PRIME — Care-Planning Patient Engagement | Areti Health
Product · PRIME

Find every eligible patient already in your charts.

PRIME is Areti's care-planning-grade engagement layer. Mines EMR & chart data to surface eligible candidates, run contraindication checks, and re-engage existing patients with novel treatments — for every clinically eligible patient, not just inbound referrals.

HIPAA compliant FDA 21 CFR Part 11 TEFCA ready 10K+ charts/run
portal.aretihealth.com/prime
Phase II Diabetes · Chart scan
● Live
M
Patient #4821HbA1c 7.8 · BMI 28 · No exclusions
MATCH
M
Patient #4822HbA1c 7.4 · Eligible for cohort A
MATCH
R
Patient #4823Recent CV event · Manual review
REVIEW
M
Patient #4824HbA1c 7.6 · Spanish primary
MATCH
Patient #4825Excluded · Beta-blocker contraindication
NO
500 charts scanned in 4 minutes
312 matches · 18 review · 170 excluded
312
What PRIME does

Mine your existing population. Surface the patients you already have.

Most clinical trials recruit from inbound interest — ads, landing pages, referrals. PRIME goes the other direction: it runs eligibility against your existing patient population and finds people who already qualify but haven't been asked.

Sites and care networks have thousands of patients in their charts who would qualify for an active study. They just don't know about it. The pre-screening work to find them — running labs against eligibility, checking contraindications, confirming demographics — is too expensive to do manually at scale.

PRIME automates that scan. Connects to your EMR or chart system, runs protocol-specific eligibility logic against the full population, and produces a ranked list of qualified candidates with the reasoning visible.

From there, the AI Coordinator picks up the conversation — outreach, education, scheduling, follow-up — in the patient's preferred channel and language.

  • Protocol-specific eligibility logic. Convert protocol I/E criteria into structured rules. Run them against EMR/chart data with full audit trail.
  • Contraindication & exclusion checks. Auto-screen meds, lab values, comorbidities, and dx history. Flag review cases for clinical sign-off.
  • Care-planning grade. The same scan that informs a patient's care plan can identify their trial fit. No separate workflow.
  • Re-engagement campaigns. Patients who declined a previous study can be re-approached for new ones — only if they consented to future contact.
Capabilities

Six capabilities, built for clinical workflow.

01

EMR & chart mining

Connects to Epic, Cerner, athenahealth, and major EMRs. Honors patient consent and HIE participation rules.

02

Eligibility logic

Convert protocol I/E criteria to executable logic. Lab values, dx codes, meds, demographics — all matched with reasoning visible.

03

Contraindication checks

Cross-reference med lists, comorbidities, and recent events. Flag high-risk patients for clinical review before outreach.

04

Re-engagement

Identify patients who declined previous studies but consented to future contact. Re-approach with relevant new protocols.

05

Audit trail

Every match decision logged with rule provenance. Exportable for IRB and sponsor audit.

06

Care-plan integration

Surface trial eligibility inside the patient's care plan, not as a separate workflow. Care teams see options at the point of decision.

Outcomes

What teams see when PRIME runs on their charts.

10K+
Charts scanned per run, in minutes
100×
Faster than manual chart review
3–8%
Typical match rate on existing population
63%
Conversion lift on engaged candidates
See PRIME on your charts

Run a single-day proof of value on your population.

Bring a real protocol. We'll set up eligibility logic, run the scan against a sample of your charts, and show what's in your existing population.

Who benefits

Built for both sides of the program.

Sponsors / CROs

Find patients you didn't know your sites had.

Run PRIME across your network — same protocol, simultaneous scan, ranked candidate lists. Identify which sites have the most matchable population before allocation decisions.

  • Network-wide simultaneous chart scan
  • Site-level allocation insight pre-launch
  • Reduce dependency on inbound advertising spend
  • Patient consent honored per site participation rules
Sites

Surface trial eligibility inside care planning.

PRIME runs as part of the care-planning workflow your team already does. Eligibility shows up where decisions get made — not in a separate referral system that nobody opens.

  • EMR-integrated; no second tool to learn
  • Trial fit visible at point of care decision
  • Coordinator workflow stays unchanged
  • Re-engagement automated for past patients
Dr. Joel Ebuh, CEO of Gadolin Research
"

500 charts in 4 minutes. We saved a coordinator-month and started outreach the same day.

Dr. Joel Ebuh
CEO · Gadolin Research
Case study · PRIME Phase II · Neurology Gadolin Research

Early Alzheimer's: 500 charts mined, 312 matches, 44 visits in 48h.

A memory care network ran PRIME against 500 patient charts to identify Early Alzheimer's protocol candidates. 312 patients qualified. The AI Coordinator engaged each in their preferred channel; 44 visits were scheduled within 48 hours of go-live.

500
Charts scanned
4 min
Scan time
44
Visits in 48h
Read the case study Coming soon See all case studies

Find every eligible patient already in your charts.

Run a single-day proof on your real population. We'll bring the eligibility logic; you bring the protocol.