Templates
Templates you can use this week
Each template is shown in full on its page and available as an editable Word document. They are written for coordinators and site directors, not lawyers, and every one that touches patient contact says where IRB approval is required.
Which templates are available?
Chart review checklist for clinical research coordinatorsA manual pre-screening checklist with criteria mapping, EHR data sources, rationale notes, log fields, time tracking and escalation.Read Feasibility questionnaire template for research sitesAn editable site feasibility questionnaire with an EHR patient-count worksheet and guidance on answering with data.Read IRB submission language for AI-assisted outreachModel protocol paragraphs for AI EHR pre-screening, voice and SMS outreach, data security and consent support.Read Patient outreach SMS templates for clinical trialsFifteen editable outreach texts, from first contact to opt-out, with Spanish versions and TCPA notes.Read Pre-screening call script template for research sitesA complete pre-screening phone script with AI disclosure, eligibility placeholders, voicemail and objection handling, ready to adapt for your IRB.Read Vendor evaluation checklist for AI recruitment toolsQuestions, red flags and a weighted scoring grid for choosing an AI patient recruitment vendor.Read
How should I adapt them?
- Replace bracketed placeholders with your site, study and contact details.
- Anything a patient will see or hear, including call scripts and text messages, goes to your IRB with the protocol before use.
- Keep a dated copy of the version you use; sponsors and monitors ask for it.