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Clinical Trial Data Sheet Spreadsheet Template

Collects trial data points, patient IDs, and results for clinical studies.

Clinical Trial Data Sheet

Purpose:	This sheet is used to collect and organize clinical trial data including patient IDs, information, and test results for analysis.

Trial Name:	{trialName}
Principal Investigator:	{principalInvestigator}
Start Date:	{startDate}
End Date:	{endDate}
Location:	{location}

Participants
Patient ID	Name	Age	Gender	Enrollment Date	Group	Notes
{#participants.patientID}	{#participants.name}	{#participants.age}	{#participants.gender}	{#participants.enrollmentDate}	{#participants.group}	{#participants.notes}

Test Results
Patient ID	Test Date	Test Name	Result	Unit	Normal Range	Comments
{#results.patientID}	{#results.testDate}	{#results.testName}	{#results.result}	{#results.unit}	{#results.normalRange}	{#results.comments}

Total Participants	=COUNTA(participants[Patient ID])
Total Tests Conducted	=COUNTA(results[Test Name])

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

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Download the Clinical Trial Data Sheet template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

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Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Clinical Trial Data Sheet Using Forms

create clinical trial data sheet from patient intake form

generate clinical study results spreadsheet from trial submission form

collect patient trial data via HIPAA-compliant form to Excel

auto-fill clinical trial results in Excel from investigator survey form

build patient ID and outcome tracking sheet from medical web form

Generate Clinical Trial Data Sheet Using APIs

generate clinical trial spreadsheet via EHR system API

automatically create Excel clinical data sheet from lab results API

trigger patient data Excel sheet generation from clinical trial software

send trial outcome data to spreadsheet using research platform API

build patient ID and trial report sheet through EMR integration API

Integrations / Automations

use Zapier to create clinical trial spreadsheet from Google Form submissions

auto-generate medical research data sheet using Make and Typeform

connect Salesforce Health Cloud to generate clinical Excel reports

automatically create Excel trial log from Airtable records using Zapier

build clinical study Excel from JotForm entries using Power Automate

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