CORE starts with uncovering friction.

Most patient education begins with a deliverable. CORE begins with the failure it must prevent.We expose where protocol complexity becomes confusion, burden, and dropout risk.Then we engineer the experience patients and caregivers need to understand, decide, and complete.

Talk to a Patient Experience Expert

From insight to experience to impact.

CORE follows three phases: Data, Design, Produce. Each answers a specific question. Each produces a specific output for the next. Nothing created from assumption. Nothing built without knowing exactly what it must accomplish. This is how CORE delivers in weeks, not months, with materials that outperform anything built from a creative brief.

Phase 01

Start With Data

What blocks understanding, trust, and action for this trial?

Every CORE engagement maps friction between protocol and patient. Not what the protocol says, but what patients must understand, believe, and do to participate. This is structured extraction of gaps between trial design and patient reality, not market research.

The data phase identifies patient and caregiver information gaps, cognitive and emotional barriers, stakeholder misalignment, site friction from unclear education, and where each barrier emerges in the lifecycle.

The output is an operational map: what must be explained, to whom, in sequence, at what lifecycle moment. This drives everything downstream. If the data phase is wrong, everything fails. CORE doesn't skip it, abbreviate it, or replace it with assumptions.

Phase 01 Outputs
  • Protocol friction map
  • Patient comprehension gap analysis
  • Caregiver role and burden assessment
  • Site education burden inventory
  • Lifecycle-stage barrier mapping
  • Stakeholder needs alignment matrix
Phase 02

Design the Experience

How should understanding unfold for this patient, in this trial, over time?

CORE doesn't jump from insight to assets. It designs the experience patients must move through to become informed and confident. Most organizations skip this entirely. That's why most patient education fails. Good content in the wrong order at the wrong time doesn't prepare anyone.

The design phase determines what patients understand first, maps their actual decisions (not protocol assumptions), identifies where confusion and drop-off happen, and structures information so it builds confidence progressively instead of dumping complexity at consent.

Education is sequenced, not distributed. It builds confidence, not awareness. The output is a structured experience independent of format. The design tells you what each asset must accomplish before deciding its form.

Phase 02 Outputs
  • Education experience architecture
  • Decision-point mapping
  • Sequencing and timing framework
  • Comprehension milestones by stage
  • Caregiver integration touchpoints
  • Expectation-setting progression model
Phase 03

Produce Assets That Perform

What does each asset need to accomplish, and how do we verify it works?

CORE produces assets only after data mapping and experience architecture are complete. Every asset has a defined role. It exists because the experience design identified a specific moment where a specific understanding must build, not to fill a deliverable list.

Assets play a specific role in the experience. Each piece reinforces understanding, not repetition. Formats chosen by context and cognitive load, not preference or tradition. Video when motion and narration work better than text. Print when patients need something to return to. Web when information must work across devices and languages.

All assets are protocol-derived, behaviorally structured, IRB-ready, amendment-resilient, consistent across sites, multilingual by design, delivered in weeks. The output is coordinated materials that create the specified experience, not a content library.

Phase 03 Outputs
  • Trial-specific patient and caregiver assets
  • IRB-ready documentation packages
  • Site-facing education materials
  • HCP communication tools
  • Multilingual and culturally adapted versions
  • Digital and print delivery packages

This three-phase process is what separates CORE from every agency, CRO, and internal team that builds patient materials. They start with a creative brief. CORE starts with the protocol, the patient, and the lifecycle. The process is the product.

Five stages. Remove one, and failure becomes predictable.

CORE maps every lifecycle stage to the specific education, expectation-setting, and decision support patients need to participate successfully. It's system architecture, not a content menu. Each stage addresses a specific readiness barrier at the moment it matters most.

1
Awareness &
Entry

Patients arrive with a story. Make sure it is the right one.

Before trial entry, patients form beliefs about participation. Those beliefs come from search results, social media, word of mouth, advocacy communities, and assumptions. Wrong beliefs create downstream deficits. CORE intervenes with trial overviews, condition education, and referral materials that set accurate expectations before the first conversation.

This is comprehension seeding, not awareness marketing. The goal isn't reach. It's ensuring arriving patients have realistic understanding of what participation involves.

CORE delivers: Trial overview materials, condition education, referral guides, awareness content for advocacy partners, HCP discussion guides
Risk if missing: Patients arrive with distorted expectations, creating immediate friction at screening and consent. Sites spend time correcting misunderstandings that should never have formed.
2
Education &
Readiness

Understanding is not a moment. It is a sequence.

Most organizations collapse this into a single brochure or consent visit conversation. CORE treats it as structured progression. Patients learn what the trial involves, day-to-day participation, burden, caregiver roles, and tradeoffs. Information sequenced so each concept builds on the last, not overwhelming at once.

