Features

Protocol-Driven Clinical Ops
Moodi centralizes automation, intelligence, medication traceability, reporting, and compliance into a single enterprise-grade platform. Designed to support CROs, pharmaceutical companies, health systems, and outpatient practices, Moodi enables organizations to operationalize complex clinical protocols with precision at scale.
Explore Our Core Capabilities
- Clinical Workflow Automation
- Operational Intelligence
- Inventory & Medication Management
- AI Guidance & Protocol Intelligence
- Reporting & Analytics
- White-Label Platform
Moodi Clinical Workflow Automation
Automate Every Step of Every Protocol
Moodi transforms complex clinical workflows into standardized, automated processes. Whether administering therapies, conducting multi-site clinical trials, or unifying departmental procedures, Moodi ensures consistent, compliant execution.
Capabilities
- Protocol-Driven Execution: Embed SOPs, FDA package-insert steps, REMS rules, and trial procedures directly into workflows.
- Multi-Step Automation: Timed steps, vitals checks, dosing sequences, safety tasks, and automated validations.
- Smart Task Routing: Assign tasks to the right roles—nurses, MAs, CRCs, investigators, or physicians.
- Visit & Procedure Templates: Standardize treatment and protocol visits across any number of sites.
- Real-Time Alerts: Prevent deviations, missed tasks, incorrect timing, or safety risks.
- Multi-Site Uniformity: Ensure identical protocol adherence everywhere.
Outcomes
- Reduced variability, Increased safety
- Reduced training time, Improved compliance
- Audit-ready workflows
Moodi Operational Intelligence
Real-Time Clarity Across Every Site, Study, and Department
Moodi turns operational data into actionable insights, giving leaders complete visibility into performance, compliance, throughput, and protocol execution.
Capabilities
- Real-Time Dashboards: Monitor throughput, protocol adherence, cycle times, and clinical quality indicators.
- Integrated Inventory: Buy & Bill management with DSCSA, REMS, Local, State and Federal Compliance.
- Track & Trace: Serialization mapped, from distributor to patient and all associated meta data
- Cross-Site Comparison: Identify outliers, inventory level comparison, performance differences, and trends.
- Executive Reporting: Auto-generate summaries for leadership, sponsors, medical directors, and QA committees.
Outcomes
- DSCSA and REMS Audit Reporting and Compliance
- Better decision-making, Enhanced safety
- Improved operational performance, Reduced costs
Moodi Inventory w/ Buy & Bill Management
Medication Traceability Built for DSCSA, REMS, and High-Control Therapies
Moodi ensures complete chain-of-custody for every medication—from orders to shipment to administration—with automated DSCSA, REMS, and FDA-aligned workflows.
Capabilities
- DSCSA-Compliant Traceability: Track lots, serials, GTINs, and expiration dates end-to-end.
- Automated EDI Connectivity: Moodi manages credentialing and live integrations for EDIs
- Auto-Reconciliation: Match shipped serials/lots with received inventory in seconds.
- Real-Time Inventory Tracking: Ideal for specialty therapies and investigational product (IMP).
- Automated Labeling: Generate patient and procedure labels including NDC, serial, lot, expiration, provider, and date.
Outcomes
- Zero lost inventory, Faster audits
- Bulletproof medication logs, Lower regulatory risk
Moodi Ai Protocol Intelligence
AI-Powered Clinical Guidance for Procedures, Therapies, and Trial Protocols
Moodi’s AI provides structured, step-by-step guidance that clinicians can trust. With the context of the procedures, USPI and clinical trials documentation, it delivers precise guidance and instructions aligned with pre-op, in-procedure, and post-op requirements.
Capabilities
- Structured Pre-Op Guidance: Prep requirements, contraindications, timing rules, safety screening.
- In-Procedure Support: Step-by-step guidance, vitals timing, dosing logic, REMS and FDA insert steps.
- Post-Op Guidance: Monitoring windows, safety assessments, documentation tasks, follow-up instructions.
- Protocol Learning Engine: Train Moodi on study manuals, protocol books, IBs, inclusion/exclusion criteria, dosing schedules, visit windows, and safety requirements.
- Instant Protocol Answers: Clinicians and PIs can ask complex study questions and receive verified, protocol-aligned answers.
- Role-Specific Guidance: Tailored instructions for RNs, CRCs, MAs, investigators, and administrative staff.
- Verified Source Control: AI responses are restricted to approved clinical and study documents for safety and accuracy.
Outcomes
- Faster onboarding. Fewer deviations
- Greater clarity for clinicians and PIs. Higher protocol fidelity
- Safer and more consistent procedures
Built for Our Clinic. Perfected for Yours.
At Moodi, we believe that modern clinical care, research, and enterprise operations deserve a platform built for precision, reliability, and real-world usability. We didn’t start by building software for others—we built Moodi for ourselves.
We needed a system that could standardize procedures, guide staff through every step, track medications with DSCSA-level fidelity, and give us intelligence across our operations. Nothing on the market could do this.
So, five years ago, we built Moodi to run our own clinic.
Since then, Moodi has evolved into a fully managed, enterprise-ready platform used to automate clinical workflows, deliver operational intelligence, ensure medication traceability, and provide AI-guided procedural and protocol support. And because healthcare never stops changing, neither do we—we continuously release new features to stay ahead of emerging regulatory requirements, new therapies, new REMS programs, and evolving best practices.
What began as a solution to our own clinical challenges has grown into a robust platform now trusted by outpatient practices, pharmaceutical companies, CROs, and enterprise health systems to operationalize care with consistency, compliance, and confidence.


“After graduating from Yale, I needed a system that could support the complexity of modern psychiatric care. Moodi gives me the protocol compliance, intelligence, and oversight needed to run our intervention psychiatry practice efficiently and safely every single day.”

Lisa Harding, MD
Psychiatrist





