Eligibility criteria
Diagnosis, medications, prior treatments, exclusions and the records needed to confirm them.
Sponsors & CROs · Feasibility & startup
A realistic study plan. A coordinated start.
We review patient access, local competition, and operational demands with investigators and site teams, then coordinate the work needed to get your study ready.
- Connected EMR insights
- Nearby trial analysis
- Investigator & team review
Technology-enabled feasibility
A clearer picture.
A more realistic recruitment plan.
Our Recruitment Planner connects the protocol, connected EMR insights and the local trial landscape. The team reviews the findings, identifies challenges and builds a plan around the people and capacity needed to deliver it.
Recruitment PlannerFrom protocol to practical plan
Technology-enabledProtocol intelligence
Every requirement, in the review.
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Study AStudy protocolReviewed by our team
EligibilityDiagnosis & treatment history
Visit scheduleFrequency & time commitment
ProceduresAssessments & sample collection
Study operationsStaff, equipment & timing
Connected EMR data helps identify potential patient fit. Investigator and clinical review confirm what the protocol requires.
Local trial landscape
Who else is recruiting nearby?
50-mile radiusSelected WCR site
Look beyond our own study pipeline
Same study
Other nearby sites recruiting for the selected protocol.
Shared enrollment opportunitySimilar studies
Trials with overlapping indications, eligibility or patient populations.
Potential patient overlapRecruitment status, locations and enrollment windows inform the review.
WCR site=Same study×Similar study
Challenges into actions
Find the friction. Plan the response.
ChallengeNarrow eligibilityDiagnosis, medications or prior treatment
Planning responseReview the right records firstConfirm key criteria before a screening visit.
ChallengeNearby competitionSame study & overlapping populations
Planning responseAdapt outreach & enrollment assumptionsConsider local availability and competing enrollment windows.
ChallengeVisit & procedure burdenTime, travel, sampling & staff availability
Planning responseMatch the plan to practical capacityAlign participant support, staffing and screening slots.
Clinical, operational and recruitment teams align on what needs to change before enrollment assumptions are set.
Recruitment plan
Ground the plan in what it will take.
Potential patientsConnected records & referrals
PrescreeningCriteria & records review
ScreeningClinical confirmation & availability
EnrollmentEligibility, consent & capacity
Build the assumptions
A practical enrollment window
Records availabilityLocal competitionScreening capacityVisit burden
Connect the actions
A plan the team can work from
- Prioritized patient pathways
- Challenge-specific mitigation
- Capacity-aware enrollment assumptions
Potential patient access is the starting point. Records, eligibility, participant interest and available capacity shape the enrollment plan.
What we evaluate
The details that determine fit.
One coordinated review brings together patient access, clinical judgment and operational readiness. Site-specific requirements are addressed where they affect the study.
Connected EMR data
Study-specific review of our practice populations, followed by clinical review of potential fit.
Investigator experience
Relevant therapeutic experience, protocol alignment and investigator input on study requirements.
Nearby competing trials
The same study at other sites and similar trials within 50 miles, alongside studies already in our pipeline.
Participant visit burden
Visit frequency, duration, travel, follow-up and practical barriers to participation.
Procedures & logistics
Assessments, PK collection, sample processing, specialty procedures and equipment requirements.
Staffing & visit capacity
Clinical coverage, coordinator workload, training and capacity for screening and study visits.
Recruitment capacity
Patient access, referral pathways, centralized recruitment support and achievable enrollment assumptions.
Coordinated startup
Parallel work.
A shared path to activation.
After study fit is established, our team coordinates contracts, regulatory requirements and operational readiness together, keeping dependencies visible and follow-up organized.
Typical study startup
Measured from receipt of a complete startup package. Timing varies with sponsor and CRO readiness, contracts, budgets, IRB approvals, translations and vendors.
Average selection to first enrollment
Includes startup, required IRB approvals and translations. Individual study timelines vary.
Central IRB experienceExperienced coordination of submissions, essential documents and study-related regulatory requirements.
Startup readiness
Moving forward, together.
Coordinated workstreamsReview → readiness
Contracts & budgetTerms, scope & study costs
Regulatory & central IRBEssential documents & submissions
TranslationsRequired participant-facing materials
Team trainingProtocol, roles & study procedures
Systems & suppliesAccess, vendors, equipment & materials
Activation readinessFinal approvals, training, systems & supplies aligned
Activities can progress in parallel. Activation follows the required approvals and readiness checks.
Your next study
Let’s evaluate your next study.
Share the protocol or study identifier, target population and proposed timeline. Our feasibility assessment team will review the opportunity and follow up with you directly.