eCRF template · Visit formUpdated September 28, 2026

Physical exam eCRF with one row per body system

Normal or abnormal for each body system, a description only when something is abnormal, and a clinical significance decision that links to the AE log when it matters.

  • Table section per body system
  • Description only when abnormal
  • Clinical significance recorded

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

Physical examination · Baseline
Subject 001-0042 · Full examIn progress

General appearance

PETEST
NormalAbnormalNot done

Skin

NormalAbnormalNot done

Skin: describe finding

Eczematous patch, left forearm, 3 cm

Clinically significant?

NoYes

Recorded in medical history at baseline

Cardiovascular

NormalAbnormalNot done
Details appear only for abnormal findings

What this template gives you

  • Body systems as rows of a table section: general appearance, HEENT, skin, cardiovascular, respiratory, abdomen, musculoskeletal, neurological, lymph nodes and others.
  • For each system: normal, abnormal or not done. A description and a clinical significance question appear only when the finding is abnormal.
  • Supports full exams at screening and end of study, and targeted exams (symptom-directed) at other visits, as separate forms.
  • A clinically significant abnormal finding at baseline belongs in medical history; a new or worsened one after consent may be an AE.
  • Fields follow CDASH-style conventions with the SDTM PE domain label.

Design

Why exam data is usually messy, and how to avoid it

Physical exam CRFs often become long pages of free-text boxes, one per body system, filled with "NAD", "normal", "WNL" or nothing at all. None of that is analysable, and blank boxes generate queries asking whether the system was examined. A structured design fixes both problems: a coded result for every system and text only where it is needed.

In Capture the template uses a table section, with body systems as rows and the result, description and clinical significance as columns. Skip logic shows the description and significance only when the result is abnormal, so a normal exam takes seconds and an abnormal one has everything a medical monitor needs.

Clinical significance is the decision that matters

Not every abnormal finding matters clinically: a healed scar is abnormal but insignificant. The investigator's clinical significance judgement drives what happens next. At baseline, clinically significant findings go into medical history. After consent, a new or worsened clinically significant finding is assessed as a possible adverse event.

Full versus targeted exams

Many protocols require a full exam at screening and end of study, and a targeted exam driven by symptoms at other visits. Build them as two forms placed at the right visits, rather than one form with a "full or targeted" switch that makes the structure ambiguous.

Number
Scale
Slider
Date
Date and time
Free text
Single choice
Multiple choice
Dropdown
Yes / No
Haematology (table section)
AnalyteResultUnitRef. range
Haemoglobin13.8g/dL13.0 to 17.0
White blood cells6.210^9/L4.0 to 10.0
Platelets41210^9/L150 to 400

Structure

Body systems in the template

RowResultShown when abnormal
General appearanceNormal / abnormal / not doneDescription, clinical significance
Head, eyes, ears, nose and throatNormal / abnormal / not doneDescription, clinical significance
SkinNormal / abnormal / not doneDescription, clinical significance
Lymph nodesNormal / abnormal / not doneDescription, clinical significance
CardiovascularNormal / abnormal / not doneDescription, clinical significance
RespiratoryNormal / abnormal / not doneDescription, clinical significance
AbdomenNormal / abnormal / not doneDescription, clinical significance
MusculoskeletalNormal / abnormal / not doneDescription, clinical significance
NeurologicalNormal / abnormal / not doneDescription, clinical significance
Other (specify)Normal / abnormal / not doneSystem name, description, clinical significance

Add or remove systems to match the protocol. Each table row carries its own audit trail.

Monitoring

Verify what matters, not every "normal"

With risk-based monitoring, SDV can focus on abnormal, clinically significant findings rather than every normal result. SDV is set per field in Capture, and can change after approval without a new form version.

  • SDV per field, including table columns.
  • Queries raised in context from the row.
  • Freeze and lock per field, form or subject.
Risk-based monitoring and SDV
Vital signs · SDV configuration
SDV: 3 of 5 fieldsSDV config v3
  • Date of birth
  • Systolic blood pressure
  • Diastolic blood pressure
  • BMI (calculated)never verified
  • Position during measurement
  • Comments

Changed by Data manager · reason: critical safety value added

Try the physical exam table on a test subject

Enter an abnormal finding and watch the follow-up fields appear.

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Consistency

Examiner consistency and source documents

Physical examination findings depend on who examines. A skin finding one investigator calls clinically significant another may not. Protocols reduce that variability by naming who may perform examinations (usually medically qualified staff on the delegation log), defining which systems are examined at which visits, and asking for the same examiner where possible for endpoints that depend on examination.

The clinic notes are normally the source document for the exam; the eCRF records the structured result. Monitors verify abnormal, clinically significant findings against the notes, and the audit trail shows who entered each result. If an exam was not done at a visit where it was scheduled, record it as not done rather than leaving it blank, so the gap is explained.

Before you approve

Physical exam form checklist

Systems list matches protocol

Add or remove rows before approval.

Full versus targeted forms

Placed at the right visits.

Who may examine

Delegation log shows qualified staff.

Clinical significance workflow

Baseline findings to medical history; new findings assessed as AEs.

Not done recorded

Explicit, with a reason where the protocol requires.

SDV scope

Abnormal, clinically significant findings.

FAQ

Questions about this template

Something not covered here? Ask us directly.

What does a physical exam CRF include?

Each body system with a normal, abnormal or not done result, and a description and clinical significance decision for abnormal findings.

Should normal findings have free-text boxes?

No. A coded normal result is enough; text only adds noise. Show a description field only for abnormal findings.

When is an abnormal finding an adverse event?

When it is new or worse than baseline after the AE reporting period begins and the investigator judges it clinically significant, per your protocol.

Should full and targeted exams be one form?

Usually two forms, placed at the visits where each is required.

Is the template free?

Yes, in the Capture template library in the free sandbox.

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