Patient Recruitment


Digital Advertising

Digital advertising is the most targeted and cost-effective method of recruiting patients for study participation. When developing a recruitment plan that includes digital advertising, we consider:

  • • Social media
  • • Search engine marketing
  • • Email outreach
  • • Over-the-top (OTT/streaming) media


Traditional Media Placement

For certain protocols and patient populations, our media team may suggest placing traditional advertising to generate a large amount of study awareness in a short amount of time. When placing these types of ads, we consider:

  • • Radio
  • • Television
  • • Print
  • • Direct Mail


Study Coordinator and Site Support

Our team of Local Enrollment Specialists (LES) work as an extension of the site staff to assist with recruitment activities and drive enrollment. Acting as a dedicated recruitment resource for the site, using our LES team through this model has proven to increase screening and enrollment numbers for the supported studies.

An Industry Gamechanger – Differentiators of our LES Team

  • • Local to the region or country they support, giving them a strong understanding of culture, customs, and regulations
  • • Experience as previous study coordinators, allowing them to understand pain points and operations at site level


On-Site/Virtual Support

LES reviewing with clientThe LES assist in the execution of on-site recruitment activities and maximize database results:

  • • Chart reviews/EMR database searches
  • • Secondary patient pre-screening
  • • Patient follow-up and study visit scheduling
  • • Reminder calls and lost to follow-up support

Medical Professional Outreach

The LES communicates with the site’s referring medical professional network to raise awareness of the study and motivate them to look for qualified patients for this program within their own practice. They will also work to establish relationships with new referring medical professionals.

Community Outreach

CSSi identifies all avenues for outreach within the community that may interface with the potential study patient and/or their families. To raise awareness for your study, the LES work with key community leaders to distribute study materials and plan local events.

National Advocacy Outreach

CSSi has established relationships with many national and local advocacy organizations that provide support to patients within the study’s target population. We leverage these relationships to increase awareness for the study at both the national and local level.

Patient Pre-Screening

Web and Phone Screeners

CSSi develops patient pre-screening questionnaires based on the inclusion and exclusion criteria found in the study’s protocol. Patients can complete this pre-screening questionnaire to determine their initial study eligibility. Individuals who pre-qualify for the study and have a study site near them are sent to the study coordinator for further screening.

LES Secondary Pre-Screening

After a patient completes the pre-screening questionnaire and pre-qualifies for the study, the LES can contact the patient for a more in-depth secondary pre-screening before sending the referral to the site.

Referral Management

Generating interest and gathering a pool of pre-qualified patients is just one part of the recruitment process. It is important to ensure each pre-qualified patient who has expressed interest in the study is contacted within 24-48 hours.

To assist with this process, our LES team can:

  • • Manage the flow and pace of patient referrals
  • • Ensure follow-up is conducted in an expedient manner
  • • Assist with patient scheduling and secondary pre-screening
  • • Track outcomes of all pre-qualified patients sent to the site for further screening