Patient Intake Forms for Clinical Research

Collect patient details, consent, and referral information with secure, mobile-friendly intake workflows.

Patient Details

Capture demographics, contact preferences, and referral source in a single intake flow.

Consent & Communication

Collect consent to contact and route qualified patients to coordinators quickly.

Coordinator Ready

View submissions in dashboards, track status, and export data for downstream workflows.

Mobile App Questions
Capture patient intake details on any device.
Mobile app intake questions

Coordinator Workflows

Track intake submissions, statuses, and follow-ups in one place.

Mobile-First UX

Reduce drop-off with short, patient-friendly questions optimized for phones.

Audit Trails

Maintain compliance-ready records for each intake submission.

Need eligibility screening too? Explore patient screener software or prescreening workflows.

Intake Form FAQs

Do intake forms replace screening?

Intake forms collect details and consent; screening determines eligibility. Most sites use both.

Can we customize intake questions?

Yes. You can tailor fields to specific studies, programs, or referral sources.

How are submissions tracked?

Submissions land in coordinator dashboards with status tracking and follow-up notes.

Can I integrate with REDCap?

Yes. Screener Studio supports REDCap integrations for downstream workflows.

Launch intake workflows in minutes

Build patient intake forms and connect them to your screening and recruitment workflows.