Patient Liaison (Patient Recruiter)
ActivMed Practices & Research, LLC. · Methuen, MA · 4 wk ago
Human ResourcesFull-time
We need to output only HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID. Remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
First paragraph: "Alcanza is a growing multi-site, multi-phase clinical research company..." That's about the company. Could be "About the role"? Actually "About the role" is about the job description. The posting includes description of company and mission. Could be "About the role" includes overview of role? The first paragraph is about company, not role. But we can treat as "About the role" maybe includes company context. However we need to follow instruction: Use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID. Remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
First paragraph: "Alcanza is a growing multi-site, multi-phase clinical research company..." That's about the company. Could be "About the role"? Actually "About the role" is about the job description. The posting includes description of company and mission. Could be "About the role" includes overview of role? The first paragraph is about company, not role. But we can treat as "About the role" maybe includes company context. However we need to follow instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can create sections as appropriate.
We need to extract responsibilities: The bullet list after "Essential Job Duties". Many sentences. We'll put them in - .
Requirements: Minimum Qualifications paragraph.
Qualifications: maybe "Preferred qualifications"? The posting includes "MA, CNA, LPN/LVN, EMT or other medical license is preferred." Also "Experience with therapy areas, customer service, calendar management /scheduling and CTMS experience is highly preferred." "Bi-lingual (English / Spanish) proficiency is a plus." Also "Bi-lingual (English / Spanish) proficiency is highly preferred." So we can put under Qualifications.
Skills: "Required Skills" paragraph includes many bullet-like sentences. We'll put under Skills.
Benefits: The paragraph about full-time employees benefits: medical, dental, vision, life insurance, short and long-term disability, HSA, supplemental insurances, 401k with safe harbor match. Also mention eligibility: Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible, with coverage starting on the first day of the month following date of hire.
Pay: Not mentioned. So we should NOT include Pay section.
Schedule: Not mentioned explicitly. There's mention of full-time schedule but not specific hours. Could infer but not explicit. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. Benefits is stated, so include Benefits. Schedule not stated explicitly (just full-time 30+ hours). Might be considered schedule info? It says "Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible". That's about eligibility, not schedule details. Probably we should not create Schedule section because no explicit schedule like "Monday-Friday, 9-5". So omit Schedule.
Also we have a lot of boilerplate about mission, values, EEO etc. Must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to cut out the EEO statement and the values paragraph etc. Keep only substantive info about role, responsibilities, qualifications, skills, benefits.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from responsibilities, qualifications, skills, benefits.
Let's extract.
Responsibilities (Essential Job Duties) list:
- Execute onsite patient pre-screening and a focus on pivoting qualified patients into active studies for dedicated and local sites should patient be willing to travel.
- Evaluate eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with site clinic staff.
- Support patient path to enrollment, managing all follow up and communication including reminder calls, rescheduling, etc.
- Monitor/manage onsite patient screening visit schedule – schedule/ reschedule appointments as needed or requested.
- Own No-Show/DNQ tracking, triaging, optimization.
- Capture/manage inbound physician referral leads.
- Address and resolve patient barriers to study entry by leveraging knowledge of site or sponsor-provided support services, such as transportation assistance and reimbursement programs.
- Ensure timely and consistent updating to Clinical Conductor/CTMS – updating patient touches/patient profile statuses, etc.
- Create targeted call lists based on i/e criteria in CTMS to best target patient populations for call efficiency.
- Position shares accountability for regional recruitment results.
- Drive screening numbers to meet recruitment goals set by leadership.
- Assist with collection of performance metrics related to attribution capability for screening visits.
- Immediately notify RSLs and/or recruitment leadership of any barriers and/or challenges to screens scheduled or completed.
- Acquire and continuously update knowledge of clinical research studies, including detailed understanding of their inclusion and exclusion criteria.
- Manage patient portal leads (central campaigns) to include review, calling and updating patient leads.
- Monitor status of Refer-A-Friend campaigns.
- Represent company with HCP referral partners for local support and relationship management.
- Support planning and participate in local community outreach events to engage/educate patients about clinical trials, as needed.
- May assist with new recruiter training and retraining of current team members.
- Perform all other duties that may be requested or assigned.
We need to keep them as list items.
Minimum Qualifications:
"A high school diploma, or equivalent, AND a minimum of 5 years’ experience in a healthcare, call center, or medical research environment, or a similar field, or an equivalent combination of education and experience, is required. MA, CNA, LPN/LVN, EMT or other medical license is preferred. Experience with therapy areas, customer service, calendar management /scheduling and CTMS (Clinical Trial Management System) experience is highly preferred. Bi-lingual (English / Spanish) proficiency is a plus."
