[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-168737-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-168737-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","telephone-script-template-for-screening-for-eligibility-prior-to-consent","Telephone Script Template for Screening for Eligibility Prior to Consent","","Telephone script template designed to guide investigators during phone screening prior to obtaining consent. Includes introductory wording, branching instructions for when the potential participant is unavailable, and privacy-preserving guidance for responding to others who answer. Covers eligibility confirmation flow, options for continuing with screening questions, recording minimum contact details, and scheduling subsequent consent meetings. Also addresses HIPAA-related handling by requesting a partial waiver when identifiable data are retained before HIPAA authorization.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/telephone-script-template-for-screening-for-eligibility-prior-to-consent/168737/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/telephone-script-template-for-screening-for-eligibility-prior-to-consent/168737.png","ImageObject",442,249,{"name":42,"@type":43},"Noah","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/octet-stream","2026-09-27","2026-09-01",true,{"@type":52,"interactionType":53,"userInteractionCount":33},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What should the caller say when the potential research participant answers and confirms contact?","Question",{"text":62,"@type":63},"The caller should introduce themselves, acknowledge the expressed interest, briefly review key study information, and ask whether the participant is still interested in learning about eligibility.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"How should the script handle situations where the intended participant is not available?",{"text":67,"@type":63},"The caller should request another time to call or leave a private message, including a phone number and specific times for follow-up.",{"name":69,"@type":60,"acceptedAnswer":70},"What HIPAA-related request does the guidance recommend during screening?",{"text":71,"@type":63},"If identifiable data are kept before HIPAA authorization is obtained, the script guidance indicates that a partial waiver for HIPAA should be requested.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},168737,1788236331,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":33,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":26,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":79,"read_time":22},8796095462418,"https://ap-avatar.wpscdn.com/avatar/80000253c1241d02b47?x-image-process=image/resize,m_fixed,w_180,h_180&k=1778826106357471780","Telephone Script Template for Screening for Eligibility Prior to Consent\nThis is a guidance document for investigators.  While the text and format may be altered; the IRB may request changes to ensure that privacy and confidentiality of potential subjects are protected.  Please note that if any identifiable data are to be kept from the screening process, prior to HIPAA Authorization being obtained, a partial waiver for HIPAA should be requested.  This type of screening will most often occur when a potential subject has indicated an interest in the research, for example by having responded to a recruitment ad or flyer.\n********************************************************************************************\nSample Template script for use when screening a potential participant Prior to Consent\nMy name is _________. \"Am I speaking with (name of the potential research participant)?\"\nIf the answer is no, then state:\n\"May I speak to (name of the potential research participant)?\nIf the potential research participant is not available, then state:\n“Is there another time when I could call?”\nOr\n“Can I leave my phone # and some times when Mr. /Ms. XYZ can call me back?”\nNote: The researcher making the phone call should not disclose the purpose of the call except to the potential participant--if someone else answers, and asks why you are calling, respond:\n\"I'm calling from UConn Health to leave a private message for (name of the potential research participant).\"\nLeave your phone number and the specific time so that the potential research participant can call you back.\nOr\nCall again whenever they say you can call back.\nIf the answer is yes, (or potential participant is returning your call):\n“Hello, thank you for talking with me to find out more about our research study. My name is ________. I am a UConn Health investigator/ research coordinator.  You’ve expressed interest in possibly participating in a research study entitled ___________________.  May I briefly review some important information about the research with you?   The research is under the direction of ___*PI name*_____, at UConn Health.   The purpose of this research study is _________________________________.\nPeople who participate in the study will need to attend  ____ (#) visits at (____ in-person or virtual location).  Each visit will last approximately (____ minutes or ___hours). During these visits you will be asked to ________(describe  a summary of procedures, e.g., blood test, completing questionnaire’s, providing  specimens, having physical exams,  taking a drug, using a device, etc.)\nAre you still interested in learning whether you may be eligible to participate?”\n󠄓 NO  “Thank you for talking with me.  Goodbye.”\n󠄓 YES [continue the call]\n“To determine if you are eligible I will have to ask you some questions.  This will take around ____minutes of your time. These questions are about _______ (explain the types of questions).  [if applicable: You may feel uncomfortable answering some questions. If so, you do not need to answer them, and you can end this call at any time]. If you appear to be eligible based on the screening, I will ask to record your contact information, such as your name, phone number, and email, to schedule the next steps. To protect your privacy, all the information you provide me with today will be kept only if you qualify to proceed and decide to participate in the study, and it will be kept in a file accessible only to the investigators of this study.\nWould you like to continue to the screening questions see if you are eligible?”\n󠄓 NO  “Thank you for talking with me.  Goodbye.”\n󠄓 YES “Thank you.  I will now ask you the questions to help me determine if you might be eligible for this study)””  (continue with questions)\nEither insert the questions here in the script or refer to an attached sheet that has been provided to the IRB.  The questions should be the minimum necessary to determine eligibility and the call should stop as soon as it is learn","cbCaieRpNwUODnB5","https://ap.wps.com/l/cbCaieRpNwUODnB5","doc",40448,"English","# Telephone Script Template for Screening for Eligibility Prior to Consent\n## Opening and identifying the participant\n## Handling unavailable participants and leaving messages\n## Consent meeting introduction and eligibility screening flow\n## Recording contact information and scheduling next steps","[{\"question\":\"What should the caller say when the potential research participant answers and confirms contact?\",\"answer\":\"The caller should introduce themselves, acknowledge the expressed interest, briefly review key study information, and ask whether the participant is still interested in learning about eligibility.\"},{\"question\":\"How should the script handle situations where the intended participant is not available?\",\"answer\":\"The caller should request another time to call or leave a private message, including a phone number and specific times for follow-up.\"},{\"question\":\"What HIPAA-related request does the guidance recommend during screening?\",\"answer\":\"If identifiable data are kept before HIPAA authorization is obtained, the script guidance indicates that a partial waiver for HIPAA should be requested.\"}]","Telephone Script Template for Screening for Eligibility Prior to Consent | DOC"]