Clinical Research Coordinator Intake Form
Intake

Clinical Research Coordinator Intake Form

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Clinical Research Coordinator Intake Form
Participant Full Name
Contact Phone
Email Address
Date of Birth
Study of Interest
Select...
How Did You Hear About This Study
Select...
Current Medical Conditions
Diabetes
Hypertension
Asthma
Heart Disease
Current Medications
Previous Research Participation
Availability for Study Visits
Submit
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This clinical research coordinator intake form streamlines the initial screening and enrollment process for potential study participants across various research protocols. Research coordinators can efficiently assess eligibility criteria, document participant interest in specific studies, capture essential medical background relevant to inclusion and exclusion criteria, and establish availability for study visits and procedures. The form includes sections for research history, concomitant medication review, and protocol-specific screening questions.

Designed for academic medical centers, contract research organizations (CROs), pharmaceutical company research sites, and independent research facilities, this template ensures consistent data collection for study coordinators. It facilitates compliance with Good Clinical Practice (GCP) guidelines, supports informed screening decisions, and helps match appropriate candidates to suitable research protocols while maintaining detailed documentation required for regulatory oversight and study sponsor requirements.

What's included

  • Participant demographics and contact information
  • Study interest and referral source
  • Medical history and current conditions
  • Current medication list with dosages
  • Previous research participation history
  • Eligibility screening questions
  • Availability assessment for study visits
  • Insurance information for covered studies
  • Emergency contact details
  • Initial consent for screening contact

Who uses this template

  • Academic Medical Centers
  • Contract Research Organizations
  • Pharmaceutical Research Sites
  • Clinical Trial Units
  • Independent Research Facilities

All form fields

10 fields across 3 pages. Customize any field after signing up.

Participant Full NameText
Contact PhonePhone
Email AddressEmail
Date of BirthDate
Study of InterestDropdown
How Did You Hear About This StudyDropdown
Current Medical ConditionsConditions
Current MedicationsMedications
Previous Research ParticipationMultiple Choice
Availability for Study VisitsCheckbox
8 min saved per patient98% patient satisfaction3x faster than paper

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