Patient Liaison (Patient Recruiter)

Accel Research Sites; Methuen (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Life insurance

Short- and long-term disability

401(k) with safe harbor match

Job summary

ActivMed Practices & Research in Methuen, MA seeks a Patient Liaison to support onsite patient recruitment efforts. You will conduct pre‑screening, manage scheduling, and help move qualified patients into studies at local sites. Strong English/Spanish communication and CTMS experience are preferred.

The role emphasizes HIPAA-compliant handling of sensitive health information and collaboration with site staff to meet enrollment goals.

Qualifications

• Requires high school diploma or equivalent.
• Experience with CTMS or clinical trial management systems is preferred.
• Bi-lingual English/Spanish is a plus.

Responsibilities

• Execute onsite patient pre-screening and pivot qualified patients into active studies.
• Evaluate eligibility via interviews, medical record reviews, or clinician input; support enrollment.
• Manage onsite screening schedules and reschedule as needed.
• Track No-Show/DNQ and optimize processes.
• Coordinate inbound physician referral leads and patient portal leads.
• Update CTMS with patient statuses and touches.
• Support community outreach and local patient education on trials.
• Assist with recruiter training as needed.
• Maintain HIPAA-compliant handling of patient information.

Skills

EHR proficiency

Typing 40+ wpm

Organizational skills

Written and verbal communication

Bilingual English/Spanish

Multitasking

Attention to detail

Client/customer service

CTMS experience

HIPAA compliance awareness

Education

High school diploma

MA / CNA / LPN / LVN / EMT preferred

Tools

CTMS

Job description

Patient Liaison (Patient Recruiter)

Department: Patient Recruitment

Employment Type: Full Time

Location: ActivMed Practices & Research | Methuen, MA

Reporting To: Kathleen Valcich

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

Essential Job Duties:

• 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.