Master the essentials of CRF design with this editable checklist
If you’re involved in eCRF design, this essential resource leads you point-by-point through every consideration, helping ensure you’re on the right track for high-quality, compliant clinical research forms.
Why this checklist is a must-have for eCRF design
Know the right questions to ask (what to include and what to leave out)
Helps you prevent common data entry and formatting mistakes
Provides you with an editable checklist[
Top 3 critical failures in CRF design
❌ Collecting unnecessary data (bloated forms cause confusion and delays)
❌ Unclear questions or fields, causing inaccurate and inconsistent data
❌ Poor layout or formatting – leading to data entry errors and delays in the review process
This eCRF resource tackles all three and provides a structured list to help you clarify intent, improve layout, and focus only on what’s needed. Whether you’re designing clinical research forms from scratch or adapting a CRF template for your EDC, download the checklist to stay ahead of best practices and avoid costly mistakes.
What you’ll learn
- Key questions to agree with stakeholders before you start designing CRFs (so you capture only what’s relevant)
- How to avoid formatting errors and inconsistencies that reduce eCRF data quality
- Layout mistakes that slow down data entry and review of clinical research forms
- Best practices regarding grouping, margins and more
- How to avoid ambiguity when designing clinical research forms
- What to be aware of when using a case report form template
- The governance gaps that put a finished eCRF at risk
- How to treat patient-identifiable data
Submit the form to download your editable checklist and ensure you’re designing accurate clinical research forms ➡️
About the author
Customer Success Manager
Gilbert Hunter, Customer Success Manager at Certara, leverages over a decade of experience in technical writing, professional services, and CDISC-based training to help organizations enhance clinical trial design and regulatory submissions. His focus is on enabling customers to overcome challenges and achieve their goals with greater efficiency and quality.
