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Site & Recruitment Intelligence

Patient Recruitment Bottlenecks

Most trials miss recruitment. Few teams know why.

A structured analysis of patient recruitment bottlenecks — referral, screening, eligibility and retention — and the operational interventions that demonstrably work.

Decision angle

"Where in the recruitment funnel are we losing patients — and what can we change?"

TL;DR

Recruitment fails at four points: referral, screening, eligibility and retention. Diagnose the bottleneck first; bolt-on advertising rarely fixes a structural problem.

Trial recruitment fails for structural reasons. Bolt-on advertising and patient-recruitment vendors don’t fix the problem — diagnosing the funnel does.

Key insights

What we’re seeing in the data.

01

Eligibility is the largest leak

Average screen-fail rate >50% in late-stage onc trials.

02

Referral networks are underutilized

Referring HCPs need clear inclusion criteria + frictionless workflow.

03

Patient-finding tech helps directionally

AI eligibility matching cuts screen fail by 15–30%.

>50%
Onc screen-fail
Common
4
Bottleneck stages
Funnel
15–30%
AI match lift
Range
Live
Funnel monitoring
Required
Decision framework

How to think about it.

  1. 01

    Map the recruitment funnel

    Referral → screening → eligibility → enrollment → retention.

  2. 02

    Diagnose the largest leak

    Where the absolute drop-off is biggest.

  3. 03

    Match intervention to leak

    Eligibility AI for screen fail; referral programs for upstream.

  4. 04

    Measure intervention impact

    Funnel-level metrics, not gross enrollment.

Considerations

What separates a good answer from a defensible one.

Indication-specific patterns

Onc differs from rare disease.

Site capability variance

Some sites are structurally weaker recruiters.

Patient burden

Visit frequency and travel affect retention.

Sources & tools

Where the signal comes from.

CTMS recruitment dashboards EHR-based eligibility AI Referral management platforms Patient-burden surveys
FAQ

Common questions.

Does paid advertising help?

Modestly, only after structural bottlenecks (eligibility / referral) are fixed.

Should we use decentralized trials?

Often yes for retention; sometimes worse for screening volume.

Want this answered on your data?

We build decision systems on top of analyses like this — so the next question takes minutes, not weeks.

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