• Modules per user - a site administrator gives each user the modules they need. A user sees a module only when the site has it and the user has it. See Give a user modules.
• Clearer CTMS errors - when Navigator cannot reach your CTMS, chat and the sponsor portfolio say so. They no longer show zero trials.
• Copy - if copying a chat message fails, Navigator tells you. Copied tables right-align money columns.
• Faster and safer - sign-in, chat start-up, and admin uploads no longer slow other requests. The browser no longer stores signed-in responses.
• Chat help - chat answers questions about Navigator with the current screen names and features.

CTMS study link​

• Link a study to its CTMS study - a site administrator picks the CTMS study for a collection in Manage, on the Collection Settings tab. Patients, Finance, and chat then read that study, even when the names differ.
• Suggested match - when a site administrator creates a collection on a site with a CTMS, Navigator suggests the matching CTMS study. Nothing links until you confirm.
• Clear warnings - Patients and Finance show a notice when a study has no link. Navigator also warns you before a new link stops another collection from reading the same CTMS study by name.
• Safe relinking - when you change a link, Navigator marks the billing rows from the old study for review in Finance.

Patients page​

• Visit progress - the patient page lists the EDC progress of each visit, for example Entered, QC done, or Monitor reviewed. A visit that is done in the CTMS but not in the EDC shows Visit done, EDC pending. The roster shows the same status next to the next visit.
• Queries and appointments - the patient page lists Subject queries, Appointments, and linked Source QC documents. The roster flags a subject with an Open query. A section shows only when your CTMS provides the data.
• Complete roster - the roster no longer skips subjects past the first 40. It shows how many subjects are not checked yet and gives a Load more button for them.
• Correct next visit - the next visit and the checklist follow the CTMS visit schedule when it differs from the Schedule of Assessments.

Source QC and the extension​

• Link a document to a subject - a Source QC document can link to a subject and a visit. Navigator suggests the link from the page header, and you click Confirm. Use Change or Clear to edit it later.
• Easier tab choice - in Cross-check with EDC, search tabs by title or site. Click Use current tab or Refresh tabs. The EDC tab (optional) list leaves out PDF and image tabs.
• Welcome page on install - the extension opens the Welcome page in a new tab after the first install. The side panel itself opens straight to Navigator.
• Ask chat about the extension - ask chat what the extension does or how to open it, and Navigator answers.

Finance desk​

• Invoice headers - the Invoiceables tab groups lines under their invoice header, with the invoice number, status, and due date.
• Payables and subject payments - the Invoiceables tab shows a Payables section. The patient detail view shows Subject payments. Each shows when your CTMS provides the data.

Chat​

• Live answers - the answer text appears while Navigator writes it, so you can start reading sooner.
• Questions on CTMS data - where your CTMS supports it, ask chat about subject queries, study documents, invoices, and payment totals. Lookups stay in the study you selected.
• Confirm before a schedule is replaced - chat never replaces an approved Schedule of Assessments by itself. It asks you to confirm first. A build that runs while an approval happens does not overwrite the approval.
• Cleaner answers - numbered lists, citations, and tables in answers show in the correct order and format.
• Tables copy with right-aligned money - when you copy a chat table into a spreadsheet or document, money columns stay right-aligned.
• Ask a Contact fixes - the contact list matches the study of the answer. If a send fails, the panel shows Could not send. Try again.

Uploads​

• Choose who can see a file first - in the Upload panel, Who can see this? now shows right after you add files, before Next: Name Files →. Confidential is its own choice with a Members field. The next step shows a Visible to: line.
• Upload progress for personal documents - when you add a personal document from chat, a status line above the message box shows progress, success, or the error.

Sign-in and administration​

• Reset MFA for site staff - on the Site users tab, a site administrator clicks the key icon next to a site editor, then clicks Reset MFA. The person sets up the authenticator app again at the next sign-in.
• New link in place - if a sign-in link has expired or is used, the page offers Send a new link.

Access limits​

• Medical monitors stay in scope - medical monitors see only their assigned studies in chat, Source QC, study documents, and amendments. They cannot change clinical or finance data.
• Sealed studies stay sealed - a user without access to a study no longer reaches it through artifacts, Source QC mentions, or chat lookups.

• Confidential upload for Private Editors - a Private Editor can upload a confidential document again. Under Who can see this?, select the Confidential option.
• Manage access for confidential documents - open the ... menu on a confidential document and click Manage access to add or remove members. Site administrators still cannot see the document.
• Delete your own documents - you can delete your own personal documents. A Private Editor can delete the confidential documents they can see.

