Recipients continue to collect messages via existing methods — email, fax, courier etc. — and therefore never need to connect to psiXchange directly.

Yes. We have a connection approach that runs across the internet. So, you can run psiXchange in our secure hosting environment, whilst maintaining your systems under your own control.

psiXchange uses unique, SSL-encrypted links as a secure alternative to email attachments. “Message managers” inside your organization control how many downloads are allowed for each file, how long a link is valid for and for how long any access is valid following the first download.

The psiXchange model is more secure. Passwords are typically sent via email. As such, if the email account is compromised, so are all the files.

psiXchange relies on proven and highly-scalable database technology. However, if you use our hosted infrastructure you don’t require any hardware or have any IT overheads.

Yes. psiXchange can work with data from any existing source in any format. However, we don’t need to integrate at a system level. Instead we take the definition of your data in the source systems and identify and establish the relations between them. This means that psiXchange dynamically adapts to any changes in these data to allow for seamless automation.

Any. psiXchange’s open programming interface allows for OUT-adapters that can trigger faxes, emails, uploads to existing document management systems (portals), interfacing with courier APIs, etc.

Any. psiXchange’s open programming interface-based IN-adapters enable integration with any third-party system e.g. portals, financial systems, Etmf, etc.

Any. psiXchange’s open programming interface-based EXTRACTION-adapters allow for the extraction of metadata from incoming files of any format.

psiXchange is really a new category of software. It allows you to exploit relations in data from multiple sources and thus make the data actionable. psiXchange introduces dynamicity into your data. As it can be the “man in the middle” for many data sources it definitely has a hub function. Based on these qualities we have categorized psiXchange as a dynamic data hub.

Data relations are at the core of establishing data integrity. Unlike rules in a rule-based system where new rules are almost constantly modified, e.g. when a country is added, the data relations are qualities of the data structure and do normally not change once they have been established. That is why we talk about stable data relations.

Unlike rule-based systems, psiXchange does not rely on hard-coded rules, but uses relations between data sets defined through the data itself. Because these relations are stable, exploiting them allows reuse which dramatically reduces the number of “rules” needed.

Yes. psiXchange can audit trail any activity performed. This information can then be used for monitoring purposes in the dashboard.

Yes. In the definition of the business process, escalations can be defined. One option for such an escalation is to send an alert as an email or present it on the management dashboard.

Yes. psiXchange can perform cross-validation of data from the sources it works with. In effect, this is one of the key elements to higher data quality in your business processes.


Yes. psiXchange is not a true “Document Management System” but it does retain all the source documents that have ever been sent in and allows for sophisticated searching and filtering. Access is controlled at various levels, for example by study, document type and confidentiality (blinded/ unblinded).

No. psiXchange utilizes the power of stable data relations. Therefore, little maintenance is required. psiXchange also comes with an intuitive dashboard to monitor ongoing activities. Additionally, users can schedule reports to be sent to them by email. Finally, psiXchange can be configured to alert the appropriate people for the rare circumstances when manual intervention is required.


psiXchange is delivered as a pay per use application. Depending on your business case the price is adapted to fit your needs. For example if using psiXchange for document distribution the price is based around the number of distributions.

Drug Safety

Yes. The system supports “retrospective” reporting. Documents remain in the distribution process for a predefined duration that you control. Any new contacts added during this time will receive the document.

No, psiXchange does not require study by study set-up. However, if you need specific business logic, which is study related, then the initial configuration allows for this to be handled.

Yes. The open adapter architecture is used to link with any 3rd party application. Then, any business process, together with the required business rules, can then be defined in psiXchange to allow for uploading to other applications.


Yes. psiXchange’s use of existing communication channels renders traditional barriers to acceptance, such as training and user account management irrelevant.

No. The use of existing communication channels means no training is required for recipients.

No, psiXchange can be used within any industry. As we are used to working in highly regulated environments we understand about stringent demands of change control and audit trails. However, these are at the core of how psiXchange does what it does and the flexible data model can model any process in any industry.

No, psiXchange allows for the automated distribution of any document type, so this could include insurance claim forms, CVs, job applications.

One of the key advantages of psiXchange is the minimal footprint on existing business processes. psiXchange can be configured to adapt to your business process and data rather than the other way around!

The technical simplicity of integrating psiXchange means implementation time depends on the identification and documentation of business processes. The configuration and automation in psiXchange itself is a comparably quick and low effort activity.

Yes. We offer technical, business process, validation, project management and pharmacovigilance consulting to support any aspects of your implementation.

None. psiXchange adapts according to the defined relationships between your data. So, the initial set-up doesn’t require any ongoing maintenance.

Yes. psiXchange has a flexible data model that adapts to your existing data. It allows for the definition and automation of your business process consisting of as many or few sub-processes as needed.

Once established, the data relations between the multiple data sources which psiXchange works with remain stable. This allows psiXchange to trigger actions based on the data and these relations. The data becomes actionable.

We categorize psiXchange as a dynamic data hub. It works with multiple data sources, and based on relations in the data from these sources can execute any set of actions. All such actions are audit trailed.

Actually, the actions rely on relations between the data sources. One task could be the cross-validation of data from multiple sources and the generation of a quality report. The most common application is to qualify documents and recipients and ensure correct delivery of the appropriate document versions to the right recipients. Typically, a confirmation of receipt is also collected.

There are no additional steps needed to add a new study to the system.

This is because the distribution is driven by your data. If a recipient is added to a new study within your CTMS for example, then psiXchange knows about this when it receives the contact list. If a SUSAR is sent in for a new study, then psiXchange knows about this when it reads the metadata for this document.


As recipients don’t need username and passwords there is no study by study administration tasks at all.


No. psiXchange can be used for any business case with a defined workflow. For example study start-up (investigator brochures, contracts), protocol amendments etc.

Yes. Any number of emails and cover letters in any language can be defined, stored in psiXchange and automatically sent out according to your process.

Yes. Some customers use this, for example, to translate safety letters by local contacts prior to distribution.

Minimal. Manual input is only needed when automated processing fails, for example when recipient information is missing or incorrect. Our customers have seen an 80% reduction in internal resource requirements for this process.

Yes. Users can create recipient-specific configurations based on your business process that means that psiXchange automatically tries alternative distribution methods if the primary form of communication fails.

Yes. psiXchange determines whether a recipient is unique based on your defined criteria to ensure they only receive each message once.

Yes. Documents that apply to multiple trials are sent only once to each user. A cover letter lists the trials related to the document.

You can use your internal staff, pharmasol or in fact any third party to maintain the reporting requirements. These can be maintained in any third-party applications, but also directly inside psiXchange if desired, with full audit trail.

psiXchange allows the definition of compliance criteria and custom filtered reports which can be extracted to PDF, HTML, and Excel.


If a message recipient forwards the e-mail to another individual then, the same as if they shared a username/password for access to a portal, the link be clicked to download the document. You can decide how long a link is valid for and how many times a link can be clicked. You can also deactivate a link if required.