We need to separate into Requirements and Qualifications? The instruction: sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide what goes where.
"Minimum Qualifications" likely goes under Requirements (or Qualifications). Usually Requirements = minimum qualifications. Qualifications = preferred qualifications. We'll put minimum qualifications under Requirements. Preferred qualifications under Qualifications.
Thus:
Requirements (
Requirements
):
- High school diploma or equivalent.
- Minimum 5 years’ experience in healthcare, call center, or medical research environment, or similar field, or equivalent combination.
(We could keep as a paragraph but better as list? The instruction: Use - for any list of duties/requirements/benefits, and
for prose. So for requirements we can use list.
Qualifications (
Qualifications
):
- MA, CNA, LPN/LVN, EMT or other medical license preferred.
- Experience with therapy areas, customer service, calendar management/scheduling and CTMS experience highly preferred.
- Bi-lingual (English/Spanish) proficiency is a plus (also highly preferred elsewhere). We'll note.
Skills (Skills
):
List from "Required Skills". Let's extract each:
- Proficiency with computer applications such as email, electronic health records, and basic applications.
- Ability to type proficiently (40+ wpm).
- Must possess strong organizational skills, attention to detail, and have basic math proficiency.
- Well-developed written and verbal communication skills.
- Bi-lingual (English / Spanish) proficiency is highly preferred.
- Well-developed listening skills and the ability to work well alone as well as in a team atmosphere.
- Ability to handle multiple tasks and changes in workloads and priorities.
- Ability to be professional, respectful of others, self-motivated, and exemplify a strong work ethic.
- Must possess a high degree of honesty and dependability.
- Ability to work under minimal supervision, identify problems and help find solutions.
- Ability to handle highly sensitive patient health information in a confidential and professional manner, and in compliance with HIPAA guidelines.
We could also include "Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible, with coverage starting on the first day of the month following date of hire." That's benefits eligibility, not skill.
Benefits (Benefits
):
- Medical, dental, vision, life insurance, short and long-term disability insurance, health savings accounts, supplemental insurances, and a 401k plan with a safe harbor match are offered.
- Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible, with coverage starting on the first day of the month following date of hire.
We could combine.
About the role (About the role
):
We need a prose summary of the role. The posting includes initial description: "Alcanza is a growing multi-site, multi-phase clinical research company with a network of locations in AL, AZ, FL, GA, IL, MA, MI, MO, NV, VA, SC, TN, TX and Puerto Rico. We have established a strong presence across Phase I-IV studies and several therapeutic areas including vaccine, neurology, dermatology, psychiatry, and general medicine. Join us as we continue to grow. The Patient Liaison is responsible for supporting onsite patient recruitment efforts by conducting pre-qualification, pre-screening, and scheduling activities to ensure a smooth and efficient enrollment process."
That seems appropriate for About the role. We'll keep that as a paragraph.
We must not include duplicated lines. Ensure we don't repeat the same info.
Now produce HTML fragment:
About the role
Alcanza is a growing multi-site, multi-phase clinical research company with a network of locations in AL, AZ, FL, GA, IL, MA, MI, MO, NV, VA, SC, TN, TX and Puerto Rico. We have established a strong presence across Phase I-IV studies and several therapeutic areas including vaccine, neurology, dermatology, psychiatry, and general medicine. Join us as we continue to grow. The Patient Liaison is responsible for supporting onsite patient recruitment efforts by conducting pre-qualification, pre-screening, and scheduling activities to ensure a smooth and efficient enrollment process.
Responsibilities
- Execute onsite patient pre-screening and a focus on pivoting qualified patients into active studies for dedicated and local sites should patient be willing to travel.
- Evaluate eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with site clinic staff.
- Support patient path to enrollment, managing all follow up and communication including reminder calls, rescheduling, etc.
- Monitor/manage onsite patient screening visit schedule – schedule/ reschedule appointments as needed or requested.
- Own No-Show/DNQ tracking, triaging, optimization.
- Capture/manage inbound physician referral leads.
- Address and resolve patient barriers to study entry by leveraging knowledge of site or sponsor-provided support services, such as transportation assistance and reimbursement programs.
- Ensure timely and consistent updating to Clinical Conductor/CTMS – updating patient touches/patient profile statuses, etc.
- Create targeted call lists based on i/e criteria in CTMS to best target patient populations for call efficiency.
- Position shares accountability for regional recruitment results.
- Drive screening numbers to meet recruitment goals set by leadership.
- Assist with collection of performance metrics related to attribution capability for screening visits.
- Immediately notify RSLs and/or recruitment leadership of any barriers and/or challenges to screens scheduled or completed.
