Clinical Trial Eligibility Intake Agent7 nodes
FeaturedHealthcare#Healthcare#Clinical Trials#Patient Intake#AI Agent#ClinicalTrials.gov#Research Ops
Clinical Trial Eligibility Intake Agent
Screen patient-submitted trial interest against ClinicalTrials.gov criteria, redact sensitive context, and route qualified leads for coordinator review.
Workflow at a glance
The full canvas, before you import it
Click any node to see its config.
#Healthcare#Clinical Trials#Patient Intake#AI Agent#ClinicalTrials.gov#Research Ops
Click a node to select it — same as the Heym editor; the panel shows its settings.
7 nodes · Free & source-available
Clinical Trial Eligibility Intake Agent
This healthcare automation template helps research operations teams turn a trial interest form into a coordinator-ready eligibility brief. It is designed for patient navigation, not diagnosis or medical advice.
What this workflow does
- TrialInterestForm captures condition, location, age range, and patient notes
- FindRecruitingTrials queries the public ClinicalTrials.gov API
- EligibilityAgent compares inclusion and exclusion language against the intake
- CoordinatorReviewGate branches when the agent marks a lead as
COORDINATOR_REVIEW - NotifyResearchTeam sends qualified matches to Slack
- LogTrialIntake stores a lightweight audit record
- EligibilityResult returns the final patient-navigation summary
Use cases
- Clinical trial matching intake workflows
- Patient navigation automation for research teams
- Healthcare CRM triage before a human coordinator calls the patient
Setup
Replace the sample condition and location, connect an LLM credential, choose the Slack review channel, and select a DataTable for intake logs. Keep human coordinator review in the loop before contacting patients.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
More workflow templates
Discover more automations
- HealthcareBlood Panel Triage TeamOrchestrator runs a deterministic 12-marker panic-value gate, then fans out three cross-lab sub-agents to interpret labs, push doctor questions, and enumerate differentials.
- HealthcareReferral Intake Priority RouterClassify referral or intake notes, separate urgent administrative follow-ups, and notify the review channel.
- HealthcarePatient Appointment Reminder & No-Show ReducerScan upcoming appointments daily, draft personalized reminders, and flag high no-show-risk visits for a confirmation call.
- HealthcareInsurance Prior Authorization PrepBuild the documentation checklist and a draft medical-necessity justification for a prior authorization request.
- HealthcarePost-Visit Follow-up DrafterTurn a visit summary into a clear, patient-friendly follow-up message with care reminders and next steps.
- HealthcareCare Coordination Intake RegistrySummarize a non-clinical care coordination request and save the structured intake record to Supabase.
- HealthcareFHIR Lab Result Release QA AgentNormalize inbound FHIR lab observations, check portal-release readiness, and alert care ops when patient-facing wording needs review.
- HealthcareProvider Credentialing Expiry AgentMonitor provider licenses, payer enrollments, and NPI records, then route credentialing expirations before claims or scheduling are blocked.
- HealthcareReferral Leakage Network OptimizerAnalyze specialty referral records, find leakage patterns, and brief provider-network teams on retention opportunities.
- Dev & IT OpsWorkflow Change Audit LogCapture every workflow create, update, and delete on your Heym instance and post a batched summary to Slack.
- Customer SupportHITL Support Reply AgentDraft a customer-facing support response, pause for human approval, then continue with the reviewed reply.
- Dev & IT OpsCodex PR Fix AgentSend a coding task to Codex, open a draft PR when it succeeds, and notify Slack when Codex needs follow-up input.