Clinical Trial Participant Screening Made Simple

Running a clinical trial requires meticulous participant screening to ensure safety, compliance, and data integrity. This clinical trial participant screening form streamlines your recruitment process by collecting eligibility criteria, medical history, current medications, and informed consent—all in one secure, professional digital form.

Whether you're conducting pharmaceutical trials, medical device studies, behavioral research, or observational studies, this template helps research coordinators and clinical teams efficiently pre-screen potential participants while maintaining rigorous documentation standards.

Built for Research Teams and Healthcare Professionals

This form template is designed for clinical research organizations, hospitals, universities, pharmaceutical companies, and healthcare providers conducting clinical trials. It covers essential screening components including demographic information, eligibility questionnaires, comprehensive medical history, current medication tracking, and informed consent documentation.

With conditional logic built in, the form adapts based on participant responses—showing follow-up questions only when relevant and ensuring you capture the right level of detail for each candidate. This saves time for both your team and potential participants.

Secure, Compliant Data Collection

Paperform is SOC 2 Type II compliant and GDPR-ready, providing the security infrastructure research teams need for handling sensitive health information. Set up custom success messages, automated email confirmations, and seamless integrations with your research management systems or databases.

The form automatically timestamps submissions, and you can export data to Google Sheets, Airtable, or your preferred CRM for analysis and record-keeping. Use Papersign (papersign.com) to send formal consent documents for eSignature after initial screening, creating a complete audit trail from recruitment through enrollment.

Automate Your Research Workflow

Connect this form to Stepper (stepper.io) to build automated workflows that notify research coordinators when qualified candidates submit, route participants to appropriate next steps based on eligibility, and update your clinical trial management system in real-time. This ensures no qualified participant falls through the cracks and accelerates your recruitment timeline.

Whether you're managing a single-site study or multi-center trial, this clinical trial screening form provides the professional, secure foundation you need to build an efficient participant recruitment process.