Sites

Inato 🤝 your EHR: level up your patient pre-screening process with an EHR integration today

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Inato
min
November 14, 2025

Earlier this year, we launched AI patient pre-screening in the Inato platform to address the top pain point we hear from both sites and sponsors: finding and enrolling the right patients. Since then, we’ve worked with a wide range of sites to streamline their pre-screening workflows, accelerate enrollment, and reduce burden for their teams. Today, Inato reduces the time spent conducting chart reviews by up to 90% for sites, with 98% accuracy. 

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Now, we’re making it even easier for sites to find and enroll the right patients through EHR integrations. Let’s break it down. 

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I’m new to Inato’s AI patient pre-screening. What is it and how does it work?

Inato’s AI patient pre-screening helps sites quickly and easily identify and assess patients for all of their trials. The AI analyzes patient records against the full list of inclusion and exclusion criteria for all relevant trials at a site and provides an explanation and a source for each criterion within minutes, enabling site staff to make rapid decisions about who to move forward to screening. You can upload patient records to review, or you can now securely pull records in via an EHR integration.

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Why should I integrate with my EHR?

Integrating your EHR with Inato unlocks: 

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  • Automatic Sync: Patient records flow directly from your EHR into Inato’s pre-screening tool. This saves sites significant time and makes it easy to identify relevant patients on a rolling basis, even as additional patients, updated records, or new trials come in. 
  • AI Matching: AI identifies patients recently seen at your practice who meet key diagnosis and demographic criteria. Unlike standard EHR queries, which rely on structured data, our tool can understand unstructured data in patient notes to determine whether or not a patient meets the diagnostic and demographic criteria for a trial. 
  • Ranked Results: Get a prioritized list of pre-screened patients, from most likely to least likely to qualify, to help your team focus on the most relevant patients. 

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In short: it automates the work of identifying relevant patients and completing the initial assessment, freeing site teams to focus on patient-facing activities.

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What EHR providers do you support?

We already support several of the top EHR providers, including eClinicalWorks, ModMed, Athenahealth, and Practice Fusion, and we’re expanding to a number of additional EHR and CTMS providers now. If you don’t see your provider already on the list, don’t hesitate to get in touch anyway—we may already be working on it.

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How can I get started?

Book time with our site partnerships team here or reach out at prescreening@inato.com. And do it today! We’re unveiling new features soon to help pre-screening users better showcase their strengths during feasibility. 

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Once we’re in touch, we’ll work with you every step of the way. You’ll be asked to sign a BAA to protect patient privacy, and to introduce us to the EHR administrator at your practice. Inato will handle the technical build of the integration and send instructions to your team to connect on the back end when the time comes.

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