How do you segment patients vs. caregivers in healthcare research?

We typically split them into separate screener tracks from the start — patients qualify based on diagnosis/condition, caregivers on their caregiving role and relationship to the patient. The key is capturing *both* in your recruit so you can run parallel surveys or interview guides tailored to each, then cross-analyze where their priorities align or diverge. Qualtrics branching logic makes this pretty clean to manage in one study.