Forms and Templates

To start the protocol development process, please complete the Project Request & Triage Form. The form asks basic questions about what your project will entail including a summary of the project, where the data will be collected, and if you would like guidance with project development. Submission of the form prompts an alert to WMed's research support services: the Research Navigator, Data Manager, Biostatisticians, Health Information Management and IRB staff. The Research Navigator will contact you to confirm your project needs and to request dates and times you (and your team) are available for a brainstorming meeting. If you have a protocol draft available, it can be uploaded on the Project Request & Triage Form.

Protocol Templates

  • General Research Protocol Template
  • Case Series Protocol Template: Use this template for a case series design. A case series is an interesting blend between a retrospective cohort study and a case report. The case series may involve the documentation of a rare disorder in a group of people or may actually be a “how we do it” study wherein a given procedure that has been performed on a number of patients is described and commonly advocated.
  • Data Review Protocol Template: The Virtual Data Warehouse (VDW) is responsible for data management of all electronic health record (EHR) data for all WMed quality improvement and research projects. This includes data pull requests from our affiliates at Ascension Borgess, Bronson, and Grace Health. Requests for data projects will now begin by using the Project Request and Triage Form and will be followed by a consultation with the VDW Data Manager.
  • Educational Studies Protocol Template: Use this template for educational studies where you’re trying to determine the effectiveness of a particular type of instruction, or trying to assess the educational needs or backgrounds of students.
  • Cross-Sectional Study Design Protocol Template: Use this template for a Cross-Sectional study design (involves sampling subjects at a point in time). Use this template for survey studies or taking physical or biochemical measures at a single point in time.
  • Research Registry Protocol Template: Use this template for establishing and managing databases, registries, or repositories intended for research purposes. If you are utilizing specimens or data from an already established repository use the Data Review Protocol Template.
  • Healthcare Cost and Utilization Project (HCUP) Protocol Template: Use this template to implement a research project using HCUP data. Please note that you will need to consult with the WMed Data Analytic Services Unit. Please complete the WMed Project Request Triage Form to initiate this process.

Informed Consent Templates