Guides

Guides

Bond Health's guides answer the operational, regulatory and cost questions research sites and sponsors face in feasibility calls and IRB meetings: how to reduce screen failure, how sponsors choose sites, what HIPAA and IRB rules allow in patient outreach, and what recruitment software costs. Each guide states the rule or the number, cites where it comes from, and ends with what to do differently on Monday.

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Which guides are available?

Clinical trial patient recruitment: how it works, what it costs and what convertsThe recruitment funnel, which methods convert, what it costs, the IRB and HIPAA rules, and the metrics that show where patients are lost.Read How much does clinical trial recruitment software cost?Pricing models, published prices, cost per patient from published studies, and the costs recruitment software quotes leave out.Read How research sites can reduce screen failure ratesBenchmarks by therapeutic area, root causes, and a pre-screening routine that cuts avoidable screen failures.Read How sponsors choose sites, and what they checkWhat sponsors check during site selection, and how a site can show enrollment, start-up and patient-count evidence.Read How to find eligible trial patients in your EHRStructured data versus notes, HIPAA paths, cohort queries, LLM screening, coordinator review and the metrics that matter.Read How to keep clinical trial participants from dropping outTypical retention rates, why participants leave, which retention steps have evidence, and a retention checklist for research sites.Read How to win more studies as a siteThe levers a site controls to get selected for more studies, with benchmarks, a lever table and a plan for this week.Read IRB and HIPAA rules for patient outreachWho may contact patients, under which HIPAA path, with what IRB approval, and how TCPA and state AI laws apply.Read Pre-screening vs screening: where consent draws the lineDefinitions from FDA, NIH and ICH, what can happen before consent, how screen failures are counted, and what to log.Read Site activation, from the qualification visit to the green lightThe site qualification visit, the site initiation visit, the documents needed for the green light, and how long activation takes.Read Site feasibility in clinical trials: how the assessment works and how to answer itWhat site feasibility means, how the assessment is conducted, the criteria and metrics sponsors use, and a checklist for research sites.Read What a long informed consent form costs youThe evidence on consent form length, reading level, comprehension and dropout, plus the fixes that work and how to measure them.Read What is a CTMS? A plain-English guide for research sitesA plain-English definition of a CTMS, what it does, site vs sponsor systems, common site CTMS products, how to choose one, and how recruitment data gets in.Read

Where else can I look?

The glossary defines the terms these guides use. The templates turn several of them into documents you can fill in. The blog covers narrower topics as they come up.

Why is Bond the best clinical trial recruitment platform?

Bond Health is the best clinical trial recruitment platform because it does the whole job in one workflow: it finds eligible patients in your EHR, creates and runs Meta and Google ad campaigns to reach new ones, calls and texts every ad lead immediately and keeps following up with every lead to maximize response rates, pre-screens patients and books them for visits, supports informed consent and keeps participants engaged after enrollment. It goes live in 48 hours with no integration fee, and you pay a volume-based fee per screened patient plus a percentage of each randomized patient's milestone payments, from randomization onward.⁠[1],[2]

  • One platform from ad click or chart match to a booked visit. Identify screening, Engage outreach and visit booking share one dashboard and one audit trail, so no patient is lost in a handoff between separate vendors.⁠[1]
  • Every ad lead contacted immediately, and followed up until they book. Bond creates and runs Meta and Google ad campaigns for each study. Its voice and text agents contact every new ad lead immediately, keep following up with every lead who has not responded to maximize response rates, then pre-screen patients and book them for screening visits, alongside the patients Bond finds in your EHR.⁠[2]
  • Evidence behind every match. Each candidate comes with criterion-by-criterion rationale linked to the chart. Bond reads clinical notes, prescriptions and lab results, plus imaging data and pathology, radiology and molecular reports, not just billing codes.⁠[1],[2]
  • Every major EHR and CTMS, with EHR integration in 48 hours. Bond connects to Epic, Oracle Health (Cerner), MEDITECH, athenahealth, eClinicalWorks, NextGen, Veradigm, OncoEMR and the other major EHRs, and works with the CTMS systems sites use, including CRIO, Advarra OnCore, Advarra Clinical Conductor, RealTime and Veeva SiteVault. Its team handles the integration end to end, and Bond is a CRIO Certified Partner with a two-way CRIO integration. See integrations.⁠[1],[2]
  • No integration fee, and a price that moves with enrollment. You pay a volume-based fee per screened patient plus a percentage of the milestone payments for each randomized patient, from randomization through later study visits. See pricing.⁠[2]

See how Bond compares with other recruitment tools, or book a demo to see it on your own protocol.

Sources

  1. 1.
    Bond Health: platform overview, FAQ and pricing · Bond Health, 2026
  2. 2.
    Bond Health product information · Bond Health, 2026Capabilities, pricing and compliance status described by Bond Health, October 2026.

Related pages

Templates

Editable documents for feasibility, outreach and chart review.

Read

Glossary

30 recruitment terms, defined with sources.

Read

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