Education here translates protocol into patient's actual life. Visit schedules become time commitments. Procedures become physical experiences. Side effects become planning questions.

CORE delivers: Full education guides, burden translation materials, visit schedule explainers, caregiver role guides, "what to expect" progressions, decision-support frameworks
Risk if missing: Expectation mismatch. Patients consent without understanding the actual burden of participation. Early dropout spikes as reality diverges from assumption.
3
Prescreening &
Enrollment

Consent should confirm understanding. Not create it.

By consent, CORE has built understanding most organizations try to create in that single visit. Pre-consent education clarifies eligibility in patient terms, explains what screening involves, addresses fears and misconceptions specific to the therapeutic area and protocol.

Result: consent conversations become shorter, more productive, more meaningful. Sites confirm what patients already know instead of starting from scratch. Screen failure rates drop because screening patients have already self-assessed against realistic expectations.

CORE delivers: Pre-consent education materials, eligibility explanation guides, screening preparation content, consent conversation support tools, site facilitation aids
Risk if missing: Consent conversations become the patient's first education session. Sites absorb 2+ hours per patient. Screen failure rates remain high because patients realize at screening what they should have known weeks earlier.
4
Participation

Patients do not drop out because the trial is hard. They drop out because nobody told them it would be.

Most education ends at enrollment. CORE continues. Participation delivers ongoing education for upcoming visits, procedural changes, side effect management, adherence support, psychological burden. This is where expectation alignment pays its largest dividend.

Patients knowing what to expect at Visit 4 don't panic when it's harder. Patients understanding Week 8 fatigue is normal don't interpret it as a withdrawal signal. CORE maintains readiness instead of assuming it persists alone.

CORE delivers: Visit preparation guides, "what to expect next" materials, adherence support content, side effect management resources, caregiver check-in tools, milestone acknowledgments
Risk if missing: Dropout driven by friction that was entirely predictable. Patients leave not because of adverse events but because of unmanaged expectations, unaddressed burden, and the accumulated weight of uncertainty.
5
Completion &
Closeout

Completion is not the absence of dropout. It is the presence of sustained commitment.

The final stage is the most neglected. Trial completers need clarity on what's next: transition to standard of care, trial results, follow-up obligations, emotional closure. Caregivers need guidance too.

CORE treats completion as designed experience, not just endpoint. Patients get guidance on expectations after their last visit, interpreting their experience, ongoing involvement. This matters for patient wellbeing, data quality, and retaining participants for future trials.

CORE delivers: Completion guidance, transition expectation materials, follow-up clarity documents, thank-you and acknowledgment communications, future participation pathways
Risk if missing: Incomplete data from final visits. Negative patient experience at the last touchpoint. Lost opportunity for future trial participation and advocacy.

Six principles that separate CORE from every other approach to patient education.

CORE materials prepare patients, not just inform them. That distinction drives six design principles governing every asset. These are engineering constraints, not values. Every deliverable is tested against them.

01

Decision Architecture Over Information Delivery

Patients don't need more information. They need information structured around their actual decisions. CORE organizes by decision point, not protocol section. Every asset helps answer a specific question: "Can I do this?" "What will this feel like?" "What happens if I stop?"

02

Sequencing Over Compression

Complex understanding can't be compressed into one document or conversation. CORE sequences information across time so each concept builds on the last. Trial overview before visit schedule. Visit schedule before side effects. Sequencing reduces cognitive overload and builds durable comprehension.

03

Expectation Alignment Over Persuasion

CORE prepares patients to decide, not persuade them to participate. Expectations framed early. Tradeoffs explicit. Burden translated to real-life terms. Patients consenting after CORE education understand what they're agreeing to, not because they were convinced.

04

Feasibility Framing Over Clinical Framing

Protocols are written for regulators. Patients experience them as daily disruptions. CORE translates every requirement into a feasibility question: How much time? How many trips? What side effects? What does my caregiver do? Feasibility closes the gap between protocol design and patient reality.

05

Caregiver Integration by Default

Caregivers determine feasibility more than patients determine eligibility. CORE includes caregivers in every stage, not as brochure recipients but as decision-making partners needing their own understanding of burden, role, expectation. Caregiver readiness is patient readiness.

06

Amendment Resilience Over Static Delivery

Protocols change. Monolithic education breaks when they do. CORE materials are modular so amendments update targeted components without resetting the experience. Understanding doesn't restart when protocols change. The experience adapts. The investment compounds.

Protocols change. CORE does not break.

Protocol amendments are the most common reason traditional patient education fails mid-study. Generic materials get rebuilt. Timelines reset. Sites use outdated content while new materials develop. CORE is different. Modular, protocol-derived materials update targeted components without disrupting the broader experience.

