SiteVault CTMS Generally Available on January 6, 2026
Unlock the Simplicity of SiteVault CTMS
We’re excited to announce the general availability of our Clinical Trial Management System (CTMS) in SiteVault on January 6, 2026! This page has everything you need to know about accessing and getting started with CTMS.
Getting Access
Your path to getting access to CTMS depends on your current SiteVault use:
- Free Version Customers: You’re all set! CTMS will automatically turn on for you on Tuesday, Jan 6th. No enablement is required.
- Enterprise Customers: Want to enable CTMS? Just reach out to your Site Success consultant, and they’ll walk you through the next steps.
- New Customers: Simply pick the CTMS app during sign-up. We’ll follow up with an email containing training links to get you started fast.
Raring to go? CTMS help articles are available now. Start with Plan Before you Click and Get Started with CTMS.
SiteVault CTMS Jumpstart Webinars
Join the Site Success team for a four-part webinar series as your jumpstart to CTMS! These 30-minute sessions provide a full-system walkthrough in action to help you get up and running right away. Our goal is to make sure you feel confident and supported from day one.
- Four focused, 30-minute training webinars
- Visual, step-by-step guidance through key workflows
- Designed to provide foundational knowledge quickly and effectively
Recordings for all sessions will be made available on this page.
Your CTMS Jumpstart Roadmap
Session 1
Study Schedules (CTMS Intro)
This 30-minute webinar will guide you through creating the Study Schedule in CTMS.
Who Should Attend:
Users responsible for building and managing the study schedule/calendar. While not required, all CTMS/Finance users would benefit from attending as this session provides the foundational context for all CTMS activity.
Important:
This session is the starting point for the entire series; all CTMS/Finance users would benefit from attending.
Session 2
Study Budgets
This 30-minute webinar will guide you through creating and managing the Study Budget in CTMS.
Who Should Attend:
Users responsible for building, managing, or overseeing study budgets.
Recommended:
Completing Session 1 (Study Schedules) first is highly recommended. The Study Schedules session provides foundational context that is helpful for understanding budget setup.
Session 3
Participant Visits
This 30-minute webinar will guide you through the process of tracking and managing participant visits in CTMS.
Who Should Attend:
Users responsible for logging, tracking, or managing participant visit data.
Recommended:
The previous sessions provide helpful context on how visits integrate with the overall CTMS workflow.
Session 4
Invoices and Payments
This 30-minute webinar will guide you through managing invoices, processing payments, and performing financial reporting in CTMS.
Who Should Attend:
Users responsible for financial tracking, invoice generation, payment reconciliation, or financial reporting.
Recommended:
The previous sessions provide helpful context to understand the full financial lifecycle.
