STREAMLINE PATIENT ONBOARDING

AI-Powered Patient
Intake for Modern
Clinical Research.

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Features

Seamless Journey from
Inquiry to Visit

AI Screening Agent

Convert new leads to qualified patients.

Dynamic Protocol Questionnaire

Turn study protocols into screening questionnaires.

Omni-Channel Patient Outreach

Reach patients across every
outreach channel.

AI Screening Agent

Keep every patient conversation
easy to review.

HOW IT WORKS

Streamline every step from setup to screening.

Upload your protocol and let Calendax generate a screening questionnaire from its inclusion and exclusion criteria. Then, simply configure it for your AI calling agent, which uses patient responses to determine study eligibility.

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Invite A Person

Bring patients into the correct study workflow instantly and start screening
without juggling multiple disconnected systems. 

Invite A Person

Invite A Person

Bring patients into the correct study workflow instantly and start screening
without juggling multiple disconnected systems. 

Invite A Person

Invite A Person

Bring patients into the correct study workflow instantly and start screening
without juggling multiple disconnected systems. 

Invite A Person

Invite A Person

Bring patients into the correct study workflow instantly and start screening
without juggling multiple disconnected systems. 

Invite A Person

THE CALENDAX DIFFERENCE

Where Recruitment Friction Meets Better Workflows

See how a clinical trial patient recruitment software can give research teams greater control over the patient journey, from first interaction through study participation.

The Problem

Inconsistent Patient Screening

Manual screening creates inconsistent assessments, increasing screen failures and making eligibility decisions harder to standardize.

High Candidate Drop-Off

Slow follow-ups and scattered communication can cause interested candidates to disappear before screening.

Disconnected Recruitment Workflows

Separate tools for screening, communication, and tracking create gaps that make recruitment harder to manage.

Solution

Standardize Every Screening Decision

Calendax applies protocol-approved screening criteria consistently, helping teams identify eligible patients before site contact.

Keep Candidates Moving Forward

Reaching a candidate takes a single click, whether by call or message, without leaving their profile or losing context.

Connect Every Recruitment Step

Unifies recruitment activities into one streamlined system, helping research teams manage every patient interaction efficiently.

The Problem

Inconsistent Patient Screening

Manual screening creates inconsistent assessments, increasing screen failures and making eligibility decisions harder to standardize.

The Solution

High Candidate Drop-Off

Slow follow-ups, missed calls, and scattered communication can cause interested candidates to disappear before screening.

The Problem

Standardize Every
Screening Decision

Calendax applies protocol-approved screening criteria consistently, helping teams identify eligible patients before site contact.

The Solution

Keep Candidates
Moving Forward

Keep Candidates Moving Forward Calendax manages outreach, reminders, and follow-ups to keep candidates engaged throughout the screening process.

The Problem

Disconnected Recruitment Workflows

Separate tools for screening, communication, and tracking create gaps that make recruitment harder to manage.

The Solution

Connect Every
Recruitment Step

Unifies recruitment activities into one streamlined system, helping research teams manage every patient interaction efficiently.

BUILT FOR RESEARCH

Make Every Patient Interaction Count.

Calendax, a patient recruitment software for research sites, gives teams the structure to move faster without losing control of the process.

Faster Screening

Automate initial screening to help coordinators spend more time with patients who meet study requirements.

Smarter Routing

Match patients with appropriate studies, sites, and investigators using eligibility and location criteria.

Better Visibility

Keep screening responses, conversations, appointments, and patient activity accessible from one complete profile.

Consistent Processes

Apply standardized workflows across studies and locations without relying on disconnected tools or manual tracking.

OUR PROMISE

Designed to Move Recruitment Forward

85

%
Better Lead Visibility

85

%
Simpler Lead Management

80

%
Improved Performance Insights

90

%
Less Manual Calling

80

%
More Accurate Screening

85

%
Faster Team Handoffs

Protect Patient Data.
Preserve Clinical Integrity.

Designed for clinical research teams, Calendax brings security and control to clinical trial prescreening software, keeping patient data protected and workflows audit-ready.

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Controlled Data Access

Restrict patient information to authorized personnel through defined access controls and role-based permissions.

Secure Patient Records

Maintain complete patient records, including screening responses, communications, transcripts, and activity history, within a centralized system.

Consistent Protocol Workflows

Align screening workflows with approved study requirements to support consistent and reliable patient evaluation.

Research-Ready Documentation

Maintain comprehensive records of patient interactions and screening activity to support oversight, review, and clinical research requirements.

About Calendax

Built for Clinical Excellence.

Calendax is a patient prescreening software that helps teams manage growing recruitment demands with greater structure, visibility, and control. It keeps processes consistent no matter how many studies or sites are running, without adding extra overhead for coordinators.

Simplify Daily Work

Reduce repetitive coordination and give teams one place to manage patient recruitment activities.

Keep Teams Aligned

Connect patient information, communication, screening, and scheduling, so everyone works from the same context.

Scale With Confidence

Standardize workflows across studies and sites while adapting processes to fit changing research needs.

FAQs

Questions About Calendax?

Get answers to the questions research teams ask about Calendax, its capabilities, and how it supports patient recruitment and enrollment.

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Calendax uses protocol-based questionnaires and AI-assisted calls to collect responses, assess eligibility, and identify patients requiring further review.

Yes. Calendax can manage screening workflows across multiple studies, helping research teams apply study-specific eligibility requirements and recruitment processes.

As a clinical trial enrollment software, Calendax can help teams move qualified participants from screening toward enrollment with organized workflows, communication, and patient tracking.

Yes. Teams can configure their business information, agent settings like voice and script, and call configurations such as business hours and retry attempts.

Yes. Coordinators can call or text patients directly from their profile in Calendax, keeping every conversation in one place.

Ready to Make Recruitment More Efficient?

See how Calendax can help your team turn more opportunities into qualified, engaged patients.

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