Strategic implementation of the "Questions for Your Site" Pre-Visit Guide that optimized the first site visit, doubling the number of meaningful patient questions.
A large Phase III immunology trial was struggling with inefficient screening visits. Participants frequently arrived unprepared or were too overwhelmed to ask clarifying questions, leading to lengthy appointments and missed screening opportunities.
Kayla Fulton
Multinational Pharma / Phase III Pivotal Trial
"The Pre-Visit Guide was a simple but strategic solution. It transformed the first site visit from an overwhelming lecture into a productive, two-way conversation, saving our site staff countless hours."
Team behind Poppin
What we did
2x increase in the number of meaningful questions asked by patients at the first visit; 15% reduction in first-visit appointment time; Improved patient reported feeling of preparedness for screening.
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Pages
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CMS Layouts
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Breakpoints
Project approach
We developed a strategic intervention plan utilizing the Pre-Visit Guide. This booklet, delivered immediately post-pre-screening, clarified expectations and prompted participants to formulate specific questions regarding time commitment, travel, and logistics before their first visit. This process falls under the "Project overview" or "Exploration/discovery" phase of the case study framework.
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