Clinical Research Coordinator to Principal Investigator Referral Form

Streamline Clinical Trial Referrals with Paperform

When clinical research coordinators identify potential trial participants, the referral process to principal investigators needs to be thorough, compliant, and efficient. This Clinical Research Coordinator to Principal Investigator Referral Form template helps research teams standardize the screening and enrollment process while maintaining regulatory compliance.

Built for Clinical Research Teams

This template is designed specifically for clinical research coordinators, principal investigators, clinical trial sites, and academic medical centers conducting clinical trials. It captures all essential screening information, verifies inclusion and exclusion criteria, documents informed consent readiness, and facilitates protocol enrollment—all in one organized form.

The form includes sections for patient demographics, medical history screening, protocol-specific eligibility verification, previous clinical trial participation, informed consent documentation, and coordinator recommendations. By centralizing this information, you reduce back-and-forth communication and accelerate the enrollment process.

Automated Workflows with Stepper

Once a referral is submitted, you can use Stepper to automate your clinical trial workflow. Automatically notify the principal investigator, create tasks for follow-up screening visits, update your trial management system, and trigger the informed consent process. Stepper ensures that every referral moves through your protocol efficiently without manual coordination.

Secure, Compliant Data Collection

Paperform is SOC 2 Type II compliant and provides enterprise-grade security features including data encryption, role-based access controls, and detailed audit trails—essential for maintaining Good Clinical Practice (GCP) standards. While Paperform is not HIPAA compliant, it offers the security infrastructure that clinical research teams need for screening and referral documentation.

Whether you're managing Phase I trials at an academic medical center or coordinating multi-site studies for pharmaceutical companies, this template gives you a professional, streamlined starting point that can be customized to match your specific protocol requirements.