One workspace for enrollment operations.
Match candidates, review eligibility, ask protocol questions, manage visits, and prepare site updates from one coordinator-focused workspace.
- Strong matches8
- Missing data3
- Visits to confirm5
- Retention signals2
- Protocol alerts1
14
9
6
From import to report — one continuous pipeline.
Bring in candidate records and protocol documents.
Surface likely candidates per active study.
Check criteria against cited protocol evidence.
Hold visits inside their protocol windows.
Catch drop-off signals before a visit is missed.
Prepare approved summaries for sponsors and PIs.
- Reporting window
- 1 April 2026 – 1 June 2026
- Candidate records
- ~115,000 audited
- Missing EHR-source data
- 8.4% → 3.1%
- Human override rate
- 1.2% ±0.1
Today’s priorities, already sorted.
Walk into clinic with one prioritized list. Strong matches, missing data, visits to confirm, retention signals, and protocol alerts — grouped, counted, and ready to act on.
- Counts roll up across every active study
- Each tile opens the underlying queue
- Coordinator review required before action
Move every candidate forward.
A stage board for the people, not the spreadsheet. Each card shows the next action, owner, and status — so nothing stalls between coordinators.
- Stage board with per-study counts
- Next-action chips on every card
- Owner status visible at a glance
AI-prepared. Site team review and confirmation required.
Review criteria with evidence.
Every inclusion and exclusion check shows its source. Missing data is requested, not assumed. Eligibility never locks without a coordinator’s sign-off.
- Inclusion / exclusion checks with source evidence
- Missing-data prompts route to the right person
- Confidence shown — coordinator decides
- Protocol citation on every check
Protocol-referenced review — investigator and coordinator confirmation required. AI-prepared. Site team review and confirmation required.
| Criterion | Type | Source | Status |
|---|---|---|---|
| Age 18–75 | Inclusion | EHR · DOB | Met |
| ECOG 0–1 | Inclusion | — | Missing |
| HER2+ confirmed | Inclusion | Path · 2024-02-11 | Met |
| No prior trastuzumab | Exclusion | Med list | Clear |
| LVEF ≥ 50% | Inclusion | Echo · 2024-03-04 | Met |
ONC-204 · §5.2.4 · v3.1
Ask questions. See the source.
Plain-language answers grounded in the active protocol version. Every answer cites the section, version, and page — so reviewers can verify before they act.
- Protocol table of contents in view
- Cited answers with version and page
- Evidence panel always visible
- Related sections surfaced inline
AI-prepared. Site team review and confirmation required.
- §3 Objectives
- §4 Population
- §5 Eligibility
- §6 Schedule
- §7 Visits
- §8 Safety
ONC-204 · §5.2.4 · v3.1 · p. 27
Keep visit windows visible.
Every protocol-defined window, every reminder, every prep task — on one strip. Reminders only send after coordinator approval.
- Visit timeline with windows in view
- Confirmation status across channels
- Prep tasks per visit
- Missed reminder alerts
- Lab kit ready
- ECG room booked
- Drug accountability form
Support participants before they drift.
Correlated signals — missed reminders, delayed confirmations, engagement changes — surface as a queue, not auto-actions.
- Support signals across channels
- Missed reminders & delayed confirmations
- Follow-up tasks routed to owner
- Coordinator review required
AI-prepared. Site team review and confirmation required.
Turn progress into clear updates.
A weekly enrollment summary, blockers, and a seven-day plan — ready for sponsors and the wider site team. Exports respect every role.
- Enrollment summary by study and week
- Blockers grouped with owners
- Next 7-day plan
- Permission-aware exports
- ECOG missing3
- LVEF pending2
- IRB amendment review1
- 5 visits to confirm
- 3 ECOG follow-ups
- 1 sponsor update queued
Connected to the systems your site already runs.
Integrations are configured with your IT and research teams. No vendor marks are shown — connection detail is described in text.
- Cerner Millennium via Advanced Interface Module — live production integration.
- Bi-directional read/write data flow.
- Inbound: patient demographic data, allergy flags, concurrent medication lists.
- Outbound: TrialBridge eligibility scores and visit-window assignments.
- Setup requires OAuth 2.0 handshake and IP whitelisting.
- Credentials rotate quarterly.
- Salesforce sponsor CRM updates via JSON webhooks.
- CSV export fallback is available if API limits are exceeded.
TrialBridge is workflow support for clinical research operations, not medical advice, not IRB review, and not a substitute for investigator or coordinator confirmation.
Decision support prepares. Site teams decide.
No autonomous actions. No silent decisions. Every output is traceable.
The system prepares queues and drafts. Coordinators approve every action that leaves the workspace.
Eligibility checks and copilot answers cite section, version, and page from the active protocol.
Reminders and outreach send only after a coordinator approves the template and timing.
Every action is recorded — who did what, when, against which protocol version.
Reports and downloads respect each role's access to fields and studies.
Bring your enrollment workflow into focus.
See TrialBridge configured against a study you’re actually recruiting for.