Calendax pulls demographics, eligibility, prescreening answers, calls, and messages into a single profile, so coordinators never have to check multiple sources.
HOW IT WORKS
One Profile, Everything
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1
Step 1 of 3
Open the Profile
Access a participant's complete record from Patient Management.Â
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2
Step 2 of 3
Review the Summary
See eligibility and prescreening results summarized automatically.Â
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Step 3 of 3
Check Communication History
View every call and message tied to that participant.
THE PROBLEM
Fragmented Records Slow
Coordinators Down Daily
Calendax unifies every participant detail into one profile, giving coordinators a full picture without switching between systems.
01
Information Spread Across Sources
Coordinators often check multiple places to piece together a participant’s full history.
02
No Quick Eligibility Overview
Without a summary, reviewing prescreening and eligibility details takes longer than it should.
03
Communication History Gets Lost
Calls and messages tracked separately make it hard to see the full context of a participant.
THE SOLUTION
See the Whole Participant List at a Glance
Patient Management gives coordinators a single, complete view of every participant’s information and activity.
Unified Participant Profile
Demographics, eligibility, and prescreening data all live in one place.
Automatic Eligibility Summaries
Coordinators get a quick, clear summary without reading through raw data.
Full Communication Timeline
Every call and message is tracked and visible directly from the profile.
LESS SEARCHING, MORE DOING
Give Coordinators One Place
for Every Participant
Stop piecing together participant details from separate tools. Calendax keeps every profile complete, summarized, and ready for coordinators to act on immediately.
- Complete demographic and eligibility details.
- Automatic prescreening summaries.
- Full call and message history.
- One profile for every participant.
Book a Demo
RELATED FEATURES
Features That Pair Well with This One
Automated Call Intelligence
Every screening call automatically updates the participant’s status and summary.
Lead Mapping
Medical details from every call are automatically mapped to the patient’s profile.
Live Calling
Call participants directly and have the conversation reflected in their profile.
FAQs
Common Profile Questions
Here’s what teams usually ask about how Calendax organizes and summarizes participant information.
Ask Our TeamContact Today
What information is included in a participant profile?
Profiles include demographics, eligibility details, prescreening answers, medical records, and a full history of calls and messages.
How are eligibility summaries generated?
Calendax automatically summarizes prescreening and eligibility responses, giving coordinators a quick overview without reading raw data.
Can I see all communication with a participant in one place?
Yes, every call and message is tracked and displayed directly within the participant’s profile.
Do I need to manually update participant records?
No, Calendax automatically keeps profiles updated as new information, calls, and messages come in.
Is prescreening information stored automatically?
Yes, prescreening answers are saved directly to the participant’s profile as part of their complete record.
Who can access a participant's profile?
Coordinators and authorized team members can access the complete profile to review details and take next steps.
Ready to Make Recruitment More Efficient?
See how Calendax can help your team turn more opportunities into qualified, engaged patients.
