A trial is only as strong as its weakest transition.

Most trial systems manage stages. PRISM governs the movement between them.Every patient advances on readiness evidence, not quotas, clicks, or assumptions.Six stages. Four connected layers. One operating system built for completion.

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The operating system that governs.

Every trial has six decision points. Vendors touch some. PRISM governs all six through unified readiness logic that advances patients by evidence instead of volume.

Calling PRISM an operating system describes what the architecture does. It governs transitions between stages, enforces readiness criteria at every point, and maintains accountability from first interaction through final visit.

Most models treat stages as sequential steps. PRISM treats them as governed transitions. Step models advance patients because the process demands movement. PRISM advances patients when readiness evidence justifies it.

Ungoverned Model

  • Patients advance when a quota demands it
  • Readiness is assumed after eligibility is confirmed
  • Education happens at consent, once
  • Retention is a downstream problem
  • Screen failure is treated as a volume shortfall
  • Dropout triggers rescue recruitment
  • Each stage has a different vendor with a different incentive

PRISM Governed Model

  • Patients advance when readiness evidence justifies it
  • Readiness is assessed, developed, and validated at every stage
  • Education is continuous, adaptive, and pre-positioned
  • Retention is an upstream design decision
  • Screen failure is prevented by pre-screening readiness, not just eligibility
  • Dropout is detected as readiness decay before it becomes withdrawal
  • One system governs the full lifecycle with unified accountability

Six pillars define the experiential standard
PRISM enforces across every stage.

Decision-Oriented Education

Prepares patients to evaluate participation in the context of their daily life, not just protocol details. Education disconnected from real-world feasibility produces regret after enrollment.

Caregiver-Inclusive Design

Engages caregivers as feasibility partners and decision influencers, not passive observers. Household-level feasibility is an overlooked retention driver that surfaces mid-trial when it is too late.

Expectation Alignment Before Consent

Surfaces time, procedures, logistics, and disruption early. Surprises are expensive. Regret and misalignment after enrollment are preventable when expectation calibration happens before consent, not during it.

Behaviorally Informed Experience Design

Structures information to match how people process complex decisions, reducing cognitive overload and false confidence. False confidence at consent often becomes disengagement by visit three.

Persistent Education

Reinforces understanding as burden and uncertainty accumulate. Static PDFs fail under dynamic pressure. Education must persist across the lifecycle, not stop after consent.

Emotionally Grounded Preparation

Addresses fear, uncertainty, and anxiety before they undermine trust and commitment. Fear is a silent attrition variable. It does not appear in eligibility data, but it drives withdrawal decisions.

Six stages. Five governed transitions.
One operating system.

Each stage is a decision point. Between every stage, PRISM evaluates whether readiness evidence justifies advancement. Unready patients get targeted development. Ready patients advance with validated context. No stages skipped. No automatic transitions.

1
Identify
2
Assess
3
Rank
4
Engage
5
Pre-screen
6
Hand Off
1
Identify
Find eligible patients and optimal sites across structured and unstructured data sources

The question this stage answers: Who in the population could qualify for this trial, which sites are best positioned to run it, and does the protocol itself create avoidable friction?

Identification is first, but in most models it is also the last point of rigor. Traditional identification stops at diagnosis codes and demographics. It finds eligible patients. It reveals nothing about engagement, consent, or persistence. It ignores site capability. It never questions whether the protocol design itself introduces barriers.

PRISM fuses claims, EMR/EHR, lab values, SDOH, and BDOH into multidimensional profiles that model who will complete, not just who qualifies. Clinical fit integrates with social context and behavioral patterns to predict activation durability and flag early dropout risk before enrollment begins. These predictive insights trigger readiness interventions from the start.

PRISM also identifies optimal sites by analyzing real-world data on catchment demographics, historical performance, and capacity. And it surfaces protocol-level friction, enabling sponsors to author or amend protocols informed by readiness intelligence before a single patient is enrolled.

What makes this different: Most platforms stop after eligibility. PRISM models propensity to respond, enroll, and finish. It evaluates site readiness. It feeds protocol design with real-world evidence. Stage 2 assessment does not start from zero.

