One Connected Platform

Participant leads rarely come from one place. Calendax brings them in from Facebook Lead Ads, manual entry, Excel uploads, and interest forms, all into one system instead of scattered spreadsheets and inboxes. Once imported, each participant moves directly into screening, calling, messaging, and routing without needing to be re-entered anywhere. This keeps intake consistent no matter which channel a lead originally came through.

When leads come from different sources, someone usually has to manually decide which study, site, and Principal Investigator should receive each one, then transcribe medical details from the screening call by hand afterward. Calendax removes both steps: it routes each lead automatically using their location and eligibility, while every completed call fills in their medical record directly on their patient profile.

New studies don’t have to start recruitment from zero. Match Point looks at the patients already in your database and identifies who might qualify for a new protocol. DeepMatch AI compares an uploaded protocol against existing patient records automatically, while Patient Finder lets coordinators build their own rule-based searches. Both turn an existing patient database into a recruitment resource instead of a static list.

Screening calls contain information that’s easy to forget or hard to verify later. Calendax automatically records both AI screening agent calls and live calls, generating a transcript for each one and linking both to the patient’s profile. Authorized users can listen back or read the transcript whenever they need to confirm a response, check call quality, or review how a conversation went.

After a screening call ends, someone usually has to read the transcript, decide the right status, and write a summary before moving on. Calendax does this automatically. It analyzes the completed call, assigns a status such as phone screened or follow-up required, and generates a concise AI summary of what was discussed. Coordinators get an immediate view of the outcome without reviewing every conversation manually

Every research organization runs recruitment differently, and a fixed workflow rarely fits everyone. Dynamic Workflow lets your team define your own triggers, rules, and conditions, controlling exactly when and how leads move through the process. Calling behavior is fully configurable too: schedules, business hours, retry attempts, delays between calls, and voicemail handling can all be shaped around how your organization operates and how participants prefer to be reached.

Every participant’s information ends up scattered across calls, messages, screening responses, and notes unless it’s pulled together somewhere. Patient Management keeps a complete profile for each participant, holds their prescreening answers, current eligibility status, and basic demographic details, alongside every call and message tied to their record. Calendax also generates automatic summaries, so coordinators get a full picture of where a patient stands without digging through multiple sources.