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August 18th - 21st | 11am ET/10am CT/8am PT
Stop Searching. Start Connecting. Meet the Full CRIO Partner Ecosystem at Once.
A free, four-day virtual webinar series showcasing CRIO’s ecosystem of partners that automate data transfer, fuel data-driven decisions, and lighten operational burden for clinical research sites. Open to CRIO users and all industry professionals alike.
Why Register?
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Compare Leading Site Solution Providers, Side by Side
Patient recruitment, retention, finance, operations, and growth — evaluated in one sitting. -
Skip the Demos and the Travel
Get the same insight without the time, cost, or scheduling of demos and traditional conferences. -
See What Drives Site Success
The right service provider shapes your enrollment timelines and financial growth. -
A Real Look at the CRIO Ecosystem
See how CRIO's partners automate data transfer and reduce operational burden — beyond the core platform. -
Leave With a Shortlist, Not More Research
Faster decisions, better compliance, stronger finances, happier staff — weeks of work, saved.
What to Expect
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Four Focused Days
August 18–21, all virtual, all free. -
15-Minute Partner Sessions
Quick, focused, no long pitches. -
Live Q&A, Every Session
Bring your questions — get answers on the spot, straight from the partners. -
One Registration, Full Access
Sign up once, drop into any session. -
Your Time, Protected
Full agenda released in advance — review it and attend only what's relevant to your site, or stay for all four days.
Agenda
All times listed are CDT
Day 1 — Tuesday, August 18
11:00 AM Welcome & Day 1 Overview
11:05 – 11:20 AM | Trially: AI-Powered Patient Identification & Engagement from Any Source to CRIO (Find Your Patients)
How AI surfaces eligible patients, engages them (voice, text & email) and pushes them directly into CRIO.
11:25 – 11:40 AM | Clinical Research Billing: Get Paid for Every Billable Procedure (Grow Your Business)
How to make sure every billable procedure gets submitted, and use your CRIO financial data for reconciliation, invoicing, and reporting.
11:45 AM – 12:00 PM | Research Study Rockstar: Study Referrals Delivered Directly into CRIO (Convert Your Patients)
How quality, engaged study referrals are delivered directly into CRIO, eliminating double data entry and accelerating speed to first contact.
12:05 – 12:20 PM | Searchlight Research Consulting: Fractional Support for CRIO Sites (Lighten Your Operational Load)
How Searchlight supports CRIO site implementation, paper-to-eSource transition, and fractional staffing for data entry, QA, regulatory, or billing gaps.
12:25 – 12:40 PM | Intera: Human-like AI Pre-Screening and Scheduling in CRIO (Convert Your Patients)
How Intera's human-like AI handles prescreening and scheduling into CRIO, freeing coordinators to focus on high-touch patient conversations.
12:45 PM – 1:00 PM | Trial IQ: Accessible Patient Populations for Trial Matching (Find Your Patients)
How Trial IQ matches patient populations in community practice and infusion settings with CRIO-powered sites.
1:00 PM Closing Remarks
Day 2 — Wednesday, August 19
11:00 AM Welcome & Day 2 Overview
11:05 – 11:20 AM | Inato: AI Patient Chart Review + Site Trial Matching (Find Your Patients)
How Inato matches CRIO sites with suited trials and uses AI to screen your patient charts against protocol criteria, then sends matched candidates into CRIO.
11:25 – 11:40 AM | Delfa: What 200+ Sites Taught Us About Patient Recruitment (Convert Your Patients)
How Delfa helps sites keep interested patients moving, so coordinators can focus on the conversations that need them.
11:45 AM– 12:00 PM | PatientACE: Social Media Ads That Deliver Pre-Qualified Leads into CRIO (Find Your Patients)
How a remote recruitment director running targeted social media ads delivers pre-qualified leads into CRIO, no manual entry required.
12:05 – 12:20 PM | UniTriTeam: Clinical Data Entry Support, So Your Team Stays Current (Lighten Your Operational Load)
How experienced clinical data entry support keeps your team current, reduces query volume, and frees coordinators to focus on patients.
