Clinical Trial Patient Recruitment · Physician Referral Automation

Automated Physician Outreach
to Recruit Patients
for Clinical Trials

We build artificial intelligence systems that identify every relevant physician around your trial site by therapeutic area, pull their verified emails and LinkedIn accounts, and deploy automated outreach that generates patient referrals directly into your enrollment pipeline.

64%
of patients prefer to learn about clinical trials from their own physician — not ads
Source: CISCRP Public Survey
0.2%
of patients are actually recruited via physician referral today — the channel is wide open
Source: CISCRP / Labiotech Clinical Recruitment Report 2024
$40K+
average sponsor payment to a research site per enrolled patient, per study visit cycle
Source: PhysicianSidegigs.com Clinical Trials Revenue Analysis
How It Works

From New Study to Physician Outreach
in Under 60 Seconds

When a new clinical trial opens at your site, the system automatically pulls therapeutic area data, identifies nearby physicians by specialty via Apollo API, and launches a personalized cold email + LinkedIn outreach sequence targeting referrals.

1

Study Data Pulled from CTMS

Therapeutic area, indication, inclusion/exclusion criteria, and site location are pulled from your CTMS via API or entered manually. This triggers the workflow.

2

Physicians Scraped by Specialty via AI Data Sourcing

AI scraping returns every MD, DO, and specialist matching the therapeutic area within your defined radius from big data sources. Verified emails, LinkedIn profiles, and practice data included.

3

Automated Cold Email + LinkedIn Outreach

Personalized 4-email sequence deploys via Saleshandy on warmed domains. LinkedIn connection + message runs simultaneously. All replies are auto-captured and routed.

4

AI Pre-Screens Referred Patients → CTMS

AI checks referred patient details against inclusion/exclusion criteria. Qualified patients get instant appointment booking. Data writes to your CTMS automatically.

AI-Powered Physician Discovery — Big Data Sourcing

Real Searches. Real Physicians.
Any City. Any Therapeutic Area.

Our system pulls physician data by specialty title and therapeutic area keyword from aggregated big data sources across professional databases, medical directories, and LinkedIn. Verified emails included. Select a scenario to see a live example and the matching outreach email.

AI Data

Live Search — GLP-1 Obesity Trial · Las Vegas, NV · 25 mile radius

Big data + AI enrichment
Google n8n LinkedIn 🤖 AI Enrichment
159 Physicians Found
Job Titles 9 ×
Location 1 ×
Las Vegas, Nevada ×
Industry & Keywords 5 ×

Find People — 1-25 of 159

157 Net New
NameTitleSpecialtyEmailDistance
Outreach email auto-generated for this search — updates when you switch scenario above
Automated Cold Email Outreach to Physicians

4-Email Cold Sequence Personalized
by Specialty, Trial, and Location

Each physician receives a plain-text sequence written around their specialty and your specific inclusion criteria. Deployed via Saleshandy on warmed sending domains. Average reply rate for clinical trial physician outreach: 5 to 12%.

LinkedIn Outreach — Automated in Parallel with Email Sequence

RW
Dr. Robert Wang
Endocrinologist at Las Vegas Medical Group
📍 Las Vegas, Nevada
MA
Dr. Mario Alba
Internal Medicine Physician · Desert Clinic
📍 Henderson, Nevada
KP
Dr. Kevin Patel
Endocrinologist & Obesity Specialist
📍 Las Vegas, Nevada
Email Deliverability + CTMS Integration

Dedicated Sending Domains, SPF/DKIM/DMARC,
and Direct CTMS API Sync

Every email is sent from warmed dedicated domains with full authentication. Referral data writes directly to your Clinical Trial Management System via API. No manual data entry by coordinators.

📬

Dedicated Domain Warmup

Dedicated sending domains warmed over 4 to 6 weeks. SPF, DKIM, and DMARC fully configured. Physicians receive your email in their primary inbox, not spam.

98%

Primary inbox placement rate

📊

Big Data Sourcing + Saleshandy Sending

AI scraping pulls physician data by specialty and location from multiple big data sources. Saleshandy manages sequence deployment with daily send limits per mailbox to protect domain reputation.

50/day

Per mailbox, scales as reputation builds

🔗

Real-Time CTMS API Integration

Every qualified referral automatically creates a patient record in your CTMS via API. Referral source, pre-screening status, and physician contact logged automatically.

