Screening and Preparing for a Study Visit

There are several steps that must be taken prior to conducing a study visit.

Many human subject protocols require participants to be scheduled for specific research visits. The number and length of time required for a research appointment to occur is highly dependent on the specifics of the study design. The specifics of the appointment are highly dependent on the location of the appointment. Appointments can occur in inpatient units, outpatient clinics, lab draw locations, diagnostic testing locations, research labs, Clinical Research Center (CRC), at the participant’s home or a neutral site convenient for the participant.

It is important to set the expectations of each visit for the participant. For example, where the visit will take place, how long the visit will take, tasks to be completed at the visit, special instructions the participant must follow prior to the visit, directions and parking information, whether or not compensation for time or parking will take place and who will be involved in the visit.

Once the visit is scheduled, follow-up contact in the form of a letter or phone call to the participant can reinforce the requirements of the study and further explain important details of the upcoming visit. It is important to be understanding of the participant’s personal schedule and to help identify research visit times that are convenient for the individual to commit to without sacrificing protocol compliance.

Prior to each study visit, the research team must be prepared for all known and unknown tasks that may need to be completed per protocol.  If applicable, physician orders need to be completed and authorized for lab draws and additional testing; research lab kits should be prepared and available to the appropriate clinical team drawing the samples; participant questionnaires should be prepared; flowsheets required for research documentation should be made available to the appropriate team members; and any end of study visit items should be readily available if the participant decides to withdraw from the study or is removed from the study due to adverse events or investigator discretion, etc.


Obtaining a Medical Record Number

A medical record number (MRN) needs to be assigned to a research participant if they will be admitted to the hospital in the outpatient or inpatient setting or if they will undergo any medical tests that need to be processed by a hospital lab. When first scheduling the participant, research staff can check whether a medical record number already exists for the individual by checking eResults, IHIS or IDX if they have access to these systems or by calling the Patient Registration Hotline at 293-7673. If they have a medical record number, that number will be used to identify them for any hospital-related admissions or tests. If they do not have a medical record number, Patient Registration needs to be contacted so that a medical record number can be assigned. In order to have an MR number assigned, the research staff needs to have the participant name, date of birth and home address. They will also ask for the individuals’ social security number, but this is not required.


Clinic Visits

Many studies at Ohio State recruit research participants from patients that are already scheduled for healthcare visits in the medical center or cancer center. If the study design is such that these visits can serve the dual purpose of study visit and doctor visits, then scheduling is relatively straightforward and involves coordinating with the clinical treatment team. Clinic and diagnostic testing appointments are scheduled in IDX, the provider scheduling database. The research team can review IDX and IHIS, the electronic medical record, for specific information on the visits scheduled. It is important to review the participant visits often, as they could be altered or canceled by someone else which may result in protocol compliance concerns or impact the anticipated activities for that day.

To request access to these systems, visit the eHelp Desk and complete an Account Request Form. Once the form is submitted with a manager's approval, the request is forwarded to the Privacy Office of the OSU Health System.  This office will verify that the research individual has the authorization to access the databases or medical records. They may ask subsequent questions to verify the location of the stored data and the completion of CITI and HIPAA training.

For research appointments that need to be scheduled in the OSU hospital or clinics, independent of the patient’s medical appointments, most of the scheduling is done by the hospital schedulers utilizing electronic databases. However, it is still the responsibility of the research staff to communicate the specifics of the protocol visit, including the timing of the visits scheduled, how long visits are expected to take, complete any paperwork necessary, obtain physician order for lab or special testing that needs to be performed at a given visit.

Research Appointments

Many studies require that research visits take place in a location that is specifically equipped to carry out the research protocol.  Space may be designed to administer specific computer questionnaires, to conduct interviews in a private setting, to be proximal to labs for obtaining and processing blood or other biological specimen or to medical equipment like research CT scans or MRI equipment that cannot be moved.   Sometimes certain controlled environment or conditional experiences are part of the research visit. These visits will be arranged with the key research staff involved in the research visit and may not be formally scheduled in the medical center scheduling system.

Scheduling Clinical Research Center (CRC) Visits

The Clinical Research Center in Davis Hall is an inpatient/outpatient hospital nursing unit designated exclusively for research protocols.  It is specifically designed to assist investigators with protocols that require nursing, bio-nutritional and/or biostatistical services.  In order to utilize the CRC, a specific application needs to be submitted via the Center for Clinical and Translational Science (CCTS).  A study calendar highlighting the details of protocol tests, personnel and specific services needed, including the number and length of visits need to accompany the request for services form. The research team will work closely with the CRC staff including the Nurse Manager and Lead Nurses to plan requirements for CRC visits. Once visit requirements are finalized, the research team works closely with the Schedule Coordinator to set up study visits.

When scheduling a participant in the CRC, specific information about the participant needs to be communicated regarding the protocol name, protocol visit type, participant name, date of birth, and medical record number. It is important to ensure all CRC study activities and approvals are in place prior to requesting to schedule the first participant for a CRC visit.  A copy of specific scheduling guidelines will be sent to the research team if working with the CRC staff on a protocol. 

You can visit the CRC study start page here:

Scheduling Off-Site Research Visits

There are research studies that allow the visits to take place in the participant’s home or another neutral location, more convenient for the individual. Off-site study visits pose some additional challenges to the research staff in the form of feasibility and safety.

Before scheduling a home visit, the research staff must assess if the visit tasks can be accomplished in the specific location. For example, is there a workspace sufficient to carry out lab draws and physical examinations, are there electrical outlets for medical equipment or laptop computers, etc. 

The distance away from the study center needs to be taken into consideration as many studies have a travel limit for outreach research staff.  Distance can also cause some feasibility issues such as timeframe that blood specimens must be processed to maintain the integrity of the sample. Other things to consider include how the data will be transported to and from the home or off-site study visit.  If laptops are used to transport data, they need to be encrypted to ensure HIPAA compliance.

Safety is also a necessary consideration when conducting home visits. When a member of the research team goes to an unfamiliar area to conduct a study visit, at least one other coworker should know that the appointment is occurring. The researcher should communicate with the research team immediately before and after the study visit occurs. The safety of the research staff should always be the primary consideration over the completion of a study visit outside the research study center and appropriate judgment should be utilized.