For Patient Recruiters
DocCite for Patient Recruiters
Recruitment runs on the same questions, asked many times a day, against study documents that change across amendments. DocCite is a private, offline app for iPhone, iPad, Mac, Android, and Windows that lets you search inclusion and exclusion criteria, consent language, and screening requirements across all your loaded study documents at once, with the exact cited passage behind each result. Pre-screens and referrals stay grounded in the source.
Why patient recruiters use DocCite
Recruitment sits upstream of enrollment and downstream of sponsor language that gets updated. A pre-screen is only useful if it reflects the current protocol and ICF. DocCite is built for that kind of high-frequency, reference-heavy work: one search across all loaded study documents, cited passages for every answer, and conflict flagging when an amendment has changed a criterion.
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.
Works offline, no login
Useful in clinic outreach areas, at health fairs, and in spaces where Wi-Fi is inconsistent. Documents stay on your device.
Recruitment moments that benefit from citations
A few of the recurring, document-driven questions that come up during outreach and screening.
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Pre-screen phone calls
Confirm eligibility questions live against the protocol, with the exact wording in front of you, not a spreadsheet summary that may be out of date.
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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.
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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 rather than paraphrasing.
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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.
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Amendment-driven re-screens
When an amendment changes eligibility, re-run the key criteria against the new text and see how the requirement shifted.
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Multi-study recruitment days
When you are screening across several open studies, load their protocols and ICFs together and search across all of them at once to match candidates efficiently.
Why cited proof and local handling matter
Accurate pre-screens save downstream work
A candidate referred on the wrong criterion wastes the site's time and the candidate's. DocCite returns the exact passage for every answer, with document name, page, and section, and flags ambiguity when amendments or versions disagree. Pre-screens reflect what the source actually says.
Candidate information stays local
DocCite does not ask for accounts or send study documents to the cloud. That matters in outreach contexts where you may be working in shared spaces or on personal devices. See the privacy page for how documents stay on your device.