How Medical Record Reviews Improve Clinical Trial Matching

Every clinical trial has specific inclusion and exclusion criteria – the medical “must-haves” and “must-not-haves” for participants. Instead of relying on memory or initial questionnaires alone, a medical record review dives into your health history (your diagnoses, lab results, medications, and other relevant information.) to see if you truly meet those criteria. This eliminates the […]
August 24, 2025
Dr. Debra Weinstein
Dr. Debra Weinstein
Dr. Weinstein is a leading expert in decentralized clinical trials at Science 37, where she has been instrumental in advancing remote research opportunities since 2017. With active medical licensure in 46 states, she oversees a wide range of studies across diverse therapeutic areas, ensuring broader patient access to cutting-edge treatments.

A board-certified internist, Dr. Weinstein has over two decades of experience in clinical research. She has served as a principal investigator on more than 200 trials and has founded multiple research organizations specializing in internal medicine, rheumatology, orthopedics, and pain management. Recognized for her contributions to medical research, she has been named "Woman of the Year" by the National Association of Professional Women.

Every clinical trial has specific inclusion and exclusion criteria – the medical “must-haves” and “must-not-haves” for participants. Instead of relying on memory or initial questionnaires alone, a medical record review dives into your health history (your diagnoses, lab results, medications, and other relevant information.) to see if you truly meet those criteria. This eliminates the guesswork.

Carefully reviewing a patient’s medical records makes it possible to identify only those who fit the trial criteria and ensure all qualifications are met. In other words, accurate eligibility matching via records increases the validity of trial results and reduces risks for participants.

For example, if a cancer trial requires a specific tumor marker or prior treatment history, a pre-enrollment record review will spot that information in your file. There’s no need for “maybe this patient qualifies.” The review process confirms it. It’s like an accurate claims review in insurance, where every detail is verified upfront for accuracy.

This means no surprises later: you and the study team know that you check all the right boxes from the start. Trial matching becomes more precise and reliable, sparing you the disappointment of false starts and sparing researchers the distraction of pursuing unqualified candidates. It’s a win-win anchored in solid data.

Reducing Screening Delays and Failures

One of the biggest advantages of pre-screening patients via medical records is a drastic reduction in unnecessary screening steps and delays. Traditionally, a lot of time (and effort) is spent on candidates who ultimately turn out not to meet the criteria – a source of delay, cost, and frustration for everyone.

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Effective pre-screening can weed out ineligible participants early, preventing situations where someone goes through initial exams or travels to a site only to be sent home as ineligible. In fact, the most immediate impact of a robust screening process is fewer ineligible participants proceeding further into the trial. This directly cuts down wasted resources and wait times.

A well-designed pre-screen using medical records lets the team focus only on truly eligible people, optimizing recruitment efficiency. One study showed that even using an electronic pre-screening method to automatically exclude ineligible patients significantly reduced the burden on research staff and sped up the process. Another analysis found that pre-screening strategies led to time reduction and less financial burden for trials overall.

Ensuring a Better Trial-Patient Fit

Medical record reviews ensure that when you’re told “you qualify for this study,” it’s accurate. This creates a better match between you and the trial – protecting your safety and giving researchers cleaner data with fewer protocol issues. Aligning on eligibility upfront acts as a quality check, confirming details like disease subtype or recent test results before you even visit a research clinic.

This process often uncovers what a basic intake form might miss, such as a genetic marker, prior therapy, or a diagnosis code that could exclude you. Advanced tools like large language models review unstructured notes and relevant medical documentation, linking eligibility criteria to ICD-10 diagnosis codes. These AI-driven insights are paired with human oversight from experienced medical professionals, ensuring accuracy and context.

With this blend of AI and expert review, you can qualify faster for the right trial. It creates a smoother clinical research journey, minimizing unexpected issues and matching you to studies that meet your needs.

Reducing Patient Burden with Decentralized Screening

Living with a chronic condition often means juggling appointments, tests, and treatments. The last thing you need is a clinical trial that adds even more to that load. Medical record reviews help ease that pressure. When your health history is reviewed before enrollment, research teams can avoid repeating tests you’ve already completed, which means fewer trips to clinics and fewer procedures that don’t serve a medical purpose.

If your medical records already include recent lab work or imaging that meets the study’s requirements, there’s no need to redo them. That saves time and reduces exposure to unnecessary side effects from duplicate testing. This careful approach limits the number of in-person visits and helps ensure you’re only asked to participate in absolutely essential procedures. It’s a safer, more efficient way to qualify, built around respect for your time, your health, and your experience as a patient.

With this thoughtful review process, you can qualify faster, often without leaving home. It’s medical care designed for your life, not the other way around.

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Smarter Clinical Trial Matching with Science 37

At Science 37, we make it easier for you to join a clinical trial, no matter where you live. Using our decentralized trial screening, we connect you to research studies from the comfort of your home. Our team of doctors and mobile nurses is licensed across all 50 states so that you can get the care and support you need without having to travel far.

Here’s how it works: once you show interest in a study and give informed consent, we securely access your electronic health records. Thanks to our strong partnerships, we can search through a vast network of medical providers’ databases, covering over 35 million patients. With help from AI in clinical trial matching, we find people who meet the exact criteria for each study, even if they’re outside traditional research areas.

If you’re a match, our doctors begin a full medical record review. We look at your diagnosis codes, lab results, medications, and other relevant medical documentation to determine your eligibility. Since this happens before enrollment, you don’t have to do new tests or make unnecessary trips. It saves you time and energy.

We use advanced tools like large language models to scan your records quickly, but every step still includes human oversight. Our trained medical professionals confirm the details to make sure nothing important is missed. After the review, we’ll send you a clear update: either you’re eligible and ready to move forward, or we’ll help you explore other clinical research options.

This fast, thoughtful review process helps you qualify faster for studies that match your medical care history. It also allows trials to stay on track, especially when different phases of clinical trials include specific treatment or health requirements. Having your standard treatment history confirmed ahead of time builds confidence for both you and our team.

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