From EHR Data to Enrolled Patient in Three Steps
Health Wizz connects existing EHR infrastructure to clinical trial recruitment — with no new software, no disruption, and real results from day one.
01
Connect to EHRs
Health Wizz integrates directly with EHR systems via FHIR R4 APIs — no middleware, no re-keying data, no changes to your clinical workflows. We support Epic, Cerner, eClinicalWorks, and 150+ other systems out of the box.
What happens: A lightweight, read-only FHIR integration is established with the EHR. We query and bulk import patient data securely in real time.
Setup typically takes 2–4 weeks with the EHR IT team’s minimal involvement.
02
Match Protocols to Patients
Our AI-driven matching engine analyses your patient population against trial inclusion/exclusion criteria in real time — surfacing pre-qualified candidates before a single phone call is made.
- Sponsors & CROs get site-level recruitment potential before activation
- Research sites can prioritise which trials best fit their patient base
- Patients who meet criteria are identified and flagged for outreach
- Screen failure rates drop by up to 60%
03
Enroll, Retain & Report
From first contact to final data lock, Health Wizz supports the full patient journey — keeping participants engaged, sites on track, and sponsors informed.
- Digital consent and e-signature workflows
- Automated appointment reminders and follow-ups
- Remote monitoring integration for decentralised trials
- Real-time dashboard for sponsors: enrollment velocity, retention, and dropout signals
- Automated reporting — no manual data entry for sites
From EHR Data to Pre-Consented Patient
Journey connects your existing EHR to a structured recruitment pipeline — identifying, screening, and pre-consenting eligible patients before they ever reach your CTMS.
Feasibility Analytics
Get an instant population baseline from your connected EHR. Understand how many patients are in scope before committing to a trial.
- Population-level eligibility estimate
- Site feasibility scoring
- Enrollment potential by indication
Protocol & I/E Criteria
SMART Search extracts inclusion & exclusion criteria directly from your protocol file — or pull from HW CTMS.
- Upload protocol (PDF/DOCX)
- Enter criteria manually
- Import from HW CTMS trial record
Patient Screening
SMART Screen matches patient records against I/E criteria. Use Slice Search for additional manual layered filters.
- Ranked candidate list with match rationale
- Slice Search: age, Dx, labs, meds, visits
- Export shortlist to outreach step
Pre-Screening Surveys
SMART Survey builds a tailored pre-screening questionnaire from your I/E criteria — ready to send to the candidate list.
- Symptom checkers & eligibility questions
- Availability and interest capture
- Delivered via SMS, email, or patient portal
Contact & Pre-Consent
Care coordinators reach out to eligible survey responders, conduct a verbal screen, and capture patient pre-consent — all tracked in Journey.
- Survey response review & triage
- Verbal or eConsent capture
- Full audit trail per patient
Handoff to CTMS
Pre-screened, pre-consented patients are pushed directly to HW CTMS or exported to any connected CTMS — no re-entry, no data loss.
- Direct push to HW CTMS
- Export via CSV / HL7 / FHIR
- Pre-screen data travels with the patient
Powered by SMART Intelligence
Reads your protocol file and extracts structured I/E criteria — no manual transcription required.
Screens patient records from your EHR against I/E criteria to surface the most eligible candidates.
Generates a pre-screening questionnaire from your I/E criteria — ready to send in minutes, not days.
See Journey in Action
From EHR connection to your first pre-consented patient — in days, not months.
Request a DemoBuilt for Compliance from Day One
FHIR R4 Compliant · HIPAA-Secure · FDA 21 CFR Part 11 ready · End-to-End Encryption
Data never leaves the system. We query, match, and report. You enroll.
See It in Action
Book a 30-minute walkthrough and see how Health Wizz can work with your EHR infrastructure.