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AI agent for clinical research coordinators

Informed Consent Process Documentation Agent

Every signed consent form is complete, on the approved version and consistent with the visit log

Informed Consent Process Documentation Agent: what goes in, what the agent does and what you get

What it does

Consent paperwork errors are among the most common findings at a study audit, and they are hard to fix later. After each consent visit, this agent reads the signed form and checks the version number, participant and investigator signatures, dates, and initials. It compares the consent date to the visit log and to the first study procedure, so it can spot a procedure done before consent. For each issue it drafts a note-to-file. The coordinator and principal investigator decide the correction. After the corrections are filed, it rechecks the form and the log. Edge case: the form version is current but a newer one was approved the week before, so the agent flags that the participant signed an outdated version.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Consent visit completed 2 USES A TOOL Read the scanned signed form 3 DOES Check version, signatures, dates and initials 4 USES A TOOL Compare to the approved version list and the visitlog 5 CHECKS THE RESULT Is every required element present and consent beforethe first procedure? If not: list each issue and draft a note-to-file. Backto step 3. 6 DOES Rank issues by participant impact 7 USES A TOOL Request corrections from the coordinator 8 CHECKS THE RESULT Is each correction filed and the form now complete? If not: reissue the request and flag the open item tothe PI. Back to step 3. 9 YOU APPROVE PI and coordinator approve all corrections 10 DOES Record the resolved status in the binder log 11 RESULT Consent check report
Read the steps as a list
  1. Consent visit completed
  2. Read the scanned signed form
  3. Check version, signatures, dates and initials
  4. Compare to the approved version list and the visit log
  5. Is every required element present and consent before the first procedure?If not: list each issue and draft a note-to-file. Back to step 3.
  6. Rank issues by participant impact
  7. Request corrections from the coordinator
  8. Is each correction filed and the form now complete?If not: reissue the request and flag the open item to the PI. Back to step 3.
  9. PI and coordinator approve all correctionsThe agent waits here for your OK.
  10. Record the resolved status in the binder log
  11. Consent check report

How it decides

A form passes only when version, signatures, dates and initials are complete and consent precedes every study procedure.

  • Fail a form with any missing signature or date
  • Flag any procedure dated before consent as a possible deviation
  • Flag a version that is not the current approved version
  • Never let corrections back-date an entry

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Forms and elements checked
  • Note-to-file wording
  • How soon after the visit to run (default same day)
  • Who is notified

What keeps you in control

It always asks you first

  • Any note-to-file
  • Any correction to a consent form

Hard limits

  • Never edits or back-dates a consent record
  • Never contacts participants

It stops when

  • Done: forms complete or issues documented
  • Stop: version list is missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAfter visit 5 for participant 0042 the agent found the form dated March 3 but a blood draw logged March 2. The consent order check failed. It drafted a note-to-file, flagged a possible deviation and found the participant signed version 2.0 though version 3.0 was approved February 28. The PI reviewed both issues and approved the notes. The agent rechecked the log after filing.

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