Solutions · Recruitment operations
See every candidate’s status, every site’s backlog, and every reason for a screen fail.
For recruitment managers and central research offices who coordinate pre-screening across several studies and sites — and currently do it with spreadsheets and email.
One pipeline for the whole trial, split by site.
Every candidate is in exactly one operational state, assigned to one site and one reviewer. Counts below are computed from 95 synthetic candidate records.
Awaiting Review
54
- SITE-0118
- SITE-0221
- SITE-0315
Added from cohort run; no review yet.
More Information Required
10
- SITE-014
- SITE-024
- SITE-032
Waiting on data the dataset couldn’t supply.
Potentially Eligible
6
- SITE-013
- SITE-022
- SITE-031
Nothing disqualifying found so far.
Investigator Review
11
- SITE-015
- SITE-024
- SITE-032
With the site investigator.
Not Eligible
14
- SITE-018
- SITE-022
- SITE-034
Failing criterion confirmed, reason recorded.
From approved criteria to a queue — without losing the gaps.
In the synthetic run, 95 of 2,400 records were potential matches. 57 of them have at least one criterion the data couldn’t answer; they stay in the queue, marked, instead of being dropped.
Trial
SYN-CKD-201 · T2D with moderate CKD
Approved criteria
v1.1 · 9 data-checkable · 3 left to screeners
Demo playback: these results were computed in advance from synthetic records.
Query preview
Evaluate approved criteria v1.1 against DS-A as of the run date. Each record gets a result per criterion: Met, Not met or Unknown. Records with any Unknown stay in the list, marked with their data gaps.
- HbA1c in last 90 days82 %
- eGFR in last 90 days91 %
- NYHA class (if heart failure)64 %
Field coverage in DS-A · illustrative synthetic profile
Coordination that leaves a record.
Recruitment work stalls when nobody knows who has a candidate, or why a candidate was set aside. TrialBridge makes both explicit.
Assignment by site and reviewer
Candidates are assigned to a site and a reviewer; reassignment is a recorded action, not a forwarded email.
Missing-information requests
“More Information Required” names what is missing — for example, NYHA class from cardiology notes.
Reasons for every outcome
Not Eligible requires the failing criterion and a rationale, so screen-fail reasons can be analysed later.
Investigator referral
Investigators see only the candidates referred to them, at their own site.
Find where recruitment is waiting — then act on it.
A typical path: the funnel shows most candidates haven’t had a first review; the site view shows one site holding the largest backlog; the age view shows how long it has been waiting.
Recruitment funnel
How many candidates reached each stage, and where the biggest drop happens.
- Identified95
- Review started4143 %
- Potentially eligible1741 %
- Investigator review1165 %
- Consent recorded655 %
- Enrolled467 %
Largest absolute drop is before review starts: 54 candidates are still awaiting a first review — a backlog, not screen failures.
Site workload by status
Each site’s assigned candidates, split by current screening status.
- SITE-01Northfield Research Clinic38
- SITE-02Calder Valley Medical Research Unit33
- SITE-03Easton Ridge Clinical Research Center24
- Awaiting Review
- More Information Required
- Potentially Eligible
- Investigator Review
- Not Eligible
Screening backlog age
How long candidates have been waiting for a first review.
- 80–3 days
- 184–7 days
- 218–14 days
- 7> 14 days
Candidates added per week
The pace at which potential matches enter screening across 8 synthetic weeks.
Hypotheses, not results.
TrialBridge hasn’t been used in a live study. These are the outcomes we’re designing for and intend to measure with pilot partners.
Fewer chart reviews per potentially eligible candidate
Measured as candidates reviewed ÷ candidates reaching Potentially Eligible, before and during a pilot.
Shorter time to first review
Median time from a cohort run to the first screening action.
Fewer candidates wrongly set aside for missing data
Share of data-gap candidates later found Potentially Eligible on review.
Talk to us about your recruitment workflow.
Tell us how candidates move between your central office, sites and investigators today. We’ll show you how the same work looks in TrialBridge.