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West Clinical Research

4218-C Arendell Street, Morehead City, NC 28557

Clinician line (252) 515-0050 · info@westclinicalresearch.com

Patient referral form

Fax to: call (252) 515-0050 to confirm

Date sent

Pages (incl. this one)

Sent by

Call-back number

Please send only what you would include in a routine specialist referral. Do not include a date of birth — we do not need one, and we will not record it.

1. Referring clinician

Practice or clinic

Referring clinician (name and credentials)

NPI

Office phone

Office fax

Best contact at your office (name and direct line)

2. Patient

No date of birth. Age in years is enough for screening.

Patient name

Age (years)

Preferred phone

Alternate phone

Best time to reach the patient

City and ZIP

Preferred language

Email (optional)

Patient knows about this referral and agrees to be contacted

Patient prefers we contact the office first

3. Why you are referring

A study name, a condition, or simply what you are trying to solve.

Study or condition of interest

Primary diagnosis (and approximate date)

Relevant history, comorbidities, recent changes

Current medications (or check the attachment box below)

Relevant labs or imaging, with dates

Medication list attached

Recent labs attached

Relevant notes or imaging attached

4. Authorization to contact the patient

Placeholder wording — to be replaced with the reviewed text before this form is distributed

I confirm that I am the patient's treating clinician, that the patient is aware of this referral, and that the patient agrees to be contacted by West Clinical Research about participating in clinical research. I am sending only the information needed to assess whether the patient may be eligible for a study.

Clinician signature

Printed name

Date signed

If your practice requires the patient's own written authorization before releasing records, send it with this form or note below that it is on file with you.

Notes on authorization or records

What happens after you fax this

  1. A coordinator calls your office to confirm the referral came from you. This is a security step and happens before we contact the patient.
  2. We speak with the patient, explain the study, and screen them against the protocol.
  3. With the patient's written authorization, we can report the outcome back to your office. Referring does not transfer care.

Questions about a specific patient: call (252) 515-0050 — ask for the clinical research team. Mon-Fri 8:00 AM – 4:00 PM. Patients calling for themselves should use (252) 659-5222.

Confidentiality notice

This transmission may contain protected health information intended only for West Clinical Research. If you received it in error, please call (252) 515-0050 and destroy the pages.

Form available at westclinicalresearch.com/providers/referral-form