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Recruitment intelligence
for clinical trials.

Sponsors see the live funnel. Sites keep every patient interaction in one record. Coordinators work — and the analytics build themselves.

EnrollIQ recruitment intelligence platform brand artwork
Sponsor Visibility Universal Patient Record Enrollment Forecasting Append-only Event Store Live Funnel Analytics Screen Fail Intelligence Referral Source ROI CTMS Integration HIPAA-ready Architecture Site Performance Benchmarking Predictive Analytics Coordinator Workflow Sponsor Visibility Universal Patient Record Enrollment Forecasting Append-only Event Store Live Funnel Analytics Screen Fail Intelligence Referral Source ROI CTMS Integration HIPAA-ready Architecture Site Performance Benchmarking Predictive Analytics Coordinator Workflow
The Industry Problem

Patient recruitment has a data gap.

86% of trials miss their enrollment deadline. Sponsors lose $8M–$15M for every month of delay. Less than 12% of sites use structured recruitment data — the rest are flying blind.

86% of trials miss their enrollment deadline Tufts CSDD
$8M–$15M sponsor cost per month of recruitment delay Tufts CSDD
< 12% of sites use structured recruitment data CISCRP 2024
01

Recruitment history is never preserved.

Documented across CTMS architecture

Systems show where a patient is right now. They don't show how they got there — the missed calls, the stalled handoffs, the screen-fail reason that keeps repeating. That context disappears the moment the status changes.

Referral Contact Screen Overwritten
02

Patients exist as separate records across studies.

Multi-study sites

One person can become multiple study records. Prior outreach, pre-screener results, and disqualification context vanish when the next trial starts.

Patient A Study 1 Study 2 Duplicate work
03

Inconsistent workflows prevent benchmarking.

Site networks

Site A calls it "Scheduled." Site B calls it "Visit Confirmed." Neither maps to the other. Without a shared event model, multi-site benchmarking is guesswork dressed up as a report.

Referral Contact Pre-screen Enrolled
04

Sponsor visibility arrives too late to act.

Sponsor reporting

A biweekly PDF lands two weeks after the delay started. By the time a sponsor sees the problem, the window to course-correct has already closed.

Today Risk Forecast Action
Why EnrollIQ

Three signals.
One live picture.

01 Visibility
Got Lead → Pre-Screened · 18/21 criteria passed · just now
Screened → Enrolled · consent signed · event logged · 3m ago
No-show · 3rd attempt · pattern flagged · Site B · 11m ago
Screen Fail · exclusion criterion 4 · source: physician ref · 19m

Every status change is a permanent, timestamped event.

9-stage pipeline from Got Lead to Completed. Nothing is overwritten — who changed it, when, and why is always on record.

Immutable append-only audit trail · 21 CFR Part 11 architecture
02 Intelligence
Enrollment predictor · NCT-2024-081⚠ Behind pace
34 / 60 enrolledNeed 8 leads/wk to close on time
42%physician enroll rate 11%digital ads enroll rate 8/wkleads required now

Know which referral channels produce enrolled patients — not just leads.

Referral source is tracked all the way to enrollment. The predictor works backward from your target date to tell you exactly how many leads to generate this week.

Source → Enrolled referral ROI · channel-level enrollment rate
03 Efficiency
Patient screen-fails Study A · exclusion reason captured
↓   automatic
Moved to parking lot · intake history + pre-screener preserved
↓   Study B opens
Re-matched to Study B · 0 data re-entry required

A patient who screen-fails Study A is automatically matched to Study B.

Identity, intake answers, and pre-screener history persist across studies — no re-entry, no lost leads, no coordinator has to remember to check.

Cross-study person-scoped identity · every lead has long-term value
One Integrated Platform

Every data source.
One source of truth.

EnrollIQ sits beside your existing tools and turns scattered recruitment activity into one connected operating view.

Data In
EHEHR Systems
RFReferral Networks
SMSMS & Email Outreach
COCoordinator Logs
SCScreening Forms
PRPatient Registries
EnrollIQ
284
Leads
34
Enrolled
11.9%
Conversion
28%
Fail rate
Live · CARDIO-01 · 3 Sites
Intelligence Out
SPSponsor Dashboard
CRCRO Analytics
SDSite Director View
WFCoordinator Workflow
AIAI Predictions
AUAudit & Compliance Trail
The Platform

One system. Complete
recruitment visibility.