12:25 – 12:40 PM | Clinrol: Patients Don't Wait. Neither Should Your Team. (Find Your Patients)
How high-performing sites use Clinrol to recruit, engage, and seamlessly hand off qualified participants into CRIO.
12:45 PM – 1:00 PM | Double Blind Bio: Automate Your Feasibility Workflow With Real Patient Data (Grow Your Business)
How to streamline your feasibility workflow using real CRIO capability data, not estimates.
1:00 PM Closing Remarks
Day 3 — Thursday, August 20
11:00 AM Welcome & Day 3 Overview
11:05 – 11:20 AM | OMNI CRS: High-Quality Leads into CRIO, No New Tech Stack (Find Your Patients)
How to receive pre-qualified leads with optional medical record data delivered directly into your CRIO workflow, no new tech stack required.
11:25 – 11:40 AM | Coreforma: The CRIO Experts Behind High Performing Sites (Lighten Your Operational Load)
Learn how Coreforma's fully managed CRIO services increase cash flow while reducing operational burden.
11:45 AM– 12:00 PM | Accelerate Recruitment Services: Finding, Engaging, and Enrolling New Patients with AI-Powered Recruitment (Convert Your Patients)
How Accelerate finds new patients, manages recruitment funnels, automates AI-powered prescreening and engagement, and writes qualified records directly into CRIO.
12:05 – 12:20 PM | Healthcare Business Associates: Scale Your Research Site (Grow Your Business)
Fractional BD support helps your site pursue new studies, expand into new therapeutic areas, and grow, without a full-time hire.
12:25 – 12:40 PM | Bond Health: Enroll Better-Fit Patients With Less Manual Work (Find Your Patients)
How Bond Health identifies patients most likely to complete the study and streamlines pre-screening and retention, all syncing back to CRIO.
12:40 PM Closing Remarks
Day 4 — Friday, August 21
11:00 AM Welcome & Day 4 Overview
11:05 – 11:20 AM | BEKhealth: Automated Chart Reviews That Surface Best-Fit Patients from Your EHR (Find Your Patients)
How automated chart review finds best-fit patients from the referral network you've already built, without adding coordinator workload.
11:25 – 11:40 AM | Todata Analytics: Real-Time Data Intelligence to Drive Better Site Decisions (Grow Your Business)
How Todata unites accounting, operations, and CRIO data in one place, replacing old dashboards with real-time, ready-to-use intelligence.
11:45 AM – 12:00 PM | Srotas Health: From Study Feasibility to Patient Conversion: The AI Journey (Convert Your Patients)
How AI starts with study feasibility, finds the right patients, expands recruitment through Meta, and converts interest into appointments.
12:05 – 12:20 PM | e4health: Implementation Methodology & PM Support for Your CRIO Rollout (Lighten Your Operational Load)
How structured implementation methodology and project management support ensures your CRIO rollout or expansion lands right the first time.
12:25 – 12:40 PM | Clinical Science Research Solutions: Build AI-Powered Infrastructure to Compete for More Studies (Grow Your Business)
How accredited workforce development and AI-powered simulation help community and rural sites build sponsor-ready teams and compete for more studies.
12:40 PM Closing Remarks
What Each Category Means
Find Your Patients
Partners that source patients for your site, whether from data you already have (EHR, CRIO database, referral networks), external site networks, or new channels partners bring (ad campaigns, proprietary patient databases), integrated with CRIO to automate that patient data directly into the platform.
Convert Your Patients
Partners that automate the administrative work of engaging and converting patients you've already identified: pre-screening calls, eliminating duplicate data entry, and scheduling, carrying patients from identification through the start of the screening visit.
Lighten Your Operational Load
Partners that take operational work off your team's plate: eSource builds, CRIO implementation and transitions, clinical data entry support, and fractional staffing for QA, regulatory, or billing gaps.
Grow Your Business
Partners that strengthen the business side of your site: capturing every billable procedure, backing feasibility responses and site decisions with real data, and building the workforce and infrastructure to compete for and grow your study pipeline.
Note: partners may align with more than one category. Only the category that best represents their primary service offering is listed above.
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