Solutions

Resources

Company

Solutions

Resources

Company

Solutions

Resources

Company

Trially CONNECT

Hey, Margo.

Convert qualified patients into study participants.

portrait of a woman
portrait of a woman

Connect

Trially CONNECT

Hey, Margo.

Convert qualified patients into study participants.

portrait of a woman

Connect

Stop losing patients to workflow gaps.

Qualified candidates often slip away due to insufficient follow-up, staffing and physician handoff.

Margo engages patients from pre-screening to enrollment.

Find the right patients faster — in just 3 steps.

Because your Top CRC needs to be on every patient call.

Drop your list.

Drop your patient list and enrich your data, or integrate directly with your current systems. Margo does the rest.

Drop your list.

Drop your patient list and enrich your data, or integrate directly with your current systems. Margo does the rest.

Drop your list.

Drop your patient list and enrich your data, or integrate directly with your current systems. Margo does the rest.

Get trial-ready.

Margo reactivates and engages dormant patient populations with voice call, text and email to build your trial-ready population.

Get trial-ready.

Margo reactivates and engages dormant patient populations with voice call, text and email to build your trial-ready population.

Get trial-ready.

Margo reactivates and engages dormant patient populations with voice call, text and email to build your trial-ready population.

Pre-screen pronto.

Qualify patients for trials with automated pre-screening, scheduling and engagement.

Pre-screen pronto.

Know why patients qualify, when they are visiting and how to focus your recruitment on who matters most.

Pre-screen pronto.

Qualify patients for trials with automated pre-screening, scheduling and engagement.

Pre-screen pronto.

Qualify patients for trials with automated pre-screening, scheduling and engagement.

Plug into what you already use.

Built by world-class Zapier AI engineers, we keep your workflow in-tact with pre-built connectors to any EHR, CTMS, CRM or list.

The value of Trially cannot be overstated for our site! It’s a super simple yet powerful technology that saves me a ton of [billable] time on prescreening. Any researcher of any level would benefit.

-Site Coordinator, CRIO Clinical Site Partner

The value of Trially cannot be overstated for our site! It’s a super simple yet powerful technology that saves me a ton of [billable] time on prescreening. Any researcher of any level would benefit.

-Site Coordinator, CRIO Clinical Site Partner

The value of Trially cannot be overstated for our site! It’s a super simple yet powerful technology that saves me a ton of [billable] time on prescreening. Any researcher of any level would benefit.

-Site Coordinator, CRIO Clinical Site Partner

The value of Trially cannot be overstated for our site! It’s a super simple yet powerful technology that saves me a ton of [billable] time on prescreening. Any researcher of any level would benefit.

-Site Coordinator, CRIO Clinical Site Partner

Key Features

Upload SVG file

Apts & Reminders

Scheduling through call, email, SMS.

Upload SVG file

Apts & Reminders

Scheduling through call, email, SMS.

Upload SVG file

Apts & Reminders

Scheduling through call, email, SMS.

Upload SVG file

Apts & Reminders

Scheduling through call, email, SMS.

Upload SVG file

Max Randomization

Agent targets mostly likely candidates.

Upload SVG file

Max Randomization

Agent targets mostly likely candidates.

Upload SVG file

Max Randomization

Agent targets mostly likely candidates.

Upload SVG file

Max Randomization

Agent targets mostly likely candidates.

Upload SVG file

Interruption Handling

Stops and listens when interrupted.

Upload SVG file

Interruption Handling

Stops and listens when interrupted.

Upload SVG file

Interruption Handling

Stops and listens when interrupted.

Upload SVG file

Interruption Handling

Stops and listens when interrupted.

Upload SVG file

Patient Reactivation

Engage trial-ready population.

Upload SVG file

Patient Reactivation

Engage trial-ready population.

Upload SVG file

Patient Reactivation

Engage trial-ready population.

Upload SVG file

Patient Reactivation

Engage trial-ready population.

Upload SVG file

Qualification & Reporting

Qualify and pre-screen candidates.

Upload SVG file

Qualification & Reporting

Qualify and pre-screen candidates.

Upload SVG file

Qualification & Reporting

Qualify and pre-screen candidates.

Upload SVG file

Qualification & Reporting

Qualify and pre-screen candidates.

Upload SVG file

Selective Attention

Suppress noise, focus on patients.

Upload SVG file

Selective Attention

Suppress noise, focus on patients.

Upload SVG file

Selective Attention

Suppress noise, focus on patients.

Upload SVG file

Selective Attention

Suppress noise, focus on patients.

Loved by sites, trusted by experts.

Screen Smarter. Enroll Faster.

Team up with Trially to covert qualified candidates and predictably hit your enrollment goals.

Screen Smarter. Enroll Faster.

Team up with Trially to covert qualified candidates and predictably hit your enrollment goals.

Frequently Asked Questions

What compliance standards does Trially meet?

How does Trially ensure my patient data stays private?

Which Electronic Health Systems (EHR) systems does Trially integrate with?

Which CRM systems does Trially integrate with?

What encryption standards does Trially use to protect sensitive health information?

Can my IT team integrate their existing security protocols with Trially's system?

How do we implement Trially into our current workflow?

Frequently Asked Questions

What compliance standards does Trially meet?

How does Trially ensure my patient data stays private?

Which Electronic Health Systems (EHR) systems does Trially integrate with?

Which CRM systems does Trially integrate with?

What encryption standards does Trially use to protect sensitive health information?

Can my IT team integrate their existing security protocols with Trially's system?

How do we implement Trially into our current workflow?

Frequently Asked Questions

What compliance standards does Trially meet?

How does Trially ensure my patient data stays private?

Which Electronic Health Systems (EHR) systems does Trially integrate with?

Which CRM systems does Trially integrate with?

What encryption standards does Trially use to protect sensitive health information?

Can my IT team integrate their existing security protocols with Trially's system?

How do we implement Trially into our current workflow?

©

All rights reserved.

All information presented is for illustrative purposes only and does not represent actual data. Trially's product is fully compliant with HIPAA, SOC 2, FDA 21 CFR Part 11 and ISO 27001 regulations, ensuring the highest level of data security, safety and privacy.

©

All rights reserved.

All information presented is for illustrative purposes only and does not represent actual data. Trially's product is fully compliant with HIPAA, SOC 2, FDA 21 CFR Part 11 and ISO 27001 regulations, ensuring the highest level of data security, safety and privacy.