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Case Report Consent Form Template

Simplify Patient Consent for Your Case Reports

Gathering informed consent for your case reports shouldn't be a hassle. This template streamlines the process for researchers like you, ensuring clarity and compliance. With the right case report consent form, you can effectively protect patient rights, enhance trust, and facilitate ethical research practices, while ensuring your documents are WCAG-aligned for accessibility. Start utilizing this template today and keep your research compliant and patient-friendly.

Full name of patient/participant
Date of birth
Email (optional)
Phone (optional)
Are you the patient described in the case report?
Yes
No
If you are not the patient, what is your relationship to the patient?
Parent or legal guardian
Next of kin
Legally authorized representative / power of attorney
Healthcare proxy
Not applicable
Other
Please Specify:
If 'Other', please specify (optional)
The patient is deceased or unable to consent; I am authorized to consent on their behalf.
Yes
No
I have read and understood the information provided about the case report.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Participation is voluntary and my decision will not affect current or future care.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
My personal identifiers will not be published; I understand complete anonymity cannot be guaranteed.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I may withdraw consent before submission for publication by contacting the team.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I will not receive financial compensation or royalties related to this case report.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Materials from this case may be used in print, online, and educational formats.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I authorize use of my de-identified clinical information in a case report for scholarly and educational purposes.
Yes
No
Select the types of media you authorize (choose all that apply).
Clinical photographs/images
Diagnostic images (e.g., X-rays, scans, pathology slides)
Audio recordings
Video recordings
For any images or recordings you authorize, choose the level of identifiability permitted.
Only if de-identified and identifying features are obscured
May include potentially identifying features (e.g., face, tattoos)
No images or recordings may be used
I consent to publication in open-access journals and on affiliated websites and repositories.
Yes
No
Once published, materials may be accessible online indefinitely and full withdrawal may not be possible.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Submitted materials may be edited for clarity while preserving their meaning.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Would you like to receive a copy or summary when available?
Yes
No
Preferred contact method for updates
Email
Phone
Either
Do not contact further
Name of consenting individual
Signature of consenting individual
Date of signature
Name of person obtaining consent
Role or title
Institution/department
Signature of person obtaining consent
Date
Witness full name
Witness signature
Date
Is a witness present?
Yes
No
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Paper art illustration depicting a case report consent form template for FormCreatorAI article

When to use this form

Use this consent when you plan to publish a patient case in a journal, present it at a conference, or share it in teaching materials. It helps clinicians, educators, and administrators document permission, privacy choices, and allowed uses before writing or uploading content. Collect it during intake or the pre-procedure visit, especially if you will capture photos or video. If the case involves infusion therapy, keep clinical treatment consent separate by pairing this with the IV Therapy consent form. The outcome: clear authorization, fewer delays with editors or ethics reviewers, and protection for both the patient and your organization.

Must Ask Case Report Consent Questions

  1. Do you give permission to publish details of your case for education or research?

    This establishes clear permission and the intended purpose, which reduces confusion and legal risk. It also reassures patients that commercial use is not implied unless you specify it elsewhere.

  2. How would you like your identity protected (anonymized, initials only, or full name)?

    Capturing the preferred level of de-identification sets expectations for names and images. It helps your team consistently apply privacy safeguards across drafts and media.

  3. Which materials may we use: medical history, images, videos, or lab results?

    Granular consent prevents over-sharing and streamlines approvals. It lets you include only what is necessary for the case narrative.

  4. Where may we share your case (journals, conferences, websites, social media)?

    Distribution channels affect visibility and risk. Getting this upfront avoids re-consent later if you change platforms.

  5. Do you understand you may withdraw consent at any time before publication, and how to do so?

    Explaining the process respects patient rights and builds trust; if needed, direct patients to the Withdrawal of consent form. It also gives staff a clear procedure if a patient later opts out.

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