You are here:
Participant Recruitment
Participant Management digitizes and optimizes candidate recruitment in clinical trials. With Participant Management, you can help users overcome recruitment challenges, save time, and improve trial efficiency.
Life Sciences organizations often encounter significant delays in clinical research studies due to the complexities of identifying and recruiting suitable candidates efficiently. These delays directly impact trial timelines and overall success. Participant Management addresses these challenges by digitizing and streamlining the entire recruitment experience. The platform empowers users to:
- Effortlessly locate suitable trials
- Quickly assess candidate eligibility
- Streamline the registration process
- Automatically match candidates to clinical trials
You can integrate built-in Omnistudio components into your Experience Cloud site to help your organization establish prescreening and registration processes. These features enhance the recruitment workflow and offer candidates a unified clinical trial portal experience, which results in improved enrollment rates. The Einstein Candidate Matching feature automates the process of matching candidates with the inclusion and exclusion criterial of clinical trials. This automation saves time in identifying potential candidates and reduces the costs associated with converting candidates for enrollment.
- Configure Data Processing Engine for Trial Search
Use the Data Processing Engine definition in the Clinical Trial Search feature to populate data from multiple objects into a single Research Study Searchable Field. Before you enable this feature, configure the necessary licenses and permissions in your Salesforce org. - Create Searchable Object Configuration for Trial Search
Use a searchable object to convert disparate pieces of data into a single searchable format. You can select a Data Processing Engine definition to transform the pieces of information across multiple objects and fields, and populate the searchable object with the consolidated data. - Create Search Configuration for Trial Search
Configure the trial search settings to tailor result relevance and display options. - Set Up Experience Cloud Site for Participant Management
Provide a seamless experience for candidates who wish to participate in clinical trials using Experience Cloud. You can help your users build an engaging site that features the Criteria-Based Search and Filter widget, which enables candidates to easily find trials that match their criteria and start the prescreening and registration process. You can create multiple sites within your organization for different purposes and transition between them effortlessly. - Clone and Assign Permission Set Licenses for Participant Management Guest User
Participant Management provides built-in permission set licenses that you can clone and customize to give access to your guest users. You must also clone and modify Omnistudio user permission set license to assign them to the guest users. - Create Guest Users Sharing Rules in Participant Management
A guest user sharing rule is a special type of criteria-based sharing rule that you use to grant record access to unauthenticated guest users. Guest user sharing rules can grant only Read-Only access. - Create Authenticated Users Sharing Rules in Participant Management
Experience Cloud site sharing rules are a special type of criteria-based sharing rules that you use to grant record access to authenticated portal users. - Set Up Eligibility Assessment and Candidate Registration
With Omnistudio components, you can help users check their eligibility and register for clinical trials. - Einstein Generative AI for Participant Management
Participant Management’s Einstein Candidate Matching is an AI-enabled feature designed to automatically match candidates to the inclusion and exclusion criteria of research studies. Clinical trial coordinators or recruiters can use this information to build different candidate cohorts. - Clinical Excellence Console App for Participant Management
Clinical trial recruiters at investigative sites are often burdened with disparate solutions to track and monitor candidates’ recruitment and enrollment progress as well as manage daily tasks and activities. With the Clinical Excellence Console App, you can help streamline the essential jobs for a trial recruiter by organizing important metrics and tasks.
