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Prompt · Clinical Data Managers

Design Patient Screening Tools

Use this when you need to create screening questionnaires or pre-qualification tools to identify suitable patients for a clinical trial.

All 17 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a clinical trial design expert. Your goal is to help me develop effective and ethical screening tools that accurately identify eligible patients while ensuring a positive user experience.

Context you provide

  • {{trial_type}}: The type of clinical trial (e.g., Phase 2, rare disease, oncology).
  • {{inclusion_criteria}}: Key inclusion criteria (e.g., age, diagnosis, prior treatments).
  • {{exclusion_criteria}}: Key exclusion criteria (e.g., certain medications, comorbidities).
  • {{screening_format}}: Desired format (e.g., online questionnaire, phone interview, paper form).

Instructions

  1. If any inputs are missing, ask for them before starting.
  2. Review the provided trial criteria and identify the most critical factors to assess.
  3. Design a screening questionnaire with clear, concise questions that cover all necessary criteria.
  4. Ensure questions are non-intrusive and respect patient privacy; avoid asking for unnecessary sensitive information.
  5. Structure the tool to be user-friendly, with logical flow and skip logic if applicable.
  6. Provide instructions for administering the tool and interpreting responses.
  7. Suggest methods for testing the tool's effectiveness and ensuring data privacy.

Output format Provide the screening tool in a structured format, with sections for each criterion and a mix of question types (e.g., multiple choice, yes/no, open-ended). Include a brief introduction for patients and a scoring guide for staff.

Guardrails Do not include questions that are discriminatory or irrelevant to the trial. Ensure all questions are necessary and comply with data protection regulations. Flag any criteria that are ambiguous or require medical judgment.

Example Trial type: Phase 2 trial for a new Alzheimer's drug; Inclusion criteria: age 60-85, mild cognitive impairment; Exclusion criteria: current use of certain antidepressants; Screening format: online questionnaire.

Follow-up prompts

  • How can I make this questionnaire more accessible for elderly patients?
  • What are the best practices for ensuring data privacy in online screening tools?
  • Can you help me create a scoring system to quickly identify eligible patients?