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Case Report Form Template

Streamline Your Medical Documentation Process

Accurately documenting patient injuries or illnesses can be challenging and crucial for effective treatment. This case report form template is designed to help healthcare professionals streamline their data collection and ensure accuracy. By using this template, you can efficiently gather patient details, maintain compliance with medical standards, and improve communication with your team, all while saving time. Experience the ease of creating clear and professional case reports with this ready-to-use template.

Study title
Protocol number
Site ID or center
Visit date
Visit type
Screening
Baseline
Week 1
Week 2
Month 1
End of Treatment
Follow-up
Unscheduled
Other
Please Specify:
Subject ID
Subject initials
Date of birth
Age band
Under 18
18-24
25-34
35-44
45-54
55-64
65+
Sex at birth
Female
Male
Intersex
Prefer not to say
Unknown
Pregnancy status (if applicable)
Pregnant
Not pregnant
Not applicable
Unknown
Prefer not to say
Informed consent obtained?
Yes
No
Date of consent
Study arm or group
Eligible per protocol at this visit?
Yes
No
Relevant medical history and conditions
Known allergies
None known
Drug
Food
Environmental
Latex
Vaccine
Other
Please Specify:
Concomitant medications details (name, dose, route, frequency, start/stop dates)
Current concomitant medications?
Yes
No
Height (cm)
Weight (kg)
Blood pressure (mmHg)
Heart rate (bpm)
Temperature (C)
Respiratory rate (breaths/min)
Oxygen saturation (%)
Study treatment administered this visit?
Yes
No
Dose administered
Route of administration
Oral
Intravenous
Subcutaneous
Intramuscular
Topical
Inhalation
Not applicable
Other
Please Specify:
Treatment compliance since last visit
0-25%
26-50%
51-75%
76-90%
91-100%
Not applicable
Protocol-required labs collected this visit?
Yes
No
Key lab results (include units and reference ranges if available)
Imaging or procedure details
Any imaging or procedures performed?
Yes
No
Any adverse events since last visit?
Yes
No
Adverse event details (term, onset/stop dates, severity, seriousness, actions)
Any serious adverse events?
Yes
No
Relationship to study treatment (for most significant event)
Not related
Unlikely related
Possibly related
Probably related
Definitely related
Not applicable
Outcome of most significant adverse event
Resolved
Resolving
Ongoing
Resolved with sequelae
Fatal
Not applicable
Action taken for adverse event
None
Dose reduced
Dose interrupted
Drug withdrawn
Concomitant therapy
Hospitalization
Procedure required
Not applicable
Other
Please Specify:
Primary outcome measure value at this visit
Secondary outcome or notes
Investigator assessment of clinical status vs baseline
Poor
Fair
Good
Very good
Excellent
Investigator full name
Investigator email
Investigator phone
Date of completion
I confirm the information provided is accurate and complete
Yes
No
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Paper art illustration depicting a case report form template for FormCreatorAI article.

When to use this form

Use this form when you need a clear, chronological record of a clinical or service case. It helps clinicians, EMS crews, quality teams, and researchers capture the story, evidence, and outcomes in one place. For prehospital events, link your narrative to the Ambulance patient care report form to document assessments and timelines. Use it after unusual reactions, diagnostic surprises, near misses, or complex care plans. Students can submit cases for teaching rounds; managers can use it for audits and policy updates. The result is a consistent file you can share for review, billing support, publication, or training, with all key details traceable back to source notes, orders, and attachments.

Must Ask Case Report Questions

  1. What is the chief complaint or problem, and when did it start?

    This frames the case and sets the clinical clock, which guides triage and testing. Clear onset and context help others compare symptoms to expected disease timelines.

  2. What relevant history, medications, and allergies are documented?

    History narrows differentials and flags risks that change care. When drugs are involved, reference the MAR Form to verify doses, routes, and times.

  3. What exams, tests, and key results support your working diagnosis?

    Listing objective findings improves credibility and reduces bias. Cite the most decision-changing data so reviewers can follow your reasoning.

  4. What interventions were performed, and how did the patient respond?

    Documenting actions and responses shows causality and safety. Note timing, dose, and complications to inform future care and quality review.

  5. How will you hand off this case and what follow-up is required?

    A precise handoff prevents gaps in care. Structure the summary using the SBAR Form so the next team gets the situation, background, assessment, and recommendation at a glance.

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