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Pre-Screening 101

Pre-Screening 101

January 11, 2024 @ 12:00 pm – 1:00 pm America/Los Angeles Timezone
Online Event
Register below to receive Zoom link
Aric Lane

Event Video

Watch on Vimeo


In this workshop, participants will learn what pre-screening is and how using a pre-screening survey for research recruitment can save time and reach more participants. We will share best practices and tips for designing a strong pre-screening survey using REDCap.

Event Materials

1 MBSLIDE PRESENTATION: Pre-Screening 101 120 KBHANDOUT: Pre-Screening 101 (final)

Find the Pre-Screening 101 Training Module here:

Learning Objectives

By the end of this session, attendees will be able to:

  1. Understand the benefits of using a pre-screening survey via REDCap.
  2. Learn best practices for designing a pre-screening survey.
  3. Design their own Pre-Screening survey by utilizing the ITHS Pre-Screening template available on REDCap.

Schedule of Activities

12:00-12:05pm – Welcome, Overview, Introductions
12:05-12:55pm – Presentation, Interactivity, Q&A
12:55-1:00pm – Thank You and Feedback Survey

About the Speakers

Aly Edmondson, MFA, is the Instructional Designer for the Institute of Translational Health Sciences (ITHS) since August of 2022. Aly is a member of the Training and Workforce Development core team within ITHS. She is a new member of the ITHS Anti-Racism Committee (ARC), which seeks to reduce systemic inequities and foster equity, diversity, and inclusion across ITHS. Aly has been an instructional designer within higher education for over 8 years and has been adjunct faculty at the University of Washington.

Lindsie Boerger serves as a Project Manager within the Pilots program, Hub Liaisons Team (HLT), and Anti-Racism Committee (ARC) at the Institution of Translational Health Sciences. Her current role focuses on overseeing the complete life cycle of pilot research grants, from the application process to project completion and working on projects related to Recruitment and Retention, with a strong emphasis on Diversity, Equity, and Inclusion (DEI). With a diverse background, Lindsie has accumulated five years of experience in various aspects of research coordination. Her experience encompasses a broad spectrum of disease areas, and she has applied her skills across various roles, including patient-facing, regulatory, project management, and quality assurance, within these diverse medical fields.