One patient record across every study and site. Every call, status move, and visit outcome is written to the data layer automatically — no manual entry, no sync, no gaps.

Live Funnel Analytics

Conversion, time-in-stage, and drop-off by site, study, coordinator, and date range.

Universal Patient Record

One identity across studies, with prior contact history and eligibility context carried forward.

Enrollment Forecasting

Forecast close dates from each site's own conversion history before milestones slip.

Referral Source ROI

See which channels produce enrolled patients, not just leads, and shift budget faster.

Data Model

The architecture keeps the story intact.

Most systems overwrite patient status as people move through recruitment. EnrollIQ appends. Every transition becomes a permanent, timestamped event — and every forecast, flag, and insight reads from the full history.

01
Data Layer

Append-only event store

Every status change becomes a timestamped event. Nothing is overwritten.

Event Sourcing Universal Patient Graph Immutable History
02
Intelligence Layer

Enrollment predictor & referral analytics

Backward forecasting from target + deadline, referral source ROI by channel, and screen-fail classification per criterion — all derived from real patient history, not estimates.

Enrollment Predictor Referral ROI Screen-fail Analysis
03
Integration Layer

CTMS and tool connectivity

An API layer sits beside CTMS, EHR, and EDC systems without replacing clinical operations.

Open REST API CTMS Platforms EHR / EDC Tools
04
Roadmap

Healthcare-wide expansion

The same event model can extend into engagement, care coordination, and population health.

Phase 2 Healthcare Networks Population Health
System Architecture Live recruitment intelligence loop
Consumers
Sponsor CRO Director Site Director Coordinator
↑  live dashboards · enrollment forecasts · risk alerts  ↑
Intelligence
Enrollment Forecasting Referral ROI Model Screen-fail AI Anomaly Detection
↑  derived from complete movement history  ↑
Data Core
Append-only Event Store Universal Patient Graph Immutable Timeline
↑  written automatically as work happens  ↑
Workflow
Task Queue Pre-screener Patient Profile Communications
↑  integrates via REST API  ↑
External
CTMS Platforms EHR Systems EDC Tools REST API
AI integration vision

Forecasting models run on real patient movement history — not industry averages. Screen-fail patterns get flagged by specific criterion, not just aggregate count. Risk surfaces before anyone checks a report.

Platform Blueprint

The real app, mapped as
one operating system.

Five permission levels. One data model underneath all of them. From the coordinator's task queue to the sponsor's live dashboard — every view reads from the same append-only event store.

Role Access

Five permission layers

SA
Super Admin All networks · Billing · User mgmt
Full
NA
Network Admin Cross-site analytics · Study config
Network
ST
Site Admin Patients · Staff · Site metrics
Site
CO
Coordinator Tasks · Pipeline · Visits · Notes
Assigned
RO
Observer Read-only dashboards · No edits
View
Data Model

One patient graph

Patient identity + contact name · DOB · phone · source · site
PatientStudy status pipeline status · study ID · site link
StatusHistory audit trail who changed · when · from→to
ScheduledVisit calendar + outcomes day · window · attend / no-show
PatientNote calls + SMS + notes type · content · timestamp
Assignment coordinator owner coord · site · study-scoped
ParkingLot awaiting study auto-matched when study opens
Patient Pipeline

Nine stages,
one history

New Lead Source auto-tagged on entry
Study match No match
Parking Lot Auto-surfaced when study opens
→ Pipeline
1
Got LeadIntake recorded · source tagged
2
ContactedCall logged · outcome tracked
3
ScheduledVisit booked · calendar entry
4
Pre-ScreeningInitial eligibility review
5
Screening21-question form · DQ logic
6
EnrolledConsent signed · study started
7
CompletedAll protocol visits done
Screen Fail Withdrawn → Parking Lot
What We Fix

Three gaps,
one platform

PL The Lead Gap

Patients who don't match today aren't lost — they go to Parking Lot and auto-surface the moment a matching study opens.

CO The Coordination Gap

Five spreadsheets become one structured queue. Every patient is owned, every action logged — nothing slips between contacts.

SI The Visibility Gap

Every role — coordinator to sponsor — reads from the same live event store. No status calls. No stale reports. No guessing.

