01
Rank the review queue
Give coordinators a fast way to see which leads may deserve immediate attention and which need more context.
AI-assisted prescreening
Prioritize likely-fit patients without losing human review.
Use prescreen signals to help coordinators focus attention, reduce manual sorting, and keep final decisions in the study team's hands.
Built for
Recruiting teams and coordinators
Fast triage
For incoming patient interest
What it solves
Feature depth without a heavy handoff.
Each capability is designed to sit inside the same recruiting workflow, so teams can move from signal to action without rebuilding context.
02
Keep review accountable
Prescreen support is designed as an operational aid, not a replacement for site review, consent, or protocol criteria.
03
Connect signals to workflow
Match context sits alongside the lead, study, outreach, records, and next action instead of living in a separate spreadsheet.
How it works
A simple path from intake to action.
The page explains the workflow clearly for buyers while keeping the operational language grounded in what site teams do every day.
Workflow snapshot
What the working view is meant to clarify.
Buyers can see the product logic before a demo: the left side shows the active recruiting record, and the right side shows how the team moves from signal to next step.
01
Capture answers
Patients complete a simple prescreen tied to the study they are exploring.
02
Surface signals
The coordinator queue shows fit indicators and review needs in a compact triage view.
03
Review and route
The study team decides whether to contact, request records, schedule, or close the lead.
01
Capture answers
Patients complete a simple prescreen tied to the study they are exploring.
02
Surface signals
The coordinator queue shows fit indicators and review needs in a compact triage view.
03
Review and route
The study team decides whether to contact, request records, schedule, or close the lead.
Product demonstration
Messaging is part of the workflow, so the page shows the thread.
The preview keeps coordinator outreach, patient replies, and the next action in one safe sample conversation, matching the way TrialsNest presents messaging as operational context.
Thread
Active
Last touch
3 min ago
Next action
Call window
Patient thread
Follow-up coordination
Coordinator9:12 AM
Hi, I am checking in from the study team. Are mornings or afternoons better for a quick follow-up?
Secure in-app
Patient9:18 AM
Afternoons are better. I also finished the item you requested in my portal.
Coordinator9:21 AM
Perfect. I marked that as received and added a reminder for the next step.
Logged to timeline
Coordinator draft
Great, I will note that afternoons are best for follow-up.
Demo copy is anonymized and non-clinical.Send secure message
Why teams care
Make the value easy to see before the walkthrough.
These pages give buyers enough context to understand the feature, then route them to a walkthrough when they are ready to see the workflow live.
01
Impact
Faster first pass
Teams spend less time rebuilding context before deciding who to review next.
02
Impact
Clearer handoffs
Prescreen status follows the patient into downstream coordinator work.
03
Impact
Human-controlled decisions
Operational support stays separate from final eligibility and enrollment decisions.
Related resources
Read the buyer guides behind this workflow.
Resource guide
Clinical trial recruitment software resources
Browse buyer guides, templates, examples, and workflow comparisons.
Resource guide
Site recruitment workflow resources
Review operational guidance for intake, records readiness, scheduling, and stale leads.
Resource guide
Sponsor reporting resources
See reporting guides for enrollment movement, source quality, blockers, and next actions.
Related solutions
Keep exploring the connected workflow.
Clinical trial prescreening
Clinical trial prescreening that keeps review organized.
Collect early fit signals, surface likely next steps, and keep authorized study teams in control of eligibility review, records requests, and patient follow-up.
Patient recruitment
Turn study interest into a clearer patient path.
Give patients a modern search experience while keeping study teams focused on fit, next steps, and conversion instead of scattered inquiries.
Secure records review
Keep document work connected to recruiting decisions.
Organize patient uploads, missing items, review status, and coordinator notes around the same workflow that moves a lead forward.
Trust layer
Built for clinical recruiting realities.
Each solution page points buyers toward the controls that matter when patient discovery, site workflow, and sponsor visibility meet.
Role-aware access
Workflows are shaped around patients, coordinators, site leaders, sponsors, and admins seeing the right level of detail.
Secure data boundary
TrialsNest keeps sensitive recruiting workflows aligned to the secure backend boundary instead of adding PHI handling to public pages.
Sponsor-safe context
Reporting and visibility are designed around aggregate progress, blockers, and next steps rather than broad patient-level exposure.
Common questions
What teams ask before a walkthrough.
Who is ai-assisted prescreening built for?
AI-assisted prescreening is built for recruiting teams and coordinators that need a clearer way to manage clinical trial recruitment activity, patient follow-up, and operational visibility.
Does TrialsNest make final clinical trial eligibility decisions?
No. TrialsNest supports patient discovery, prescreening organization, workflow visibility, and site follow-up. Authorized research sites and study teams make final eligibility, screening, and enrollment decisions.
How does this connect with the rest of the TrialsNest workflow?
The capability connects to the broader TrialsNest workflow across patient interest, prescreening, coordinator review, records readiness, scheduling, and sponsor-safe reporting.
See it in TrialsNest
Book a walkthrough for ai-assisted prescreening.
Walk through the workflow, see how it connects to the rest of the platform, and decide what would matter most for your team.