1
Nothing obvious needs changing.
Your current process may already fit the need.
Schedule a Brief Call
Bring One Enrollment Workflow. Leave With a Clearer Next Step.
This brief scoping conversation is for research sites that want to discuss an active or upcoming study and clarify whether Patient Recruitment Support, Post-Interest Enrollment Support, or both may be useful.
No protected health information (PHI) is needed. This is not a product demo. There is no obligation.
What We Will Look At
Bring one active or upcoming enrollment workflow. We will look at:
Where patient interest comes from
What happens when it arrives
Who owns intake
How site-approved preliminary prescreening is handled
How follow-up works
How candidates reach the site’s next step
What appears to be working
What may deserve a closer look
The goal is not to force a C2R solution. It is to clarify the workflow first.
Three Useful Outcomes
2
Something deserves a closer look.
A specific handoff, ownership, follow-up, or capacity question may be worth reviewing.
3
C2R appears relevant.
We can discuss whether hands-on support or a deeper operational review makes sense.
A brief call cannot prove the cause of an enrollment problem, and it does not replace protocol- or site-specific analysis.
What This Conversation Is Not
This brief scoping conversation is not:
- A clinical or eligibility review
- Medical advice
- Protocol interpretation on behalf of the research site
- A product demonstration
- A promise that C2R is the right solution
C2R may support patient recruitment, approved post-interest enrollment work, or both depending on the study. The site’s clinical team handles screening, eligibility, consent, protocol decisions, and randomization.
What to Bring
You do not need patient information.
High-level workflow information is enough, such as:
- One active or upcoming study
- The main sources of patient interest
- Who currently receives new inquiries or referrals
- The steps between intake and site review
- Any handoff, follow-up, or capacity question you want to examine
If C2R Appears Relevant, What Happens Next?
The brief call does not commit either side to an engagement. If there appears to be a fit, the next step is to define what would actually need to be true before C2R begins approved work.
01
Review the relevant study or workflow
Use appropriate high-level information to understand the operating context and the work being considered.
02
Define scope and responsibilities
Clarify which operational activities C2R may support and which responsibilities remain with the organization and authorized site personnel.
03
Identify operating requirements
Confirm applicable systems, access, communication permissions, privacy requirements, escalation, documentation, reporting, and handoff expectations.
04
Confirm the engagement terms
Document the agreed scope, applicable commercial terms, and required agreements before work begins.
05
Complete readiness steps
Finish any required access, workflow approval, study-specific, privacy, legal, or operational activation steps.
06
Begin only approved work
C2R starts the agreed operational scope after the applicable requirements are in place.
The exact sequence depends on the engagement. This is not a promise that every scope requires the same steps or follows the same timeline.
Frequently Asked Questions
Do I need to prepare data before the call?
No. If you have recent high-level workflow or enrollment information, it can help, but the first conversation can begin with how the process works today.
Do I need to share protected health information?
No. Do not send patient-identifying information for the call.
Is this a sales presentation?
No. The purpose is to understand the workflow and clarify the next step. C2R may or may not be relevant.
What happens after the call?
There may be no next step. If C2R appears relevant, the organization and C2R can review the appropriate study or workflow information, define a possible scope and responsibilities, identify required systems, permissions, access, privacy, escalation, and reporting requirements, confirm applicable commercial terms and agreements, and complete any required readiness steps before approved operational work begins.