AI Eligibility Screening for Clinical Trials
Let your AI agent handle eligibility reviews—no more manual cross-checking in Excel, email chains, or shared folders. Get clear, actionable reports in minutes.
You spend hours as a Clinical Research Coordinator digging through Epic EMR exports, interview transcripts, and physician emails just to confirm protocol criteria. Every missed detail means re-reading documents and chasing clarifications. The manual process is slow, error-prone, and leaves you overwhelmed.
An AI agent that reviews interviews, medical records, and clinician notes to quickly determine subject eligibility for clinical research studies.
What this replaces
The hidden cost
What this is really costing you
In clinical research, coordinators and study managers must verify subject eligibility by pulling interview transcripts from Microsoft Teams, reviewing medical records from Epic, and gathering staff notes from Outlook. Each step is manual, requiring careful cross-referencing against trial protocols. This tedious process takes time away from critical tasks like recruitment and compliance reporting.
Time wasted
1.5 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$3,510/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Overlooking eligibility criteria leads to protocol deviations, delayed subject enrollment, and costly audit findings that put trial timelines at risk.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
1.5 hrs/week
of manual work
With your AI agent
15 min/week
agent-handled
You save
$2,808/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Summarize Screening Interview
You ask your agent to review a recorded interview and summarize whether the subject meets key eligibility criteria.
Check Medical Records for Protocol Compliance
You ask your agent to scan a subject's medical records and flag any reasons for exclusion based on the trial protocol.
Compile Eligibility Evidence from Multiple Sources
You ask your agent to combine interview notes, medical records, and staff comments into a single eligibility assessment.
Identify Missing Information
You ask your agent to review all collected data and list what additional information is needed to make an eligibility decision.
How to hire your agent
Connect your tools
Link your existing electronic data capture, document management, and clinical trial management tools used for storing interviews, medical records, and staff notes.
Tell your agent what you need
Type: 'Assess subject #1045 for eligibility using interview transcript, uploaded medical records, and physician notes. List any missing data.'
Agent gets it done
Receive a detailed eligibility report with summarized findings, flagged issues, and a list of any missing information for subject #1045.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Interview Transcript Summarization
Pulls key eligibility information from Microsoft Teams interview transcripts and generates a concise summary matched to protocol criteria.
Medical Record Compliance Checks
Analyzes Epic EMR exports and flags data points that conflict with trial requirements, producing a checklist for inclusion and exclusion.
Clinician Note Parsing
Reviews physician and nurse notes from Outlook emails to identify relevant clinical findings for eligibility assessment.
Eligibility Recommendation Drafting
Synthesizes all available subject data to draft a recommended eligibility decision, complete with supporting evidence from each source.
Missing Data Identification
Detects gaps in uploaded documents and lists specific missing information or clarifications needed before confirming eligibility.
AI Agent FAQ
The agent accepts exported files from Epic EMR and Microsoft Teams. Direct API integration is planned, but for now, you upload transcripts and records for each assessment.
Your AI agent drafts a recommended eligibility decision with supporting evidence, but the final review and approval remain with the Clinical Research Coordinator or Principal Investigator.
All data is encrypted in transit using TLS 1.3. The agent processes documents only during your session and does not retain or share information after completion. Always follow your site's IRB and HIPAA protocols.
The agent works best with digital text files. Handwritten notes may not be accurately interpreted; for reliable results, provide typed or scanned text documents.
Currently, the agent analyzes English-language documents. Multi-language support is on the roadmap for future releases.
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