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View patients on the pre-screening log
See screening and follow-up activity for your studies in one log.
AI screening and patient follow-up for clinical research sites.
Clinrol Connect handles the first call, the pre-screening questions and the booking, so your coordinators only speak with patients who are qualified and ready in minutes, not days.
AI when it makes sense. Human follow-up when it matters.
Built for clinical research sitesLive pre-screening
Ayla is qualifying
Inbuilt dialler
Staff-led calling
Voicemail drop
3x faster enrolment
70% less manual admin
Automated patient workflows
ISO 27001, HIPAA, GDPR ready
Award winning
CLINROL CONNECT DEMO
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"We've used a lot of systems over the years... we have been extremely impressed by Clinrol's technology and the level of visibility it has unlocked for our team."
Kris Barooshian
CEO, Canopy Clinical Research
World's best in clinical trials use Clinrol
The shift
Stop updating spreadsheets. Start enrolling patients.
Patient recruitment should not require disconnected inboxes, call logs, SMS tools, spreadsheets and calendars.
The old way
Manual outreach consumes coordinator time
Coordinators spend hours calling patients who do not answer, do not qualify or are no longer ready to participate.
Slow follow-up loses motivated patients
When follow-up takes days, interested patients disengage before screening begins.
Disconnected tools obscure the patient journey
Calls, messages, eligibility notes and appointments spread across multiple tools create duplicated work and compliance risk.
The Clinrol way
One connected recruitment workflow
Outreach, pre-screening, booking and analytics work together in a single system built for research sites.
AI and human follow-up
Automation handles routine outreach while your team steps in when human judgement matters.
A complete patient audit trail
Every call, SMS, note and appointment is recorded, time-stamped and linked to the patient record.
How it works
From enquiry to enrolment.
Six steps carry a patient from first enquiry to a booked visit, with nothing dropped in between.
The Result
Each step feeds the next automatically, so coordinators only step in where human judgement is needed.
01
Capture
Enquiries are captured from every source: landing pages, ads, referrals, databases and inbound calls.
02
Respond
Every new enquiry gets a first touch by phone or SMS before interest cools, at any hour.
03
Pre-screen
Protocol-specific questions are asked consistently across calls, forms and human outreach.
04
Qualify
Ineligible patients are identified earlier against your inclusion and exclusion criteria.
05
Book
Qualified patients move directly to booking in site calendars, with automated reminders.
06
Engage
Automated follow-up reduces drop-off through to randomisation.
The Result
Each step feeds the next automatically, so coordinators only step in where human judgement is needed.
Always
Enquiries answered any hour
Ayla can pick up new enquiries outside office hours, so interest is not lost overnight.
70%
Less repetitive admin
Routine outreach, reminders and follow-ups run themselves, freeing coordinators for patients.
Clarity
Every enquiry tracked
Each patient has a status, an owner and a next step your team can see.
Start with one study, not a full rollout
Run Clinrol Connect alongside your current process on a single study and compare the results for yourself.
No obligation
Set up in days, not months
30-day pilot
Recruitment analytics
See your recruitment funnel in real time
Spot bottlenecks, track conversion and balance workload across every study at a glance.
What is inside
The full recruitment toolkit, from first call to booked visit
Automated voice pre-screening
Bulk calling qualifies participants at scale and filters out ineligible leads before they reach your desk.
Protocol eligibility checks
Automated screening across calls and forms perfectly aligned to your protocol criteria.
Patient sentiment tracking
Identify disengaged or at-risk participants before they drop out of the funnel.
Inbuilt site calling
Inbound and outbound calls with recordings, transcripts and comprehensive history.
SMS and email workflows
Automated reminders, follow-ups and re-engagement campaigns directly to their phone.
Appointment booking
Book visits directly into staff calendars with automated reminders and rescheduling options.
Recruitment analytics
Track funnel performance, conversion rates, drop-offs and site workload in real time.
Workflow builder
Build protocol-specific journeys with custom triggers, tasks and escalation rules.
Central patient profiles
One single record for contact details, notes, eligibility, transcript history and visit status.
Secure staff handoff
Share structured screening notes instantly with authorised team members.
Inside Clinrol Connect
A look inside Clinrol Connect
Explore the pre-screening log, patient communications, workflow, Today view, Patient Finder and recruitment analytics.
02
Run campaign or contact patients via SMS or call
Reach patients by SMS or phone from their record, so conversations stay alongside their recruitment history.
03
View analytics
Follow recruitment stages and call activity in a clear view.
04
Workflow
Organise recruitment steps so your team knows what comes next for each patient.
05
Today view to make it easy for site staff
Start the day with the tasks and follow-ups that need attention.
06
PRM with AI Patient Finder
Manage your patients in the patient relationship management workspace and use AI Patient Finder to help locate patients who may suit a study.
Practical workflows
Use Connect with the enquiries your site already has
Staff review the information and choose the next step. AI calling is optional, and personal contact can remain central to your process.
Follow up incoming enquiries
Use configurable intake and follow-up workflows to organise the next action for enquiries your site already receives. A recruitment advertising campaign is not required.
Support your existing patient database
Work with records your staff are authorised to contact. Review search fields, communication preferences and follow-up options against your site's approved outreach process.
Keep recruitment moving between appointments
Your team can review submitted information before deciding on a screening call. Use calling, SMS and appointment reminders to organise follow-up, with AI calling optional.
Your AI recruitment agent
Hear a sample Ayla pre-screening call
Ayla asks protocol-specific questions, captures structured responses and brings your team in when human judgement is needed.
Ayla · AI pre-screening call
Sarah M. · Osteoarthritis study
Call transcript
Ayla: Hi Sarah, I am calling on behalf of the research team about the osteoarthritis study you enquired about. Is now still a good time?
