The Prescreen Referrals Spreadsheet

The Prescreen Referrals Spreadsheet

The Prescreen Referrals Spreadsheet is a live document that contains the following: 

• The Phone Screen Appointment details, 
• Referral contact details, and
• Prescreening questions and answers for all patients that we send to the site. 

Please note that access to the Prescreen Referrals Spreadsheet is restricted and only granted to those research team members listed in the "Access to Referral Spreadsheet" column of the "Access Information" section in the onboarding document or the Contact Information Form you filled up.

The Prescreen Referrals Spreadsheet also includes information on those that have failed online prescreening (de-identified information), reports on prescreening and enrollment, and some guides on how to use the spreadsheet. All of these are accessible in the different tabs within the spreadsheet.

There are 3 'empty' columns (Outcome, Reason Category, Notes) in the Passed tab which we require the site to fill in so we can keep track of recruitment. 

See how to fill up these columns in our help article: How to Use the Prescreen Referrals Spreadsheet.

This information is very important for us to work together to effectively recruit and enrol patients into the study. The information you provide here allows us to continuously improve our advertising targeting, address any problems early, and the likelihood of the patients enrolling on the study.