MediOra Health / Recruitment Workflow
How clinical trial patient recruitment support works.
MediOra supports sponsors, biotechnology companies, and CROs with a managed digital recruitment process: study alignment, approved patient-facing outreach, structured pre-screening, and referral to participating sites. Site teams retain responsibility for patient contact, clinical screening, and enrollment. PatientOrbit supports referral follow-up and available status visibility.
Step-by-Step Overview
How digital patient recruitment works with MediOra.
Our recruitment workflow shows what MediOra delivers, what participating sites manage, and where recruitment status feedback can help teams assess progress beyond initial leads.
- 01
Understand the study
Responsibility: MediOra + study team
We evaluate your study protocol, therapeutic indication, inclusion/exclusion requirements, geographic target regions, and participating research sites. This informs the outreach plan and the questions agreed for initial digital pre-screening.
Agreed outreach approach and initial screening questions
- 02
Reach patients digitally
Responsibility: MediOra
We build and manage targeted digital awareness campaigns through available channels within applicable local rules and platform policies. Potential participants in target geographic areas receive clear, respectful information about the trial opportunity.
Campaign launch under the agreed project requirements
- 03
Capture patient interest
Responsibility: MediOra
Interested individuals arrive at patient-friendly digital touchpoints designed to explain the study in clear, accessible terms. They are given transparent information regarding study expectations, trial location requirements, and the option to express interest securely.
Informed expressions of interest
- 04
Pre-screen and refer candidates
Responsibility: MediOra → research site
Interested candidates complete a structured, protocol-aligned digital pre-screening questionnaire based on agreed criteria. Where initial parameters and consent requirements are met, interested people can be assigned to a participating site through PatientOrbit or an agreed referral workflow.
Consented referral with agreed questionnaire answers
- 05
Work within the research site
Responsibility: Research site
Study site personnel access assigned referrals within PatientOrbit, retrieve contact details, initiate direct contact, conduct formal clinical screening, and log recruitment status. Site teams retain responsibility for follow-up and record the next known status in the agreed workflow.
Site follow-up and recorded screening status
- 06
Understand recruitment progress
Responsibility: MediOra + study team
Available status updates logged by research sites provide clear insight into campaign performance. MediOra and authorized trial stakeholders analyze these signals to evaluate progress and continually refine active recruitment activities.
Recruitment insights based on available status updates
Clinical eligibility remains with the study site
MediOra’s digital pre-screening is an initial questionnaire process designed to identify potentially interested candidates for referral. It does not constitute a medical eligibility determination. Formal clinical screening, medical evaluation, final eligibility decisions, and participant enrollment rest entirely with the authorized physician and research site teams.
Platform Integration
The role of PatientOrbit in our workflow.
PatientOrbit is the platform that supports our managed recruitment campaigns, bridging the gap between digital patient outreach and site operations.
Site staff can work with assigned referrals and record status; where that feedback is available, MediOra can use it to assess and refine outreach.
How PatientOrbit supports each step
- ✓
Structured Handover: Makes assigned contact details and agreed questionnaire responses available to the responsible site team.
- ✓
Site Status Logging: Lets site staff document contact attempts, screening progress, and known outcomes.
- ✓
Project Transparency: Shows authorized sponsors and CROs the recruitment data and site feedback available for their project.
Frequently Asked Questions
Process & workflow FAQs.
How are potential participants reached during a campaign?
MediOra uses targeted digital marketing channels to present clear, respectful trial information to relevant patient demographics within specific geographic radii around participating sites.
What happens after a participant completes digital pre-screening?
Where agreed initial parameters and consent requirements are met, an interested person can be assigned to the appropriate study site. Authorized site staff can review the referral and arrange direct contact and clinical screening.
Is digital pre-screening a substitute for medical screening?
No. Pre-screening is a preliminary questionnaire designed to filter initial interest against basic study requirements. All medical evaluations, official screening procedures, and enrollment decisions are conducted by the research site staff.
How does MediOra handle participant data privacy?
MediOra designs its recruitment workflows around GDPR requirements. The information collected, consent wording, access permissions, and referral route are defined for each project and applicable country. PatientOrbit gives authorized project users access according to their role.
What is needed to start a patient recruitment pilot?
An initial discussion usually covers the indication, target population, study criteria, participating sites, countries, recruitment timeline and current recruitment challenges. We then define the proposed channels, patient journey, site handover, measurement and responsibilities before agreeing the pilot scope.
Are recruitment ads and pre-screening materials reviewed before launch?
Where required, MediOra prepares the relevant patient-facing ad copy, creatives, landing page and questionnaire content for sponsor and ethics or IRB review. Campaign launch takes place only after the necessary approvals and platform requirements are satisfied.
Work with MediOra
Ready to structure your patient recruitment workflow?
Tell us about your study protocol, participating sites, and target patient population. We can discuss how our managed recruitment process fits your clinical trial.