Medical research workflow guide
Drafting a medical research plan with AI: inputs, outputs and tool choice
For a research plan with ChatGPT or DeepSeek, hand over a question and lawfully usable materials before requesting reviewable plan sections. The teaching task below shows inputs, outputs and checks; the later sections connect literature, data and citations.
Choosing medical research AI should not start with brand lists or promises to 'write papers automatically'. Break research into verifiable tasks: questions and evidence, design and materials, preparation, analysis and interpretation, reporting and reproducibility. Then identify tool-assisted steps and researcher responsibilities.
General assistants can organize text or draft search terms and code. Evidence tools can help locate publications, while controlled workflows can connect data and analysis. An agent-like interface does not prove verified sources, approved plans, executed statistics, or submission-ready results. Assess inputs, traceable outputs, failure boundaries, and human review at each step.
This article concerns methods using public or synthetic materials. It provides no clinical diagnostic advice or comprehensive third-party product evaluation. The illustration generates no real results; use the dedicated guides for search strategies, cleaning rules, and survey design.
Suggested task input: draft a plan, not research results
Teaching scenario: explore whether smoking status recorded before elective surgery in adults is associated with readmission within 30 days after surgery. No patient records, real sample size or analysis results are supplied. This is not an actual study, customer case or software execution.
Suggested request: turn this idea into a research question, variable-definition table, plan paragraph and unresolved-item list. Use only the brief, field descriptions and literature I may lawfully provide. Mark absent information unknown. Check timing and outcome coverage first; do not invent ethics approval, citations, counts, effects or significance, and do not start statistics.
What materials should an actual task receive?
This is a handoff checklist, not evidence that the teaching scenario already has these materials.
| Material | What to specify | If unavailable |
|---|---|---|
| Research brief | Proposed population, surgery scope, record period, objective and practical limits. | Only a question is proposed here; do not choose the unconfirmed scope for the researcher. |
| Field descriptions and authorization summary | Exposure timing, index date, outcome definition, follow-up coverage and missing codes. No patient-level rows are handed over here. | Unverified fields or lawful-use basis remain gaps; do not begin cleaning or statistics. |
| Lawful literature and sources | Records, acquired abstracts or full texts, and source locations; distinguish acquired from unavailable material. | List search questions instead of claiming novelty, inventing references or pretending to have read full text. |
What reviewable outputs look like: teaching excerpts only
Research-question statement
Propose examining the association between preoperative recorded smoking status and readmission within 30 days in adults undergoing elective surgery. Surgery type, record period and available sample remain unconfirmed. Do not turn association into a causal claim.
Variable-definition table
Exposure: recorded preoperative smoking status; categories and timing require verification. Proposed index: surgery date, checked against actual records. Outcome: readmission within 30 days; establish whether other-hospital records are captured. An absent record is not automatically a non-event.
Plan paragraph
Propose a retrospective observational cohort. Specify eligibility, baseline records, outcome ascertainment and follow-up coverage before discussing confounding, missingness and sensitivity analyses. Do not freeze a model or run statistics before ethics, authorization, event counts and variable availability are confirmed.
Gaps and next step
Only the idea has been supplied; fields, literature and authorization need checking. Add materials and review the design next, rather than generating a paper that presents the study as completed. STROBE checks reporting content; it does not validate this plan.
Choosing DeepSeek, ChatGPT, Codex, WorkBuddy or RigorMed
Choose by the work to hand over. These are workflow suggestions, not a matched performance test or a partnership or integration claim.
| Workflow | Useful handoff | Checks still needed |
|---|---|---|
| DeepSeek / ChatGPT | Use the request for section-by-section discussion and revision; review one question, variable definition or plan section at a time. | Consult current official documentation for version, file and web capabilities. Model prose is not a source, ethics approval or executed analysis. |
| Codex / WorkBuddy | Consider task execution and file delivery when local materials or reusable workflows are available. Official documentation describes Codex Skills and WorkBuddy natural-language tasks, file operations and Skills. | Authorize only necessary files and operations. These tools are not chat-only, and not every task needs a self-written script. Research correctness still needs separate verification. |
| RigorMed | Use the existing task entry to state a goal, supply materials and continue reviewing delivery in a browser-based research project. | Check materials, current capabilities and credit notices before execution, then inspect actual outputs. This does not establish superior speed, price or research quality. |
Five stages: tool assistance and researcher checks
One tool may cover several stages, but producing an answer does not justify skipping source and method checks. This is a responsibility checklist, not certification of any product's capabilities.
