Calling software for clinical trial recruitment
Keep personal conversations connected to recruitment work. Clinrol Connect supports staff-led inbound and outbound calls, with recordings, transcripts and communication history alongside the patient record.
A coordinator-led conversation
- Patient
- Alex Sample · Example Study A
- Earlier enquiry
- “I would like to speak with the study team about the next step.”
- Example staff note
- “Discussed Alex’s question. Review the conversation before arranging further contact.”
A personal call with the earlier conversation in view
A coordinator needs context before a follow-up call: what the patient enquired about, what has already been discussed and which question needs a human conversation. Clinrol Connect brings calling and patient history into the recruitment workspace.
Staff-led calling and Ayla serve different parts of the journey. Your team can make and receive personal calls alongside AI-supported screening. The AI pre-screening page explains Ayla’s screening role; this page is about conversations led by staff.
Recordings, transcripts and history support review of previous conversations. Discuss the recording setup and your site’s obligations during a demo rather than assuming a particular recording policy.
Worked example: a coordinator follows up on a study question
Illustrative sequence using Alex Sample and Example Study A. These are synthetic details, not a real patient record, call transcript or automatic handoff rule.
- Step 1
Open the patient record
The coordinator reviews Alex Sample’s earlier enquiry and communication history before calling.
- Step 2
Make a follow-up call
The coordinator speaks with Alex about a question on the fictional study’s next steps.
- Step 3
Review the conversation
The coordinator reviews the available recording or transcript alongside the earlier history.
- Step 4
Plan the next contact
The coordinator uses that context to decide what personal follow-up is appropriate.
What staff calling includes
Inbound and outbound calls
Receive patient calls and make staff-led follow-up calls in Clinrol Connect.
Call recordings
Review recorded conversations as part of your site’s calling setup.
Call transcripts
Read transcripts when reviewing what was discussed.
Communication history
Keep the conversation in context with patient notes and earlier contact.
Frequently asked questions
- Can coordinators make and receive calls?
- Yes. Clinrol Connect documents inbound and outbound calling, with recordings, transcripts and history.
- Does calling require Ayla to lead the conversation?
- No. This page covers staff-led calls. Ayla’s AI pre-screening role is described separately, so your team can distinguish personal conversations from AI-supported screening.
- What context can staff review?
- Clinrol Connect brings call history together with patient notes and communication history. Recordings and transcripts support review of previous conversations.
- Are recordings handled the same way for every site?
- Do not assume a particular recording policy. Discuss setup, access and your site’s recording obligations during a demo.
- What should we ask to see in a calling demo?
- Ask for a staff-led outbound call, an inbound call and a review of the corresponding history. Bring your team’s call-handling needs and questions about recordings and transcripts.
See staff calling with your own study in mind
Book a walkthrough of Clinrol Connect and bring your screening questions and recruitment workflow.