Forms, Tools & Templates

Start-Up Forms

• Intake Form for New Studies
• MTA/DUA Form
• Amendment Intake Form
• Conflict of Interest Form

Epic

• Epic Access for Study Monitors Request Form
• Cosmos Access Request Form
• SharePoint Form - If you are requesting data from Epic, please complete this form (Coming soon)

Source Document Templates

• Adverse Event (AE) Log
• Audit Follow-Up Report Template
• Deviation Log
• Device Accountability Log
• Delegation of Authority (DOA) Log
• Enrollment Log
• ICF Checklist
• Medical History
• Monitor Visit Log
• Note to File
• Phone Contact Form
• Regulatory Binder Checklist
• Serious Adverse Event (SAE) Log
• Sample Tracking Log
• Screening Log
• Subject Communication Log
• Training Log