Guide

What happens at a screening visit

Last reviewed 27 October 2026 · Editorial policy

A screening visit checks whether a study is a good fit for you before you start. It usually comes right after you agree to take part, and it's normal for some people not to qualify.

Before the visit: pre-screening

Most studies start with a short phone call or online questionnaire. A research nurse or coordinator explains the study and asks a few questions, such as your age and general health, to see whether you might qualify.

At the visit

  1. Informed consent. The study team walks you through the consent form: what the study is for, what happens at each visit, the risks, and what you'll be paid, if anything. Ask as many questions as you like. You don't have to sign on the day.
  2. Medical history. You'll be asked about past and current health conditions and any medicines you take.
  3. Tests. Depending on the study, these can include blood pressure, blood or urine tests, a heart tracing (ECG) or a scan.
  4. Next steps. The team tells you when you'll hear whether you qualify.

What to bring

  • A list of medicines and supplements you take, with doses
  • Your photo ID and insurance card, if the study asks for them
  • Your questions, written down
  • Someone to come with you, if that would help

If you don't qualify

Test results may show you don't meet the study's requirements. This isn't a judgment about your health: each study has strict rules so that its results are reliable. You can look for other studies that may suit you better.

Questions to ask at screening

  • How many visits are there, and how long is each one?
  • Will I be paid for the screening visit if I don't qualify?
  • Who do I contact if I have a problem during the study?

See studies recruiting near you →

Sources