Back to Glossary

    Patient Recruitment

    Screening Visit

    A screening visit is the in-clinic assessment at which a potential clinical trial participant is formally evaluated against the protocol's inclusion and exclusion criteria, typically through medical history, physical examination, lab work, and protocol-specific tests.

    Screening visits begin only after written informed consent. The visit produces an eligibility determination; participants who pass are randomized (or assigned to treatment), while those who fail are recorded as screen failures with the failing criterion captured for the CSR's disposition flow diagram.

    AI pre-screening tools reduce wasted screening visits by surfacing only high-probability candidates and quoting the supporting EHR evidence to coordinators in advance.

    Related terms

    See how Kitsa applies this in your trials

    Kitsa's agentic AI compresses protocol development, site selection, and patient pre-screening from months into weeks.

    Request a demo