| Stage | Tool-assisted tasks | Researcher checks | Evidence to retain |
|---|---|---|---|
| Question and literature | Break down questions, organize synonyms, and list candidate publications | Database coverage, actual query execution, original publications, and study quality | Database, full query, date, PMID/DOI, and screening reasons |
| Design and materials | Organize populations, variables, temporal order, and conditions needing confirmation | Data authorization, ethics responsibilities, design fit, and variable availability | Source versions, access conditions, question, and feasibility decision |
| Dictionary and preparation | Summarize field documentation, quality overviews, and candidate transformation rules | Eligibility, units, special codes, merge keys, and rationale for each transformation | Original files, dictionary, cleaning plan, sample flow, and change records |
| Statistics and interpretation | Assist with controlled analysis under a frozen plan and organize draft tables and figures | Model and survey-design fit, estimates and uncertainty, sensitivity analyses, and causal boundaries | Plan version, analysis inputs, execution records, results, and deviations |
| Reporting and reproducibility | Check numerical and citation consistency and organize manuscripts and recalculation materials | Author responsibilities, reporting standards, data-use restrictions, and conclusion wording | Traceable tables, figures, citations, checks, and reproducibility materials permitted for sharing |
PubMed principally supplies biomedical citations and abstracts and may link to full text. Finding a record does not mean its full text has been read or its quality assessed. Applicable STROBE checklists help check observational reporting, but do not replace sound design.
Common AI tool searches: start with the research task and its checks
These groups address tool names researchers ask about and provide practical checks, not rankings, feature certifications or an integration list. Consult official documentation for versions, plans and access conditions. Adding 'research' to a tool name does not mean a study is complete.
| Tool and question | What to retain | How to check |
|---|---|---|
| ChatGPT / DeepSeek / Doubao / Qwen: medical literature summaries, review outlines and manuscript editing | A per-paper source list, original passages supporting claims and an editing record; flag unsupported sentences for verification. | Read the originals and check populations, study designs, result directions and limitations. Editing must not add unperformed methods, statistical results or nonexistent references. |
| NotebookLM: reading selected medical papers and organizing findings across studies | Source versions, selected materials, item-level citations and a study-differences table; distinguish abstracts, full texts and supplements. | Google's current help uses the name Gemini Notebook, describes clickable source citations and warns that experimental actions may be wrong. Open each citation in context; citations are not quality assessment or a complete systematic review. |
| OpenEvidence: using medical evidence questions in research preparation | The question, candidate papers and claims needing checks; separately define search strategies, selection criteria and an evidence table. | Check original studies and relevant populations. Distinguish clinical question answering, literature searching and study design. One answer is not a systematic review, a statistical result or clinical advice. |
| WorkBuddy / Codex: research data cleaning and R or Python code assistance | Original files, data dictionaries, cleaning plans, code, environment and execution logs, sample flow and actual outputs. | First use small public or synthetic examples to check join keys, units, missing-value codes and expected outputs, then execute the approved plan. Generated code is not an executed analysis; do not send patient-level records to external general-purpose tools. |
This table provides RigorMed task-checking recommendations, not promises about any tool's current features. Naming a brand does not imply partnership, official affiliation, integration or superior quality.
Tool queries lead to this shared workflow guide. PubMed strategies, data cleaning, Table 1 and submission checks remain separate topic guides. The scientific figures page explains chart and graphical abstract limits; synonyms do not justify duplicate thin pages.
Adaptable research prompts and verification steps
- Literature notes: use only the selected papers I am entitled to use. For each paper, list its question, design, population, exposure or intervention, outcomes, main findings and limitations. Give a source and passage for every item; say 'not reported' when absent. Afterwards, check each original paper.
- Review and references: outline a review using verified papers, separating agreement, conflicts and gaps. Add no new citations and do not turn association into causation. Verify PMID/DOI and the original paper before using the outline; it is not a formal systematic review.
- Code and cleaning: use the approved data dictionary and rules to generate replayable R/Python processing for public or synthetic examples. Record each join, exclusion and sample count. Do not automatically impute missing values, select variables or change the analysis plan. Run the code and inspect actual outputs before continuing.
- Manuscript and figures: use only executed analysis outputs to organize Table 1, figure descriptions and manuscript text. List inconsistencies in numbers, units, citations and limitations. Without outputs, retain the gaps; do not invent significance, effect estimates or promises of submission readiness.
Current RigorMed entry points: hand over materials before proceeding
Choose a task, not a capability certificate
The public site offers task entry points for different disciplines. In the workspace, describe the research objective, available materials and intended deliverable. This guide still concerns medical research: its medical designs or survey methods cannot simply be transferred to another discipline. Selecting an entry point does not mean a task has run or a human expert has reviewed it.
Separate bibliographic search from full-text reading
The literature entry finds records and available abstracts; asking a model to read a paper is a separate step. Record sources, search terms and dates, then verify lawful access to the full text. With only a title or abstract, do not ask the tool to invent body details, figure values or conclusions the authors did not report.
Use a case as a reference, not a new result
The case directory covers abstract editing, literature translation, PDF reading, research planning, data charts and paper presentations. Inspect the original materials, output language and limitations before defining a task with materials you are entitled to use. A case output is not a new task result. Interface language does not imply translated deliverables; illustrative data are not real research evidence.
Check requested materials and billing before execution
At task entry or when more information is requested, complete the current options, custom input or attachments. State missing, unreadable or unauthorized materials explicitly instead of asking a model to guess. Check the current model selector, credit multiplier and billing explanation before confirming execution. A selectable model, submitted form or credit charge does not establish correct sources, completed calculations or an acceptable deliverable.
