For patient recruiters

DocCite for patient recruiters

Recruitment runs on recurring questions against study documents that change across amendments. DocCite lets you search inclusion and exclusion criteria, consent language, and screening requirements across the documents on your device, with the cited passage behind each result. It gives the recruiter a source passage to review during pre-screening.

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A practical recruiting workflow

Keep each pre-screen tied to the current study language.

Step 1

Choose the current documents

Load the current protocol, amendments, and ICF before starting the pre-screen.
Step 2

Find the relevant criterion

Search the condition, medication, lab threshold, or consent question and review the matching passages.
Step 3

Send the source with the question

Give the CRC or investigator the document, page, section, and exact wording needed for the study decision.

Why patient recruiters use DocCite

Recruitment sits upstream of enrollment and depends on sponsor language that changes over time. A useful pre-screen begins with the current protocol and ICF. DocCite searches the loaded study documents, shows the cited passages behind a result, and flags conflicting language when versions disagree.

Criteria lookups in seconds

Ask about a specific condition, medication, or lab threshold and see the exact inclusion or exclusion language, with document, page, and section to cite.

Stay current with amendments

When criteria change, DocCite surfaces both the original and the amendment language instead of silently choosing one, so a pre-screen reflects the version in effect.

Consent and screening details in one place

Search the ICF for relevant risks, time commitment, or compensation passages when explaining a study to a candidate, without reopening each document.

Recurring questions stay easy to revisit

Return to the same criteria, consent details, and screening questions as referrals arrive, with the source passage close at hand.

Use DocCite as a document reference

DocCite helps you find and review document language. It does not determine patient eligibility, recommend treatment or dosing, assess safety, or replace clinical, regulatory, or legal judgment. Confirm the controlling source documents and follow your study procedures before acting.

Recruitment moments that benefit from citations

A few of the recurring, document-driven questions that come up during outreach and screening.

Pre-screen phone calls

Locate the relevant inclusion or exclusion wording during the call, then confirm the controlling version and follow the site's pre-screening process.
Referral partner questions

When a referring clinician asks whether a patient qualifies, pull the specific criterion and share the cited language, with page and section.
Candidate ICF walkthroughs

When a candidate asks what they would be signing up for, search the ICF for the relevant passage and point to the exact language instead of paraphrasing.
Eligibility edge cases

When a prior condition, medication, or lab value falls near a criterion threshold, surface the precise wording before kicking the question upstream to the PI or medical monitor.
Amendment-driven re-screens

When an amendment changes eligibility, re-run the key criteria against the new text and see how the requirement shifted.
Multi-study recruitment days

When several studies are open, load their protocols and ICFs together so you can review how each study describes the relevant criterion.

Pre-screens need current source language

Current source language supports the pre-screen

DocCite returns the cited passage with the document name, page, and section, and flags ambiguity when versions disagree. The recruiter can verify the current wording before recording or escalating the pre-screen.

Record the source behind the pre-screen

Carry the document name, page, and section into the pre-screen note or escalation. The CRC or investigator can review the same criterion before making the study decision.