SERVICES
Patient Concierge Services
Empowering patients. Accelerating trials. Reducing site burden.
Patient Concierge Services, EMR Data Retrieval & Secondary Screening
Delve Health’s concierge services are built to bridge the gap between clinical operations and the patient experience. Through our Clinical StudyPal™ platform, we offer a tech-enabled, human-centered support model that streamlines recruitment, secondary screening, remote consent, medical record access, and ongoing patient engagement—globally.
Multilingual Teams
250,000+ Patients Connected
Access to 75% of US Population
250+ Studies Supported
Clinical Trial Patient Support
Our patient concierge services address critical gaps in clinical trial execution—streamlining patient onboarding, automating routine touchpoints, and supporting data-driven secondary screening. These services are designed to reduce site workload, improve data quality, and keep patients actively engaged throughout the trial.
Patient Screening & Pre-Qualification
We support protocol-specific pre-screening and secondary screening workflows, including:
- Conducting structured screening calls with referred or self-identified patients
- Using Clinical StudyPal™ to administer eligibility questionnaires
- Coordinating remote collection of patient consent for secondary screening
- Triaging patients for medical record retrieval, telehealth visits, or in-person scheduling
🧠 Outcome: Reduce screen failures, accelerate enrollment, and lighten site burden.
Patient Scheduling & Visit Coordination
We handle visit scheduling directly with patients—whether it’s in-person, virtual, or in-home.
- Appointment reminders via SMS, phone, or email
- Rescheduling and site coordination
- Multilingual communication to support global reach
- Escalation protocols for missed or delayed visits
📅 Outcome: Higher visit compliance, fewer no-shows, less friction for sites.
Ongoing Engagement, Retention & Support
We serve as the frontline for patient needs throughout the trial lifecycle.
- In-home care coordination (as applicable)
- Wearable and app onboarding support
- Reminders for eDiary entries, medications, and assessments
- Ongoing touchpoints to reduce dropouts and improve adherence
- Global shipment support
💬 Outcome: Improved retention, better compliance, and a more human trial experience.
EMR-Based Secondary Screening & Medical Record Retrieval
Once a patient expresses interest, our team initiates secondary screening by retrieving and reviewing EMR data to confirm eligibility—before a site visit or full enrollment.
- Patient authorization and HIPAA/GDPR-compliant consent collected via Clinical StudyPal™
- Secure coordination with providers, health systems, or HIEs to retrieve medical records
- Study teams or remote coordinators can review eligibility criteria using actual EMR data
- Full audit trail to support 21 CFR Part 11 compliance
🔍 Outcome: Reduced protocol deviations, faster qualification, and optimized screening workflows.
LET'S TALK
Benefits of Clinical Trial Concierge Services
Delve Health’s clinical trial concierge services offer numerous benefits that enhance the clinical trial experience for both patients and clinical sites:
Increased Patient Satisfaction
By providing comprehensive support, we ensure patients feel valued and understood, leading to higher satisfaction levels.
Streamlined Patient Flow
Efficient management of patient schedules and logistics results in smoother trial operations and better patient flow.
Decreased Clinician Burnout:
Automating routine tasks reduces the administrative burden on clinical staff, allowing them to focus on patient care and reducing burnout.
Elevated Clinical Efficacy
With patients receiving the support they need, compliance with trial protocols improves, leading to more accurate and reliable trial outcomes.
Real-World Data and Analytics
Our Clinical StudyPal platform is designed to connect higher quality real-world data (RWD) and provide robust analytics. This capability helps sites solve challenges and develop more diverse, patient-centric clinical trials. By leveraging these insights, clinical trials can be tailored to meet the needs of diverse patient populations, improving overall trial outcomes. The platform’s analytics capabilities provide valuable data that can be used to refine trial procedures, enhance patient engagement strategies, and improve overall trial efficiency.
Why Choose Delve Health for Patient Concierge Services?
Expertise in
Clinical Trials
Our team comprises clinical trial experts who provide tailored patient concierge services to meet the specific needs of each trial, ensuring optimal outcomes.
Advanced Technology Support
The Clinical StudyPal platform automates routine tasks, provides real-time analytics, and ensures seamless patient communication, enhancing efficiency and trial outcomes.
Proven Track
Record
Delve Health has a successful history of supporting clinical trials across various therapeutic areas and phases, consistently improving patient outcomes and trial efficiency.
Frequently Asked Questions
Patient concierge services enhance patient engagement and retention, reduce missed appointments, and improve overall compliance with trial protocols. They also decrease the administrative burden on clinical staff, allowing them to focus more on patient care, leading to more efficient and effective clinical trials.
Delve Health’s patient concierge services include clinical trial patient recruitment and pre-screening, appointment reminders and follow-ups, patient retention services (such as in-home care requests and remote patient monitoring), providing important clinical study information, web-based app or wearable device training and support, medication schedule reminders, eDiary entry reminders, and gathering feedback on site and trial experience.
By offering continuous support and addressing any non-clinical needs or concerns, concierge management software helps maintain patient engagement and adherence to trial protocols. This includes providing in-home care, remote monitoring, and timely reminders for appointments and medication schedules.
The platform streamlines patient management, reduces administrative tasks, and enhances data collection through real-time analytics and insights. This leads to improved trial efficiency, better patient outcomes, and stronger relationships between sites and sponsors.
Yes, Delve Health’s patient concierge services include clinical trial patient recruitment and pre-screening. The team identifies and recruits suitable candidates, ensuring they are informed and prepared for participation in the clinical trial.
Through timely reminders for medication schedules, eDiary entries, and appointments, as well as providing necessary information and support. Delve Health’s patient concierge services help ensure patients comply with trial protocols, leading to more accurate and reliable data.
Delve Health adheres to strict data protection and privacy regulations, ensuring that all patient information is securely managed and used only for the purposes of the clinical trial. Patients can trust that their personal data is handled with the utmost care and confidentiality
