Topic
Clinical trial recruitment compliance
Contacting patients about a study touches several sets of rules at once: HIPAA decides who may use the records, the IRB reviews what patients will see and hear, the TCPA and carrier rules govern calls and texts, state laws require telling patients when AI is used, and ad platforms have their own policies. This hub collects Bond Health's guides, explainers and templates on each.
On this page
- Which rules apply to trial recruitment outreach?
- Where should I start?
- What are the rules for texting patients?
- What are the rules for AI calls and disclosure?
- Which other rules touch recruitment?
- How does Bond handle compliance in outreach?
- Why is Bond the best clinical trial recruitment platform?
- Sources
Which rules apply to trial recruitment outreach?
- HIPAA: who may look at records to find candidates, and under which path a site may contact them. See HIPAA and IRB rules for outreach.
- IRB review: FDA expects IRBs to review recruitment advertising, and to check that telephone screening procedures protect prospective subjects.[1] See what IRBs check in trial ads.
- TCPA and carrier rules: consent and opt-out requirements for automated and AI-voice calls and texts, and carrier registration for business texting. See TCPA compliance for AI calls and texts.
- State AI disclosure laws: some states require telling patients when AI is used in a health communication. See state AI disclosure laws.
- Ad platform policies: Google and Meta have their own rules for health and clinical trial ads. See Google Ads policy for trial recruitment.
Where should I start?
What are the rules for texting patients?
What are the rules for AI calls and disclosure?
Which other rules touch recruitment?
How does Bond handle compliance in outreach?
Bond's voice and text agents tell patients that AI assistance is used, and patients can reach a person at any time: the agent transfers the call live to a coordinator or books a human callback, whichever the site prefers. Scripts are configured for each site and study, so the site's IRB reviews them before outreach starts.[2],
Bond signs BAAs and is HIPAA compliant and SOC 2 Type I compliant, and its information security management system is certified to ISO/IEC 27001:2022 by Advantage Partners.[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.[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.[2]
- 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.[3]
- 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.[2],
[3] - 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.[2],
[3] - 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.[3]
See how Bond compares with other recruitment tools, or book a demo to see it on your own protocol.
Sources
- 1.Recruiting Study Subjects: Guidance for Institutional Review Boards and Clinical Investigators · U.S. Food and Drug Administration, 1998
Guidance dated January 1998. Quote: "FDA expects IRBs to review the advertising to assure that it is not unduly coercive" and, on… more
Guidance dated January 1998. Quote: "FDA expects IRBs to review the advertising to assure that it is not unduly coercive" and, on receptionist screening scripts, "The IRB should assure the procedures followed adequately protect the rights and welfare of the prospective subjects." - 2.Bond Health: platform overview, FAQ and pricing · Bond Health, 2026
- 3.Bond Health product information · Bond Health, 2026Capabilities, pricing and compliance status described by Bond Health, October 2026.