Job Description

Patient Engagement Specialist

Recruitment & Outreach

• Respond to incoming patient inquiries generated through marketing efforts, referrals, and internal databases.
• Conduct initial pre-screening calls to determine eligibility and schedule qualified candidates for on-site screening visits.
• Stay current on all active study protocols to accurately inform and guide prospective participants.
• Record pre-screening outcomes in the CTMS and maintain thorough, up-to-date recruitment logs.
• Assist with outreach initiatives—including community events and provider partnerships—to broaden recruitment pipelines.

Engagement & Retention

• Act as the primary liaison for participants from the initial inquiry through completion of the study.
• Deliver consistent and proactive communication (phone, text, email) to minimize no-shows and participant drop-off.
• Support participants with logistics such as appointment reminders, transportation coordination, and follow-up scheduling.
• Work closely with CRCs and investigators to address participant questions quickly and ensure adherence to study timelines.

Database & Metrics Management

• Monitor key recruitment metrics, including inquiry response rates, show rates, and screen-fail trends.
• Maintain organized documentation of recruitment activities and outcomes for reporting purposes.
• Provide weekly performance updates, highlighting challenges and offering recommendations for improvement.

Collaboration & Continuous Improvement

• Partner with marketing and site leadership to refine recruitment strategies using current data and performance insights.
• Identify trends in participant interest, feedback, and eligibility barriers to support feasibility assessments.
• Participate in team trainings and meetings to stay aligned with site objectives and process improvements.

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