Data Sources

  • Claims and billing records
  • EMR/EHR clinical data
  • Lab values and diagnostic results
  • Social determinants (SDOH)
  • Behavioral determinants (BDOH)
  • Protocol metadata and eligibility criteria

Outputs

  • Multidimensional patient profiles
  • Eligibility confirmation with confidence scoring
  • Readiness signal baseline for Stage 2 assessment
  • Population-level feasibility estimates
  • Geographic and site-level distribution mapping
  • Site identification and ranking by readiness capacity
  • Protocol friction analysis with RWD-informed amendment recommendations
2
Assess Readiness
Map structural, cognitive, and behavioral friction for every patient

The question this stage answers: Where will friction emerge for this specific patient?

Eligibility asks one binary question. Readiness assessment asks the questions that predict outcomes: Can this patient get to the site? Does the patient understand commitment? Is their support system stable enough? Will burden overwhelm motivation?

PRISM maps three friction dimensions for every patient. Structural: logistics, transportation, scheduling, finances. Cognitive: health literacy, protocol comprehension, expectation gaps. Behavioral: motivation stability, caregiver dynamics, competing priorities, historical compliance.

The output is not a single readiness score. It is a friction profile that tells the system exactly where intervention is needed, what kind of intervention will work, and how much readiness development is required before this patient should advance.

Friction Dimensions

  • Structural: logistics, transportation, financial burden, scheduling feasibility
  • Cognitive: health literacy, protocol comprehension, expectation alignment
  • Behavioral: motivation stability, caregiver dynamics, compliance patterns

Outputs

  • Individual friction profiles per patient
  • Barrier-specific intervention recommendations
  • Readiness development timeline estimates
  • Risk stratification by friction severity
  • Inputs to Stage 3 ranking algorithms
3
Segment & Support
Group patients by shared friction patterns, not by likelihood to engage

The question this stage answers: What support do patients need to move forward?

Traditional lead scoring ranks individuals by likelihood to engage. We take a different approach: grouping patients into segments based on shared friction patterns and behavioral signals, then matching each segment with the right level of support.

Eagerness without understanding causes screen failures. Enthusiasm without burden awareness causes dropouts. We segment by shared readiness needs, not by how close someone is to converting.

Each segment gets an appropriate readiness strategy. Segments facing fewer barriers move through with lighter support. Segments with moderate friction get targeted development. Segments with significant friction get intensive support until barriers are addressed. No permanent exclusions. No quota-driven advancement.

Segmentation Inputs

  • Friction profile from Stage 2
  • Historical completion patterns in similar protocols
  • Behavioral signals: engagement depth, comprehension markers
  • Support environment stability
  • Protocol burden alignment with patient capacity

Outputs

  • Segment-level friction patterns and readiness needs
  • Readiness segments with tailored intervention paths
  • Population-level enrollment forecasts
  • Stage 4 engagement strategy assignments
  • Updated segmentation as new signals emerge
4
Engage & Educate
Adaptive readiness experiences by profile, segment, and decision stage

The question this stage answers: What readiness work does each patient actually need?

Stage 4 activates PRISM's experience layer. Every patient gets education tailored to friction and segment. Cognitive barriers get comprehension content. Structural barriers get logistics and burden calibration. Behavioral friction gets expectation alignment and caregiver integration.

Engagement starts with channel preference. PRISM reaches patients via digital, social, and direct channels. HCP outreach and EMR matching drive informed, high-intent referrals. Activation is prioritized by readiness, not volume.

Multiple connectivity pathways lower friction. In-ad conversational units embedded in digital and social placements enable immediate qualification without redirect friction. Physical materials include 2D barcodes routing patients into guided readiness workflows. Interaction options span conversational agent, AI-driven voice calls, and SMS.

Real-time support lowers decision investment. PRISM breaks complex protocol information into adaptive dialogue that reduces cognitive overload. It responds to hesitation, fear, and feasibility concerns in real time, personalized by medical, contextual, and behavioral signals. Uncertainty converts into informed commitment.

This is where CORE operates within PRISM. When education gaps emerge, PRISM draws from CORE's 115+ asset formats. PRISM governs sequencing. CORE supplies content.

