PLATFORM & SERVICES

⚡ Our Platform

End-to-End Patient Recruitment & Retention Technology

One integrated platform for the complete patient journey—from awareness through study completion. No more multiple vendors, multiple logins, multiple headaches.

THE CLINICAL TRIAL SOLUTIONS PLATFORM

We've built a complete technology ecosystem that connects patients, research sites, and sponsors through every phase of the clinical trial:

📣

Patient Recruitment

Digital acquisition across social, search, and programmatic channels

✓

Patient Qualification

In-house pre-screening before site referral

🖥️

Site Portal

Single sign-on for all patient management

🤝

Patient Retention

Engagement tools to keep patients enrolled

📊

Sponsor Analytics

Real-time visibility across all sites and sources

🌍

Diversity Tools

Bilingual capabilities and demographic tracking

01

PATIENT RECRUITMENT

Reach Patients Where They Are—At Scale

Millions of patients are online right now, searching for treatment options. Our digital campaigns reach them across every major platform with condition-specific messaging.

📱

Social Media Marketing

Facebook/Meta: Targeted campaigns reaching condition-specific patient communities
Instagram: Visual storytelling for patient and caregiver audiences
Lookalike Audiences: AI-powered targeting based on enrolled patient profiles
🔍

Search Engine Marketing

Google Ads: Capture patients actively searching for treatment options
Health-specific queries: Keywords targeting condition symptoms, treatments, clinical trials
📡

Programmatic Advertising

Health Networks: Display ads across WebMD, Healthline, Mayo Clinic, similar sites
Retargeting: Re-engage visitors who showed interest but didn't convert
✅

IRB-Compliant Creative

All patient-facing content reviewed for regulatory compliance
Study-specific landing pages with approved language
Spanish-language creative for diversity requirements
02

PATIENT QUALIFICATION SUITE

Quality Referrals, Not Just Quantity

When a patient expresses interest, our in-house qualification team contacts them within minutes—while the study is still top of mind. We verify every eligibility criterion before referral.

Immediate Patient Contact

⚡ Minutes, Not Days: We contact patients within minutes of sign-up
📋 10-Point Protocol: Multiple contact attempts via phone, text, and email
🌙 24/7 Capabilities: Evening and weekend outreach for working patients
🗣️ Bilingual Team: Native Spanish-speaking coordinators available

Protocol-Specific Screening

📝 Custom Scripts: Pre-screening questions based on your protocol I/E criteria
🏥 Medical History Review: Verify diagnoses, treatments, medications
🔬 Lab/Test Requirements: Confirm patients can meet screening requirements

Trained Coordinators

✓ GCP-Aware: Team understands Good Clinical Practice requirements
🔒 HIPAA-Trained: Protected health information handled appropriately
💚 Patient-Centric Communication: Empathetic, clear, supportive approach
Result:
75% Reduction in Screen Failures

Sites receive only patients who have been verified against protocol requirements.

THE PATIENT JOURNEY: STEP BY STEP

Step 1

AWARENESS

Patient sees our targeted ad on social media or search

1
2
Step 2

INTEREST

Patient visits landing page, learns about trial, completes intake form

Step 3

QUALIFICATION

Our team calls patient within MINUTES to verify eligibility

3
4
Step 4

REFERRAL

Qualified patient referred to nearest site with complete screening notes

Step 5

SCHEDULING

Appointment booked; patient receives confirmation and reminders

5
6
Step 6

SCREENING

Patient visits site for formal screening (screen failure dramatically reduced)

Step 7

ENROLLMENT

Patient enrolls and enters retention program

7
8
Step 8

RETENTION

Ongoing engagement ensures completion (85% retention rate)

03

SITE PORTAL

One Login. Everything You Need.

📋

Patient Queue

• View all pending referrals with complete screening notes
• Patient contact history and eligibility summary
• Priority sorting based on readiness and timing
💬

Communication Tools

• SMS/text messaging directly from portal
• Email templates for common communications
• Complete communication history logged
📅

Scheduling & Status

• Schedule screening visits directly in system
• Update patient status with one click
• Automatic sponsor notification on status changes
🔒

Compliance & Security

• HIPAA-compliant data management
• Role-based access controls
• Complete audit trails
Site Portal
04

SPONSOR ANALYTICS DASHBOARD

Real-Time Visibility. Data-Driven Decisions.

Enrollment Tracking

📈
Current enrollment vs. targets
Enrollment velocity and projections
Time-to-enrollment trends

Site Performance

🏥
Enrollment by site with comparisons
Screen failure rates by location
Referral-to-enrollment conversion

Source Analytics

📊
Channel performance (social, search, programmatic)
Cost-per-enrollment by source
ROI tracking and optimization recommendations

Diversity Metrics

🌍
Demographic breakdown of enrolled patients
Progress against Diversity Action Plan targets
Exportable reports for regulatory submission
05

PATIENT RETENTION SYSTEM

Keep Patients Engaged Through Study Completion

01

Automated Engagement

• Appointment reminders via SMS, email, and app
• Milestone check-ins at key study points
• Educational content delivery
02

Two-Way Communication

• Patients can text questions to study team
• Quick response protocols for patient concerns
• Complete communication logging
03

At-Risk Identification

• Missed appointment alerts
• Engagement decline detection
• Site notification for intervention
Result:
85%
Retention Rate

Industry average retention is 60-70%. Our engagement tools deliver 85% retention through study completion.

TECHNOLOGY & COMPLIANCE

🔒

HIPAA Compliance

End-to-end encryption for all patient data
Role-based access controls
Complete audit trails
Business Associate Agreements with all clients
🔗

Integration Capabilities

CTMS integration options
Site EMR connectivity
API access for custom connections
🛡️

Data Security

SOC 2 Type II security standards
Regular penetration testing
Encrypted data at rest and in transit

SEE THE PLATFORM IN ACTION

Schedule a 45-minute demo to see how Clinical Trial Solutions can accelerate your enrollment.