Clinical Trial Participant Application

Clinical Trial Participant Application Form: Streamline Your Research Recruitment

Finding qualified participants is one of the most critical—and challenging—aspects of conducting clinical research. Whether you're a clinical research organization (CRO), academic institution, pharmaceutical company, or healthcare provider running clinical trials, you need a reliable way to screen, qualify, and onboard study participants efficiently while maintaining the highest standards of compliance and informed consent.

This Clinical Trial Participant Application Form template is designed specifically for research teams who need to collect detailed medical histories, screen candidates against inclusion and exclusion criteria, document informed consent, and manage participant preferences—all in one secure, professional form.

Why Clinical Trial Recruitment Needs Better Forms

Traditional clinical trial recruitment often involves paper-based forms, multiple phone screenings, in-person visits just to determine eligibility, and fragmented data collection across different systems. This creates delays, increases drop-off rates among potential participants, and makes it harder to identify qualified candidates quickly.

With Paperform, you can create a comprehensive digital application that:

• Pre-screens candidates automatically using conditional logic to evaluate inclusion/exclusion criteria
• Collects complete medical histories in a structured, consistent format
• Documents medications, allergies, and health conditions with clear, organized fields
• Presents informed consent information and captures digital acknowledgment
• Reduces coordinator workload by filtering out ineligible applicants before they reach your team
• Improves data quality with validation rules and required fields
• Provides a professional, trustworthy experience that reflects the seriousness of clinical research

Built for Research Organizations and Healthcare Teams

This template is ideal for:

• Clinical Research Organizations (CROs) managing multi-site studies
• Academic medical centers conducting investigator-initiated trials
• Pharmaceutical and biotech companies recruiting for Phase I-IV trials
• Contract research sites and research hospitals
• Research coordinators who need to streamline participant screening
• Healthcare providers offering clinical trial opportunities to patients

Whether you're recruiting for cardiovascular studies, oncology trials, vaccine research, or any other therapeutic area, this form provides a solid foundation that you can customize to your specific protocol requirements.

What Makes This Clinical Trial Application Form Effective

Comprehensive Medical History Collection
The form gathers essential health background information including previous diagnoses, surgical history, family medical history, and lifestyle factors—giving your research team a complete picture of each candidate's health profile before the first screening visit.

Current Medications and Supplement Tracking
Dedicated sections capture all current medications, dosages, and supplements, helping you quickly identify potential drug interactions, contraindications, or exclusion criteria related to concomitant medications.

Intelligent Inclusion Criteria Screening
Using conditional logic, the form can evaluate key eligibility requirements based on age, diagnosis, treatment history, and other protocol-specific criteria—automatically flagging qualified candidates and providing immediate feedback to those who don't meet requirements.

Informed Consent Documentation
Present key study information, risks, benefits, and participant rights directly in the form, with acknowledgment fields that create a digital record of informed consent initiation (to be followed by full consent documentation during enrollment).

Compensation Preference Management
Capture participant preferences for compensation method (direct deposit, check, gift cards) and schedule, ensuring smooth payment processing and positive participant experience throughout the study.

HIPAA-Aware Design
While Paperform itself is not HIPAA compliant, this template is structured with privacy and security best practices in mind, allowing you to collect Protected Health Information (PHI) with appropriate safeguards when used within your organization's HIPAA compliance framework and infrastructure.

Automate Your Research Workflows with Stepper

Once you've collected participant applications, Stepper (stepper.io)—Paperform's AI-native workflow automation tool—can transform each submission into an intelligent, multi-step recruitment process:

• Automatically route qualified applications to the appropriate research coordinator or site
• Create participant records in your Electronic Data Capture (EDC) system or CTMS
• Send conditional email sequences based on eligibility (invitation to screening visit for qualified applicants, thank-you messages for those who don't qualify)
• Schedule phone screening interviews or in-person visits directly from the application
• Update recruitment dashboards and tracking spreadsheets in real-time
• Notify principal investigators when candidates meet specific high-priority criteria
• Trigger consent document preparation using Papersign for those who advance to enrollment

This level of automation means your research coordinators can focus on participant relationships and study execution rather than administrative data entry and manual follow-up.

E-Signatures for Consent Documents with Papersign

While initial consent acknowledgment can be captured in the application form, full informed consent documentation requires secure, legally-valid signatures. Papersign (papersign.com) integrates seamlessly with your Paperform applications to:

• Send complete informed consent forms to qualified participants for electronic signature
• Track consent document status (sent, viewed, signed, completed)
• Maintain audit trails linking consent documents to original application data
• Store signed consent forms securely with timestamps and verification
• Support multi-signature workflows when parent/guardian consent is required

This creates a complete digital consent process that meets regulatory requirements while providing a smooth experience for participants.

Customizable for Any Study Protocol

Every clinical trial has unique eligibility criteria, data requirements, and regulatory considerations. This template provides a professional starting point that you can easily customize:

• Add protocol-specific screening questions for your therapeutic area
• Modify inclusion/exclusion criteria logic to match your study requirements
• Include disease-specific assessments or quality-of-life questionnaires
• Add upload fields for medical records, lab reports, or physician referrals
• Customize consent language to reflect your specific study and IRB requirements
• Adjust styling to match your institution or sponsor branding

Paperform's intuitive editor lets research coordinators make these changes without IT support or developer involvement.

Compliance, Security, and Data Management

Clinical research demands the highest standards for data integrity and participant privacy. When you use Paperform for clinical trial recruitment:

• SOC 2 Type II certified platform ensures enterprise-grade security controls
• Data encryption protects information in transit and at rest
• Role-based access controls let you manage who can view sensitive participant data
• Audit logs track all form access and submission activity
• Integration with secure research databases via API, webhooks, or Stepper workflows
• GDPR compliance features for international studies

Remember that while Paperform provides robust security, organizations handling PHI must ensure their overall implementation meets HIPAA requirements through Business Associate Agreements and appropriate safeguards within their technology infrastructure.

Improve Recruitment Efficiency and Participant Experience

Fast, efficient recruitment is critical to study timelines and budgets. By digitizing your participant application process with Paperform, you can:

• Reduce time-to-screening by pre-qualifying candidates before coordinator contact
• Increase application completion rates with mobile-friendly, user-friendly forms
• Expand recruitment reach by sharing forms through patient advocacy groups, social media, and physician referral networks
• Improve data completeness with required fields and validation rules
• Track recruitment metrics through submission data and analytics
• Provide better candidate experience with immediate feedback and clear next steps

This clinical trial participant application template gives research teams the tools they need to recruit qualified participants faster, maintain compliance, and deliver professional, participant-centered experiences from first contact through enrollment.

Whether you're recruiting for a small single-site study or a large multi-center trial, Paperform provides the flexibility, security, and automation capabilities to support your research recruitment needs.