Trially and Margo: Closing the Clinical Data Gap with Context and Proactive Engagement

Recently HIT Consultant (a daily news publication on the health information technology industry) published an article titled, "Missing Piece in Patient Data: Why Clinical Insight Isn’t Enough Anymore" that asserts "clinical data alone is no longer enough" for modern healthcare and clinical research.  Electronic health records (EHRs) and claims data "paint only a partial picture of a patient’s experience," missing crucial "socioeconomic, behavioral, and lifestyle factors". To address this "missing piece," organizations must adopt a "holistic approach" by merging clinical data with real-world context and executing "proactive, data-driven outreach".

Trially’s AI platform, leveraging its Trially Match engine and the Margo AI Agent, directly operationalizes these necessary shifts, ensuring that recruitment strategies account for both the clinical and contextual realities of potential participants.

1. Merging Clinical Data with Socioeconomic and Lifestyle Signals

The article makes a clear case that to meaningfully improve clinical trial outcomes, organizations must move beyond a purely medical framework and adopt a holistic data strategy. It argues that success now depends on integrating "clinical data with real-world socioeconomic and lifestyle insights." The underlying logic is that a patient's decision to 'participate in a clinical trial' is not made in isolation; it is instead governed by tangible, non-medical barriers, such as 'financial stability, transportation access, work schedules, and even digital literacy. Therefore, to overcome these real-world barriers, the article proposes that leading organizations must "layer claims and EHR data with insights about household income, education level, living situation, and other attributes" to build a complete, contextual picture of the patient's life.

Trially bridges this clinical-to-contextual gap:

• Clinical Foundation: Trially first solves the foundational problem of clinical data access and accuracy. Its proprietary matching engine uses LLM-Powered Prescreening to synthesize "100% of EHR data in real time" from "Any Source - EHR Included". This process achieves approximately "~95% accuracy matching", resolving the issue of manual chart reviews ("250+ hours per month per site") being insufficient for finding clinical matches.

• Contextual Data Enrichment: Trially’s optional Data Enrichment feature is the mechanism for layering contextual insights. This feature allows for the enrichment of patient data "through healthcare exchange partners" via the Trially National Network, a registry encompassing "600K Care Providers" and "4200+ Hospitals". This expanded access enables sites to "Deepen population knowledge" and perform Population Analytics to analyze the trial population by "age, gender, diversity, meds, conditions, etc". This holistic data view provides the necessary context to address the strategic questions posed by the article, such as: "Which populations would benefit most from financial or logistical support?".

2. Moving to Proactive, Data-Driven Outreach

The article further states that the  ultimate purpose of combining rich datasets is to move organizations "from reactive strategies to proactive, data-driven outreach". This outreach must be tailored to "Detect early indicators of therapy abandonment and intervene before outcomes worsen".

Trially’s Margo AI Agent, part of the Trially Connect solution, is designed explicitly for this proactive intervention:

• Automated Engagement: Margo AI outreach is designed to "enroll high quality patients faster by engaging, prescreening, scheduling and follow-up". By automating the interaction, Margo eliminates the "Poor follow-up and staffing" issue and ensures rapid, high-quality engagement, delivering superior results "4x faster than other technology providers".

• Mitigating Logistical Barriers: Margo directly addresses the logistical hurdles that "profoundly influence how people engage with the healthcare system". Since clinical trial decisions are "shaped by factors like financial stability, transportation access, [and] work schedules", Margo streamlines the logistical process by prescreening patients based on upcoming visits and scheduling appointments and reminders via "SMS, Voice, [and] Call". This automated logistical support removes key frictions that often cause patients to fail to convert, enabling the organization to "Pinpoint communities underrepresented in research and tailor recruitment efforts accordingly".

• Efficient Handoff: Margo enhances efficiency by generating "real-time patient qualification summaries", providing necessary documentation for the site staff. This streamlines the administrative handoff, ensuring that the contextual knowledge gathered translates into successful enrollment and reducing the burden associated with manual processes.

3. Maintaining Privacy and Ethical Integrity

According to the article, the move toward holistic data "is happening with growing attention to privacy and ethics." This growing attention to privacy means organizations must now figure out how to use sensitive patient information for meaningful insights, all while ensuring that personal security is never put at risk.

Trially is built on a foundation of strict compliance to uphold this strategic imperative:

• Compliance Framework: Trially is a HIPAA-compliant AI platform and operates with certifications including "SOC 2, FDA Part 11, and ISO 27001". This level of compliance ensures that the data integration required to see the "why behind patient behavior" is done responsibly.

• Security Measures: Trially protects sensitive patient data through rigorous security protocols, combining "AES-256 encryption and TLS encryption" for all data at rest and in transit with mandated multi-factor authentication (MFA) and role-based access control (RBAC). These mechanisms ensure that the rich, contextual data leveraged by Trially remains secure, honoring the critical balance required for "Responsible Innovation and Privacy-First Design".

By uniting deep clinical understanding with contextual knowledge via its AI, Trially executes the shift from merely treating the patient in isolation to "understanding the full context in which they live", thereby "reshaping what’s possible in modern healthcare".