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Pre-screening is the preparation stage before a research eligibility decision. It helps the research team gather protocol-relevant information, identify what documents or logistics may be needed, and prepare for the required screening process. Pre-screening does not tell someone whether they qualify for a study, and it does not replace investigator-led review.
During pre-screening, research staff may ask whether requested information is available, whether potential visit timing is workable, or whether someone would like information about the next research step. Staff may organize these details as eligibility-support documentation. The purpose is to prepare information for review under the study process, not to make an independent determination or promise a study placement.
If pre-screening moves forward, the research team explains any required screening procedures and the information needed for study review. The Principal Investigator oversees the review, and the Principal Investigator or an appropriately delegated clinician makes the determination under the protocol. A coordinator's work organizing records, documentation, or visit logistics remains preparatory.
Focused questions can make the process easier to understand. Consider asking: 'What happens before the eligibility decision?' 'Which records or documents are needed?' 'What screening procedures will be explained?' 'Who will discuss the study?' and 'Who will communicate the determination?' These questions clarify the sequence without asking staff to predict an eligibility outcome.
Use the study's research inquiry path to ask about participation and receive instructions for any requested information. Keep records and health details out of Mood Guide and general contact fields, then follow the research team's designated process. Pre-screening and formal screening are separate steps, and neither guarantees eligibility.
Keep a short list of the information the research team asks you to locate, along with the secure method for sharing it. If an item is unavailable, say so rather than guessing. You can also ask whether the missing item is needed before the next step or whether the team will provide additional instructions after investigator-led review.