Study type · Screening trialsUpdated October 20, 2026

Screening trial data management

A screening trial tests a programme, not a drug: who was invited, who attended, what the screen found, who was recalled and what happened years later. Capture keeps each step as its own form with its own audit trail. Build free, no credit card.

  • Invite, screen, recall, outcome
  • Long follow-up
  • Free sandbox

Free sandbox · No credit card · 21 CFR Part 11 aligned

One participant through a screening trial (demo)
  1. Randomised to invitation

    Invited arm or usual care

  2. Invitation sent, attendance recorded

    Attended, declined, no response

  3. Screen result entered

    Negative, positive, technical recall

  4. 4

    Recall and work-up

    Further tests, diagnosis or discharge

  5. 5

    Long-term outcome

    Diagnosis, stage, death, year 5 and beyond

Demo flow. Each step is a separate form so a missed step shows as a gap, not a blank.

What a screening trial needs from its data collection

  • The denominator is the whole invited population: people who never attend still count in an intention-to-screen analysis, so non-attendance must be recorded as data, not as missing rows.
  • A chain of linked events: invitation, attendance, screen result, recall, work-up, diagnosis, treatment and long-term outcome, each with a date so intervals can be computed.
  • Very long follow-up: the primary outcome (disease-specific mortality, stage at diagnosis) may take years, so the study must stay open and auditable for a long time.
  • Harms are outcomes too: false positives, unnecessary work-up and overdiagnosis are part of the answer, so capture them deliberately.
  • Healthy participants: consent and communication must suit people who are not patients and may be anxious about a positive result.

Why this is a different data problem

A screening trial is a pathway, not a visit schedule

In a drug trial the unit of work is a visit. In a screening trial it is a pathway with branches. A person is randomised to be invited for a test (or to usual care), then may attend or not, then has a result that sends them one of several ways, and only a small fraction ever reach a diagnosis. The analysis question, often whether invitation reduces disease-specific mortality, depends on counting everyone in the invited group, including the many who never came. A data model that only stores completed visits loses exactly the information the primary analysis needs.

The practical design is one form per step. An invitation form records date, method and outcome (attended, declined, unreachable, ineligible after invitation). A screen form records the test, the reader or operator and the result category defined in the protocol. A recall form opens only when the result requires it, using skip logic, and a work-up form holds further tests and the final classification. In Capture, forms move from draft to approved and are locked for live use, and every field change keeps its own audit trail with the old value, new value and reason. Repeating rows suit multiple recalls or repeat screening rounds. For the design side of randomising groups of people rather than individuals, see EDC for cluster-randomised trials.

This page is about trials of screening programmes. If you need to screen individual volunteers for eligibility into an ordinary trial, that is a different job covered by patient eligibility screening software and the screening and enrolment log template.

Biases the data model should let you examine

Screening studies are prone to lead-time bias (earlier diagnosis looks like longer survival without changing the date of death) and length bias (slow-growing disease is over-represented among screen-detected cases). Randomised designs address them by comparing mortality across all randomised people rather than survival among those diagnosed. What the data capture must do is record dates precisely, record the mode of detection (screen-detected, interval, or detected outside the programme) and keep randomised arm and actual exposure separate, so contamination from screening done outside the trial can be recorded as well.

Screen result (demo study)
Participant 004-0182 · Screening round 1Draft

Invitation outcome

INVOUT
AttendedDeclinedNo responseIneligible after invitation

Date of screen

SCRDTC
2026-03-12

Result category

SCRRES
NegativePositiveTechnical recall

Recall date

RCLDTC

Opens when result is positive or technical recall

2026-03-30

Days from screen to recall

RCLDAYS
18days

Check against protocol target

Demo data only.Save
Timing between steps is often a quality indicator in the protocol. Enter dates, then compute intervals in export.

Where this fits

Screening trials against neighbouring pages

QuestionThis pageNeighbouring page
Who is being screened?A population invited by the programme, healthy at entryEligibility screening screens volunteers into a trial
What is randomised?Often an invitation, a test or a scheduleRandomization in EDC for assigning arms
What is the unit of analysis?Individuals or whole practices, towns or clinicsCluster-randomised designs
How long does follow-up last?Years, with outcomes after the screening rounds endPragmatic trial software for routine-care designs
What is the key safety data?False positives, work-up burden, complications of recall testsAdverse event reporting

Build the screening pathway and test it with mock participants

Create the invitation, screen, recall and outcome forms and enter a few dozen fake pathways. Free sandbox, no credit card.

Build your screening trial free

Build sequence

From screening protocol to a running study

  1. 1

    Define the pathway

    Draw invitation, attendance, result, recall, work-up and outcome on one page, with the allowed result categories at each step.

  2. 2

    Draft the forms

    Upload the protocol (PDF, DOCX or DOC) and let the AI study builder propose visits and forms. Nothing is saved until a person reviews it.

  3. 3

    Add skip logic and edit checks

    Open the recall form only when the result requires it, and add date-order rules so recall cannot precede the screen.

  4. 4

    Set sites and roles

    Each screening centre or practice becomes a site with its own numbering; decide who sees names and who sees only coded IDs.

  5. 5

    Test with mock pathways

    Enter completers, non-attenders, false positives and a participant who leaves the programme, then export and check the counts.

  6. 6

    Approve and go live

    Approved forms lock for live use. Real participants start the paid live phase.

Before first invitation

Screening trial readiness checklist

Result categories fixed

Every screen result maps to exactly one category in the protocol, with a rule for technical failures.

Non-attendance recorded

An invitation outcome form exists for every randomised person, not only attenders.

Outcome sources agreed

Registry or record linkage, legal basis and who loads the data are written down.

Contamination plan

A field for screening done outside the trial, so it can be analysed.

Harms defined

False positives, work-up procedures and complications are listed as data to collect.

Export tested

CSV or Excel with the data dictionary opened in the statistics package.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Is this the same as eligibility screening for a clinical trial?

No. Eligibility screening decides whether a volunteer can join a trial. A screening trial tests whether a screening programme itself changes outcomes. The forms, the denominator and the follow-up are different.

Can non-attenders be tracked?

Yes. Record an invitation outcome for every randomised person, with a category such as attended, declined or no response, so they remain in the dataset for an intention-to-screen analysis.

Does Capture link to cancer or death registries?

No registry integration is claimed. Your team decides how outcome data are obtained and then enters or loads them, with the source and date recorded on an outcome form.

Can I run it across several screening centres?

Yes. Capture supports multiple sites with site-level participant numbering, a site coordinator portal and by-site filtering and exports. See multi-site clinical trial management.

Can the study stay open for many years?

The field-level audit trail, role-based access and exports are built for long studies, but you should plan data retention and archiving with your sponsor and ethics committee.

Does Capture decide whether a screen result is positive?

No. The result category is entered by the person reading the test, following the protocol. Edit checks can enforce valid dates and combinations but are not clinical alerts.

How much does it cost?

The sandbox is free with every feature, no credit card and no time limit. You pay only once you go live with real participants. Pricing is not published on the site, so ask for terms for your study.

Start your screening trial free

Free sandbox with every feature. No credit card, and you pay only when you go live.

Build your screening trial free