EHR screening for clinical trials

What is EHR screening for clinical trials?

A coordinator or a tool compares each patient's chart with a protocol's criteria. Some criteria sit in structured fields such as diagnoses, medications and lab results; others, such as disease stage, prior treatment or symptom history, often appear only in clinical notes and reports. The study team then reviews the matches and decides who is eligible.

Before anyone is contacted, the site needs a HIPAA path for using the records and IRB approval for the outreach. The EHR recruitment guide walks through both, and HIPAA and IRB rules for outreach covers what comes after the match.

Where should I start?

What does the research say about EHR screening?

How do EHR screening tools compare?

How does Bond screen the EHR?

Identify reads structured fields and clinical notes, prescriptions and lab results, plus imaging data and pathology, radiology and molecular reports, and returns ranked matches with the evidence behind every criterion decision.^⁠[1],[2] Bond's voice and text agents then contact, pre-screen and book the matched patients, and Bond connects to Epic, Oracle Health (Cerner), MEDITECH, athenahealth, eClinicalWorks, NextGen, Veradigm, OncoEMR and the other major EHRs (integrations).^⁠[1],[2]

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.