Real-time

API sync to Veeva SiteVault, CRIO, and others

n8n Automation Workflow

Full Workflow: CTMS Trigger → Apollo Pull →
Saleshandy Sequence → AI Screening → CTMS Write

Built on n8n. Every node triggers automatically. From study activation to qualified patient record in your CTMS with zero coordinator involvement in the outreach process.

📋
Study Opens
/ CTMS Trigger
Apollo
AI Data
Physician Pull
Saleshandy
Saleshandy
Sequence
LinkedIn
LinkedIn
Outreach
📥
Reply &
Referral Catch
🤖
AI Pre-
Screening
🏥
CTMS
Write + Alert
ROI Calculator — Physician Referral Outreach

Calculate Additional Enrollment Revenue
from Physician Referral Outreach

Input your site's active study count, physician contact volume, and per-patient sponsor payment. See the projected additional revenue from adding an automated physician referral channel to your patient recruitment strategy.

Your Site Parameters

Projected Impact

Physician replies per study 24
Qualified referrals per study 10
Additional revenue per study $144,000
Total additional revenue (all studies) $720,000
48x

Return on Omni retainer investment across your active study portfolio

Therapeutic Area Coverage — Patient Recruitment Keywords

Physician Outreach Configured for
Every Clinical Trial Therapeutic Area

The system adapts to any study. Each therapeutic area maps to specific physician specialty keywords in Apollo. Same automated workflow, different physician targets per study. Covers all major clinical trial indications.

🩺

Obesity & Metabolic Disease Trials

GLP-1 receptor agonist trials, bariatric surgery studies, Type 2 diabetes, and metabolic syndrome clinical research.

endocrinologist obesity medicine bariatric physician internal medicine
↑ 159 physicians pulled in Las Vegas, NV
💊

Rheumatology & Autoimmune Trials

Rheumatoid arthritis, psoriatic arthritis, lupus, ankylosing spondylitis, and inflammatory bowel disease clinical studies.

rheumatologist autoimmune internal medicine
↑ 80 to 200 physicians per metro area
❤️

Cardiology & Cardiovascular Trials

Heart failure, atrial fibrillation, hypertension, coronary artery disease, and lipid disorder clinical studies.

cardiologist cardiovascular disease electrophysiology
↑ 120 to 300 physicians per metro area
🧠

CNS, Neurology & Psychiatry Trials

Alzheimer's disease, Parkinson's, major depressive disorder, ADHD, anxiety, and schizophrenia clinical studies.

neurologist psychiatrist neurology behavioral health
↑ 100 to 250 physicians per metro area
🫁

Nephrology & Kidney Disease Trials

Chronic kidney disease, IgA nephropathy, dialysis-related studies, and renal transplant clinical research.

nephrologist kidney disease dialysis renal medicine
↑ 40 to 120 physicians per metro area
🔬

Oncology Clinical Trials

Phase I, II, and III cancer trials across solid tumors, hematologic malignancies, and immunotherapy studies.

oncologist hematologist cancer center radiation oncology
↑ Highest sponsor payment: $50K+ per patient
Josh Leavitt
From Our Founder
"Clinical research sites are sitting on a massive untapped channel. Physicians already see the patients these sites need — but nobody has built a systematic outbound system to reach them. The referral happens informally, if at all. We built the infrastructure to make it happen automatically for every study, every site, every therapeutic area. When a site runs this system, enrollment stops being a bottleneck and starts being a competitive advantage they can actually sell to CROs."
Josh Leavitt
Founder, Omni Online Strategies

Add Physician Referral Outreach to
Your Patient Recruitment Strategy

We build and manage the full physician outreach system for your clinical trial site or SMO network. Big data physician sourcing, AI enrichment, email sequences, LinkedIn outreach, AI pre-screening, and CTMS integration. First study live in under 2 weeks.

Book a Free Discovery Call → View All Demos
Disclaimer

This is an interactive demonstration only. All company names, physician names, email addresses, and data shown are fictional and for illustrative purposes only. No numbers presented in this demo constitute a promise, guarantee, or projection of results. Actual campaign performance depends on many factors including therapeutic area, geography, list accuracy, timing, market conditions, and site operational capacity. Omni Online Strategies delivers outreach infrastructure and systems — enrollment outcomes depend on the site's clinical operations. Physician count estimates are based on live data pulls from professional databases and vary by metro area and therapeutic area.