Clinical Trial Phase Completion & Retrospective Form

Streamline Your Clinical Trial Phase Reviews with Paperform

Completing a clinical trial phase requires meticulous documentation of everything that happened—the good, the challenging, and the unexpected. This Clinical Trial Phase Completion & Retrospective Form is designed specifically for pharmaceutical companies, CROs, research institutions, and clinical research teams who need to capture protocol deviations, adverse event summaries, enrollment challenges, and critical learnings in one comprehensive document.

Built for SMBs and mid-sized research organizations, this template replaces scattered spreadsheets and email threads with a structured, professional form that ensures nothing falls through the cracks. Whether you're wrapping up Phase I safety studies or completing complex Phase III trials, this form helps you document what worked, what didn't, and what needs to change before moving forward.

Why This Template Works for Clinical Research Teams

The form guides your team through every critical aspect of phase completion: trial identification, enrollment analysis, protocol deviation documentation, adverse event summaries, data quality assessment, and forward-looking recommendations. Custom conditional logic adapts the form based on your responses, while calculation fields and structured sections ensure consistency across multiple trials and sites.

Automate Your Clinical Trial Workflows

Once you've captured your phase completion data in Paperform, you can use Stepper to automate what happens next. Route the completed retrospective to the appropriate oversight committees, trigger follow-up tasks for protocol amendments, sync findings to your clinical trial management system, or automatically generate summary reports for regulatory submissions. This keeps your team focused on science, not administrative follow-up.

Trusted by research organizations worldwide and SOC 2 Type II compliant, Paperform provides the security and reliability clinical research demands, with the flexibility SMBs need to adapt quickly as protocols evolve.