Clinical Enrollment Increases Onsite Visits by 45%

The Challenge: Friction Between Referrals and Site Enrollment

Clinical Enrollment is a high-growth clinical trial recruitment firm that aims to give patients what they deserve: access to potentially life-changing scientific discoveries.

Before partnering with Predoc, the firm faced a familiar obstacle: site partners frequently stalled on referrals because patient medical records were not immediately available. As a result, enrollment pipelines slowed and patient drop-off increased. For both Clinical Enrollment and its partner sites, patient drop-off represents lost revenue potential from otherwise-qualified patients.

“Referrals without records were one of the most common complaints from our site partners. It delayed consent and made our value prop harder to prove.” — Jessica Detmer-Lillard, Head of Site Relations & Recruitment Operations

The Solution: Embedding Predoc into Every Trial

Starting in 2024, Clinical Enrollment made medical record retrieval via Predoc a mandatory part of its delivery model, a move that streamlined downstream workflows and supported faster patient enrollment. Now every trial includes Predoc in the standard services agreement unless the trial itself does not require medical history.

“We now include Predoc in every contract we execute. It’s become core to how we deliver for trial sponsors.” — Jeff Eggeling, Head of Partnerships and Sponsor Relations

Predoc became a key lever in business development efforts. Several recent trial wins, including a large heart failure trial for a top-5 pharma company, were directly influenced by Clinical Enrollment’s ability to guarantee patient record retrieval.

The Impact: Faster Referrals, Higher Conversion, More Wins

With Predoc in place, Clinical Enrollment now sends patient referrals with complete records for nearly all referrals, a critical factor in enabling sites to consent and randomize patients more efficiently. In one notable example, Clinical Enrollment managed both the Phase 2b and Phase 3 portions of a large sponsor’s program. Phase 2b did not include record retrieval; Phase 3 did, with Predoc embedded from the start. The result: onsite visits increased by 45%, which often leads to speedier enrollment. For sites, receiving complete, structured records with a referral was a clear differentiator.

A Competitive Advantage in Business Development

In a crowded landscape, the ability to guarantee complete records has become a differentiator for Clinical Enrollment. In recent bids, sponsors have made it clear that without a solution like Predoc, Clinical Enrollment would not have made the shortlist.

“We wouldn’t have won at least one recent, large trial if we couldn’t guarantee record retrieval.” — Jeff Eggeling

Sending a referral with complete records and a Facesheet eligibility view lets sites consent and randomize faster, which lifts conversion and reduces the patient drop-off that represents lost revenue. Guaranteed record retrieval has become a structural advantage in sponsor bids, turning a data-completeness capability into new business wins.

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