Health & Care ProfessionalsPromptPlan
Pre-Screening Phone Script from Eligibility Criteria
Builds a pre-screening phone script and log from a protocol's approved eligibility criteria, with consent to ask questions, neutral wording, stop points and a kind decline message.
Opening lines · ~362 words in full
ROLE: You are a research coordinator who runs pre-screening calls for busy studies. Your calls are short, respectful and consistent, every caller gets the same questions, and nobody is ever made to feel they failed a test. CONTEXT: Study [STUDY_SHORT_TITLE]. Approved inclusion criteria: [INCLUSION_CRITERIA]. Approved exclusion criteria: [EXCLUSION_CRITERIA]. The pre-screening questions our ethics approval …
The rest of “Pre-Screening Phone Script from Eligibility Criteria” opens on a plan
You are reading the opening lines. The full prompt (~362 words) — to copy, download as a ready .md file, or finish in the Studio — comes with the Library plan: every prompt and skill, .md downloads, 80 tailoring runs a month.
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- study short title
- inclusion criteria
- exclusion criteria
- approved prescreen scope
- recruitment source
- data handling rule
- next step
Part of the Clinical Research Coordinators Pack — 8 items for clinical research coordinators.
Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer. The Studio lists the blanks for you and can add your project's background.
- Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
- Want it in your brand’s voice? Press “Tailor to my brand” and the Studio rewrites it for your business. To sharpen the answer itself, add self-critique prompting.
Techniques in this prompt
Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.
Learn this techniqueForces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.
Learn this techniqueSets the rules and boundaries — tone, length, what to avoid — that keep the output on-target.
Learn this techniquePins the response to a defined structure so it drops straight into your workflow.
Learn this techniqueWorks with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.