What are the core modules?

The platform includes two core modules: Sample Velocity Tracker (SVT) for real-time biospecimen logistics tracking with chain-of-custody monitoring, and Patient Services Orchestrator (PSO) for centralized patient logistics management including travel, reimbursements, and vendor spend tracking.

How much does it cost?

Precision Patient Operations costs $15,000 per study per year. This includes unlimited users, full access to both core modules (Sample Velocity Tracker and Patient Services Orchestrator), and no hidden fees or complexity.

Who is this platform for?

This platform is designed for clinical operations teams, study managers, site coordinators, and biotech companies running clinical trials. It helps lean biotechs operate with enterprise-level clarity without enterprise cost.

How does it help prevent sample loss?

The Sample Velocity Tracker provides real-time chain-of-custody monitoring, turnaround time tracking, and logistics risk mitigation. It eliminates the black hole of spreadsheets by providing a centralized command center for all biospecimen logistics.

Can I manage patient travel and reimbursements?

Yes, the Patient Services Orchestrator module allows you to manage patient travel, reimbursements, and vendor spend with audit-ready precision. It provides centralized command for all patient logistics.

Precision Patient Operations™ (PPO) Training Guide

Version: 1.0
Date: December 8, 2025
Author: Precision Ops Command Team

1. Introduction to Precision Patient Operations™

1.1 What is Precision Patient Operations?

Precision Patient Operations™ (PPO) is the centralized "Command Center" for managing the critical logistics of patient services and biospecimen tracking in complex clinical trials. It bridges the gap between clinical sites, logistics vendors, and central labs, ensuring that "Every Sample. Every Patient. Accounted For."

1.2 The "Black Hole" Problem

In traditional clinical operations, two major "black holes" exist:

Biospecimen Logistics: Samples leave the site and vanish into a maze of couriers and customs brokers until they (hopefully) arrive at the lab.
Patient Services: Managing patient travel, reimbursements, and home health visits is often fragmented across emails and spreadsheets, leading to budget overruns and patient dropouts.

1.3 The PPO Solution

PPO solves this by providing two specialized tools within a unified dashboard:

Sample Velocity Tracker™ (SVT): The "Air Traffic Control" for biospecimens.
Patient Services Orchestrator™ (PSO): The central coordination hub for patient logistics and vendor spend.

2. The Precision Ops Co28 PPO is a core module of the broader Precision Ops Command™ platform, which includes:

29 1. Global Sync Command™: Global Feasibility Engine. 30 2. Precision Comms Director™: Communication Intelligence. 31 3. Global Velocity Monitor: Enrollment Intelligence. 32 4. Regulatory Intelligence Hub™: Regulatory Intelligence. 33 5. Precision Quality Command™: Quality Intelligence. 34 6. Global Consent Command™: Compliance Intelligence.--

3. Tool #1: Sample Velocity Tracker™ (SVT)

3.1 Purpose

To track the chain-of-custody of every biospecimen from collection to analysis, monitoring turnaround times (TAT) and flagging risks in real-time.

3.2 Key Features

Live Sample Manifest: A searchable, filterable list of all active samples.
Risk Dashboard: Real-time counters for "Active Risks" (e.g., Customs Holds) and "Pending Queries."
Automated Chase Emails: One-click generation of status inquiry emails to logistics vendors.
TAT Monitoring: Visual tracking of days in transit vs. expected SLAs.

3.3 Step-by-Step Workflow: Logging a New Sample

Step 1: Launch the Tracker

From the Dashboard, click the "SVT (Samples)" tab or select "Launch Tracker" from the SVT card.

Step 2: Open the Log Form

Click the "+ Log Sample" button in the top right corner.

Step 3: Enter Sample Details

Protocol ID: Select the study protocol (e.g., ONCO-202).
Site Number: Enter the 3-digit site code (e.g., 101).
Patient ID: Enter the subject ID in XXX-XXX format (e.g., 001-005). Note: The system validates this format.
Kit ID: Scan or type the barcode on the collection kit (e.g., KB-99283).
Sample Type: Choose from the dropdown (Tumor Biopsy, Whole Blood, Plasma, Leukapheresis).
Collection Date: Select the date the sample was drawn.
AWB / Courier: Enter the Air Waybill number for tracking.

Step 4: Set Initial Status

Status: Typically starts as "Collected" or "In Transit."
Outcome: Default is "Pending."

Step 5: Save

Click "Save Record" to add the sample to the Live Manifest.

3.4 Managing Risks & Queries

Flagging a Risk: If a sample is delayed, click the "Edit" (pencil) icon (future feature) or update the status to "Customs Hold" or "Temp Excursion." This will turn the row RED and increment the "Active Risks" counter.
Sending a Chase Email:
1. Locate the delayed sample in the table.
2. Click the "Send Email" (paper plane) icon.
3. A pre-populated email template will appear with all sample details.
4. Click "Launch Mail Client" to open your default email app with the draft ready to send.

4. Tool #2: Patient Services Orchestrator™ (PSO)

4.1 Purpose

To manage the logistical and financial aspects of patient participation, including travel booking, reimbursements, and home health vendor coordination.

4.2 Key Features

Service Request Log: A centralized ledger of all patient services.
Spend Analysis: Real-time tracking of vendor spend by category and currency.
Approval Workflow: Flag requests as "Pending Approval" for manager review.
Vendor Portal: A restricted view for external vendors to update their own service status.

4.3 Step-by-Step Workflow: Requesting a Service

Step 1: Launch the Orchestrator

From the Dashboard, click the "PSO (Services)" tab or select "Launch Orchestrator" from the PSO card.

Step 2: Open the Request Form

Click the "+ New Request" button.

Step 3: Enter Service Details

Patient ID: Enter the subject ID (e.g., 001-005).
Study Protocol: Select the study (e.g., ONCO-202).
Category: Choose the service type (Transport, Hotel, Home Health, Payment).
Vendor: Select the service provider (e.g., Uber Health, MedStay).
Visit: Specify the visit name (e.g., Screening, Cycle 1 Day 1).
Date: Date of service.
Cost & Currency: Enter the estimated cost and select the currency. Note: The system automatically converts foreign currencies to USD for the "Total Spend" metric.

Step 4: Submit for Approval

Approval Status: Set to "Pending Approval" if manager sign-off is needed.
Status: Set to "Scheduled."