Keep participants flowing, so you can deliver enrollment and win new studies.

TrialCanopy gives clinical research sites and site networks one place to identify and keep the right balance of participants moving through your enrollment pipeline, from first referral to final visit. So enrollment stays steady, your bottom line becomes predictable, and you have more time to win new studies.

Site-facing view: referral inbox and candidate pipeline

Built with sites that would rather be with participants than buried in spreadsheets.

THE JOB

You do the recruiting. You deliver the enrollment. You should be paid, and seen, for it.

Many sites build their own participant pipelines and recruit well. What you can't control is when payment arrives, and whether sponsors ever see the performance behind your numbers. The job is participants flowing at the pace your team can handle, your delivery visible to the sponsors choosing sites, and payment when you deliver. That is the job TrialConX does with you.

TrialConX fits you if

  • You want one view of every referral, including the ones you generate yourself.
  • You want no-shows flagged before they happen.
  • You want your track record working for you when sponsors pick sites for the next study.

We are probably not your next step if

  • You run one study at a time with referrals you find yourself.

Register anyway if you would like sponsors to find you; it costs nothing.

Keeping enrollment flowing is a balancing act.

You need enough participants moving through the funnel to match your team's capacity to care for them. Too often participants fall through the cracks, and knowing whether you have the capacity is a guess.

True transparency.

See exactly where participants are in the funnel and where your team's effort is really needed.

Less busywork.

Automate the admin so your team can focus on what matters: the right capacity to deliver enrollment, and the relationships that recruit participants into studies and keep them engaged.

What your participants see.

Clear visits, gentle reminders, and an easy way to confirm or reschedule. The app syncs with Google and Microsoft calendars, so participants never lose track of their next visit. Your participants get clarity; you get confirmations and falling no-show risk.

Candidate appointment view: visit schedule and confirmation

Run leaner, and prove your worth.

One place for the whole recruitment and retention journey, working with the systems and partners you already have.

Candidate detail: source, risk, journey and every touchpoint in one view

One view of every referral.

Source, risk, journey and every touchpoint, on one participant page.

Pre-screening, without the second system.

The phone screening script sits on the participant page itself. Your team works the protocol questions on the call, the answers save as they go, and the goal of every call is the same: get the screening visit booked.

Phone screening script built into the candidate page

Cut no-shows before they happen.

Automated reminders by email, SMS and in-app that cut no-shows, so your team spends time with participants instead of chasing them. Risk is scored by statistical and machine learning models, so the flag reflects real signals, not a guess.

No-show reminders: automated SMS and email sequence
Funnel analysis: recruitment ROI and drop-off by stage

See the whole funnel, and where it leaks.

Measure what matters: recruitment ROI, no-show risk, the true cost of enrollment. Know where your team's effort is best spent, whether that is finding new referrals or adding capacity where no-show risk is high.

Feedback after every visit.

Collect participant feedback after every visit so you catch problems early and keep enrolled participants engaged all the way through. Site teams also get a kudos view, where they can see and react to the positive feedback participants leave about their team.

Candidate feedback: post-visit survey and satisfaction signal

Connective glue, not a replacement. TrialCanopy works with your CTMS and existing stack, then shows you where your team's effort is best spent.

For most sites the day is reactive. Here is what changes.

From first referral to final visit.

Proactive on engagement.

You know which participants need your team's time to stay enrolled, and you reach them before they slip through the cracks.

Proactive on pipeline.

You build referral pipelines ahead of the study, so the participants are there when you need them, not scrambled for at the last minute.

Proactive on budgets.

You see the true cost of enrollment, including the invisible hours of pre-screening and chasing, so your budgets reflect reality instead of guesswork.

Works with the stack you or your sites already have.

RealTimeAdvarraVeevaCRIOEDC

One more thing: we work with sponsors too.

Part of our mission is bringing the ecosystem together. We are building a network of trial sites that sponsors can match to upcoming studies, and helping them pay sites for milestones (referral, pre-screening, enrollment, first dose) in close to real time, instead of waiting on invoices that routinely run past 90 days.1

Want to be visible to those sponsors? Register your site and stay in touch. No commitment, just a way in.

The whole platform

See everything the platform can do.

You have seen why this matters to you. The platform overview walks through every key feature, from the first referral to enrollment, retention and payment.

Explore the platform

How it works

Over half of studies extend their enrollment timeline.2 Setup takes two to three weeks.

How long depends on how many studies you are running and on your commitment to putting the system in. Where that commitment is there, two to three weeks is realistic. We would rather say that plainly than quote you a number we cannot hold.

1

We take your data, however it arrives.

Your referral and recruitment partners, your team, your CRM. Structured or messy, in whatever format you hold it. That includes the candidates who are not on a study yet, not only the ones who are.

2

We connect it and centralize it.

CRIO and the rest of your stack. One calendar, one participant journey, one place the tracking lives. Without this there is nothing to detect risk against.

3

We stay in it.

We train your team, set up the engagement automation, support study setup, and keep finding referral partners so the pipeline does not run dry.

We do this work. Not your coordinators.

The point is not the three weeks. It is what your team does with the time afterwards, which is face time with participants instead of chasing them.

Reactive is costing you studies. Start building a proactive pipeline now, or wait until you are scrambling to fill the next one.

1. SCRS 2023 Site Landscape Survey: 51% of sites report monthly payment agreements, but sites report not receiving monthly payments; 23% say 31 to 40% of invoices are more than 90 days late.2. Tufts CSDD analysis of 151 global clinical trials: 47% completed enrollment within the planned timeline, 53% extended, and one in six took more than twice as long as planned (Applied Clinical Trials, Enrollment Performance: Weighing the Facts).