- Acquire and continuously update knowledge of clinical research studies, including detailed understanding of their inclusion and exclusion criteria.
- Manage patient portal leads (central campaigns) to include review, calling and updating patient leads.
- Monitor status of Refer-A-Friend campaigns.
- Represent company with HCP referral partners for local support and relationship management.
- Support planning and participate in local community outreach events to engage/educate patients about clinical trials, as needed.
- May assist with new recruiter training and retraining of current team members.
- Perform all other duties that may be requested or assigned.
- .
Requirements: Minimum Qualifications paragraph.
Qualifications: maybe "Preferred qualifications"? The posting includes "MA, CNA, LPN/LVN, EMT or other medical license is preferred." Also "Experience with therapy areas, customer service, calendar management /scheduling and CTMS experience is highly preferred." "Bi-lingual (English / Spanish) proficiency is a plus." Also "Bi-lingual (English / Spanish) proficiency is highly preferred." So we can put under Qualifications.
Skills: "Required Skills" paragraph includes many bullet-like sentences. We'll put under Skills.
Benefits: The paragraph about full-time employees benefits: medical, dental, vision, life insurance, short and long-term disability, HSA, supplemental insurances, 401k with safe harbor match. Also mention eligibility: Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible, with coverage starting on the first day of the month following date of hire.
Pay: Not mentioned. So we should NOT include Pay section.
Schedule: Not mentioned explicitly. There's mention of full-time schedule but not specific hours. Could infer but not explicit. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. Benefits is stated, so include Benefits. Schedule not stated explicitly (just full-time 30+ hours). Might be considered schedule info? It says "Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible". That's about eligibility, not schedule details. Probably we should not create Schedule section because no explicit schedule like "Monday-Friday, 9-5". So omit Schedule.
Also we have a lot of boilerplate about mission, values, EEO etc. Must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to cut out the EEO statement and the values paragraph etc. Keep only substantive info about role, responsibilities, qualifications, skills, benefits.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from responsibilities, qualifications, skills, benefits.
Let's extract.
Responsibilities (Essential Job Duties) list:
- Execute onsite patient pre-screening and a focus on pivoting qualified patients into active studies for dedicated and local sites should patient be willing to travel.
- Evaluate eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with site clinic staff.
- Support patient path to enrollment, managing all follow up and communication including reminder calls, rescheduling, etc.
- Monitor/manage onsite patient screening visit schedule – schedule/ reschedule appointments as needed or requested.
- Own No-Show/DNQ tracking, triaging, optimization.
- Capture/manage inbound physician referral leads.
- Address and resolve patient barriers to study entry by leveraging knowledge of site or sponsor-provided support services, such as transportation assistance and reimbursement programs.
- Ensure timely and consistent updating to Clinical Conductor/CTMS – updating patient touches/patient profile statuses, etc.
- Create targeted call lists based on i/e criteria in CTMS to best target patient populations for call efficiency.
- Position shares accountability for regional recruitment results.
- Drive screening numbers to meet recruitment goals set by leadership.
- Assist with collection of performance metrics related to attribution capability for screening visits.
- Immediately notify RSLs and/or recruitment leadership of any barriers and/or challenges to screens scheduled or completed.
- Acquire and continuously update knowledge of clinical research studies, including detailed understanding of their inclusion and exclusion criteria.
- Manage patient portal leads (central campaigns) to include review, calling and updating patient leads.
- Monitor status of Refer-A-Friend campaigns.
- Represent company with HCP referral partners for local support and relationship management.
- Support planning and participate in local community outreach events to engage/educate patients about clinical trials, as needed.
- May assist with new recruiter training and retraining of current team members.
- Perform all other duties that may be requested or assigned.
We need to keep them as list items.
Minimum Qualifications:
"A high school diploma, or equivalent, AND a minimum of 5 years’ experience in a healthcare, call center, or medical research environment, or a similar field, or an equivalent combination of education and experience, is required. MA, CNA, LPN/LVN, EMT or other medical license is preferred. Experience with therapy areas, customer service, calendar management /scheduling and CTMS (Clinical Trial Management System) experience is highly preferred. Bi-lingual (English / Spanish) proficiency is a plus."
We need to separate into Requirements and Qualifications? The instruction: sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide what goes where.
"Minimum Qualifications" likely goes under Requirements (or Qualifications). Usually Requirements = minimum qualifications. Qualifications = preferred qualifications. We'll put minimum qualifications under Requirements. Preferred qualifications under Qualifications.
