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How to Prepare for a Clinical Trial Screening Visit

Practical tips for preparing for your clinical trial screening visit including what to bring and what to expect.

By Lisa Thompson March 18, 2026

Practical tips for preparing for your clinical trial screening visit including what to bring and what to expect.

Documents and Information to Bring

For your screening visit, bring a photo ID, your insurance card if applicable, a list of current medications including dosages, your medical records if available, and your calendar to schedule future appointments. If you have a primary care physician, bring their contact information.

How to Prepare Physically

Follow any pre-visit instructions provided by the research team. You may need to fast before blood tests, avoid certain medications, or refrain from alcohol or caffeine. Get a good night's sleep and stay hydrated. Wear comfortable clothing in case physical examinations are needed.

Questions to Ask During Screening

Use the screening visit to ask any remaining questions. Topics to cover include the study schedule, time commitment, compensation details, what happens if you need to miss a visit, and how the study will communicate with your regular doctor.

Key Takeaways

  • Bring identification, insurance, medication list, and medical records to screening.
  • Follow all pre-visit instructions provided by the research team.
  • Use the screening visit as an opportunity to ask questions.
  • Not everyone passes screening, and that is a normal part of the process.

Frequently Asked Questions

If you do not meet the eligibility criteria, the research team will inform you. They may be able to refer you to other studies that could be a better fit.
This varies by study. Some provide results within a few days, while others may take several weeks depending on lab tests and other evaluations.

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Medical Disclaimer

This guide is for informational purposes only and does not constitute medical advice. Always consult with a qualified healthcare provider before making decisions about clinical trial participation or any medical treatment. StudyReward does not provide medical recommendations or endorse specific clinical trials.