top of page
Site Education
Created a comprehensive onboarding experience for clinical trial site coordinators to process referrals from an external recruitment channel, 23andMe.
Content Designer
23andMe became a recruitment vendor for clinical trials,
transferring contact information from consenting customers to trial site coordinators
the challenge
Clinical research coordinators typically handle recruitment for their trials through their own channels or with the assistance of contract research organizations that have established referral processes
the goal
Educate and empower coordinators to adopt 23andMe's referral model and platform into their established recruitment ecosystem
the audience
Clinical research coordinators (CRCs)
the solution
Designed and refined fluid onboarding process:
Overview
Created high level service overview reference packet and presentation
Onboarding
Provided step-by-step platform walkthrough in live webinar with reference guide
User feedback
Implemented revisions to final materials following an initial user experience assessment
Overview
Provided a comprehensive reference guide that contextualizes referral transfer service.
Presented clinical trial recruitment services to CRCs in a conversational tone.
Onboarding
Hosted live platform walkthroughs and shared detailed instructions.
the conclusion
After speaking with many clinical research coordinators throughout the development process of this project, their top priority in a referral transfer platform was clear: simplicity.
With this in mind, all materials were developed to convey process information in concise, digestible chunks, reducing the burden of learning a new platform as much as possible. In addition, responses to these materials further clarified ways to improve UX in the platform.
Revised referral transfer platform following multiple rounds of user experience feedback.
bottom of page