Platform Outcomes

What every role gains — from the same operating system

CO Coordinator

Arrives each morning knowing exactly which patient to call, which visit to confirm, and which no-show to recover — no spreadsheets, no guessing.

SA Site Admin

Every patient tracked from first contact to protocol completion. Parking Lot catches anyone without a study match — zero patients abandoned.

NA Network Admin

All sites benchmarked on the same live metrics. Underperforming sites visible immediately — without waiting for monthly reports or calls.

SP Sponsor / CRO

Live enrollment progress across every site, every study. Audit trail built-in. Decision-ready data — no weekly status calls required.

How It Works

One action.
Every view, live.

No exports. No status calls. No separate reporting step. When a coordinator logs a call, moves a status, or records a visit — it's written to the event store and every dashboard updates the moment it happens.

01
Lead enters from any source

EHR referral, patient registry, SMS campaign, or direct entry — the source is automatically tagged. Universal patient identity checks for duplicates across every study in the network. A coordinator is assigned.

Source attributed · Duplicate check run · Coordinator assigned
02
Coordinator logs the contact

The task queue surfaces this lead at the right priority. The coordinator logs a call, notes the outcome, runs the pre-screener. Each action creates a timestamped event — no copy-paste, no separate report, no double entry.

Action logged · Timeline updated · Nothing entered twice
03
Status changes or patient parks

Every status move writes an immutable event — who changed it, when, from what, to what. No study match? Patient goes to Parking Lot and auto-surfaces when one opens. No-show? Recovery task created automatically.

Status = immutable event · Parking Lot auto-matches · No-show = task
04
Every role sees it live

The same event store powers all dashboards simultaneously. Site admin, network admin, and sponsor see the update the moment it is written — without exports, summaries, or weekly calls. The audit trail is already built.

One write · All dashboards update · Audit trail built-in
Full Feature Set

Built for the work
that actually happens.

01

Coordinator Tools

Patient intake, pre-screening, scheduling, and follow-up — all in one place, without a separate reporting step.

Universal Patient Profile

One record per patient across every study and site — every call, status change, pre-screen result, and visit note in a single timeline. No duplicate entry, no siloed history.

Configurable Pre-Screener

Build eligibility questionnaires per study with branching logic and per-question DQ flags. Every answer auto-logged to the patient profile — and counted toward screen fail analytics the moment it's submitted.

Visit Scheduling

Protocol visit windows tracked per patient — upcoming, overdue, and completed in one view. No-shows automatically generate a coordinator follow-up task so no visit slips without action.

Integrated Communications

Send SMS or email directly from the patient profile — auto-logged and timestamped. Automated visit reminders handled by the platform. No copy-pasting into a separate thread.

My Tasks Queue

Each coordinator's daily action list — auto-built from open pre-screeners, upcoming visits, overdue follow-ups, and study assignments. Priority-ranked so the most urgent patients surface first.

Parking Lot

Capture interested patients with no current study match. When a compatible study activates at their site, the patient surfaces automatically — no coordinator has to remember to check.

02

Analytics & Reporting

Real-time intelligence built from what coordinators do — not what they file separately.

Live Funnel Dashboards

Leads → Contacted → Scheduled → Screened → Enrolled — live conversion rates at every stage. See exactly where patients drop out before it affects your close date, filtered by site or study.

Enrollment Predictor

Enter your enrollment target and deadline — Enrolliq calculates the weekly pace required, projects your close date from site conversion history, and tells you exactly how many leads to generate.

Referral Source ROI

Enrollment rate by channel — community at 33%, physician at 17%, digital at 13%. Know which referral sources produce enrolled patients vs. leads, so you can shift recruiting budget to what actually works.

Screen Fail Analysis

Top disqualifying questions ranked by DQ rate. Know which criteria are blocking the most candidates before it compounds.

Status Audit Trail

Every status change, visit record, and note is timestamped, user-attributed, and permanent. GCP-ready audit trail with full change history — who changed what, when, and why, for every patient event.

Pre-Screener Analytics

Pass rate, fail rate, and enrollment rate broken down per pre-screener template. See which templates convert best and which specific criteria are eliminating the most candidates.