Task handoffs illustrated by a public-data question
Specify the question instead of requesting a conclusion
As a conceptual example using a public NHANES cycle: is physical activity associated cross-sectionally with measured blood pressure among US adults? A real study must specify and verify cycles, population, exposure, outcome, and the association to report. This is not an individual follow-up or causal-effect question.
Check published evidence
Draft a PubMed query using physical activity, blood pressure, and population concepts. Inspect Search Details and test known relevant publications. Retain dates, queries, and identifiers. AI summaries are reading aids, not substitutes for original papers and design checks.
Confirm the data can answer the question
Check the CDC/NCHS variable documentation for the chosen cycle: physical activity questionnaires, blood pressure measurements, eligibility, special codes, and design variables. For several cycles, also assess measurement and definition comparability. Do not allow automatic merging based on column names.
Freeze cleaning and statistical rules before analysis
Preserve original files. Record the dictionary, missingness reasons, keys, and transformations before selecting estimands, potential confounders, weights, strata, and PSUs. Tools may execute confirmed rules; do not change models or exclusions retrospectively because results are significant.
Check results and deliver reviewable materials
If formal analysis is authorized, check sample flow, effect units, intervals, and agreement between tables, figures, and text. Explain cross-sectional limitations. No data were analyzed here, no estimates were produced, and this illustration does not claim RigorMed completed the study for a user. Shareable reproducibility materials remain subject to source conditions.
'The tool can generate it' does not mean the study is complete
A seemingly complete evidence summary may omit sources or misstate publications. Executable statistical code may use incorrect populations, missing-value definitions, or weights. Retain original sources, human decisions, and execution records at every stage. Correct failures where they arise rather than amplifying them downstream.
'Research agent' here describes a working approach, not certification of research quality. Ethics, authorization, professional interpretation, and authorship responsibilities cannot be replaced automatically by model output.
Seven checks before the next stage
Regardless of the tool, a reviewable handoff should answer at least these questions:
- Are the question, population, temporal structure, and permissible conclusions explicit?
- Can cited papers, registry records, and documentation be traced to original sources and versions?
- Are strategies, dates, screening criteria, and uncovered sources retained?
- Have use conditions, dictionaries, missing codes, and sample flow been checked?
- Were methods determined before examining results and do they fit the cohort or sampling design?
- Does every figure, table, and numerical statement map to actual output rather than AI-generated additions?
- Are limitations, ethics and author responsibilities, sharing scope, and reproducibility conditions stated?
If evidence is missing, mark it pending and remain at the current stage. Do not describe drafts, simulated reviews, or workflow illustrations as completed research or clinical advice.
Frequently asked questions
Is OpenEvidence the same as a medical research AI agent?
OpenEvidence's official website principally addresses medical questions from health professionals and describes its medical evidence content. This establishes only its currently stated positioning, not its full research capabilities. Any evidence answer used in research still requires separate verification of original publications, design, data, and analysis. This article implies no partnership with OpenEvidence and is not a comprehensive product review.
Can general AI assistants directly produce citable research conclusions?
Do not cite model summaries alone. Locate genuine relevant sources and check originals, versions, populations, and limitations. Statistical results must also map to actual data and planned methods. Tools assist organization; researchers retain responsibility for citations and conclusions.
Does handing NHANES files to a tool automatically yield reliable statistics?
No. Confirm cycles, definitions, eligibility, missing codes, and component-specific weights, strata, and PSUs. Ordinary spreadsheet analysis or arbitrarily applied weights can undermine estimates and uncertainty.
Must analysis follow PubMed searching and data cleaning?
Not necessarily. First establish feasibility of the question, authorization, coverage, sample, and methods, then freeze the plan. Missing core conditions may require narrowing or stopping rather than running a model.
Verified sources
The official sources below were checked on 2026-09-26 / Google: 2026-10-01 / RigorMed: 2026-10-13 / RigorMed / Codex / WorkBuddy: 2026-10-13 / Codex / WorkBuddy / STROBE: 2026-10-14. Access conditions and update dates are rechecked before publication.
- NLM:PubMed User Guide
- CDC/NCHS: NHANES survey methods and analytical guidelines
- CDC/NCHS: NHANES Sample Design tutorial
- STROBE: observational study reporting checklists
- OpenEvidence: current positioning on the official website
- Google: current NotebookLM chat and source-citation help (Gemini Notebook)
- RigorMed: current research and discipline entry points
- RigorMed: literature search and source information
- RigorMed: Existing output example
Log in to inspect this existing teaching example; its output language is stated there. It is not a new execution of this page's method.
- OpenAI: Codex Skills
- Tencent: WorkBuddy
Start with one planning task
Hand over your question and materials in RigorMed
Sign in to the workspace and adapt the suggested request. State your lawfully usable materials and the question, variable table or plan draft to review. Check material and credit notices before execution, then verify sources and unresolved items.