Amendment Issued
Protocol change identified and scope assessed against existing CORE materials
Impact Mapping
Affected lifecycle stages and specific assets identified. Unaffected materials remain in service.
Targeted Update
Only impacted components are revised. Understanding that patients have already built is preserved.

Traditional approach

  • Materials rebuilt from scratch
  • Timeline resets by weeks or months
  • Sites use outdated content during rebuild
  • Patient understanding regresses
  • Cost doubles with every amendment cycle

CORE approach

  • Only impacted modules updated
  • Turnaround in days, not weeks
  • Unaffected materials remain live
  • Patient understanding is preserved
  • Investment compounds across amendments

Caregivers are a readiness variable.

In most trials, caregivers determine feasibility. They manage schedules, transportation, medication, support, decisions. Yet most education treats them as secondary content recipients. CORE recognizes caregiver readiness and patient readiness are inseparable and integrates caregiver education into every stage.

Role Definition

CORE defines what the caregiver's role actually involves for this trial. Not generic "support." A concrete map of time commitment, decision points, physical presence, emotional labor. Caregivers know what they're agreeing to before the patient consents.

Burden Translation

Protocol burden falls on caregivers differently. CORE translates requirements into caregiver-specific terms: schedule disruption, work impact, travel, cognitive load of managing someone else's participation alongside their own.

Decision Partnership

Caregivers participate in enrollment, continuation, and withdrawal decisions. CORE provides decision-support designed for the caregiver's perspective: not repackaged clinical info, but feasibility-focused tools helping caregivers assess whether sustained participation is realistic.

What a typical CORE engagement looks like.

Every trial is different. The process is consistent. Here's what a standard CORE engagement looks like from kickoff to delivery. Timelines vary by complexity, area, and scope. The structure holds.

Week 1

Kickoff and Protocol Extraction

CORE team receives protocols, investigator brochures, existing materials. Data phase begins: mapping trial lifecycle, identifying patient and caregiver friction, documenting site education burden.

Week 2

Friction Mapping and Stakeholder Alignment

Protocol friction map delivered. Gaps between protocol design and patient reality identified and prioritized. Stakeholder alignment: sponsor, medical affairs, clinical ops agree on education scope, lifecycle coverage, audience priorities.

Weeks 3-4

Experience Architecture

Experience design built: sequencing framework, decision-point mapping, comprehension milestones, caregiver touchpoints. This blueprint determines what every asset must accomplish. Reviewed and approved before production begins.

Weeks 4-6

Asset Production

Protocol-derived, behaviorally structured assets produced against the architecture. Each asset built for its lifecycle role. Multilingual versions initiated in parallel. IRB-readiness built in, not bolted on.

Week 6-7

Review, IRB Submission, and Delivery

Sponsor review of final assets. IRB submission packages prepared. Site materials finalized. Digital delivery configured. Print production initiated. Training materials delivered alongside patient-facing content.

Ongoing

Amendment Support and Expansion

CORE materials remain active and amendment-resilient. Protocol changes trigger targeted updates in days. Trials expanding to new indications, populations, geographies scale without rebuilding.

Frequently Asked Questions

How long does a CORE engagement take from kickoff to delivery?

A standard CORE engagement delivers in 6 to 8 weeks from kickoff, depending on protocol complexity, therapeutic area, and scope. The structured three-phase process eliminates iterative review cycles that extend traditional timelines.

What information does Jumo Health need to start?

CORE begins with protocol documents, investigator brochures, consent forms, and any existing patient-facing materials. The data phase extracts what matters from these sources. No additional market research or patient panels are required.

What happens when a protocol amendment is issued mid-study?

Only affected components are revised. Unaffected materials remain in service. Turnaround is days, not weeks. Patient understanding built in earlier stages is preserved rather than reset.

Can CORE be deployed for a trial that has already started?

Yes. Mid-study deployments focus on the lifecycle stages where gaps are most acute: participation-stage materials for retention problems, or enrollment-stage materials for high screen failure.

How does CORE handle multilingual and pediatric requirements?

Multilingual production runs in parallel with English, supporting 72 languages with cultural adaptation, not just translation. Pediatric trials get separate age-tailored tracks for children and caregivers, both protocol-derived.

How does CORE measure whether the education is working?

Comprehension at each lifecycle stage, expectation alignment at consent, site education burden reduction, and post-enrollment retention patterns. When deployed alongside PRISM, readiness metrics are tracked continuously through live indices.

Key Definitions

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

Patient Readiness
The measurable probability that an enrolled participant will complete a trial through its final visit.
Cognitive Friction
The gap between what a protocol requires a patient to understand and what they actually comprehend.
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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