Participant Qualification Workflows

Collect study interest details and route qualified submissions to your research team.

Qualification First

Capture study criteria early to reduce team workload.

Study Intake

Collect study intake details with mobile-friendly, easy-to-complete forms.

Lead Ready

Launch workflows via embedded forms, QR codes, and study microsites.

Workflow Builder
Draft questions and qualification logic quickly.
Qualification workflow builder
Qualification Logic
Route qualified submissions with conditional flows.
Qualification workflow logic

Built for research team operations

Studio Pro is designed for clinical research teams that need structured routing, team visibility, and clear workflow paths.

Question Routing

Route submissions using study-specific questions and branching logic.

Activity Logging

Maintain a history of workflow actions to support team review.

Team Access

Control who can review submissions, assign workflow steps, and manage routing.

Qualification Workflow FAQs

How long does it take to launch a workflow?

Most teams can publish a workflow once the study logic and routing rules are defined.

Can workflows be embedded on hospital sites?

Yes. Use embedded forms or buttons that open the workflow directly.

How are submissions managed?

Research teams can review submissions, track qualification progress, and manage workflow activity.

Does the workflow support study-specific branding?

Yes. Each study can use its own branding and deployment options.

Launch your participant qualification workflow

Start your free trial and publish workflows in minutes.