Patient: Yes, that is fine.
Ayla: Great. I will ask a few questions to check whether the study may be suitable. Have you been diagnosed with knee osteoarthritis by a doctor?
Patient: Yes, my GP confirmed it last year.
Ayla: Thank you. Are you currently taking any medication or receiving treatment for your knee pain?
Eligibility checklist
- Diagnosed condition confirmed
- Age range confirmed
- Location confirmed
- Willing to attend site visit
- Medication history captured
Sentiment
Positive
Escalation
None needed
Call summary
Patient confirms a GP diagnosis of knee osteoarthritis, is within the age range and willing to attend a site visit. Ready to book a screening appointment.
Try Clinrol Connect with Ayla
See how Ayla powers patient recruitment and engagement. Her natural voice is friendly, supportive and available 24/7 to keep patients informed and moving forward.
Protocol-specific screening
Asks study-specific questions and captures structured, auditable data without breaking protocol.
Instant outreach at scale
Calls and messages patients automatically based on your site's configured workflows.
Direct calendar scheduling
Books qualified patients directly into coordinator calendars and sends automated reminders.
Escalates when needed
Flags sensitive, complex or high-priority conversations for your clinical team to handle.
Ayla does not replace your team. She removes the repetitive work that slows them down.
Comparison
Why traditional tools fall short
Generic CRMs and automation tools lack the clinical nuance required for patient recruitment.
Purpose-built
Clinrol Connect
AI voice and SMS
Protocol-specific eligibility
Patient sentiment tracking
Recruitment workflows
Appointment reminders
Purpose-built analytics
Patient audit trail
Clinical research compliance
Low implementation complexity
Traditional CRM
AI voice and SMS
Protocol-specific eligibility
Patient sentiment tracking
Recruitment workflows
Appointment reminders
Purpose-built analytics
Patient audit trail
Clinical research compliance
Low implementation complexity
Automation tools
AI voice and SMS
Protocol-specific eligibility
Patient sentiment tracking
Recruitment workflows
Appointment reminders
Purpose-built analytics
Patient audit trail
Clinical research compliance
Low implementation complexity
CTMS
AI voice and SMS
Protocol-specific eligibility
Patient sentiment tracking
Recruitment workflows
Appointment reminders
Purpose-built analytics
Patient audit trail
Clinical research compliance
Low implementation complexity
AI voice and SMS
Protocol-specific eligibility
Patient sentiment tracking
Recruitment workflows
Appointment reminders
Purpose-built analytics
Patient audit trail
Clinical research compliance
Low implementation complexity
Purpose-built
Clinrol Connect
Traditional CRM
Automation tools
CTMS
Seamless integrations across your clinical trial workflows
Connect recruitment, engagement and operational data without forcing teams to replace the tools they already rely on.
Customer Story
How Canopy unified recruitment
Canopy Clinical Research, a rapidly growing Australian research network, adopted Clinrol Connect as its preferred patient recruitment technology partner. They are one of the first major Australian site networks to adopt a dedicated recruitment platform distinct from their CTMS.
The Challenge
Site staff were handling over 100 calls daily per person across disconnected systems for calling, messaging, scheduling and data capture. They needed one centralised system to unify workflows, reduce duplicated effort and gain clear visibility across the patient journey.
The Solution
Clinrol worked side by side with Canopy to rebuild workflows. Clinrol Connect now serves as the central recruitment layer: consolidating call handling, automated reminders, structured phone screening with live eligibility checks, and AI prioritisation.
"As a rapidly growing research network, we identified the need for a uniform platform that could bring together patient engagement and recruitment operations into one place. We have been extremely impressed by Clinrol's technology platform and the level of visibility it has unlocked for our team."
Kris Barooshian
CEO, Canopy Clinical Research
Rollout & Philosophy
- Implemented across live studies to refine workflows in real world conditions.
- Human calls remain core; AI enhances by prioritising and structuring follow ups.
"We work side by side with our customers, including Canopy. Mapping how recruitment actually happens on the ground and rebuilding it into a streamlined workflow is core to our delivery."
Arjun Bhat
Co-Founder and CEO, Clinrol
Security & compliance
Enterprise-grade security. Built for regulated research.
Clinical trial data demands the highest standards. Clinrol is built to meet them, so your team can focus on patients, not paperwork.
HIPAA
Compliant
GDPR
Compliant
APP
Compliant
ISO 27001
Accredited
Hospital-Grade Security
Encryption
SSO
Supported
NZ Info Privacy
Principles
Singapore Data
Compliant
Single tenancy
Available
Questions?
Frequently asked questions
Clinrol Connect is a patient recruitment and engagement platform built for clinical trial sites.
It is designed for research sites, site networks, investigators, coordinators and recruitment teams.
No. Connect focuses on recruitment operations and patient engagement. It can sit alongside CTMS platforms.
Yes. Ayla can be configured with protocol-specific screening questions and escalation rules.
Yes. Connect supports both AI and human calling, with call history and transcripts stored in one patient record.
Yes. SMS workflows and reminders can be managed within the platform.
Yes. Automated reminders, follow-ups and sentiment tracking can help identify and reduce drop-off risk.
Clinrol Connect supports research sites across similar markets to Clinrol Recruit, with the main ones being Australia, New Zealand, the United States, the United Kingdom, Singapore, India and Canada.
Clinrol Connect is designed with ISO 27001, HIPAA, GDPR and Australian Privacy Principles readiness in mind.
Implementation depends on your site needs, the number of studies and workflow complexity. Our team will work with you to get started quickly on your first study.
Ready to improve your patient recruitment workflow?
Join research networks like Canopy Clinical Research that already run recruitment through Clinrol Connect.
No obligation · Replies within one business day