View the portfolio health summary

As a user with access to all trials, you can view the AI-generated health summary of all active ongoing trials in a customer's portfolio. The health summary highlights top risks, study-level callouts with direct (deep) links, and cross-portfolio trends impacting efficiency and quality.

The health summary provides executives, study managers, and clinical operations leads with access to all trials a consolidated view of the portfolio health by surfacing the most critical risks, trends, and study-level callouts.

Note:

The portfolio health summary appears on the Portfolio Health Overview page only if you have access to all trials.

To view the portfolio health summary for all ongoing trials:

1. Open the Portfolio Health overview. The AI-generated health summary appears at the top of the overview below the KPIs and is highlighted in the following example:
   
   

   

   
   

   Note:

   A Generated by AI Intelligence disclaimer appears below the health summary text.
2. In the health summary, select any Study name link (highlighted in blue) to open the details page for the study. For example:
   
   

   

   
   

   For more information, see View the details of an Ongoing Trial.