Clinical Research Intake Questionnaire Template

Research intake questionnaire template with 22 questions covering consent, demographics, health screening, study preferences, and contact details.

Use this template

Copy this template into your account, then customize it to suit your needs.

This research intake questionnaire template gives clinical study teams a complete enrollment packet on six printed pages, covering informed consent, demographics, health screening, study schedule preferences, baseline measures, and contact details. Participants complete it at the screening visit, and the coordinator scans the finished forms instead of typing every record by hand.

What this survey measures

The form opens with a study information box, a consent question, and a signature and date line, so agreement to participate is documented before any data is collected. A demographics page records date of birth, gender, education, employment, height, and weight. A ten-row screening grid flags common medical conditions, with space to list current medications and supplements. A discrete choice task compares two study schedules across visit frequency, visit length, and compensation, revealing which arrangement participants actually prefer, while a baseline page captures symptom frequency, quality of life, and average sleep. Contact details and follow-up preferences close the form.

How to use it on paper

Print the questionnaire and hand it to participants on a clipboard at the screening visit. Participants fill the checkboxes and write their answers with a blue or black pen, then sign the consent page. Scan the completed forms in batches: PaperSurvey reads the marks with optical mark recognition and converts handwritten fields to text, so every record lands in your dashboard without manual data entry.

Customize this template

Rename the study, adjust the condition list to match your protocol, edit the attributes in the choice task, or add eligibility questions. The paper layout reflows automatically as you edit, and every printed copy stays scannable.

Preview the PDF above, or use this template to start enrolling participants today.

Questions in this template

  1. Participant ID (assigned by study staff)
  2. Having read the study information above, do you agree to take part in this research study?
  3. Today's date
  4. Participant signature
  5. Date of birth
  6. What is your gender?
  7. What is the highest level of education you have completed?
  8. What is your current employment status?
  9. Height in inches
  10. Weight in pounds
  11. Have you ever been diagnosed with, or are you currently being treated for, any of the following conditions?
  12. Please list all medications and supplements you currently take, including the dose if you know it.
  13. Visit frequency Visit length Compensation
  14. Which days are you generally available for study visits? Check all that apply.
  15. In the past four weeks, how often have you experienced the following?
  16. Overall, how would you rate your quality of life over the past month?
  17. On average, how many hours do you sleep per night?
  18. Phone number
  19. Email address
  20. How would you prefer the study team to contact you?
  21. What is the best time of day to reach you? Check all that apply.
  22. Is there anything else the study team should know before your first visit?

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