Case Study: Major Health Research University Automates Conflict of Interest Disclosure with Checkbox

Major Health Research University automates conflict of interest disclosure for 100+ doctors with CheckBox

The customer, a major health research university, faced a time-consuming and manual annual process for checking conflicts of interest and updating contact information for over a hundred doctors in its program. They partnered with Checkbox to automate and streamline this compliance disclosure process using the vendor's survey platform.

Checkbox implemented a two-survey solution: an onboarding survey for new medical professionals and an annual check-in survey for existing ones. This automated system captured over 20 fields of data per contact, sent reminder emails, and automatically flagged potential conflicts of interest for administrator review. The solution eliminated countless emails and spreadsheets, centralizing all data within Checkbox for easy management and one-click export, thus significantly reducing clerical upkeep for the university.