Enrollment Engine: Screening

Multi-layered qualification screening, designed to deliver site-ready patients

Sites do not need more referrals; they need the right referrals — qualified and ready to engage for enrollment.

CTM delivers site-ready referrals through three layers of screening, ensuring patients are better qualified, informed, and more likely to be retained.

StudyMax Screen™

The best screener in the industry: leveraging patient behavioral psychology and insights with proven results

Purpose-built for clinical trial recruitment, StudyMax Screen applies patient behavior and psychology to ensure accurate responses and high completion rates.

Qualification screening designed with patient enrollment best practices and user behavior insights
Dynamic branching logic for comprehensive matching against protocol criteria
Single screener ability with unlimited protocol matching
Mobile-first design, plain-language cues, and hover tooltips
Country-specific language and customizations for cultural relevancy
ADA and WCAG accessible
Geo-location site selection

By The Numbers

patients screened per month

platform uptime

of sites report high satisfaction with referral quality

NURSE SCREENING

The nurse call sets the tone for the entire patient experience

Patients often reach pre-screening with incomplete information or uncertainty about eligibility and study expectations. The nurse call accelerates the patient’s commitment to the study.

Combining an online screener with nurse-led engagement more than doubles consent rates and improves site follow-up by over 30%.

Patients arrive at sites more thoroughly screened, better informed, and fully prepared for what to expect.

when initial screening is paired with a nurse call

consent rate

+ %

improvement in site follow-up success

Live qualification
deeper protocol-specific screening to confirm eligibility before referral
Comprehension
confirms the patient understands what participation involves and what is expected of them
Clarification
resolves complex criteria and captures more accurate answers
Assurance
provides a credible, comforting first live contact
Connection
warm transfer to the site results in easier follow-up

Verification

Verification for faster consent

Self-reported answers get a patient into the funnel. Verification is what makes the referral site-ready and reduces site burden.

MEDICAL RECORD RETRIEVAL AND REVIEW (MRR)

With patient consent, we facilitate secure medical record retrieval directly from the provider
Records are assessed against protocol requirements
Qualified patients are automatically uploaded to StudyMax Recruit™ site portal to reduce site burden