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Recruitment Partner Clinical Verification | AiSync

AiSync — Powered by iHealthSync

for Recruitment Partners

You Find the Patients.
We Help Verify the Evidence.

Better clinical handoffs. Stronger referral quality. More value for your sponsors.

AiSync complements patient recruitment and engagement platforms. It introduces protocol-aligned medical record aggregation, targeted evidence-gap resolution, and source-supported clinical assessments before site screening.

Explore Partnership Options See How AiSync Works
  1. Patient Identification & Engagement

    Your platform finds and engages potential patients

  2. Recruitment Workflow

    Collect candidate information and initiate prescreening

  3. AiSync

    Clinical evidence verification and gap resolution

  4. Site-Ready Referral

    Qualified, complete referrals for research site review

Illustrative
Referral Clinical Summary Ready for Site Review
Example referralIllustrative sample — not a patient recordAge band 50–59 · Example indicationProtocol EX-123
Protocol-Aligned ReviewKey inclusion and exclusion criteria reviewed
Provider Record RetrievalCollect and organize medical records from multiple sources
Evidence Gap ResolutionIdentify missing information and support resolution
Source-Supported Clinical SummaryConsolidated, citation-linked summary for site review
Illustrative laptop view of a referral clinical summary. The profile is a sample, not a real patient record.
  • Complete Referral Package
  • Site Review
  • Faster Screening Decisions
  • Complements your recruitment workflow
  • Stronger referral quality
  • Better sponsor confidence
  • Improved site acceptance

Interested Patients Aren’t Necessarily Clinically Ready.

Patient interest and prescreen completion show intent, but they don’t always provide the clinical evidence research sites need for confident review.

1

Patient Interest

Two colleagues discussing a partnership in a bright office

Interested in learning more

Patient responds to outreach or campaign engagement.

2

Prescreen Complete

Patient Questionnaire
  • Eligibility Questions
  • Medical History (Self-Reported)
  • Treatment Information

Recruitment workflow captures self-reported information and basic questionnaire results.

3

Clinical Evidence Gap

  • Missing outside records
  • Incomplete treatment history
  • Missing biomarker, lab, imaging, or pathology evidence
  • Fragmented documentation

Key clinical evidence needed for site review is missing, incomplete, or scattered across sources.

4

Site Friction

Research coordinator reviewing referral records at a clinic desk
Referral Review
  • Missing records
  • Incomplete history
  • Additional info needed
  • Review delayed

Sites must chase records, review incomplete information, and delay or question the referral.

  • More Back-and-Forth for SitesSites spend time requesting records and additional information.
  • Lower Referral ConfidenceIncomplete evidence makes it harder for sites to assess fit.
  • Slower Path to ReviewDelays in gathering clinical evidence push back site review and potential enrollment.

You Recruit. AiSync Verifies the Evidence. Sites Decide.

AiSync complements your recruitment workflow by adding protocol-aligned clinical evidence verification before site screening.

1

Patient Recruitment

Recruitment Partner
Clinical team reviewing enrollment results together
  • Patient identification & outreach
  • Patient engagement and education
  • Prescreen questionnaire
  • Interested candidates

Your team finds and engages potential patients and captures initial interest and prescreen information.

2

AiSync Clinical Verification

AiSync Clinical Intelligence
  1. Medical record aggregationCollect and organize records from multiple sources
  2. Provider-direct retrievalRequest and obtain records directly from care providers
  3. Evidence-gap resolutionIdentify missing information and support resolution
  4. Protocol-aligned assessmentEvaluate against key inclusion and exclusion criteria
  5. Source-supported clinical summaryConsolidated, citation-linked summary for site review
3

Research Site Review

Investigator & Site Team
Hospital exterior
Referral Package
  • Verified clinical summary
  • Key supporting records
  • Protocol alignment view
  • Evidence gaps resolved
Investigator Review

Site reviews complete, organized evidence and makes final eligibility decisions.

Sites receive a better-prepared referral package, review with confidence, and make final eligibility decisions.

We don’t replace your recruitment workflow. We make your referrals more clinically actionable.

  • Stronger referral quality
  • Better site acceptance
  • Fewer missing records
  • Faster path to review

Clinical Verification

What Makes an AiSync-Supported Referral Different.

AiSync helps transform an interested patient into a better-prepared, source-supported referral package for site review.

Typical Referral

  • Primarily self-reported history
  • Missing outside records
  • Incomplete treatment details
  • Slower site review and follow-up questions

AiSync-Supported Referral

  • Protocol-aligned clinical summary
  • Retrieved supporting records
  • Evidence gaps identified and addressed
  • More complete package for site review
Protocol-aligned clinical summary

Assesses key inclusion and exclusion criteria before site review.

Provider-direct record retrieval

Collects and organizes medical records from multiple sources.

Evidence-gap identification and resolution

Identifies missing information and supports resolution.

Key supporting records organized

Lab results, imaging, pathology, and progress notes in one place.

Source-linked documentation

All clinical information linked to original sources.

Ready for site review

A complete, structured package for faster, more confident review.

