Patient Recruitment

Streamline processes, collaborate with study partners and accelerate recruitment.


Patient Recruitment

Cloudbyz Patient Recruitment solution offers complete end-to-end patient recruitment SaaS support across all types of clinical trials, catering to their respective requirements. The solution significantly empowers the sponsors, CROs, and sites to digitalize the entire recruitment process along with the smart features of automatic roll-ups, minimal hand-holding, better metrics, and improved analytical capability.

Product Features

Study Website & Documents

Cloudbyz study website enables centralized creation of a new study website with specific web pages, landing pages, self-assessment tools and patient registration. It also does not require additional hosting.


Automate the pre-screening process by recording responses to predefined questions. Automatically match the patients to the nearest recruiting site or location. Provide notification to sites and recruitment centers when a participant clears a pre-screening.

Appointment Calendar

Create study-specific appointment slots. Get notified each time a new appointment is booked by a recruiter or a site. Send branded, customized appointment confirmations, reminders, and follow-ups automatically by either email or text message to reduce no-shows.


Cloudbyz eConsent replaces the paper-based informed consent document with interactive, multimedia-enabled, and template-driven electronic informed consents. Increase patient compliance by completing the entire consent process on mobile devices. Integrate directly with EDC to reduce patient visits as well as time and effort required by the study staff. Enable real-time visibility and central tracking of recruitment and enrollment metrics across the sites.

Study Set Up

Set up and visualize studies according to protocol requirements and easily access details such as phase, type, therapeutic area, indication, outcomes, eligibility, etc. Set up and track protocols and amendments.

Regulatory and Ethics Approvals

Track IRB/IEC and regulatory approvals and access IRB-approved recruitment content in one place. Organize the content by approval and expiry dates. Store the content at the site level or the study-specific level based on the approval type.

Study Calendar

Create personalized calendars for all important milestones and tasks across the studies. Plan, budget and manage your recruiting resources for all upcoming studies.

Participant Portal

Incorporate the patient recruitment solution seamlessly into a patient portal that can be utilized for pre-screening, eConsent, patient Information sheets, patient education, eBooks, ePRO, lab reports, and screening results. Achieve higher participation rates through increased patient satisfaction.

Recruitment Campaigns

Conduct digital patient recruitment campaigns directly from the system. Design campaigns with an easy template-based approach. Send email blasts with a click of a button. Increase return on investment through actual real-time tracking of campaign effectiveness.

Recruitment Call Center Management

Make outbound and receive inbound calls within the application. Analyze the performance of recruiters with metrics such as the number of calls, time per call, total time spent on the phone, the time between calls, etc. Other features include call recording, voicemail, and automated outbound calls for various campaigns.

Reports and Dashboards

Track metrics with customized reports and dashboards. Create these reports with a point and click configuration. Powerful graphs and analytics present critical patient recruitment and screening metrics that significantly increase effectiveness for current and future trials.


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