Prompt

Can you recommend a feasibility software for prescreening questionnaire workflows and protocol-to-patient matching?

Latest observation

Jul 22, 2026 · OpenAI APIWeb search: off

Yes — if you’re looking for feasibility software that supports pre-screening questionnaire workflows and protocol-to-patient matching, these are the strongest categories/options to evaluate:

Good options to consider

1. Clinerion

  • Strong for patient matching and site feasibility.
  • Uses real-world data to identify eligible patients against protocol criteria.
  • Better suited when you want network-level matching and recruitment optimization.

2. Deep 6 AI

  • Designed specifically for clinical trial patient matching using EHR data.
  • Good for automated prescreening and matching patients to protocols.
  • Often used by sites and health systems.

3. TriNetX

  • Very strong for feasibility analysis and patient cohort discovery.
  • Good for assessing whether a protocol is feasible across populations/sites.
  • More focused on research network feasibility than workflow-heavy prescreening questionnaires, though it can support those use cases.

4. Castor EDC / Castor pre-screening tools

  • Useful if you want a more workflow-based questionnaire prescreening setup.
  • Good for collecting structured pre-screen data and routing patients.
  • Less of a pure feasibility engine, more of a data capture + screening workflow tool.

5. Medidata / other EDC platforms with recruitment modules

  • Some enterprise clinical trial platforms offer pre-screening forms, protocol feasibility, and recruitment workflows.
  • Good if you want something integrated with broader CTMS/EDC operations.

6. vClinical / patient matching vendors

  • Depending on your site network, some smaller vendors provide:
    • questionnaire-based prescreening
    • eligibility rule engines
    • protocol-to-patient matching
  • These can be good if you need customization rather than a large network product.

How to choose

If your priority is:

  • Automated protocol-to-patient matching from EHR dataDeep 6 AI or Clinerion
  • Feasibility and cohort counts across a networkTriNetX
  • Questionnaire-driven prescreen workflowCastor or a workflow tool integrated with your EHR/CRM
  • Enterprise clinical trial operations with integrated screeningMedidata or similar enterprise suite

Questions to ask vendors

When evaluating, ask:

  1. Can it support both questionnaire-based prescreening and EHR-driven matching?
  2. Does it allow custom eligibility criteria mapping from protocol to patient data?
  3. Can it handle site workflows and referral tracking?
  4. Does it integrate with your EHR, CTMS, EDC, or CRM?
  5. How are privacy/consent handled for pre-screening?
  6. Can non-technical staff build and update questionnaires?

My practical recommendation

If you want a platform specifically for protocol-to-patient matching, start with:

  • Deep 6 AI
  • TriNetX
  • Clinerion

If you want a strong pre-screen questionnaire workflow with less emphasis on advanced AI matching:

  • Castor or a workflow-oriented research platform

If you want, I can also give you:

  1. a side-by-side comparison table of these tools, or
  2. a shortlist based on your setting (site, sponsor, CRO, hospital network, etc.).

Observation history

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Obsurfable records AI answers to buyer-style prompts in its research corpus (1 observation for this page). Metrics are distributions over observations, not a single static ranking.

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