Engagement measures comprehension, expectation alignment, and decision readiness. Patients advance only when evidence meets the pre-screening threshold.

Engagement Channels & Modalities

  • In-ad conversational units embedded in digital and social placements
  • 2D barcodes on physical materials routing to guided workflows
  • AI-driven voice calls and SMS for adaptive, responsive engagement
  • Direct and site-enabled HCP outreach with EMR matching
  • Segment-tailored education pathways (patient, caregiver, influencer)
  • CORE behavioral design assets (when deployed within PRISM)

Advancement Criteria

  • Comprehension markers above threshold
  • Expectation alignment confirmed
  • Burden understanding validated
  • Caregiver/support system engaged (where applicable)
  • Decision readiness signals stable
  • Decision investment lowered through adaptive dialogue
5
Pre-screen
AI-driven intelligent qualification that validates readiness, not just eligibility

The question this stage answers: Is this patient both eligible and ready to proceed to site-level screening?

Traditional pre-screening confirms eligibility. PRISM pre-screening confirms both eligibility and readiness. The economic truth: every screen-failed patient costs time, money, and staff attention that cannot be recovered.

PRISM's conversational AI validates eligibility, confirms comprehension, checks logistics, and assesses motivation. It also detects hesitation, confusion, and feasibility friction in real time, adapting the dialogue before screening proceeds.

When barriers surface, PRISM provides guided resolution rather than defaulting to exclusion. This stabilizes readiness before site handoff and prevents avoidable false starts. Patients who clear pre-screening understand burden and commitment. Questions are answered. Support is in place.

Screen failure prevention happens here, not at the site.

Pre-screening Components

  • Eligibility check
  • Real-time hesitation and confusion detection
  • Adaptive dialogue that adjusts when uncertainty surfaces
  • Logistical and motivational barrier resolution (not just flagging)
  • Comprehension validation
  • Motivation and commitment assessment
  • Support system confirmation

Outputs

  • Validated patient packages for site teams
  • Readiness context for site coordinators
  • Flagged areas requiring site-level attention
  • Pre-screening disposition with rationale
  • Referral back to Stage 4 if readiness gaps persist
6
Hand Off to Sites
Prepared patients with validated context, not cold referrals

The question this stage answers: Does the site have everything it needs to onboard this patient without starting from scratch?

In standard models, handoff breaks accountability. A vendor delivers a name. The site starts from zero: re-explaining, re-assessing, managing confusion that should have been resolved. The site becomes both educator and executor, neither role sufficient.

PRISM delivers a prepared patient with validated context. The site knows what the patient understands, where concerns lie, what logistics are in place, what support exists. The patient arrives having worked through questions, fears, and expectations. The site's first interaction confirms, not introduces.

PRISM reduces site burden without removing site control. Clinical decisions stay with the site. But 40-60% of coordinator time spent on prep work is already done, validated, and documented.

Handoff Package

  • Inclusion/exclusion criteria evaluated against medical records
  • Comprehension status and areas of confirmed understanding
  • Self-service scheduling aligned to site availability
  • Full chat history between the patient and conversational AI
  • Caregiver involvement status
  • Outstanding questions or concerns flagged for site attention

Site Benefits

  • Reduced re-explanation and re-education burden
  • Fewer no-shows and rescheduled first visits
  • Higher consent conversion from prepared patients
  • Coordinator time freed for clinical duties
  • Continuity of patient experience across the transition

Six stages define the lifecycle.
Four layers power the execution.

Stages describe when. Layers describe how. Each layer spans the full lifecycle from identification through completion. Together they form the operating system.

