Patient intake
Capture study-specific interest with source, location, contact preference, and early fit context.
Product Tour
The recruitment workspace between patient interest and enrollment visibility.
A product tour for teams that need intake, prescreening, records readiness, scheduling, and sponsor reporting to feel like one workflow instead of five disconnected handoffs.
Intake
Source-aware patient interest
Review
Prescreening and records readiness
Movement
Scheduling and next actions
Reporting
Sponsor-ready context
20-second tour
Watch the workflow from search to follow-up.
A compact walkthrough of how patients, coordinators, and sponsors stay connected without turning recruiting into scattered handoffs.
Healthcare recruiting workflows
Clinical recruiting needs calmer handoffs.
A calmer way for patients to move from search to prescreening, with research teams ready for the next step.
Patient searchGuided prescreeningCoordinator reviewSponsor reporting
Patient engagement
Search, prescreen, and understand what comes next.
TrialsNest keeps the public experience calm while giving each handoff a place to land.
For research teams
One workflow from interest to sponsor-ready updates.
Coordinate review, records, scheduling, and reporting without turning operations into clutter.
From first interest to follow-up
Keep the path clear.
Explore studies with confidence, or give your recruiting team a connected workflow built around the journey.
Patient searchCoordinator reviewSponsor reporting
Workspace Preview
A clinical recruiting command center, not another spreadsheet.
See the core recruiting workspace at a glance: intake, review, records, scheduling readiness, and sponsor context in one operating view.
TrialsNest Workspace
Today
Lead inbox
New interest, study, source, owner, status, blocker, and next action in one coordinator-ready queue.
New interest
Prescreen review
Records needed
Ready to schedule
Coordinator view
Review panel
Prescreen answers, contact history, record requests, reminders, and scheduling readiness stay connected.
Possible fit
Missing records
Follow-up due
Study-team review
Weekly story
Sponsor Pulse
Movement, source quality, site blockers, close reasons, and next actions become easier to explain.
Moved forward
Stale leads
Source quality
Decision needed
Platform Modules
The pieces that make recruiting easier to operate.
Each module is shaped around the handoffs where recruiting momentum usually slows down.
Private prescreening
Organize early fit signals without turning a prescreen into a final eligibility decision.
Records readiness
Keep missing documents, review needs, and visit preparation visible before scheduling stalls.
Coordinator follow-up
Give the site team a practical daily view of outreach, stale leads, blockers, and next actions.
Visit scheduling
Move likely-fit patients toward screening visits with preparation context already attached.
Sponsor reporting
Package recruiting movement, source quality, close reasons, blockers, and owners into a cleaner weekly update.
Workflow Story
Follow the patient movement from first signal to sponsor update.
Every step keeps the next decision visible so coordinators, site leaders, and sponsors can see what moved and what needs attention.
01
Interest enters with context
Every inquiry starts with study, source, owner, status, and a clear place for the next action.
02
Coordinators review fit signals
Prescreening supports review and prioritization while final protocol decisions stay with authorized study teams.
03
Records and blockers stay visible
The workflow keeps missing documents, review needs, and scheduling readiness from drifting into side channels.
04
Patients move toward a scheduled step
Teams can see who is ready, who needs outreach, and who may be losing momentum.
05
Sponsors get the operating story
Reports explain what changed, what stalled, why it stalled, and who owns the decision or next action.
Team Workflows
Different teams, one recruiting source of truth.
Research sites
Run recruitment from one working queue.
Replace scattered tabs and inboxes with a queue built around study ownership, patient status, records, scheduling, and coordinator follow-up.
Site networks
Standardize movement without losing local ownership.
Give network leaders consistent statuses and reporting while site teams keep control of the daily patient workflow.
Sponsors and CROs
See enrollment risk before the number is late.
Understand source quality, site execution, records blockers, stale leads, and decisions needed across the portfolio.
Trust Layer
Built to keep operational visibility separate from clinical decision-making.
Public pages stay educational and separate from secure recruiting workflows.
AI support is framed as organization and visibility, not final eligibility or medical decision-making.
Sponsor reporting focuses on operational movement without becoming broad patient-detail access.
Feature Catalog
The operating system hiding inside the recruiting workflow.
A polished catalog for the features teams ask about first: lead intake, prescreening, records, scheduling, sponsor reporting, managed support, collaboration, and access.
Recruiting workflow snapshot
New interest
Study, source, location, and contact preference arrive together.
Review ready
Prescreening, records, and blockers are visible before outreach.
Next step
Coordinator follow-up moves toward a scheduled visit or decision.
Coordinator intake
Lead Inbox
A coordinator-ready queue for new patient interest, study fit, status, owner, and next action.
Eligibility workflow
Private Prescreening
Structured eligibility questions help teams understand potential fit before outreach gets messy.
Documents
Record Review Hub
Upload, organize, and review documents with status context tied back to the patient workflow.
Visit scheduling
Scheduling Center
Coordinate screening visits, availability, waitlists, and next steps in one operational calendar.
Sponsor reporting
Sponsor Surge
Weekly sponsor-ready reporting for pipeline movement, blockers, appointments, and priorities.
Enterprise service
Managed Recruiting
Enterprise support for lead generation, patient outreach coordination, and appointment setting.
Team coordination
Team Collaboration
Notes, ownership, team settings, and handoffs help everyone work from the same source of truth.
Access control
Role-Based Access
Separate coordinator, site, sponsor, and admin access so users see the right workspace data.
Ready When You Are
Walk through your recruitment workflow with TrialsNest.
Bring your current intake, follow-up, records, scheduling, and sponsor reporting process. We will map where the platform fits.