Smart Screen reads your study protocol, extracts your Inclusion/Exclusion criteria, creates patient-facing questions and forms, and pre-screens every candidate before a coordinator touches a single chart.
For research sites: fewer hours on chart reviews. For sponsors and CROs: faster enrollment, fewer screen failures.
Pre-screening is supposed to be the easy part. In practice, it eats coordinators' time, creates errors, and leaves sites with a stack of patients who were never going to qualify.
Coordinators spend hours pulling records to check eligibility criteria that a structured workflow could handle in seconds.
Patient intake still runs on clipboards and callback queues. Candidates drop off before they're ever screened.
Without a structured process, coordinators interpret criteria differently and screen failures at consent waste everyone's time.
Staff time is already spent before anyone realizes a candidate doesn't qualify. That cost compounds across every study.
From the moment your protocol is uploaded, Smart Screen takes over the process that used to take your team days.
Drag and drop your study protocol. Smart Screen reads it and structures your full Inclusion/Exclusion criteria automatically — no copy-paste, no data entry, no interpretation.
For Sponsors & CROs: Every site starts from the same structured criteria, extracted directly from your protocol. No more criteria drift across sites.
Your I/E criteria appear as a structured checklist — mapped from the protocol, organized by category, and ready to drive pre-screening. Review, adjust if needed, and confirm.
For Sponsors & CROs: Criteria are standardized across all participating sites from day one. No interpretation variance, no protocol amendments getting lost in translation.
Pre-screening survey questions are built from your criteria and ready to share — with patients sourced from connected EHRs, via social media, Patient Advocacy Groups or through vendors. No survey design required.
For Sponsors & CROs: Standardized pre-screening questions mean candidate data is structured and comparable across every site in your network.
As responses come in, Smart Screen applies your I/E criteria to every candidate. Each person is sorted into a clear outcome — so your coordinators only spend time on candidates who actually qualify.
For Sponsors & CROs: See pre-screened candidate volume across all sites in real time. Track enrollment pipeline health without waiting for site updates.
Candidates can enter Smart Screen from wherever your patients are. Every source feeds the same pre-screening workflow — and every candidate gets the same structured evaluation.
Every source. One workflow. Smart Screen handles the pre-screening — regardless of where the candidate came from.
Every candidate who enters Smart Screen comes out with a clear status. Your coordinators see the outcome — and the criteria behind it — before they make a single phone call.
Ready for PI review and consent discussion. No coordinator pre-work required.
Meets most criteria. Coordinator receives a specific criteria summary — not a pile of charts to review.
Automatically excluded. Reason logged. No coordinator time spent. No chart pulled.
Eligible and Partially Eligible candidates are passed to your PI or CRC for further screening.
Smart Screen has already done the rest. The only step that needs a human.
For Sponsors & CROs: Track candidate volume by status across all sites in real time. See your enrollment pipeline build — without waiting for site check-ins.
Smart Screen evaluates every candidate against your criteria before a coordinator opens a single record.
Digital surveys replace every paper intake form — and responses go straight into the pre-screening pipeline.
Criteria come directly from your protocol. Every decision is structured, consistent, and traceable.
* Statistics to be confirmed — placeholder values shown
See how research sites are cutting pre-screening time — without adding staff or changing their workflow.