• Study Documents - the Collections sidebar item is now Study Documents.
• New Collection button - site administrators can click New Collection at the top of the Study Documents page to create a study collection. The + Create New option in the study picker still works.

Navigator in your browser​

• Cross-check with EDC - in the Chrome side panel, pick the tab with a source document and the tab with the EDC form. Navigator compares them field by field and marks each field Mismatch or Missing. It saves the result on the Source QC record.
• Invoice capture - capture invoice lines from a CTMS page into the Finance desk.
• Welcome page - the extension opens a Welcome page on first launch. It shows how to let the extension read local PDF files. See Enable file access.

Finance desk​

• Find billable work that is not invoiced - if your site has the Finance module, open Finance in the sidebar. Import invoices by CSV or with Invoice capture, then click Run reconciliation. Navigator lists billable work from your source documents that has no invoice, with the amount and the source page as evidence.
• Review each result - approve or dismiss each result, then export a pilot report.

Collections and chat​

• One view of each study - Collections shows every document, PI-verified answer, and artifact in the study as searchable cards. Click Upload, drop a file, and choose who can see it.
• Answers from a contact come back to chat - when a contact answers a question you sent, the answer shows in the same chat thread as a verified answer.
• Clearer sources and steps - chat shows sources as document cards and shows short step labels while Navigator works. Math formulas show correctly.
• Plain answers - answers use plain English and define clinical acronyms.
• Refresh keeps your place - when you refresh the page, Navigator opens the view you were on, not Chat.

Security and reliability​

• Tighter sponsor access - sponsors see only the sites and studies they are enrolled in. A site administrator must approve the visit schedule changes in a sponsor amendment before Navigator applies them.
• Study-scoped actions - Ask a Contact sends only to contacts registered for the study. eCRF updates from chat go only to the correct study and form.
• Complete study delete and rename - deleting or renaming a study now updates every record that belongs to the study.

Navigator in your browser​

• Chrome side-panel extension - run Navigator in a side panel next to your EDC, a source document, or a screening record, without switching tabs. Chat with citations, run Source QC on the page in front of you, and pre-screen a record against the study's eligibility criteria. Ask your Rightview contact or site administrator for the install link. See Chrome side-panel extension.
• Save a web page into a study - the extension captures the page you are viewing, removes patient identifiers, and adds it to a study. It also captures open PDFs and lets you pick which tab to capture.
• Patient pre-screening - read a participant record on the page and check it against the study's inclusion and exclusion criteria, with a per-criterion result. Each result is visible only to the person who ran it.

Chat​

• Smarter answers - Navigator uses an upgraded AI model. Chat gives you clearer and more accurate answers across your studies.
• Quicker starts - the chat home shows compact task chips. Pick one to start a common task in a click.
• Steadier answers on hard questions - Navigator stops a chat run that keeps searching without finding useful results and answers with what it has.
• Delete a chat - remove a conversation from the sidebar. Its messages are archived, not shown in the list.

Documents and roles​

• New team roles - a site administrator can assign a Site Editor, who uploads and manages study documents without full admin access, and a Private Editor, who uploads confidential documents that stay hidden from site administrators.
• Copy tables into Excel or Sheets - copy a chat table and paste it into Excel or Google Sheets with its rows and columns intact. It also keeps its formatting in Word and Google Docs.

Security and reliability​

• Personal and confidential documents stay sealed - a site administrator's data export, document lists, and version history no longer show another user's personal or confidential document names, or chat answers based on them. Privileged editor roles now require a second sign-in factor.
• Stronger data access limits - more of Navigator's document retrieval applies the same access limits as chat, so answers stay within what you are allowed to see.
• System status page - a public status page shows whether Navigator is operational and lists any current incidents.
• Smoother password reset - a reset link works for an account that must reset its password or whose password expired, and the link stays valid until you finish the reset.

• The assistant no longer gets stuck on hard questions - when a question cannot be answered cleanly, Navigator stops searching and answers with what it found, or asks you to narrow the question. It no longer runs until it times out.

• Answers remember more of your conversation - Navigator keeps more of your recent messages in context, so follow-up questions work further into a conversation.

• Medical terms stay accurate - disease names such as Sjögren's and Parkinson's are no longer hidden by the step that removes patient identifiers, so eligibility answers keep the right condition.

• Patient pre-screening in the extension - where your site enables it, capture a patient record in the browser extension and get an eligibility verdict against the study's inclusion and exclusion criteria, with a per-criterion breakdown.

• Answers stay scoped to your study - Navigator keeps chat results to the selected study, and Visits plans and checklists now follow the same document access limits as chat.