Illustrative
Referral Clinical Summary Ready for Site Review
Example referralIllustrative sample — not a patient recordProtocol EX-123
Protocol-Aligned Clinical SummaryKey inclusion and exclusion criteria reviewed
Provider Record RetrievalCollected and organized medical records
Evidence Gap ResolutionIdentified missing information and supported resolution
Key Supporting RecordsLab results, imaging, pathology, and progress notes
Source-Linked DocumentationAll information linked to original sources
Illustrative referral summary on a laptop, surrounded by the parts of an AiSync-supported package.
  • Stronger site acceptance
  • Better referral quality
  • Fewer missing records
  • Faster path to review

Partner Value

Improve Sponsor Confidence and Site Acceptance.

AiSync helps recruitment partners deliver more clinically actionable referrals, strengthen site trust, and add differentiated value to sponsor and CRO programs.

For Sponsors & CROs

  • More confidence in referral quality
  • Better visibility into clinical evidence
  • Stronger program differentiation
  • A more reliable enrollment strategy

AiSync-Supported Referral

Protocol-aligned clinical summary
Supporting records retrieved
Evidence gaps identified
Source-linked documentation
Ready for site review

For Research Sites

  • Better-prepared referral packages
  • Fewer missing records
  • Less back-and-forth follow-up
  • Faster path to clinical review

We don’t compete for your patients. We help make your referrals more clinically actionable.

  • Stronger sponsor confidence
  • Better site acceptance
  • More differentiated offering
  • Better clinical handoffs

Flexible Partnership Models

Integrate AiSync Into Your Offering—The Way That Works for You.

We offer flexible commercial and technical models. This makes it easier to incorporate AiSync into existing workflows and client engagements.

Two colleagues discussing a partnership in a bright office
01

White-Label Integration

Offer AiSync as part of your brand and patient journey.

  • Co-branded or white-label options
  • Integrated into your enrollment flow
  • Positioned as an enhanced service for your sponsors
02

API Integration

Seamlessly connect AiSync to your platform or workflows.

  • Secure, scalable API
  • Automated order submission and status updates
  • Designed to fit your existing technology ecosystem
03

Referral Partnership

Refer studies or patients to AiSync with a simple workflow.

  • Easy referral process
  • We handle patient authorization, retrieval, and clinical assessment
  • Keep your current patient engagement model
04

Custom Engagement

We’ll tailor a model to meet your specific needs.

  • Study-by-study arrangements
  • Dedicated support and onboarding
  • Flexible pricing and scope options
  • Aligned to your commercial goals
Differentiate Your Offering

Add clinical verification to stand out in sponsor proposals.

Create New Revenue Opportunities

Offer AiSync as a value-added service to your sponsors and partners.

Strengthen Sponsor Relationships

Deliver higher-quality referrals with clinical evidence.

Improve Site Acceptance

Help sites receive more complete, qualified referrals.

Let’s Find the Right Partnership Model for You.

Pilot & Performance

Start With One Study.
Measure What Matters.

Launch a focused clinical verification pilot. Define the workflow, then evaluate outcomes that matter to sponsors, CROs, sites, and your referral program.

  1. Select Study
  2. Define Workflow
  3. Measure Performance
  4. Scale What Works
Tablet showing the four pilot steps: select a study, define the workflow, measure performance, and scale what works.
01

Select the Study

Identify the sponsor program, protocol, and referral cohort.

  • Choose a target indication and study
  • Align on eligibility criteria and referral sources
  • Define pilot scope and goals
02

Define the Workflow

Align recruitment handoff, AiSync verification, and site review.

  • Map the end-to-end process
  • Define roles and touchpoints
  • Configure integration and communications
03

Measure Performance

Track referral quality, evidence completeness, site acceptance, and review speed.

  • Monitor key performance indicators
  • Gather stakeholder feedback
  • Identify opportunities for optimization
04

Scale What Works

Expand based on results and stakeholder feedback.

  • Refine and standardize the model
  • Plan for additional studies and sites
  • Extend across programs and therapeutic areas
Start small. Prove value. Build from there.

A focused pilot helps you validate the model, demonstrate impact, and create a clear path to scale across your clinical programs.

Explore a Pilot Program

for Recruitment Partners

Let’s Build a Stronger Recruitment Offering Together.

AiSync helps recruitment partners strengthen clinical handoffs and improve referral quality. It also supports the right partnership model, whether for a single study, a pilot program, or a broader integration.

Explore Partnership Options
Referral Package Ready for site reviewIllustrative
Example referralIllustrative sample — not a patient recordAge band 50–59 · Protocol EX-123
5Sources
4Criteria
1Open gap
Package completeness82%
Protocol-aligned summaryKey criteria reviewed
4 criteriaPass
Clinical recordsLabs, imaging, notes
5 filesRetrieved
Eligibility criteriaInclusion and exclusion view
Protocol EX-123Reviewed
Evidence-gap statusOne item still in follow-up
1 openOpen
Source documentsCitation-linked originals
LinkedReady
Illustrative referral package connected to recruitment partners, AiSync, and research sites.
Recruitment Partners
AiSync
Clinical Intelligence
Research Sites
  • Stronger referral quality
  • Better sponsor confidence
  • Improved site acceptance
  • Flexible partnership models
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