Patient Liaison ( Patient Recruiter )

Alcanza Clinical Research; Clearwater (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Alcanza Clinical Research in Tampa Bay Medical Research – Clearwater is seeking a Patient Liaison to support onsite recruitment, pre-qualification, pre-screening, and scheduling across multiple sites. The role focuses on coordinating patient flow, maintaining accurate records, and ensuring a smooth enrollment process.

The candidate will evaluate eligibility, manage scheduling, and collaborate with site staff, physicians, and leadership.

Qualifications

• High school diploma or equivalent and 5+ years in healthcare or similar fields.
• Licenses such as MA, CNA, LPN/LVN, EMT preferred.
• Experience with therapy areas, customer service, calendar management/scheduling, and CTMS is highly preferred.
• Bi-lingual English/Spanish is a plus.

Responsibilities

• Execute onsite patient pre-screening and pivot qualified patients into active studies for local sites.
• Evaluate eligibility via screening interviews, medical records reviews, or discussions with site staff; support enrollment.
• Monitor and manage onsite screening visit schedule; schedule/reschedule as needed.
• Own No-Show/DNQ tracking, triaging, optimization.
• Capture/manage inbound physician referral leads.
• Address patient barriers to entry using site or sponsor support services.
• Update CTMS with patient touches and statuses.
• Create targeted call lists based on CTMS criteria.
• Support regional recruitment results and meet leadership targets.
• Notify leadership of barriers to screens.
• Acquire knowledge of clinical studies and inclusion/exclusion criteria.
• Manage patient portal leads and Refer-A-Friend campaigns.
• Represent company with HCP referral partners locally.
• Participate in community outreach events; assist with recruiter training.
• Perform other duties as assigned.

Skills

Computer proficiency

Typing 40+ wpm

Organizational skills

Written communication

Bilingual English/Spanish

Multitasking

Professionalism

HIPAA compliance

Teamwork

Problem solving

Education

High school diploma

Tools

CTMS experience

Job description

Key Responsibilities

Department: Operations

Location: Tampa Bay Medical Research - Clearwater

Description

Alcanza is a growing multi-site, multi-phase clinical research company with a network of locations in AL, AZ, FL, GA, IL, MA, MI, MO, NV, VA, SC, TN, TX and Puerto Rico. We have established a strong presence across Phase I-IV studies and several therapeutic areas including vaccine, neurology, dermatology, psychiatry, and general medicine. Join us as we continue to grow.

The Patient Liaison is responsible for supporting onsite patient recruitment efforts by conducting pre-qualification, pre-screening, and scheduling activities to ensure a smooth and efficient enrollment process.

Key Responsibilities

• Execute onsite patient pre-screening and a focus on pivoting qualified patients into active studies for dedicated and local sites should patient be willing to travel.
• Evaluate eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with site clinic staff. Support patient path to enrollment, managing all follow up and communication including reminder calls, rescheduling, etc.
• Monitor/manage onsite patient screening visit schedule - schedule/ reschedule appointments as needed or requested.
• Own No-Show/DNQ tracking, triaging, optimization.
• Capture/manage inbound physician referral leads.
• Address and resolve patient barriers to study entry by leveraging knowledge of site or sponsor-provided support services, such as transportation assistance and reimbursement programs.
• Ensure timely and consistent updating to Clinical Conductor/CTMS - updating patient touches/patient profile statuses, etc.
• Create targeted call lists based on i/e criteria in CTMS to best target patient populations for call efficiency.
• Position shares accountability for regional recruitment results. Drive screening numbers to meet recruitment goals set by leadership. Assist with collection of performance metrics related to attribution capability for screening visits.
• Immediately notify RSLs and/or recruitment leadership of any barriers and/or challenges to screens scheduled or completed.
• Acquire and continuously update knowledge of clinical research studies, including detailed understanding of their inclusion and exclusion criteria.
• Manage patient portal leads (central campaigns) to include review, calling and updating patient leads.
• Monitor status of Refer-A-Friend campaigns
• Represent company with HCP referral partners for local support and relationship management.
• Support planning and participate in local community outreach events to engage/educate patients about clinical trials, as needed.
• May assist with new recruiter training and retraining of current team members.
• Perform all other duties that may be requested or assigned.

Skills, Knowledge And Expertise

Minimum Qualifications

A high school diploma, or equivalent, AND a minimum of 5 years’ experience in a healthcare, call center, or medical research environment, or a similar field, or an equivalent combination of education and experience, is required. MA, CNA, LPN/LVN, EMT or other medical license is preferred. Experience with therapy areas, customer service, calendar management /scheduling and CTMS (Clinical Trial Management System) experience is highly preferred. Bi-lingual (English / Spanish) proficiency is a plus.

Required Skills

• Proficiency with computer applications such as email, electronic health records, and basic applications.
• Ability to type proficiently (40+ wpm).
• Must possess strong organizational skills, attention to detail, and have basic math proficiency.
• Well-developed written and verbal communication skills. Bi-lingual (English / Spanish) proficiency is highly preferred.
• Well-developed listening skills and the ability to work well alone as well as in a team atmosphere.
• Ability to handle multiple tasks and changes in workloads and priorities.
• Ability to be professional, respectful of others, self-motivated, and exemplify a strong work ethic.
• Must possess a high degree of honesty and dependability.
• Ability to work under minimal supervision, identify problems and help find solutions.
• Ability to handle highly sensitive patient health information in a confidential and professional manner, and in compliance with HIPAA guidelines.

Benefits

• Full-time employees regularly scheduled to work at least 30 hours per week are benefits-eligible, with coverage starting on the first day of the month following date of hire.
• Medical, dental, vision, life insurance, short and long-term disability insurance, health savings accounts, supplemental insurances, and a 401k plan with a safe harbor match are offered.