01
Data Layer
Active across all 6 stages. Fuses claims, EMR/EHR, lab values, SDOH, BDOH, and protocol metadata into longitudinal readiness profiles. In Stage 1, powers patient identification and site ranking. In Stage 2, feeds friction dimension mapping. In Stage 3, provides segmentation inputs. The Data Layer does not snapshot. It updates continuously as new engagement, scheduling, and burden signals arrive. See the full Data Layer deep dive.
02
Experience Layer
Primary activation in Stages 4 through 6. Implements the six patient experience pillars across every touchpoint. Delivers decision-oriented education, caregiver-inclusive content, and emotionally grounded preparation matched to each patient's readiness profile, literacy level, and decision stage. When CORE deploys within PRISM, this layer draws from CORE's 115+ behavioral design assets. Engagement channels include in-ad conversational units, 2D barcode workflows, AI voice calls, SMS, and HCP-enabled outreach.
03
Coordination Layer
Primary activation in Stages 4 through 6. Agentic AI that governs when and how patients advance. Engages through adaptive conversational dialogue, detects hesitation and confusion in real time, validates readiness through comprehension and feasibility checks, pre-screens with barrier resolution (not just exclusion), and coordinates site handoff with full patient context. This layer enforces governed transitions: no patient advances without readiness evidence. See the full AI & Data Intelligence deep dive.
04
Measurement Layer
Active across all 6 stages. Three live indices track execution health in real time. PXCI monitors whether the patient experience is stabilizing or eroding the trial. IEQS assesses whether engagement is informed and durable or superficial and fragile. CRI tracks whether recruitment is sustainable or masking readiness problems. Together they surface instability while recovery is still possible. Measurement is diagnostic and corrective, not retrospective. See the full Indices deep dive.

Between every stage, the same question:
does readiness evidence justify advancement?

Five transitions connect six stages. Each has defined readiness criteria. Meeting criteria advances with context. Not meeting them triggers targeted development. Patients unable to achieve readiness are held, not abandoned.

1-to-2: Eligibility confirmed, data foundation set. Readiness assessment begins.

2-to-3: Friction profile complete. Ranking incorporates readiness alongside clinical data.

3-to-4: Segment assigned, intervention path defined. Engagement matches actual needs, not generic tracks.

4-to-5: Comprehension, expectation alignment, burden understanding validated. Ready for pre-screening, not just willing.

5-to-6: Both eligibility and readiness confirmed. Site gets a prepared patient with context, not a cold referral.

Frequently Asked Questions

What are the 6 stages of PRISM?

Identify, Assess Readiness, Segment & Support, Engage & Educate, Pre-screen, and Hand Off to Sites. Each transition is governed by readiness evidence, not volume targets.

What are the 4 layers in PRISM's architecture?

Data Layer for multi-source intelligence. Experience Layer for segment-tailored education. Coordination Layer with agentic AI. Measurement Layer with three live indices (PXCI, IEQS, CRI).

What does "governed transition" mean?

A decision point where readiness evidence determines advancement. Patients not meeting criteria get targeted development, not automatic forward motion.

What is readiness decay?

Gradual erosion of a patient's capacity or willingness to continue: declining engagement, burden accumulation, caregiver destabilization. PRISM distinguishes temporary friction from systematic decay and surfaces proportionate recommended responses for the sponsor's team.

How does PRISM prevent screen failure?

Prevention happens in Stage 5, not at the site. PRISM validates both eligibility and readiness before handoff. Sites get prepared patients, not unqualified referrals.

Where does CORE fit in the PRISM architecture?

CORE operates in PRISM's Experience Layer, primarily Stage 4. When education gaps emerge, PRISM surfaces CORE assets as resources, adapted by segment and readiness profile.

Key Definitions

Proprietary constructs defined by Jumo Health. Each one is a measurable operational concept, not a marketing term. View all definitions →

Completion Propensity
The composite behavioral signal predicting whether a consented patient will complete all visits.
Trial Readiness Index
A composite score quantifying a trial's capacity to retain enrolled patients.
Readiness Friction Map
A diagnostic visualization plotting every barrier a patient population faces across a trial lifecycle.

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In two days, you get three execution diagnostics on your program.

01 · The Baseline

Trial Readiness Index

How likely each eligible patient cluster is to activate, persist, and complete, before any intervention.

02 · The Diagnosis

Readiness Friction Map

The barriers most likely to suppress activation, enrollment, and completion in each cluster, and how to mitigate them.

03 · The Prescription

Readiness
Blueprint

Which clusters to target, which barriers to address, which interventions to deploy, and what completion lift to expect.

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