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Clinical Trial Enrollment Form Document Template

Form used to enroll eligible patients into a clinical research study.

Clinical Trial Enrollment Form

Purpose: This form is used to collect essential participant information to determine eligibility and formally enroll candidates into a clinical research study. Please complete all applicable sections accurately.

Participant Information

Full Name: {fullName}

Date of Birth: {dateOfBirth}

Gender: {gender}

Contact Number: {contactNumber}

Email Address: {email}

Home Address: {homeAddress}

Emergency Contact Information

Contact Name: {emergencyContactName}

Relationship to Participant: {emergencyContactRelationship}

Phone Number: {emergencyContactPhone}

Study Eligibility Criteria Confirmation

Primary Diagnosis: {primaryDiagnosis}

Date of Diagnosis: {dateOfDiagnosis}

Meets Inclusion Criteria? {meetsInclusion}

Meets Exclusion Criteria? {meetsExclusion}

Insurance Information

Insurance Provider: {insuranceProvider}

Policy Number: {insurancePolicyNumber}

{#hasInsurance}

  • Participant has valid insurance coverage.

{/hasInsurance}

{^hasInsurance}

  • Participant does not have active insurance coverage.

{/hasInsurance}

Medical History

{#medicalConditions}

  • {conditionName}: {conditionDetails}

{/medicalConditions}

Current Medications

Medication Name Dosage Frequency
{#medications}{medicationName} {dosage} {frequency}{/medications}

Consent Information

Consent Form Signed? {consentSigned}

Date of Consent: {dateOfConsent}

Name of Study Coordinator: {studyCoordinator}

Summary Notes

{summaryNotes}

Investigator Approval

Investigator Name: {investigatorName}

Date of Approval: {investigatorApprovalDate}

Signature: _____________________________

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Use Cases

Automate Clinical Trial Enrollment Form Using Forms

create patient enrollment form for clinical trial via online form
collect clinical trial participant information with HIPAA-compliant web form
register eligible patients for clinical study using secure online intake form
embed customizable trial enrollment form on hospital website
capture clinical consent data through mobile-friendly participant form

Generate Clinical Trial Enrollment Form Using APIs

auto-generate clinical trial enrollment form from EHR system via API
generate patient enrollment document in real-time from research CRM
trigger clinical study form creation through custom healthcare application
populate trial form from patient onboarding data using API calls
automate clinical enrollment form generation from lab software system

Integrations / Automations

send clinical trial enrollment form from Google Sheets to PDF via Zapier
generate and email clinical study intake form using Make integration
trigger patient enrollment document creation from Typeform submission
automate trial form generation when new record is added in Airtable
upload completed trial enrollment forms to Dropbox via Zapier workflow

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