Every field earns its place
Each field traces to a study objective, an endpoint, safety monitoring, an analysis or a regulatory report. Collecting data because it might be useful later burdens sites and creates error opportunities.
Design for the person filling it in
Logical grouping, consistent layouts, clear labels and instructions, minimal scrolling, simple navigation, familiar clinical terminology.
Keep forms simple
Divide information into logical sections, separate forms per visit or assessment, no duplicate entry. Too much on one page is the most common design mistake.
Use standardized terminology
Align with the protocol, clinical practice, regulatory guidance and controlled vocabularies. Cardiac disorder, not heart issue. Consistency is what makes coding and analysis possible.
Make mandatory fields truly necessary
Require only what is essential for safety, eligibility, primary endpoints or regulatory reporting. Making everything mandatory encourages inaccurate entries just to proceed.
Avoid duplicate collection
Store date of birth and derive age. Two fields representing the same information will eventually disagree, and someone will have to reconcile them.