Clinical trial patient matching

Clinical trial enrollment starts with finding the right patients. Not reviewing 10,000 charts.

Cohortbridge connects CRO feasibility teams to eligible patient cohorts by running structured eligibility matching against EHR data — before the chart pull.

HIPAA Safeguards Designed-in
De-identified Cohort Output
IRB-Compatible Data Flow
FHIR R4 Native Integration
Site Data Never Leaves Your Network
The Problem

Manual chart review is where enrollment timelines go to die.

CROs routinely allocate 1–2 CRA days per site for feasibility assessments — most of that time is spent reviewing charts for patients who turn out not to be eligible. Phase II trials with a 200-patient enrollment target can spend 6–10 weeks just identifying an eligible cohort across 8–12 sites.

The selection criteria haven't changed. The EHR data has been structured for years. The matching logic is deterministic. Only the process is still manual.

50–70%
of initially screened patients fail eligibility at chart review — consistent with industry enrollment failure rate literature

The manual feasibility loop

1
Site request received
CRA assigned to feasibility assessment
2
Manual chart review begins
1–2 days per site, individual chart by chart
3
60–70% charts eliminated
Most patients fail I/E criteria — effort wasted
4
With Cohortbridge
Eligible cohort identified before any chart is pulled
How Matching Works

From EHR data to eligible cohort in four steps

Cohortbridge parses your protocol's inclusion and exclusion criteria into structured logic, then runs those queries against de-identified patient records in connected EHR systems.

EHR Ingestion

FHIR R4 connection to Epic, Cerner, Athenahealth and more

Criteria Parsing

Protocol I/E criteria parsed into structured eligibility logic

Eligibility Engine

Matching logic runs against de-identified patient records

Ranked Cohort Output

Prioritized list with eligibility confidence scores delivered to your team

See full technical overview
Enrollment Impact

Measurable difference in feasibility timelines

Days
not weeks
Initial cohort identification
vs. manual chart review in pilot programs
70%+
Chart review effort redirected
from discovery to eligibility confirmation
12+
EHR systems supported
including Epic, Cerner, and Athenahealth

Metrics reflect directional outcomes from internal pilot programs with participating health system partners, not peer-reviewed benchmarks.

Built for CRO Ops Teams

Purpose-built for mid-size CRO feasibility operations

Cohortbridge is not a patient recruitment campaign tool or a CRM. It's an eligibility matching platform designed for CRO operations teams running Phase II/III feasibility assessments — the teams who negotiate EHR access agreements, work with site coordinators, and deliver enrollment estimates to sponsors.

See how CROs use Cohortbridge

Faster Feasibility

Identify eligible cohorts before site activation, not after weeks of chart review.

PHI-Respecting

De-identified cohort output. No patient names or MRNs in the matching results.

EHR-Native

FHIR R4 integration. Works with Epic, Cerner, and 10+ other EHR systems.

Sponsor-Ready

HIPAA safeguards designed-in. IRB-compatible data flow documentation available.

Privacy Architecture
Patient EHR data stays at source
Matching runs within health system boundary
De-identified output only
CRO team receives cohort IDs + eligibility scores
Protocol data isolation
Protocol A cohort is never visible to Protocol B
Patient Privacy

Patient data handling your IRB can document

CRO procurement teams — and their pharma sponsors — review data handling architecture before any feature evaluation. Cohortbridge is designed with HIPAA administrative, technical, and physical safeguards throughout the matching pipeline.

Patient EHR data is processed under applicable IRB-approved protocols at participating health systems. The matching output contains de-identified cohort references only.

Read our privacy architecture
CRO Feedback

What CRO feasibility teams are saying

"Our site feasibility process was built around CRA time and historical enrollment estimates. Running Cohortbridge against Epic data before site selection gave us a concrete number — not a guess — for how many patients at each site actually met the inclusion criteria."

VP of Clinical Operations
Morrow Clinical Group

"For a rare disease oncology study, we had twelve sites and estimated 6–8 eligible patients per site based on historical data. The Cohortbridge cohort analysis identified only 2–3 per site but pointed to two sites with 10+ eligible patients we hadn't prioritized. That changed our enrollment plan before we activated a single site."

Director of Feasibility & Site Selection
Halcyon Research Partners
Get started

See a live patient-protocol eligibility run

We'll walk through a de-identified match run using your protocol's inclusion/exclusion criteria against a connected EHR dataset. No slide deck — actual matching output.