Layer 01 · Operations

Recruitment / funnel

Last sync · 12 minutes ago

Real-time view of enrollment targets, principal & sub-investigator performance, and how the patient funnel translates into recognized revenue.

Enrollment Target (Q4)

184

+12 vs plan

Enrolled YTD

123

67% to goal

Patients Screened

242

51% pass-thru

PI Visits / Wk

+9 wow

Enrollment Targets · Active Studies

6 of 12 shown

Study	Indication	Target	Enrolled	Screened	Progress	Status
ONCO-241	NSCLC Stage III	24	19	41	79%	On Track
CARDIO-118	HFpEF	18	12	28	67%	At Risk
NEURO-077	Early Alzheimer's	30	11	22	37%	Behind
DERM-302	Atopic Dermatitis	40	38	62	95%	Ahead
GI-211	Crohn's Disease	22	16	31	73%	On Track
ENDO-156	Type 2 Diabetes	50	27	58	54%	At Risk

Principal Investigator · MTD

paid per visit

Visits scheduled184

Visits completed142

Enrolled (1st visit billed)89

PI billable visits142

Sub-Investigator · MTD· separate function from PI · paid per qualified referral

paid per referral

Referrals received221

Pre-screen passed184

Consented156

Qualified referrals

221

Avg. SOW rate

$110 / ref

MTD payable

$24,310

Investigator Scorecard

● Principal · 3● Sub-Investigator · 4

ID	Investigator	Role	Studies	Pts. Referred	Pts. Seen	Conv.
PI-001	Dr. Anya Patel	PI	8	—	142	78%
PI-002	Dr. Marcus Hoyt	PI	5	—	96	71%
PI-003	Dr. Lena Okafor	PI	6	—	118	83%
SI-014	Dr. Rahul Mehta	Sub-I	4	64	—	61%
SI-022	Dr. Camila Rojas	Sub-I	3	47	—	55%
SI-031	Dr. Theo Lindqvist	Sub-I	5	81	—	67%
SI-045	Dr. Priya Iyer	Sub-I	2	29	—	48%

Investigator Compensation · MTD · per study · per site

PI · per visit|Sub-I · per referral

CRIO API · live· sync 6/18/2026, 5:48:33 PM· MOCK

Investigator	Role	Study	Units	Type	SOW Rate	Earned MTD	Status
Dr. Anya Patel PI-001	PI	ONCO-241	28	visits	$420	$11,760	Invoiced
Dr. Anya Patel PI-001	PI	DERM-302	41	visits	$180	$7,380	Invoiced
Dr. Marcus Hoyt PI-002	PI	CARDIO-118	18	visits	$360	$6,480	Pending
Dr. Marcus Hoyt PI-002	PI	GI-211	14	visits	$310	$4,340	Invoiced
Dr. Lena Okafor PI-003	PI	NEURO-077	22	visits	$480	$10,560	Invoiced
Dr. Lena Okafor PI-003	PI	ENDO-156	31	visits	$220	$6,820	Pending
Dr. Rahul Mehta SI-014	Sub-I	ONCO-241	34	referrals	$140	$4,760	Invoiced
Dr. Rahul Mehta SI-014	Sub-I	DERM-302	22	referrals	$65	$1,430	Invoiced
Dr. Camila Rojas SI-022	Sub-I	CARDIO-118	19	referrals	$120	$2,280	Hold
Dr. Camila Rojas SI-022	Sub-I	ENDO-156	28	referrals	$80	$2,240	Invoiced
Dr. Theo Lindqvist SI-031	Sub-I	NEURO-077	41	referrals	$160	$6,560	Invoiced
Dr. Theo Lindqvist SI-031	Sub-I	GI-211	27	referrals	$110	$2,970	Pending
Dr. Priya Iyer SI-045	Sub-I	ONCO-241	14	referrals	$140	$1,960	Invoiced
Dr. Priya Iyer SI-045	Sub-I	DERM-302	9	referrals	$65	$585	Invoiced
Total · MTD payable						$70,125

SOW = Statement of Work · auto-calculated from logged visits & referrals · source: /api/crio/compensation

Enrollment Revenue Leakage · where the funnel loses dollars

$331,200 at risk

Referrals not pre-screened in 5 days
14 cases · severity high
$84,000
value lost
Pre-screens not consented in 7 days
9 cases · severity high
$51,400
value lost
Consents not converted to visits
11 cases · severity med
$142,900
value lost
Visits logged without billing code
18 cases · severity med
$38,200
value lost
Screen failures not invoiced
7 cases · severity low
$14,700
value lost

Leakage = activity logged but not converted to billable revenue within the SOW window

Recruitment → Revenue · last 9 months

$ in thousands

Enrolled
Revenue ($K)

Revenue per enrolled patient

$13,540

avg. across active studies

Oncology

$22.1K

Cardio

$14.6K

Derm

$8.4K

Endo

$11.9K

Bottleneck · this week

PI visit backlog

23 sub-I-qualified patients waiting > 5 days for PI to schedule a visit. CARDIO-118 accounts for 41% of the queue.