Capture pre-screen participants into CRM for biotech studies

Participant experience managers miss eligible recruits when pre-screen forms go unlogged, delaying enrollment. Add each pre-screen to your CRM so outreach and eligibility checks start quickly.

Overview

Missed pre-screen respondents stall enrollment and threaten study timelines. This workflow captures every pre-screen into the CRM and routes follow-up to participant experience managers, turning scattered submissions into a maintained outreach list and eliminating missed follow-ups.

Notable Features

Create CRM contact from pre-screens
Filter incomplete or ineligible submissions
Notify participant experience manager for follow-up