Visit scheduling and reminders
Automated reminders, confirmations, follow-ups, and escalation when a visit is at risk.
Research sites
The support every research site deserves.
Delve Health takes on the reminders, prescreening, device help, and follow-up that bury coordinators. Human support handles the follow-through, while dashboards keep the site in control.
37%Fewer manual reminder calls at a cardiology site
91%Retention across a multi-site hybrid oncology study
50%Fewer device-related deviations at a respiratory site
Research sites are carrying too much.
Coordinators juggle patient calls, diaries, device issues, prescreening lists, and sponsor expectations, often without enough staff or time. The result is burnout, delays, and data gaps.
- Too many patient calls, reminders, and last-minute reschedules
- Manual prescreening that drains staff time
- Device setup and troubleshooting that takes hours
- Multiple systems to keep in sync by hand
- High turnover and coordinator burnout
What Delve does for sites.
Routine coordination is automated, issues are triaged early, and coordinators see what’s happening between visits.
Prescreening support
Structured workflows manage prescreen lists and route only qualified candidates to the site.
Device setup and support
Onboarding, pairing, troubleshooting, and recovery when devices miss syncs.
Compliance dashboards
Live visibility into diaries, wearables, sync health, deviations, and protocol task completion.
Prescreening, without overwhelming staff.
Calling, tracking, screening, and escalating long lists of potential patients takes time. Delve runs that work so the site sees qualified candidates.
- Automated outreach workflows
- Data collection forms tied to eligibility checks
- Tracking of who responded, who qualified, and who needs a callback
- Only eligible candidates escalated to the site
Device workflows that don’t burden sites.
Setting up devices, fixing sync failures, and helping patients with wearables and apps can become a full-time job. Delve takes it on, and sites stay in control.
- Guided device setup instructions
- Sync and battery status monitoring
- Alerts to device problems before visits
- Hands-on help getting devices working correctly
Trusted by research sites.
Sites reclaim hours every week, and patients stay supported between visits.
Fewer reminder calls
The concierge team took over visit reminders, cutting the calls coordinators had to make by hand.
37%fewer manual reminder calls
Retention across a hybrid study
Shared support and follow-up kept patients engaged across every site in the network.
91%retention, multi-site hybrid study
Fewer device deviations
Clear device workflows and fast troubleshooting kept home monitoring on protocol.
50%fewer device-related deviations
Go deeper.
How the site workflow runs, what changes day to day, and how it scales across a network.
The difference sites feel immediately
Reminders and rescheduling
Before: too many patient calls and reminders. With Delve: the concierge team owns reminders, follow-ups, and rescheduling.
Prescreening
Before: manual prescreening lists drain staff time. With Delve: prescreening assistance, with escalation only when needed.
Devices
Before: setup and troubleshooting take hours. With Delve: clear device workflows and rapid troubleshooting.
Visits
Before: missed visits and last-minute rescheduling chaos. With Delve: visit confirmations and real-time coordination.
Systems
Before: multiple systems kept in sync by hand. With Delve: cleaner handoffs with fewer manual touches.
Coordinators
Before: burnout and turnover risk. With Delve: less admin burden, so coordinators focus on patient care.
How the site workflow runs
Delve follows a simple path for every patient: prescreen, schedule, remind, and escalate. Clear escalation rules mean the site only steps in when it’s needed.
1. Prescreen
Prescreening is completed and the patient is marked ready for Visit 1 scheduling.
2. Schedule
The concierge team confirms availability, schedules the visit, and sends the patient instructions.
3. Remind
Reminders and confirmations go out ahead of every visit and task.
4. Escalate
If a task is missed, outreach starts right away and the site is alerted only if needed.
Designed for site networks
Unify execution across locations with consistent SOP-driven workflows, central oversight, and shared services that reduce coordinator load without sacrificing data quality.
Standardized workflows
Protocol-driven execution, so every site follows the same playbook and escalation paths.
Cross-site visibility
Compliance, visit flow, and device and signal health across every location in real time.
Reporting across sites
Network rollups for oversight: performance, deviations, patient progress, and operational KPIs.
Scalable support
Add sites without adding headcount by centralizing coordination, triage, and patient support.
From the Knowledge Hub
Practical guides on keeping site workload manageable.
Reducing Site Burden in Hybrid and Decentralized Trials
Where coordinator workload comes from in modern trial designs, and how to take it off the site.
Read →Silent Device Sync Failures
How missed syncs quietly create missing data, and how to catch them early.
Read →Concierge Support in Clinical Trials
When human support makes the difference for patients, sites, and data quality.
Read →Give your site the support it deserves.
Reduce burden, improve workflows, and keep patients engaged, so coordinators can focus on patient care instead of admin work.
Book a site demo Learn more about Concierge-as-a-Service™