• Added protection against prompt injection - Navigator screens question input for instructions that try to override its behavior before it runs any tools.

• Steadier under load - background cleanup of stored chat sessions lowers cost, and cold-start and connection handling on the document store is more reliable.

• The conversation list loads faster - Navigator reads a compact summary of your chats instead of scanning your full chat history each time. The list in the sidebar opens faster, and stays fast as your history grows.

• Faster dashboards - analytics and administrator dashboards reuse recent results for a short time, so they open faster and cost less to run.

• Sign-in shows your chats right away - after you sign in, the chat sidebar loads on its own. You no longer need to switch browser tabs and back to make it appear.

• More reliable magic-link sign-in - an idle server connection no longer causes a valid sign-in link to be refused.

• Upload your own documents - upload personal documents inside a study. Only you can see them, and you can ask the assistant about them in chat.

• Site-wide documents - site administrators can add documents that apply to every study. They appear in each study's document list for everyone at the site.

• Bookmark your protocols - star a protocol to pin it to the top of the study selector. The selector and the Collections grid group protocols into "Your protocols" and "Other protocols".

• HIPAA readiness - Navigator stores your site's operational data with HIPAA-aligned protections, and keeps only de-identified data in the audit trail and the search index.

• Dense documents ingest reliably - a document with many tables, such as a lab manual, no longer fails at the step that removes patient identifiers. Navigator sends that check in smaller batches, so the document finishes.

• Patient photos stay out of external AI - Navigator checks each source-document image for a face before any external image step. It skips a page that shows a face and tells the coordinator why.

• Source Quality Control improvements - source-document review uses an updated vision model, and Insights shows the most common Source QC issue types for a site.

• What's new at sign-in - after an update, Navigator shows a short "What's new" note with the release's main features. Dismiss it with "Got it".

• Faster dashboards - analytics and administrator dashboards load faster, and answers start sooner.

• Security and access fixes - corrected sponsor-administrator access to site documents, scoped password reset to magic-link sessions, fixed stored-XSS handling in document responses, and de-identified patient data before it is stored.

• See the full sponsor name in the study collection switcher - the switcher now grows to fit its text, so long protocol and sponsor names show in full instead of clipping.
• A stuck answer now stops on its own - a chat answer that fails to finish now ends at a time limit instead of running without a bound. This protects service cost and frees the affected server.

• Much faster document ingestion - Navigator now reads text pages with a fast text extractor and runs the heavy layout model only on pages that contain tables. A text-heavy protocol ingests several times faster (up to about 11 times faster on a mostly-text document); table pages keep the same accuracy.

• Live page-by-page upload progress - uploading a document, creating a collection, and amending a document now show real per-page progress and elapsed time, instead of a spinner that looks stuck on a large PDF.

• Faster start and lists - Navigator starts quicker after an idle period, and the study collection list loads faster.

• More reliable chat - an answer now appears in your conversation even if the live connection drops during the reply. A rare case where the assistant finished with no visible answer now recovers the answer or explains a provider outage.

• Type-to-search the study collection switcher - start typing to filter the collection list instead of scrolling.

• Correct Insights totals - Total Queries, Time Saved, and Self-Service rate now match the per-site numbers shown in the same view.

• Stronger protection of patient information - the step that removes patient identifiers before any external AI call is now reliable under load, so a busy moment no longer blocks an answer.

• Security fixes - corrected file-path handling in page serving, sign-in rate limiting, sponsor data scoping, and chat and retrieval that stay strictly within the selected study.

• Source Quality Control - a new Visits desk for reviewing scanned or photographed source documents. Upload a source document and Navigator checks it against ALCOA data-quality dimensions (attributable, legible, contemporaneous, original, accurate), flags missing signatures or required fields, and lets a coordinator record comments and resolution status on each finding.

• Sign-in attempt visibility - the sign-in and authenticator-code screens now show a countdown ("Try again in...") if you're temporarily locked out after repeated failed attempts, instead of a generic error with no sense of when to retry.

• More forgiving authenticator codes - a wider acceptance window for two-factor codes means an authenticator app with a slightly drifted clock (a known issue with some Microsoft Authenticator setups) is no longer incorrectly rejected.

• Faster, more reliable uploads - a failure partway through a multi-file upload no longer aborts the whole batch; remaining files continue, and a document that fails to upload now tells you plainly that it didn't go through and to retry, instead of a generic error.

• Documents and Schedules show up immediately - newly uploaded documents and generated Schedules of Assessments now appear right away in chat and Visits, without needing a manual page refresh.

