What are you looking for?

Referral Management

Referral Management

Easily process and manage referrals with our intuitive and secure portal.

Our validated platform streamlines the referral management process, enhances communication and collaboration, and provides valuable tracking and reporting capabilities. Study sites enjoy permission-based access to a dedicated portal, enabling efficient retrieval, review, and follow-up on patient referrals. The secure platform seamlessly integrates with our patient-facing study websites, ensuring a streamlined prescreening experience for potential study participants.

Our referral management platform features extensive reporting capabilities, offering valuable insights into referral statuses and the effectiveness of various recruitment tactics when integrated with our media reporting. This holistic approach ensures a seamless and efficient referral process, improves communication between study sites and referring parties, and optimizes the overall patient recruitment process. Through leveraging data and analytics from the referral management platform and media reporting, researchers can make informed decisions, monitor campaign performance, and continually enhance patient recruitment efforts.

Referral Management
Salesforce PaaS
ISO 27001
FDA 21 CFR Part 11
GDPR Compliant
HIPAA Compliant
ISO 9001
ICH GCP Compliant
Clinical Trial Branding Showcase
+ Featured Resource +

Free Download: 2024 Clinical Trial Branding Showcase

Ignite your creativity and elevate your clinical trial’s visibility among patients, caregivers, site staff, and healthcare professionals. Download your free copy today.

Referral Management for Patient Recruitment

Prescreening

Streamline the prescreening process with custom questionnaires that integrate with your study website and automatically matches qualified patients with the closest study site.

Patient recruitment analytics services fully integrated pre-screeners patient recruitment website
Patient recruitment analytics services fully integrated pre-screeners patient recruitment website

Prescreening

Streamline the prescreening process with custom questionnaires that integrate with your study website and automatically matches qualified patients with the closest study site.

Patient recruitment analytics services automated referral alerts

Automated Referral Alerts

Notifications are automatically generated and delivered to the assigned study site, allowing for easy patient follow-up and efficient referral processing.

Dashboards and Reporting

Track performance metrics with user-based dashboards and reports. Powerful graphs and analytics present critical patient recruitment metrics that enhance campaign management.

Patient recruitment analytics services security compliance
Patient recruitment analytics services security compliance

Dashboards and Reporting

Track performance metrics with user-based dashboards and reports. Powerful graphs and analytics present critical patient recruitment metrics that enhance campaign management.

Patient recruitment referral management services real time reporting

Data Privacy and Security

The system is built on the Salesforce Cloud platform, offering enhanced protection, monitoring, and retention of your most clinical trial sensitive data.

User Management and Training

Our team assigned role-based credentials and provides live and recorded training to ensure study sites have the information they need to quickly access and process patient referrals for your clinical trial.

Patient recruitment referral management services onboarding training
Patient recruitment referral management services onboarding training

User Management and Training

Our team assigned role-based credentials and provides live and recorded training to ensure study sites have the information they need to quickly access and process patient referrals for your clinical trial.

Quality and Compliance

ISO 27001

ISO/IEC 27001:2013
An international standard for Information Security Management System (ISMS). The certification receipt declares adherence to stringent and systematic data security standards within the company, regarding confidentiality, integrity, and usage of customers’ information.

ISO 9001

ISO 9001:2015
An international standard that establishes the criteria for a quality management system. It helps organizations improve customer satisfaction by focusing on the consistency and quality of products and services provided to customers.

ICH GCP Compliant

GCP
International standard for the design, conduct, performance, monitoring, auditing, recording, analysis and reporting of clinical trials or studies. GCP compliance provides public assurance that the rights, safety and well-being of human subjects involved in research are protected.

Gamp 5

GAMP5
A risk-based approach to compliant GxP computerized systems provides a framework for the risk-based approach to computer system validation where a system is evaluated and assigned to a predefined category based on its intended use and complexity.

HIPAA Compliant

HIPAA
The Health Insurance Portability and Accountability Act (HIPAA) is a US healthcare law that establishes requirements for the use, disclosure, and safeguarding of individually identifiable health information.

FDA 21 CFR Part 11

21CFR Part 11
FDA’s regulations for electronic documentation and electronic signatures. It outlines the administration of electronic records in a medical device company’s quality management system.

GDPR Compliant

GDPR
Regulation that requires businesses to protect the personal data and privacy of EU citizens for transactions that occur within EU member states.

CCPA Compliance

CCPA
Statute intended to enhance privacy rights and consumer protection for residents of California, United States.

The Rx Club Awards Logo
Ragan's Health Care PR and Marketing Awards Logo
Digital Health Awards Logo
PharmaVoice Most Innovative Logo
MIT Hacking Medicine Logo
PM360 Elite Logo
PharmaVoice Most Innovative Logo

Put our solutions to work for your clinical trial.

Back Top