Templates

Templates you can use this week

Each template is shown in full on its page and available as an editable Word document. They are written for coordinators and site directors, not lawyers, and every one that touches patient contact says where IRB approval is required.

Which templates are available?

How should I adapt them?

  • Replace bracketed placeholders with your site, study and contact details.
  • Anything a patient will see or hear, including call scripts and text messages, goes to your IRB with the protocol before use.
  • Keep a dated copy of the version you use; sponsors and monitors ask for it.

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 patient's randomization milestone payment.⁠[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 randomization. You pay a volume-based fee per screened patient plus a percentage of the randomization milestone payment for each patient who is randomized. 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.

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