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Citeline PatientMatch combines protocol-level matching, real-world data, and dual-pathway activation.
Surface protocol-matched patients across large-scale real-world data.
Alert the Principal Investigators (PI) and engage both treating physicians and eligible patients.
Reduce screening burden and focus site effort on higher-quality referrals.
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.
| 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 |
Speak to a Citeline expert to discuss your trial, your protocol, and how we can help you enroll faster.
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.
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