• Revamped sponsor experience - the sponsor dashboard now loads instantly on repeat visits, uses the same status indicators as the rest of the app, and adds search, filter, and sort to subject and protocol tables.

• Clearer chat citations - a rare formatting glitch that could leave stray commas in a chat answer's Sources footer is fixed.

• Continued reliability work on cold-start behavior after periods of inactivity, and on keeping documents and data properly scoped to the correct study and site.

• Two-factor authentication for administrator and medical monitor accounts - an authenticator app code (with backup codes and 30-day trusted devices) is now required at sign-in. See Two-factor authentication (MFA).

• Site capacity visibility - site administrators can see usage against their site's user, document, and collection limits, with clear in-app notices before a limit is hit.

• Self-service teammate invites - site administrators can invite new teammates directly by magic link, without waiting on a platform administrator.

• Smarter re-uploads and document download - re-uploading a byte-for-byte identical file is now recognized as unchanged and skipped instead of creating a redundant version, and any document in Manage Collection can be downloaded directly.

• PI escalation status in the sidebar - see the age and status of questions you've sent to a PI at a glance.

• Visits access by module, not just system connection - sites without a connected CTMS/EMR can still be enabled for Visits by an administrator.

• navigator-help - ask Navigator questions about how to use the product itself (uploading documents, session behavior, capabilities) and get an answer without a protocol citation.

• Stop generating - a button to end a chat response early instead of waiting for it to finish.

• Readability pass on chat - long answers are now easier to scan, with capped line length and clearer structure.

• Manage Collection upload feedback - adding a document now shows a persistent "Processing" indicator, even if you close the dialog while it's still running.

• Citations, thread titles, and message timestamps are more reliable across a number of edge cases (new chat mid-stream, switching study collections, timezone display).

• Continued speed and reliability work across chat, ingestion, and administrator boot time, including health checks that fail fast and clearly when a dependency (database, AI service, file storage) is temporarily unavailable instead of hanging.

• Schedule of Assessments history and administrative data now live in per-site storage for stronger tenant isolation.

• Multi-turn conversations are more reliable - follow-up questions are answered on their own, without Navigator re-answering everything asked earlier in the thread.

• A live reasoning view now streams while an answer is generating, with visible step-by-step progress instead of a plain spinner.

• New Visits section: every site can view a protocol's Schedule of Assessments; sites with a connected clinical trial or EMR system also get patient progress against it.

• Redesigned study collection picker that consistently scopes Contacts, Visits, and Artifacts to whichever protocol is active.

• Collections now prevent uploading two different documents under the same document type by mistake - use Amend to update an existing one instead.

• Emails sent through Send to PI now show your name as the sender.

• Self-service password reset directly on the login page when a password has expired or a reset is required.

• Numerous fixes to citation rendering, chat reliability, and document upload edge cases.

• Strengthened data security and access controls throughout the platform, including tighter document-level permissions.

• Improved audit logging for sensitive data access.

• New Sponsor Trial Management view for cross-site trial operations.

• Chat-based approval workflow for updates to connected trial/EMR systems.

• Various reliability fixes across document search and administrator views.

• Unified, consistent experience across platform, site, and sponsor administrator views.

• Per-document access control - site administrators can restrict individual documents, not just whole collections.

• Flexible artifact sharing: keep an answer private, share with specific people, or share with everyone at your site.

• Regulatory and governance citations now appear alongside protocol citations in chat answers.

• Broader file type support for uploads.

• Chat history reliability and analytics accuracy improvements.

• Significantly faster response times.

• Drag-and-drop file uploads.

• Improved password reset flow.

• Clearer labels for sign-in options.

• Purpose-built handling for common question types - eligibility, adverse event reporting, and protocol deviations get more targeted answers.

• EHR lookups directly from chat, reducing the need to switch between systems.

• Support for querying specific protocol amendment versions.

• Data export for site administrators.

• Redesigned sidebar and a smoother overall chat experience.

• New analytics dashboard with usage drill-downs by site and protocol.

• Real-time, step-by-step progress shown while an answer is generating.

• Document versioning - upload an amendment and it becomes the current version automatically.

• Password sign-in added alongside magic-link sign-in.

• Performance improvements that eliminate cold-start delays on the first question of the day.

• Regulatory and governance citations introduced, shown inline with amber badges.

• Expanded sponsor and administrator analytics views, including training-gap and recommendation summaries.

• Magic-link email sign-in introduced, with a welcome email for first-time users.

• "Protocol Collections" renamed to "Study Collections" throughout the app.

• Performance and reliability improvements to chat.