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Routing research questions without determining eligibility

Front-door staff route research questions to the research team, while clinical questions go to clinicians and scheduling or records stay with onboarding.

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If you have a question about research, tell onboarding that you would like it routed to the research team. You can begin with the public study and your general question without recounting your full health history. If the team needs personal information, it can explain the designated process and the fields required for the next step.

Separate your questions before you call. Ask the research team about a public study and its process. Ask a clinician about your care. Ask onboarding about registration, scheduling, or records. If you are exploring clinic care and research at the same time, say so; the conversations can be directed to the right team without treating one question as an answer to the other.

A clear opening is: 'I am calling about clinic onboarding, and I also have a question about research. I read the page for [study, if known]. Could you route my research question to the right team?' You can also ask what public study information to review before that conversation.

Do not place detailed health information or records in Mood Guide or general contact fields. If the research team needs information through its own process, it can explain the next step. Onboarding can assist with the handoff, records coordination, and scheduling questions, but it does not decide whether someone can join a study.

The research team handles the study conversation and any eligibility process; front-door staff and website content do not determine eligibility. After your question is routed, ask who will contact you, what question they will address, and whether you should prepare anything. Your next action is to state that you have a research question and name the public study page, if known.

It can help to write your research question in one sentence before reaching out. For example: 'I would like to understand the process described on this public study page,' or 'I am looking for the right research contact for a question about this study.' A focused question makes the handoff easier and helps the research team understand what information you are seeking without using the first contact as a screening conversation.

Sources: NIH — Clinical Research Trials and YouClinicalTrials.gov — public trial registry

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