Getting started with Clinical Trial Patient Recruitment App

The Clinical Trial Patient Recruitment App gives prospective and enrolled participants a mobile app for pre-screening, electronic consent, visit reminders and reporting how they feel, and gives study sites a workspace to follow up. Consent is captured with the IRB-approved materials and version, and participant-reported symptoms reach the site team for review rather than being judged by the app. Every consent, report and decision keeps its record for monitors, auditors and inspectors.

What it is for

Many trials struggle to find eligible participants and to keep them once enrolled. Pre-screening happens over the phone and in spreadsheets, consent is a long paper form explained in a single visit, and reconsent after an amendment depends on someone remembering. Between visits, participants have no easy way to report a new symptom, so possible adverse events surface late, if at all. When a monitor asks which consent version a participant signed, the answer is in a binder.

• Pre-screening is manual and referrals from outreach are hard to track
• Paper consent is hard to understand and harder to keep current after amendments
• Participants miss visits and drop out without the site knowing why
• Symptoms between visits are reported late or not at all

Who uses it

• Clinical research sites at hospitals, academic medical centers and site networks
• Study coordinators and principal investigators running enrollment and follow-up
• Sponsors and CROs who want consistent recruitment and retention across sites
• Research compliance and IRB offices responsible for consent
• Participants and their caregivers, who use the app

Before you start

• Your organization licenses Clinical Trial Patient Recruitment App from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Clinical Trial Patient Recruitment App in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Clinical Trial Patient Recruitment App from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Clinical Trial Patient Recruitment App before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Clinical Trial Patient Recruitment App
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com