Thus:
Requirements (
Requirements
): - High school diploma or equivalent. - Minimum 5 years’ experience in healthcare, call center, or medical research environment, or similar field, or equivalent combination. (We could keep as a paragraph but better as list? The instruction: Use- for any list of duties/requirements/benefits, and
for prose. So for requirements we can use list. Qualifications (
Qualifications
): - MA, CNA, LPN/LVN, EMT or other medical license preferred. - Experience with therapy areas, customer service, calendar management/scheduling and CTMS experience highly preferred. - Bi-lingual (English/Spanish) proficiency is a plus (also highly preferred elsewhere). We'll note. Skills (Skills
): List from "Required Skills". Let's extract each: - Proficiency with computer applications such as email, electronic health records, and basic applications. - Ability to type proficiently (40+ wpm). - Must possess strong organizational skills, attention to detail, and have basic math proficiency. - Well-developed written and verbal communication skills. - Bi-lingual (English / Spanish) proficiency is highly preferred. - Well-developed listening skills and the ability to work well alone as well as in a team atmosphere. - Ability to handle multiple tasks and changes in workloads and priorities. - Ability to be professional, respectful of others, self-motivated, and exemplify a strong work ethic. - Must possess a high degree of honesty and dependability. - Ability to work under minimal supervision, identify problems and help find solutions. - Ability to handle highly sensitive patient health information in a confidential and professional manner, and in compliance with HIPAA guidelines. We could also include "Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible, with coverage starting on the first day of the month following date of hire." That's benefits eligibility, not skill. Benefits (Benefits
): - Medical, dental, vision, life insurance, short and long-term disability insurance, health savings accounts, supplemental insurances, and a 401k plan with a safe harbor match are offered. - Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible, with coverage starting on the first day of the month following date of hire. We could combine. About the role (About the role
): We need a prose summary of the role. The posting includes initial description: "Alcanza is a growing multi-site, multi-phase clinical research company with a network of locations in AL, AZ, FL, GA, IL, MA, MI, MO, NV, VA, SC, TN, TX and Puerto Rico. We have established a strong presence across Phase I-IV studies and several therapeutic areas including vaccine, neurology, dermatology, psychiatry, and general medicine. Join us as we continue to grow. The Patient Liaison is responsible for supporting onsite patient recruitment efforts by conducting pre-qualification, pre-screening, and scheduling activities to ensure a smooth and efficient enrollment process." That seems appropriate for About the role. We'll keep that as a paragraph. We must not include duplicated lines. Ensure we don't repeat the same info. Now produce HTML fragment:About the role
Alcanza is a growing multi-site, multi-phase clinical research company with a network of locations in AL, AZ, FL, GA, IL, MA, MI, MO, NV, VA, SC, TN, TX and Puerto Rico. We have established a strong presence across Phase I-IV studies and several therapeutic areas including vaccine, neurology, dermatology, psychiatry, and general medicine. Join us as we continue to grow. The Patient Liaison is responsible for supporting onsite patient recruitment efforts by conducting pre-qualification, pre-screening, and scheduling activities to ensure a smooth and efficient enrollment process.
Responsibilities
- Execute onsite patient pre-screening and a focus on pivoting qualified patients into active studies for dedicated and local sites should patient be willing to travel.
- Evaluate eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with site clinic staff.
- Support patient path to enrollment, managing all follow up and communication including reminder calls, rescheduling, etc.
- Monitor/manage onsite patient screening visit schedule – schedule/ reschedule appointments as needed or requested.
- Own No-Show/DNQ tracking, triaging, optimization.
- Capture/manage inbound physician referral leads.
- Address and resolve patient barriers to study entry by leveraging knowledge of site or sponsor-provided support services, such as transportation assistance and reimbursement programs.
- Ensure timely and consistent updating to Clinical Conductor/CTMS – updating patient touches/patient profile statuses, etc.
- Create targeted call lists based on i/e criteria in CTMS to best target patient populations for call efficiency.
- Position shares accountability for regional recruitment results.
- Drive screening numbers to meet recruitment goals set by leadership.
- Assist with collection of performance metrics related to attribution capability for screening visits.
- Immediately notify RSLs and/or recruitment leadership of any barriers and/or challenges to screens scheduled or completed.
- Acquire and continuously update knowledge of clinical research studies, including detailed understanding of their inclusion and exclusion criteria.
- Manage patient portal leads (central campaigns) to include review, calling and updating patient leads.
- Monitor status of Refer-A-Friend campaigns.
- Represent company with HCP referral partners for local support and relationship management.
- Support planning and participate in local community outreach events to engage/educate patients about clinical trials, as needed.
- May assist with new recruiter training and retraining of current team members.
- Perform all other duties that may be requested or assigned.
- for any list of duties/requirements/benefits, and