Research Study Enrollment

The last required question on this template reads "I consent to participate in this study," and it offers two answers: "Yes, I consent" or "I have questions first." That second option is the point. A recruitment form that only accepts a yes pushes people to agree before they're ready, which is exactly what an ethics board doesn't want to see. This one leaves room for hesitation and captures it as data.

Screening, health history, and consent in one sitting

The Research Study Enrollment template runs 12 fields across four pages, which keeps a 12 to 18 minute task from feeling like one endless scroll. It opens with identity and contact basics: full name, email, phone, and date of birth, plus a gender question with Non-Binary and Prefer not to say among the options. Then it moves into clinical territory. A required Medical History Summary sits beside an optional Current Medications box, and a yes or no question asks whether the person has participated in a research study before. Emergency contact name and phone are both required, so you're never chasing those details after someone is already enrolled. The form closes with the consent question and an open box for questions or concerns, giving hesitant prospects somewhere to speak up instead of quietly closing the tab.

Who runs their recruitment through this form

Anyone enrolling human participants: psychology labs screening undergraduates, coordinators filling clinical trial cohorts, public health teams building longitudinal panels, graduate students who need a defensible consent record for a thesis study. The structure does a first eligibility pass for you. Date of birth confirms age requirements, the prior participation question flags experienced subjects, and the medication and history fields surface exclusion criteria before you spend time on a screening call. Because responses carry health information and consent records, the template lives on Uplup's Business plan.

Rewriting it for your protocol

Every field is editable, so the consent statement can match your IRB-approved language word for word, down to the study identifier. Add fields for protocol-specific criteria, drop the ones you don't need, and mark anything sensitive as optional. Traditional mode is the recommended setting here, one page of related fields at a time with a progress bar and back navigation, which suits a form people fill in carefully. When it's ready, share it by link or QR code at recruitment events, embed it on your lab's site, or place it in a WordPress page with the Uplup plugin's shortcode. Responses collect in a dashboard with per-question breakdowns, export to CSV for your screening log, or flow out through webhooks and Zapier to wherever your team tracks candidates.