Reduce Patient Recruitment Delays With EHR and Applied AI
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About this webinar
Applied AI and electronic health records (EHR) can strengthen patient recruitment by improving patient identification and providing clinical trial sites with a consolidated view of candidate eligibility. Connecting these capabilities within the recruitment workflow can improve targeting and reduce the time sites spend gathering records and reviewing information. This webinar explores how integrating EHR capabilities with applied AI can improve recruitment efficiency, referral quality and site screening processes.
An integrated recruitment approach can combine EHR-based patient identification with information from disease communities, labs, genetic testing providers, pharmacies and other recruitment partners. Medical record retrieval and protocol-specific clinical analysis can further support patient identification and eligibility assessment.
Applied AI can consolidate information from initial patient self-assessments, secondary screening, available medical records and other relevant sources. AI-generated candidate summaries bring together clinical findings and eligibility calculations into an actionable view, helping sites access supporting evidence and reducing the need for manual record review, while investigators retain responsibility for final eligibility decisions.
Beyond the recruitment workflow, the featured speakers will share practical, non-technical guidance on integrating AI, platforms and vendors. The discussion will cover integration planning, team handoffs and common pitfalls that can create additional work or leave useful information disconnected.
Attendees will gain a clearer understanding of how to connect recruitment channels, clinical evidence and applied AI to support more effective patient identification and informed site decisions.
Register for this webinar to learn how applied AI and EHR integration can streamline patient recruitment, improve candidate screening and reduce administrative burdens on clinical trial sites.
Who should attend
- Patient Recruitment and Engagement
- Clinical Operations
- Feasibility and Study Start-Up
- Site Engagement and Site Management
- Clinical Development
- Real-World Data and EHR Strategy
- Clinical Technology and Systems Integration
- Clinical Innovation, AI and Digital Health
- Vendor and Partnership Management
- Research Sites, including Investigators and Study Coordinators
What you will learn
- How protocol-based patient identification can complement disease communities, labs, genetic testing providers, pharmacies and other recruitment channels
- How applied AI combines self-assessment, secondary screening, available EHR evidence and eligibility calculations in actionable AI-generated candidate summaries
- How integrated medical record retrieval and protocol-specific analysis can reduce record chasing and manual review
- Practical approaches to AI integration planning, responsibilities, handoffs and site workflows
- How to address disconnected information, duplicated effort and unclear ownership while preserving human oversight and investigator decision-making
Featured Speakers
Mike Margiotta
Mike Margiotta is Chief Strategy Officer at AiSync | iHealthSync, bringing more than two decades of experience in healthcare technology and entrepreneurship. Previously, he founded eHealth Technologies and Patient iP, building solutions to improve access to medical information and support clinical research. His focus includes using technology to streamline medical record aggregation, patient enrollment and trial operations.
Meagan Garvin
Meagan Garvin is Director of Trial Strategy at Trialbee, where she helps develop patient recruitment strategies grounded in data and an understanding of patients’ needs. Her work includes translating patient and indication insights into targeted recruitment approaches across therapeutic areas, including cardiometabolic disease, oncology and rare disease. She is passionate about connecting patients with clinical trial opportunities.
Carl Wolff
Carl Wolff is a Principal Engineer at Trialbee, with experience spanning software development, technical leadership and DevOps. One of the company’s longest-serving team members, he helps build and evolve the technology behind Trialbee’s patient recruitment solutions. Based in Malmö, Sweden, Carl brings a practical engineering perspective to developing reliable technology for clinical research.
Partner for this event
Trialbee
Trialbee is the global leader in technology-powered Global Patient Recruitment. Its Honey Platform™ unifies patient outreach, medical pre-qualification, and visual reporting in a single system with embedded AI and advanced analytics to improve targeting, reporting, and last mile site handoff across programs, therapeutic areas, and geographies. Using data-driven recruitment strategies, educational patient materials, and a Partner Network of patient communities, Trialbee expands access to clinical research worldwide while delivering measurable results at scale across many of the largest clinical programs in the world. Trialbee is the fastest-growing patient recruitment company over the past five years and has earned a 91% repeat business rate with leading biopharmaceutical companies including Eli Lilly, Bristol Myers Squibb, Sanofi, and Takeda. With more than 1.6 million patient journeys managed in Honey, Trialbee supports over 6,000 research sites, 50 countries, and 66 languages with a 30% referral-to-consent ratio. Headquartered in Sweden and guided by a culture that is humble, kind, curious, and fun, Trialbee is focused on advancing Global Patient Recruitment to improve clinical research access for all.