Find protocol-matched patients earlier, when enrollment decisions matter most

Citeline PatientMatch harnesses real-world data to pinpoint protocol-matched patients, surface them to sites, and manage recruitment end-to-end.

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Find the right patients sooner.
Activate enrollment faster.

Citeline PatientMatch combines protocol-level matching, real-world data, and dual-pathway activation.

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Earlier identification

Surface protocol-matched patients across large-scale real-world data.

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Broader activation

Alert the Principal Investigators (PI) and engage both treating physicians and eligible patients.

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Better enrollment efficiency

Reduce screening burden and focus site effort on higher-quality referrals.

Features

What you can do with Citeline PatientMatch

Find protocol-matched patients earlier

A tailored algorithm, built by our clinical experts from your I/E criteria, continuously searches real-world data for patients who meet complex eligibility.
  • Claims, lab results, EHR, and clinical notes monitored at national scale
  • A human-in-the-loop, LLM-driven framework reads unstructured notes beyond ICD-10
  • EHR-agnostic — no software installation required at each site
  • Claims
  • Lab & EHR
  • Clinical Notes
Patient funnel chart showing 143 total alerts, 23 screened, 1 screen failure, and 13 randomized.

Alert the PI and reach patients through their treating physician

Each match is linked to the treating physician’s NPI, so the study site learns about the patient and the physician learns about the trial.
  • PI, site, affiliate, and geo-targeted alerts delivered to the study team
  • Treating physician alerted directly and connected to the study site
  • De-identified, actionable details to guide rapid follow-up
  • PI Alert
  • Site Alert
  • Affiliate Alert
  • Geo-Targeted
PatientMatch dashboard for a Bethesda demo site, showing alert-type donut chart and site alerts by date with total matches.

Reach eligible patients directly

Where patients can be reached directly, we offer compliant, tokenized outreach through Quest Diagnostics.
  • Matched-patient cohort built from the full data picture, not a lab query alone
  • Only patients who match, are reachable, and have consented are contacted
  • Every email is IRB-approved and passes Quest Diagnostics legal review
  • Tokenized
  • Consent-based
  • IRB-approved
Dashboard showing treating physician alert metrics and a U.S. map of physician population by county.

Monitor recruitment performance

A real-time dashboard provides visibility into the PI and study sites alert activity, helping sponsors, CROs, and sites understand engagement, referral progression, and site-level performance.
  • Alert volume and site-level activity in one view
  • Referral progression from alert to screening
  • Performance reporting across participating sites
  • Alert Volume
  • Site Performance
  • Patient Funnel
Patient Alerts table showing alert types, tiers, site IRT IDs, dates, and 1–10 of 143 items.

The data behind Citeline PatientMatch

Powered by Citeline’s proprietary data assets: 300M+ lives in claims, 225M in lab results, 62M in EHR, plus clinical notes and the Skipta provider network of 2M+ US providers.
300M+
US lives across claims data
500M+
Diagnostic results per month
2 of 3
Largest reference labs in the US connected, plus 400+ hospitals & health systems
2M+
US providers in the Skipta network
How It Works

Turning real-world data into qualified referrals

Clinical SMEs translate your protocol’s I/E criteria into a tailored matching algorithm, built specifically for your study, not a generic template.
The algorithm runs continuously against claims (300M US lives), lab results (225M US lives), EHR (62M US lives), and provider clinical notes, surfacing relevant patient activity in near real time.
Protocol-aligned patient activity is identified and resolved to provider NPI, tying each match to a specific physician, not just a data record.

The match is activated from two directions simultaneously. Investigator & HCP Alerts: the study site and treating physician receive de-identified alerts at the same time. Patient Outreach: consented, IRB-approved outreach delivered via Quest Diagnostics, only for patients who match, are reachable, and have opted in.

A real-time dashboard gives sponsors, CROs, and sites full visibility into alert volume, demographics, site performance, and referral progression to enrollment.
Citeline Clinical dashboard showing patient demographics by birth year and site alerts with bar and line charts.
Dashboard showing a Patient Statuses bar chart and Patient Alerts table.
Dashboard featuring a map of the United States with treating physician locations highlighted.
compare

Citeline PatientMatch vs. traditional recruitment approaches

Capability Traditional approaches Citeline PatientMatch
Find patients through physician networks
Find patients through registries
Find patients through EHR data Limited
Direct patient outreach Limited
Protocol-level patient matching
Multi-source real-world data foundation
Activates both HCPs and sites
Continuous patient identification
Unified reporting from referral to enrollment
Front page of the case study titled Accelerating Recruitment Efforts in a Complex Small Cell Lung Cancer Study.
Case Study

Accelerating Recruitment in a Complex Small Cell Lung Cancer Study

In a Phase II SCLC study, around 20% of all US-randomized patients were identified through the Citeline PatientMatch alert system, with the first referrals delivered within one week of deployment.
Pricing

Find the right Citeline PatientMatch package for your team

Speak to a Citeline expert to discuss your trial, your protocol, and how we can help you enroll faster.

latest resources

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Frequently Asked Questions

Citeline PatientMatch pinpoints relevant patients for a clinical trial through a targeted approach with a customized algorithm and provides custom-timed alerts to enable greater site efficiency and optimization. By leveraging medical and pharmacy claims, laboratory results, EHR data, and provider-dictated clinical notes, Citeline PatientMatch enables sponsors, CROs, and sites to surface eligible patients with greater precision and speed — accelerating enrollment and reducing site burden.

Citeline PatientMatch draws on medical and Rx claims, laboratory results, EHR data (structured and unstructured), diversity data, and proprietary Citeline datasets — including the Skipta network of 2M+ providers, Trialtrove, and Sitetrove. It is EHR-agnostic and deploys seamlessly across any EHR ecosystem.

Citeline PatientMatch delivers custom-timed alerts to investigators and site staff when patients who match your specified protocol receive lab or biomarker results that could make them eligible for your study. Four alert types ensure the right stakeholder is notified at the right time: PI alerts, site HCP alerts, affiliate HCP alerts, and geo-targeted HCP alerts.

Citeline Direct-to-Patient is a capability within Citeline PatientMatch that reaches consented, protocol-matched patients directly with targeted, IRB-approved communications — linking them to a prescreener and directly to a trial site. Unlike traditional direct-to-patient recruitment, which casts a broad net before determining eligibility, Citeline Direct-to-Patient starts with the protocol’s inclusion/exclusion criteria to identify precisely matched patients first.

Citeline PatientMatch is used by sponsors, CROs, and sites running complex clinical trials — particularly those with biomarker-driven, rare disease, and oncology protocols where precision patient identification is critical to enrollment success.

Citeline PatientMatch is built around precision over volume. Rather than generating a broad pool of referrals for sites to sort through, it starts with the protocol’s inclusion/exclusion criteria to surface only patients who precisely match your study — so every referral that reaches a site is a qualified one.

Speak to the Citeline PatientMatch team

Have a question or need more detail? Tell us what you're looking for, and our team will be in touch shortly.


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