Patient Screening

Fully trained operators provide an introduction to the research study and pre-qualify callers according to inclusion/exclusion criteria. From any point of contact, patient responses are collected in a single database for unified reporting. We offer multiple screening options that can be used independently or in tandem to maximize efficiency while minimizing cost.

Live Operators

In-depth screening is completed by live operators who have completed vigorous telephone etiquette, patient sensitivity, and clinical trials training, followed by project-specific disease training and script role-play. Patients are pre-qualified based on all available inclusion/exclusion criteria. Operators complete the process by scheduling appointments for site visits or providing warm-transfer of callers and their data to the nearest site.
  • Calls are answered live 7 days/week from 7 a.m. to 10 p.m. CST.
  • Clients have the option of 24 hour live operator service.

Interactive Voice Response (IVR)

Our automated voice-activated system pre-screens callers without expending operator time on a large number of potential screen failures. For consistency of data, all screening tools utilize the same questions to pre-screen patients per major study criteria.
  • Pre-qualified callers are seamlessly transferred to live operators during calling hours.
  • During off-hours, information is stored and, within 24 hours, live operators place follow-up calls for recruitment screening at the time specified by the patient.
  • Screen failures are tracked and the caller is notified immediately.

Interactive Web Response

Our web-based tool provides around-the-clock pre-screening to avoid missed opportunities during off-hours. Patients complete an online form to instantly pre-qualify based on inclusion/exclusion criteria.
  • Pre-qualified patients are called by our operators or referred to the nearest site for further screening and appointment scheduling.
  • Screen failures are tracked and the potential subject is notified immediately.