Settings
Your organization, studies, patient intake, and team - all in one place.
Organization profile
REDCap connection status: Not connected. Manage the connection and choose your patient intake form in the Intake & screening tab.
Connected accounts
Connect the channels patients reach you through. Every message lands in your shared inbox, sorted by study. Your team reads and replies without leaving BridgeMD.
Live connection
Connect Gmail
Bring email into this shared inbox and keep it updated for your whole team.
Sync inbox Team access
Connect Gmail
Google OAuth · No password shared
Live connection
Connect Instagram
Authorize a professional account and pull direct messages into your inbox.
Profile access Message permission
Connect Instagram
Instagram Business Login
REDCap intake & screening
Connect once, pick your screening form, and patients fill your form right inside BridgeMD - no re-typing, less drop-off.
Connect REDCap · about 10 minutes
REDCap is the tool you already use to keep track of patients. Do this once and your patients can fill out your form right here in BridgeMD. You don't need to be technical - if you get stuck, your REDCap administrator can help with any step.
Part 1: In REDCap
- Open your study's project in REDCap - where you normally enter patient info.
- Turn your screening form into a survey: open Online Designer, find your form, click Enable as survey.
- In the left menu click API, then Generate token, and copy the long code.
- Copy your REDCap web address - it looks like https://redcap.yourhospital.org/api/.
Part 2: Here in BridgeMD
- Paste the web address into REDCap web address and the code into API token.
- Click Load my forms, then choose your form under Your screening form.
- Tick the ethics-approval box, then click Save REDCap connection.
Your token is like a password - kept hidden, never shared.
Not sure? Your REDCap administrator can generate the token for you.
Once connected, patients complete your form inside BridgeMD.
For your IT team (optional)
Prefer environment config for a single project? Set REDCAP_API_URL and REDCAP_API_TOKEN; per-site values above override it. Tokens are stored securely and never shown again. For completion callbacks, point a REDCap survey / Data-Entry-Trigger at https://bridgemd.health/integrations/redcap/webhook.
Applicant intake
Get a forwarding email address per study (route applicants from any source into one queue) and bulk-import an existing applicant list by CSV.
Set up intake & importClaim a study
No trial recreation needed. Claim by NCT. Leave notification email blank to use org profile contact email.
Post a site study
Uncommon - most sites just claim by NCT above. Use this only when a study is enrolling at your site but isn't on ClinicalTrials.gov yet.
Add a site-posted study
Your claimed studies
| NCT | Title | Notification email | Added | |
|---|---|---|---|---|
| NCT05788536 Verified | A Study of DB-OTO, an adeno-associated Virus (AAV) Based Gene Therapy, in children/infants, Adolescents and Adults With Hearing Loss Due to Otoferlin Mutations | 2026-09-11 18:23 | ||
| NCT05539716 Verified | Metabolism and Sleep Apnea Treatment | 2026-09-07 13:15 | ||
| NCT05287867 Verified | Trial for Treating Painful Degenerative Disc Disease | 2026-09-04 22:36 | ||
| NCT07674654 Verified | Elismetrep (K-304) long-term Safety in Acute Migraine | 2026-08-18 06:34 | ||
| NCT07645924 Verified | Elismetrep (K-304) for the Acute Treatment of Migraine | 2026-08-18 06:34 | ||
| NCT07573176 Verified | Seltorexant Monotherapy in Major Depressive Disorder | 2026-08-18 06:34 | ||
| NCT07076407 Verified | Azetukalner vs Placebo in Major Depressive Disorder (X-NOVA3) | 2026-08-18 06:34 | ||
| NCT06922110 Verified | Azetukalner open-label Extension in Major Depressive Disorder (X-NOVA-OLE) | 2026-08-18 06:34 | ||
| NCT06559306 Verified | Adjunctive Seltorexant in MDD With Insomnia Symptoms | 2026-08-18 06:34 | ||
| NCT06417775 Verified | Ubrogepant for Menstrual Migraine | 2026-08-18 06:34 | ||
| NCT05711940 Verified | COMP360 Psilocybin in treatment-resistant Depression | 2026-08-18 06:34 |
Your site-posted studies
No site-posted studies yet
Team
Everyone shares this workspace. Roles only gate sign-off. Full-access members can approve documents and manage the team; others do day-to-day work.
| Member | Role | |
|---|---|---|
|
R
Riley Patel (you)
rpatel@northwindclinical.com
|
Clinical Research Coordinator | |
|
E
Elena Vargas, JD, CCRC
evargas@northwindclinical.com
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G
Gregory Danko
gkdanko@yahoo.com
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P
Priya Shah, MD, CCRC
pshah@northwindclinical.com
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D
David Chen, MD
dchen@northwindclinical.com
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M
Maya Brooks, PMHNP-BC
mbrooks@northwindclinical.com
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A
Avery Kim, MPH
akim@northwindclinical.com
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C
Casey Morgan
casey.morgan@northwindclinical.com
|
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|
J
Jordan Lee
jordan.lee@northwindclinical.com
|
Invite a teammate
Auto-routing
Send every new inquiry to the right person automatically. When a message arrives on a channel, it's assigned to the teammate you pick and shows up in their inbox, with no manual triage. Example: all email → your intake coordinator, all Instagram/Meta leads → your outreach lead. Rules run top-down; the first match wins.
No routing rules yet
Add a rule above and new inquiries route themselves to the right teammate.
Connected sources
Pick the channels each trial actually recruits through. The inbox then shows only those sources for that trial, so a coordinator scans the right ad responses (Instagram, Facebook, email…) with the channel’s logo, and isn’t distracted by channels this study doesn’t use. Leave all unchecked to show every source.
Reply from the app (IG / Facebook / Messenger)
Answer social-ad leads without opening Instagram or Facebook. Paste an outbound webhook (Zapier/Make, or your own endpoint); when a coordinator replies to a social lead, we POST the reply there and it’s delivered back to the person on that channel. Email and SMS leads keep sending the normal way. The signing secret lets your connector verify the request is really from us.