Pre-screen participants online and send coordinators only the eligible ones
Eligibility questions with rules, informed consent and coordinator review in one online flow, so your team spends its time on candidates who can enrol.
Where participant recruitment loses time
HIPAA is on our roadmap. If your study needs a regulated e-signature, connect your own e-signature provider.
Coordinators phone-screen candidates who were never eligible.
Eligibility rules run on the answers first. Only candidates who pass reach a coordinator.
Screening criteria applied differently by each person.
The same rules apply to every candidate, and each outcome is recorded.
Consent forms printed, signed and scanned.
Candidates read and sign the information and consent online, recorded with time and IP address.
No clear record of who was screened out, and why.
Each submission keeps the answers, the rule outcome and the coordinator's decision.
Study pre-screening with eligibility rules
This is the pre-screening for a type 2 diabetes study in our demo workspace. Candidates outside the criteria are screened out before anyone spends time on them.
Eligibility rules
Inclusion and exclusion criteria as all/any conditions.
Consent signed online
Agreement text and answers fingerprinted with SHA-256.
Coordinator review
Invite, decline or ask the candidate for more information.
Document collection
Referral letters or results as uploads, if you need them.
Change criteria yourself
Update questions and rules without a developer.
A record of every screening
Answers, outcomes and decisions with the time and person.
Diabetes study pre-screening
Age outside 18 to 75, no type 2 diagnosis or pregnancy ends the screening as not eligible.
Coordinators review eligible candidates only
Each candidate's answers, consent record and rule outcome are on one page. Invite them to a screening visit, decline, or ask for more information.
A shared queue for the study team
Rule outcomes recorded on each submission
History of every step and decision
Candidates check their eligibility from their phone
Link to the pre-screening from your study page or outreach email. Candidates answer a few screens and know what happens next.
Clear steps and progress
Save and finish later
Apply without an account, after confirming an email address
Consent, documents, simple e-signature, rules, reviews and emails work out of the box. ID verification, credit, background and AML checks, advanced e-signature and payments run through your own provider accounts, connected with our team during onboarding; until then those steps run in test mode with simulated results.
Explore a live demo workspace
These are demonstration workspaces for fictional organizations. Browse the offerings and apply as an applicant with made-up details (you need an email address to create an applicant account). Identity checks, signatures and payments are simulated. Staff and designer views are shown in a guided demo.
The questions we hear first
Is our applicants' data safe?
Each workspace is isolated, data is encrypted in transit and at rest, staff access is role-based and invite-only, and every action is in the history.
How we protect dataHow much work is it to set up?
We set up your workspace and build the first application with you during onboarding. After that your team changes forms and rules itself, without code.
See the productDoes it work with our providers and systems?
Built-in steps need no third party. ID, credit and AML checks and payments connect to your own provider accounts. Sending data to your own systems is scoped with you.
Integrations and APIWhat does it cost?
There are three plans. We send a quote after a short call about your process and volume, so you pay for what you need.
Compare plansSee your study pre-screening on CONSEN
Share your inclusion and exclusion criteria. We will show them as rules in a demo workspace and talk through your consent and privacy needs.