Gulpreet Dhaliwal B.S. M.D.

• Reviewed and provided input in the development of educational materials for the retention program.
• Identified and implemented new ways of retaining and engaging potential study participants.
• Connected participants with study sites when the sites have a study for which the participant may qualify.
• Communicated lab and other test results to participants via the 8x8 call center system and/or secure email. Utilizing Salesforce and Care Console.
• Scheduled, prepared for, and facilitated participant calls in accordance with the program guidelines.
• Acknowledged when to escalate lab and other test results to physicians for review, and correctly followed program guides, SOPs, and other written instructions regarding health-related escalations.
• Analyzed and understood study protocols in order to help match potential participants to them by utilizing Study Teams and Site Network.
• Provided CSC-Rs with the soft skills required to retain and engage potential study participants.
• Solved problems and de-escalated issues brought forth by the team.
• Kept leadership updated with important information regarding the team, performance, and escalations.
• Served as a subject matter expert.
• Worked effectively with other CSCs, physicians, and site staff.

• Developing and implementing quality control procedures, monitoring product performance, and identifying and addressing quality issues.
• Reviewed and maintained quality assurance SOPs and procedures for compliance.
• Coordinated and followed up with site staff and PI to ensure timely issues resolution on-site and support audits conducted by the Sponsors and regulatory agencies.
• Assisted with team meetings by tracking minutes and attendance effectively.
• Ensured completion and upload of all relevant e-source study team documents.
• Managed participant data across multiple platforms to ensure accuracy.
• Identified reporting of Adverse Events and Serious Adverse Events, ensuring proper documentation was uploaded.

• Executed patient recruitment strategies, screening participants to achieve study targets.
• Conducted clinical research in compliance with Good Clinical Practices (GCP) to ensure data integrity.
• Facilitated informed consent discussions, clarifying study protocols and ethical considerations for participants.
• Managed data entry processes and resolved queries to enhance clinical trial data accuracy.
• Performed investigational product accountability and reconciliation to maintain compliance.
• Utilized vendors such as Veeva Vault and Study Hub EDC to streamline operational workflows.
• Provided training and support to team members, enhancing project management efficiency.
• Served as liaison between participants and remote/site CRCs, ensuring effective communication.

• Delivered accurate pharmaceutical care, including drug therapy monitoring and patient education.
• Managed hiring and training of new employees while overseeing daily operations.
• Utilized strong leadership and coaching skills to enhance team performance.
• Communicated effectively across various levels, including management and clinical staff.
• Maintained thorough documentation for SPRx programs, HBS, and SPARCS.
• Collaborated with Customer Services and Pharmacy Operations on referral status determinations.
• Provided comprehensive telephone support for prescriber office staff and pharmacies.
• Ensured timely and accurate documentation of all relevant information.

• Monitored support for Phase II-IV and post-market clinical studies.
• Screened patient records and databases to identify prospective candidates.
• Collected data adhering to research protocols and case report form requirements.
• Reviewed site regulatory binders and verified source documents for compliance.
• Guided reporting of serious adverse events and protocol deviations.
• Prepared for FDA audits, addressing follow-up letter requirements efficiently.
• Participated in initiation visits to implement trials according to timelines and budgets.
• Processed and shipped lab specimens while ensuring accurate paperwork completion.

Contributed to Phase IIB–IV studies, ensuring adherence to research protocols.

Executed comprehensive data management, monitoring support, and drug reconciliation.

Conducted EMR and hospital record reviews to resolve queries efficiently.

Reviewed informed consent processes while maintaining accurate records.

Collaborated with principal investigators and sponsors to facilitate daily trial operations.

Monitored site compliance with protocols, identifying deviations and implementing corrective actions.

• Conducted medical and physical examinations, including cardiovascular assessments and EKGs.
• Reviewed neurological evaluations and senior assessments with a focus on memory loss.
• Processed laboratory samples and analyzed resulting data for accuracy.
• Educated newly diagnosed patients on disease understanding and available treatment options.
• Assessed data for patients with diabetes, hypertension, and weight management issues.
• Maintained trial documentation, including reports and submissions to IRB and PRC.