Report Builder

Choose any combination of 11 metrics — leads, screened, enrolled, screen fails, no-shows — set your time window, filter by site, study, or source, and view as a weekly or monthly trend. Export to CSV for sponsor or IRB reporting.

Product Roadmap

Built in phases. Designed to scale.

Phase 1 is live. AI-powered recruitment is next. The full CTMS platform follows — built on the same event model, extended step by step.

Live Now 01

Recruitment Intelligence

The full operating layer for clinical trial recruitment — live and available for demo today.

  • P9-status patient pipeline · append-only event log
  • UUniversal patient profile · cross-study identity
  • SConfigurable pre-screener · 4 templates, 21 questions
  • FLive funnel analytics · coordinator task queue
  • EEnrollment predictor · referral source ROI
  • XScreen-fail classification · parking lot matching
  • NMulti-site network dashboard · 5 roles
  • VVisit scheduling · no-show tracking
  • RReports & CSV export · mobile responsive
Building Now 02

AI-Powered Recruitment Agent

An autonomous AI layer that acts on recruitment intelligence — not just reports it.

  • AIAI agent for patient recruitment outreach
  • EPAI-based patient eligibility prediction
  • FUAutomated follow-up and re-engagement
  • RCSmart referral channel optimization
  • RIRisk-based site intervention alerts
  • NPNetwork pattern analysis and scoring
Built on Phase 1 data

Every AI model trains on complete, structured patient movement history — not reconstructed estimates.

Request Early Access →
◎ Vision 03

Full CTMS Platform

EnrollIQ becomes the complete trial management system — end-to-end, from site activation to study close.

  • TMEnd-to-end trial management
  • RDRegulatory documentation workflows
  • SASite activation and startup tracking
  • PDProtocol deviation management
  • ICIntegrated IRB and eConsent
  • EHDeep EHR and EDC integration
  • FMFinancial management and invoicing
  • RWReal-world evidence capture
Works With Your Stack

Your sites keep their tools.
EnrollIQ keeps the data.

EnrollIQ sits beside the tools your sites already use. No rip-and-replace. Recruitment data keeps moving — it just stops getting lost.

Live now On the roadmap Tell us what your network uses
API

REST API

Endpoints for referrals, status events, study records, and analytics exports.

SMS

SMS and email

Outreach history logged directly against the patient profile.

REP

Sponsor reporting

Live funnel, conversion, ROI, and site performance views.

REG

Patient registries

Referral intake from databases, outreach lists, and condition registries.

EHR

EHR systems

On the roadmap: eligibility signal matching and referral coordination.

EDC

EDC platforms

On the roadmap: structured handoff from qualification into clinical data capture.

SIG

eConsent tools

On the roadmap: consent status sync and screening handoff tracking.

DCT

Decentralized trial tools

On the roadmap: remote screening support and hybrid site workflow tooling.

Implementation principle

Integrations should reduce duplicate work, not create another reporting burden.

Leadership

Envisioned by people who
know the problem.

EnrollIQ is led by domain specialists with deep roots in clinical research data, platform architecture, and healthcare operations — built to solve one well-defined problem that the industry has lived with for too long.

We built the intelligence layer that clinical trial recruitment has always needed — with the people who understand exactly why it has been missing for so long.
EnrollIQ Leadership  ·  2026
V
Vasanth Manne
Founder
Clinical Trial Workflows Full-Stack Engineering HIPAA · 21 CFR Part 11
The goal is not just better charts. It is the missing intelligence layer for clinical trial recruitment — built at the data-model level so everything downstream is real.

Clinical trial recruitment has been broken for decades — not because the data doesn't exist, but because no one built the right structure to capture it. EnrollIQ exists to fix that: one intelligence layer that turns the work coordinators already do into something sponsors can act on in real time.

T
Mahammad Thufail
Co-Founder
Platform Architecture Frontend Systems Product Design
EnrollIQ should feel clear on the surface, structured underneath, and credible from the first screen a user sees.

Most clinical software is built for compliance, not for the people who use it every day. The goal is a product where the complexity lives underneath — and what a coordinator or sponsor sees is exactly what they need, nothing more. Clarity at every level is what makes a tool people actually trust.

Live Now · Accepting Demo Requests

See EnrollIQ
in action.

The platform is live. We'll walk you through the funnel, screen-fail breakdown, and enrollment forecast in under 30 minutes.