First review
Intake and prescreening
Bring study interest, source context, and possible-fit signals into a structured coordinator review path.
Product Tour
The recruitment workspace between patient interest and enrollment risk.
See intake, review, scheduling, and sponsor reporting in one operating view.A product tour for teams that need intake, prescreening, records readiness, scheduling, and sponsor reporting to show up in one accountable operating view.
Intake
Source-aware patient interest
Review
Prescreening and records readiness
Movement
Scheduling and next actions
Reporting
Sponsor-safe movement
Interactive product tour
Follow one recruiting journey through every handoff.
Switch perspectives to see the signal, owner, blocker, and next action at each stage. Every example is fictional, and sponsor views remain aggregate.
Choose a perspective
Stage 01Patient interest
01 - Patient interest
Share interest without treating it as enrollment.
The patient chooses a study, reviews the public details, and decides whether to share information for study-team review.
Current signal
New study inquiry
Owner
Intake queue
Blocking condition
Contact preference not confirmed
Next action
Review the submitted study interest
Example patient view
Fictional exampleStudy
Research Study Example Beta
Status
Ready to review
Your choice
Continue or save for later
What the next role receives
A structured inquiry enters the coordinator queue.
Stage 02Guided prescreen
02 - Guided prescreen
Answer focused questions and review what was captured.
Prescreening helps the study team understand possible fit. It does not determine final eligibility or enrollment.
Current signal
Prescreen submitted
Owner
Coordinator review
Blocking condition
One answer needs clarification
Next action
Review answers against the study workflow
Example patient view
Fictional exampleProgress
Prescreen submitted
Meaning
Possible fit needs review
Next reviewer
Authorized study team
What the next role receives
The study team receives organized answers for review.
Stage 03Site review
03 - Site review
Know who reviews next and what you can do now.
The patient can see that the study team is reviewing the inquiry without being told that eligibility or enrollment is final.
Current signal
Review in progress
Owner
Assigned coordinator
Blocking condition
Study-team question remains open
Next action
Confirm whether outreach should continue
Example patient status
Fictional exampleStatus
Study-team review
Who reviews
Research site
Your next step
Wait for an update
What the next role receives
The reviewed inquiry moves to follow-up, records, or a documented close reason.
Stage 04Records and readiness
04 - Records and readiness
See what was requested without guessing what comes next.
When the site requests an item, the patient can see the request status and the next available action in the patient workspace.
Current signal
Readiness check open
Owner
Site operations
Blocking condition
Requested item is still pending
Next action
Follow up on the outstanding request
Example patient request
Fictional exampleRequest
One item requested
Status
Waiting for upload
Next action
Review the request
What the next role receives
The site can see whether the inquiry is ready to move toward scheduling.
Stage 05Visit scheduling
05 - Visit scheduling
See when the study team is ready to discuss a visit.
The patient receives the next scheduling request only after the site has chosen to move the inquiry forward.
Current signal
Ready for scheduling outreach
Owner
Coordinator
Blocking condition
Availability not confirmed
Next action
Offer the next appropriate scheduling step
Example patient status
Fictional exampleStatus
Scheduling outreach
Requested action
Review available times
Enrollment
Not yet determined
What the next role receives
The patient and site receive a clear scheduling status.
Stage 06Outcome and update
06 - Outcome and update
Keep the personal next step in the patient workspace.
Patient-facing updates remain focused on the individual inquiry, while sponsor reporting uses aggregate operational information.
Current signal
Weekly movement summarized
Owner
Site leadership
Blocking condition
One decision needs follow-up
Next action
Confirm the owner and due date
Example patient update
Fictional exampleCurrent step
Site follow-up
Next action
Check the latest request
Sponsor report
No patient details shown
What the next role receives
Sponsors receive aggregate movement, blockers, and next actions.
20-second tour
Watch search become follow-up.
A compact look at how patients, coordinators, and sponsors share the same operating context without scattered handoffs.
Healthcare recruiting workflows
Clinical recruiting needs calmer handoffs.
A calmer way for patients to move from search to prescreening, with research teams ready for the next step.
Patient searchGuided prescreeningCoordinator reviewSponsor reporting
Patient engagement
Search, prescreen, and understand what comes next.
TrialsNest keeps the public experience calm while giving each handoff a place to land.
For research teams
One workflow from interest to sponsor-ready updates.
Coordinate review, records, scheduling, and reporting without turning operations into clutter.
From first interest to follow-up
Keep the path clear.
Explore studies with confidence, or give your recruiting team a connected workflow built around the journey.
Patient searchCoordinator reviewSponsor reporting
Team Views
Different teams, one recruiting source of truth.
Patients
Understand each step after you find a study.
See how search, prescreening, study-team review, requests, and scheduling appear in the patient journey.
Research sites
Run recruitment from one working queue.
See how coordinators and site leaders work ownership, blockers, records, scheduling, and follow-up.
Sponsors and CROs
See enrollment risk before the number is late.
See how aggregate movement, source quality, site blockers, and next decisions become a clearer operating story.
Trust Layer
Built to keep operational reporting separate from clinical decision-making.
Public pages stay educational and separate from secure recruiting records.
AI support is framed as organization and queue review, not final eligibility or medical decision-making.
Sponsor reporting focuses on aggregate movement, blockers, and next actions without becoming broad patient-detail access.
Capability Highlights
The workflow support behind each handoff.
Four connected capability groups keep intake, readiness, scheduling, and aggregate reporting aligned around the next action. The full site catalog covers the detailed operating tools.
Readiness
Records and readiness
Keep requests, outstanding items, review needs, and the next follow-up attached to the recruiting record.
Next action
Scheduling and follow-up
Turn site-approved movement into an owned outreach or scheduling action without losing recent context.
Operating update
Sponsor-safe reporting
Summarize aggregate movement, blockers, close-reason trends, owners, and decisions without patient-level access.
Ready When You Are
Walk through your recruiting day with TrialsNest.
Bring your current intake, follow-up, records, scheduling, and sponsor reporting process. We will map where the platform fits.