01
Intake command
Lead queue, source context, ownership, and match priority in one reviewable workspace.
Site recruitment operating system
Run patient recruitment from one site-ready workspace.
TrialsNest gives research sites a cleaner path from patient interest to coordinator outreach, records review, scheduling, and enrollment follow-up.
Lead queue
Route every inquiry into one organized site workspace.
Prescreen status
See where each patient stands before coordinator outreach.
Visit readiness
Track records, scheduling, messages, and next steps together.
Sponsor summaries
Share movement, blockers, and next actions without spreadsheet cleanup.
Site queue example
The daily list has to say what is blocking progress.
This is the kind of operational state a coordinator expects: who owns the next touch, what record is missing, which visit is ready, and why a lead closed.
Calls dueRecords missingVisit readinessClose reasons
Coordinator queue
Today: 18 items need review
New inquiry
Anxiety study
Owner needed
Call before 3 PM
ReviewRecords blocker
Diabetes study
Waiting on upload
Lab reminder sent
ReviewVisit ready
Sleep health
Scheduling
Morning slot open
ReviewClose reason
Asthma study
No response
3 attempts logged
ReviewEnterprise-ready structure
A calmer way to run complex recruiting work.
TrialsNest brings the pieces sites usually manage separately into one coordinated workspace: intake, prescreening, record review, scheduling, sponsor updates, and leadership visibility.
Lead intake
New leads are organized by priority instead of sitting across forms, inboxes, and spreadsheets.
Capture every new inquiry in one queue with source context, ownership, study fit, and next-step status.
Prescreening
Coordinators can quickly see who looks ready, who needs review, and who needs follow-up.
Track where each patient stands before coordinator outreach, including early match signals and review needs.
Records review
Document work stays with the patient and study instead of drifting into scattered requests.
Keep uploaded records, review status, missing items, and patient context tied to the same study queue.
Scheduling
Teams can see what is blocking a visit before the patient is ready to schedule.
Move qualified patients toward screening appointments with visit readiness, coordinator tasks, and outreach history in view.
Sponsor reporting
Sponsor-facing updates become structured progress signals instead of another manual spreadsheet.
Summarize lead flow, screening progress, appointments, blockers, and next actions for cleaner sponsor updates.
02
Patient status movement
Prescreen answers, records, messages, and visit readiness stay tied to the same patient record.
03
Coordinator execution
Tasks, templates, follow-up, and scheduling give coordinators a daily operating view.
04
Leadership queue view
Site leaders can see backlog, blockers, throughput, and which sponsor update needs context.
Sponsor Surge
Weekly sponsor reporting, built for coordinators.
Sponsor Surge is the coordinator reporting feature that helps sites turn recruiting activity into weekly sponsor updates. Coordinators can summarize lead flow, prescreen progress, appointments, blockers, and next steps without rebuilding reports by hand.
What Sponsor Surge reports
Report 1Weekly sponsor reports
Coordinator action
Coordinators can draft a weekly sponsor update from the same queue they use every day.
Sponsor receives
A clear report on lead flow, screening progress, appointments, and enrollment movement.
Report 2Pipeline snapshots
Coordinator action
Sponsor Surge summarizes the current funnel so coordinators can show what moved, what stalled, and what needs attention.
Sponsor receives
A cleaner view of new leads, prescreens, record review, scheduled visits, and active blockers.
Report 3Coordinator notes
Coordinator action
Sites can add concise operational context before reports go out, including risks, next steps, and study-specific updates.
Sponsor receives
More useful updates than raw counts alone.
Report 4Sponsor delivery
Coordinator action
Reports are designed for recurring sponsor communication, so weekly updates are easier to send consistently.
Sponsor receives
Sponsors get a professional status update without asking the site for another spreadsheet.
Report 5Report history
Coordinator action
Past updates stay organized so coordinators and site leaders can reference what was shared and when.
Sponsor receives
A sponsor communication trail with dates, blockers, and next actions.
Report 6Next-step focus
Coordinator action
Each update can highlight the actions that matter most for the next reporting period.
