Add a lead and assign a calling configuration linked to its protocol questionnaire. The call runs on your terms, while the review, summary, and outcome happen fully on their own.
HOW IT WORKS
From Lead to Logged Outcome
1
1
Step 1 of 3
Create The Lead
Leads arrive with a calling configuration linked, either assigned manually or set up in advance.
2
2
Step 2 of 3
Call Goes Out
The agent calls automatically using your configured calling settings.
3
3
Step 3 of 3
Reviewed, Logged, & Ready to Discuss
Calendax reviews the call, even a missed one, and saves a status, summary, and space for team comments.
THE PROBLEM
What Manual Screening
and Review Cost You
Each of these only exists because a person has to call, screen, and then manually review every single lead. Calendax solves all of them.
01
Calling every lead takes hours.
Reaching every new lead for that first screening call can eat up a coordinator’s entire day, leaving little time for anything else.
02
Manual review creates inconsistent outcomes.
Different team members reviewing the same kind of call can assign different statuses, making outcomes harder to trust or standardize.
03
Volume delays both calls and follow-up
As lead volume grows, manual calling falls behind, and manual review piles up, so follow-up slows down right when speed matters most.
THE SOLUTION
Speed That Holds Up at Scale
This isn’t a marginal time saving tucked into the background. It changes what a coordinator’s entire day actually looks like.
No More Waiting Around
The AI agent screens every new lead automatically the moment it arrives, so no lead sits around waiting for a callback.
Every Call, Reviewed the Same Way
Each call gets an AI-generated status using the same standard, every time, with custom statuses still available whenever your team needs one.
Volume Never Slows Anything Down
Every call gets placed, and every outcome gets logged the moment it happens, so growing lead volume never creates a backlog of either.
WHAT'S INSIDE
Screening That
Adapts to You
- Hands-Free ScreeningAI agent automatically calls and screens leads.
- Time Zone PrecisionCalls follow each lead's own local time.
- Real-Time Eligibility ChecksResponses get evaluated against eligibility criteria automatically.
- Effortless Call SummariesAn AI summary gets generated after every call.
SEE IT YOURSELF
Want to See a Call
Turn into Results?
Your team no longer has to hold every single open call, every status, and every needed follow-up in their head all at once.
- No more manually tracking every single call’s status.
- Stop chasing down what actually happened afterward yourself.
- Skip juggling every call, status, and follow-up manually.
- Spend that saved energy on patients, not tracking.
Talk To The Team
BETTER TOGETHER
See the Full Screening
Workflow Here
Protocol Questionnaire
The questionnaire this feature uses comes directly from your uploaded protocol, reviewed and approved by your team before the first call goes out.
Call Recording & Transcripts
Every call this feature makes gets recorded and transcribed automatically, linked directly to the patient’s profile for later review.
Medical Records Extraction
Once a status is assigned, that outcome can help route the patient to the correct study, site, and Principal Investigator.
FAQs
Common Summary Questions
These are the questions coordinators and research leads ask most before letting Calendax handle both the call and the review.
Ask Our TeamGet in Touch
How quickly does the agent contact a new lead?
As soon as a new lead enters Calendax, the agent can reach out automatically, following your configured calling rules.
Can I customize the agent's voice, gender, and script?
Yes. All three are configured by your team before the agent makes a single call.
How does Calendax determine a patient's status?
Calendax analyzes the call transcript and responses, then automatically assigns a status such as phone screened or follow-up required.
Does this replace the need for call recordings?
No. Recordings and transcripts remain fully available; the summary just gives a quick overview without reviewing the full call.
Can the agent handle more than one study at a time?
Yes. Each study has its own protocol-approved questionnaire and agent configuration, so screening stays accurate no matter how many studies are active.
What happens if a lead doesn't qualify?
The lead gets marked as not qualified or flagged for review, so your team can decide the next step without missing anything.
Ready to Make Recruitment More Efficient?
See how Calendax can help your team turn more opportunities into qualified, engaged patients.
