management is the structured process of designing, collecting, reviewing, validating, cleaning and finalizing clinical study data so that it can be reliably analyzed and reported.

HIPAA Compliant
ICH-GCP Compliant
FDA 21 CFR Part 11
ISO 9001
ISO 14155
ISO 27001 Certified
EU MDR 2017/745
EU IVDR 2017/746
US FDA Requirements
ISO 20916

Bioexcel designs clinical data systems around the final evidence the study needs to produce.

ProtocolEvidence & Endpoint RequirementsData Management PlanCRF / eCRFEDC BuildValidation / UATClinical Data CaptureQueriesMonitoring + ReconciliationData CleaningDatabase LockAnalysis DatasetBiostatisticsCIR / CPSR / PMCF / Regulatory Evidence