Sponsor receives
Sponsors see progress, blockers, and priorities in one place.
Reporting feature
Coordinator action
Sponsor receives
Reporting feature
Weekly sponsor reports
Coordinator action
Coordinators can draft a weekly sponsor update from the same queue they use every day.
Sponsor receives
A clear report on lead flow, screening progress, appointments, and enrollment movement.
Reporting feature
Pipeline snapshots
Coordinator action
Sponsor Surge summarizes the current funnel so coordinators can show what moved, what stalled, and what needs attention.
Sponsor receives
A cleaner view of new leads, prescreens, record review, scheduled visits, and active blockers.
Reporting feature
Coordinator notes
Coordinator action
Sites can add concise operational context before reports go out, including risks, next steps, and study-specific updates.
Sponsor receives
More useful updates than raw counts alone.
Reporting feature
Sponsor delivery
Coordinator action
Reports are designed for recurring sponsor communication, so weekly updates are easier to send consistently.
Sponsor receives
Sponsors get a professional status update without asking the site for another spreadsheet.
Reporting feature
Report history
Coordinator action
Past updates stay organized so coordinators and site leaders can reference what was shared and when.
Sponsor receives
A sponsor communication trail with dates, blockers, and next actions.
Reporting feature
Next-step focus
Coordinator action
Each update can highlight the actions that matter most for the next reporting period.
Sponsor receives
Sponsors see progress, blockers, and priorities in one place.
Trust architecture
Security and compliance built around clinical recruiting.
Role-aware workspaces+
Coordinators, site leaders, sponsors, and admins can work from the same system while seeing only the workspace areas that fit their responsibility.
Secure document handling+
Patient uploads, records, and review status stay tied to the study queue so document work is easier to track and less likely to drift into inboxes.
Sponsor-safe summaries+
Sponsors can receive structured progress signals and reporting context without being handed the entire coordinator workspace.
Healthcare-ready data boundaries
Patient applications, prescreens, documents, messages, and visit activity stay inside secure TrialsNest product boundaries.+
PHI-aware product boundaries
Secure patient-to-site handoff
Private document and message paths
Healthcare-ready data boundaries
Patient applications, prescreens, documents, messages, and visit activity stay inside secure TrialsNest product boundaries.
PHI-aware product boundaries
Secure patient-to-site handoff
Private document and message paths
Role-based site access
Coordinators, site leaders, sponsors, and admins can work from the same system without exposing every workspace action to every user.+
Coordinator and site admin permissions
Sponsor summaries without full workspace access
Least-privilege role access
Role-based site access
Coordinators, site leaders, sponsors, and admins can work from the same system without exposing every workspace action to every user.
Coordinator and site admin permissions
Sponsor summaries without full workspace access
Least-privilege role access
Operational auditability
TrialsNest is built around traceable recruiting activity so teams can understand who acted, what moved, and which updates were shared.+
Lead and status activity trails
Document review context
Sponsor reporting history
Operational auditability
TrialsNest is built around traceable recruiting activity so teams can understand who acted, what moved, and which updates were shared.
Lead and status activity trails
Document review context
Sponsor reporting history
Encrypted records
+
Uploads, patient documents, and workspace data are handled with encryption-minded storage and transfer patterns.
Sponsor-safe reporting
+
Sponsor Surge turns site activity into structured updates without handing over the entire coordinator workspace.
BAA-aligned hosting posture
+
Designed around healthcare vendor expectations, including BAA-supported infrastructure planning.
Access by responsibility
+
Patient leads, records, scheduling, and reporting tools stay organized around the person doing the work.
Enterprise site operations
Ready to organize recruiting around one source of truth?
Bring lead intake, coordinator work, records, scheduling, and sponsor reporting into a workspace built for research sites.
Coordinator-ready queues+
Lead intake, prescreening, records review, tasks, and scheduling stay organized around the coordinator's daily queue.
Sponsor-ready reporting+
Progress updates can be packaged into cleaner sponsor-facing views without exposing the full site workspace.
Secure recruiting operations+
Patient information, document handling, role access, and operational history stay inside controlled product boundaries.