Patient Liaison ( Patient Recruiter )

ActivMed Practices & Research, LLC.; Tampa (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Health Savings Account (HSA)

401k with safe harbor match

Job summary

Alcanza Clinical Research is expanding its onsite operations in Florida and seeks a Patient Liaison to support local patient recruitment by conducting pre-screening, coordinating scheduling, and guiding potential subjects through enrollment.

The role requires evaluating eligibility with clinics, managing follow‑ups, updating CTMS records, and addressing barriers to entry, including transportation assistance and patient communication.

Qualifications

• High school diploma or equivalent is required.
• MA, CNA, LPN/LVN, EMT or other medical license preferred.
• Bi-lingual English/Spanish proficiency is a plus.
• Experience in healthcare, call center or medical research environments is desired.
• Experience with CTMS and scheduling is highly preferred.

Responsibilities

• Perform onsite patient pre-screening and steer qualified patients toward enrollment.
• Evaluate eligibility via screening interviews, chart reviews, and discussions with site staff.
• Manage and update patient touches and CTMS profiles.
• Coordinate and reschedule visits; monitor appointment calendars.
• Address barriers to entry, including transportation assistance and reimbursement programs.
• Maintain privacy and HIPAA-compliant handling of patient information.

Skills

Bilingual English/Spanish

Organizational skills

Typing 40+ wpm

Communication skills

HIPAA compliance

Self-motivation

Education

High school diploma

Medical license preferred (MA, CNA, LPN/LVN, EMT)

Tools

CTMS

Electronic Health Records (EHR)

Job 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.

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.

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.
• 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.

Alcanza Clinical Research (“Alcanza”) is a national, collaborative network of clinical research sites, founded on the mission to accelerate the development of new therapies by reducing barriers to clinical research participation for all.

We conduct research on dozens of conditions in several therapeutic areas including psychiatry, neurology, dermatology, and infectious disease. Our work is important to the patients who participate, the scientists who develop these new therapies, and the entire medical community. Because all approved medications require clinical trials, the impact of your work is exponential, reaching many thousands of future patients and improving their quality of life.

Alcanza is a culturally competent organization. We treat each other with dignity, creating an environment where all individuals feel welcome, heard, and respected for their unique perspectives and aspirations. We put considerable effort into finding exceptional employees who mirror the values most important to us: Inclusive, Impactful, Compassionate, and Determined.

Alcanza Clinical Research is an Equal Opportunity Employer that values and respects the importance of a diverse and inclusive workforce. It is the policy of the company to recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, age, national origin, marital status, veteran status, disability, sexual orientation, gender identity or expression, genetic information, or any other category protected by law. We recognize that diversity and inclusion is a driving force in the success of our company.