What the site workflow needs to show
Every lead should have a study, source, owner, status, blocker, and next action. Without those pieces, coordinators spend too much time rebuilding context.
Site workflow hub
Site recruitment workflow resources.
A focused resource hub for research sites organizing clinical trial recruitment operations, lead ownership, stale leads, records readiness, screening visits, and sponsor updates.
Topic map
See site recruitment workflow
Review how TrialsNest helps sites route patient interest, work the coordinator queue, manage records, schedule visits, and report progress.
Where recruiting usually stalls
Sites often lose momentum around unowned inquiries, unclear prescreen status, missing records, no-response leads, scheduling constraints, and sponsor updates that are rebuilt by hand.
How to use this hub
Use the examples and scorecards to review the real queue, identify workflow gaps, and decide which fixes would help coordinators and sponsors at the same time.
Buyer path
Use the hub in order.
Start with the highest-intent guides, then move into implementation, examples, and supporting comparisons.
Step 1
Clinical trial recruitment SLA from intake to screening
A practical SLA guide for clinical trial recruitment teams defining response timing, prescreen review, records requests, scheduling readiness, stale-lead review, and sponsor escalation points.
Step 2
Patient recruitment automation with human review in clinical trials
A guide to using automation in clinical trial recruitment without removing human review, including intake, reminders, prescreen organization, records readiness, scheduling, and eligibility boundaries.
Step 3
Patient recruitment operating model for research site networks
An operating model for site network recruitment governance, shared standards, local ownership, escalation cadence, source review, and sponsor-ready reporting.
Step 4
A patient recruitment workflow for research sites moving beyond spreadsheets
A clear recruitment workflow for sites that want to organize patient interest, prescreening, records, scheduling, and sponsor updates without scattered spreadsheets.
Guides and examples
Start with the practical resources.
Research Sites
Clinical trial recruitment workflow examples for research sites
Real-world clinical trial recruitment workflow examples for research sites managing patient intake, prescreening, records readiness, scheduling, and sponsor updates.
Clinical Operations
Site recruitment workflow audit scorecard
A practical audit scorecard for research sites reviewing clinical trial recruitment intake, prescreening, follow-up, records readiness, scheduling, reporting, and trust workflows.
Research Sites
Example recruitment workflow for a three-study research site
A practical example of how a small research site can organize patient recruitment across three active studies, shared coordinators, prescreening, records, scheduling, and sponsor updates.
Clinical Operations
How a small research site can organize recruitment operations
A practical operations example for small research sites managing clinical trial recruitment with limited coordinator time, shared responsibilities, patient follow-up, records readiness, and sponsor updates.
Clinical Operations
Clinical trial recruitment workflow before and after
A before-and-after guide showing how research sites can move from scattered clinical trial recruitment work to a clearer workflow for intake, prescreening, records, scheduling, and reporting.
Clinical Operations
How a research site can reduce stale recruitment leads: example workflow
An example stale-lead recovery workflow for clinical trial sites that need clearer ownership, follow-up timing, records readiness, and close-out decisions.
Clinical Operations
Clinical trial records readiness checklist before scheduling visits
A site operations checklist for connecting patient records, missing documents, review status, and visit readiness before scheduling clinical trial screening appointments.
Research Sites
Research record requests before clinical trial screening visits
A practical workflow for handling medical-record needs before clinical trial screening visits, including patient expectations, coordinator ownership, and privacy boundaries.
Clinical Operations
How research sites can reduce clinical trial screening no-shows
Operational steps research sites can use to reduce screening no-shows through clearer expectations, reminders, records readiness, and patient-friendly follow-up.
Connected solution pages