Clinical Competency Verification

□ Review and understand protocol procedures
□ Complete protocol-specific training
□ Verify current nursing license
□ Confirm GCP certification current
□ Review therapeutic area knowledge
□ Practice specific procedures if needed
□ Review emergency protocols
□ Update CPR/BLS certification

Participant-Specific Preparation

□ Review participant’s complete health history
□ Note allergies and sensitivities prominently
□ Check previous visit notes and issues
□ Review current medication list
□ Assess for recent hospitalizations
□ Check laboratory values and trends
□ Review imaging results if applicable
□ Identify participant-specific risks

Medical Supply Organization

□ Create procedure-specific supply lists
□ Check medication expiration dates
□ Verify temperature-sensitive storage
□ Prepare sterile field supplies
□ Pack wound care materials if needed
□ Include emergency medications
□ Prepare injection supplies if required
□ Pack extra supplies for contingencies

Clinical Assessment Tools

□ Validated assessment scales ready
□ Pain assessment tools
□ Depression/anxiety screenings if needed
□ Cognitive assessment materials
□ Quality of life questionnaires
□ Functional status measures
□ Disease-specific assessments
□ Participant diary review forms

Infection Control Measures

□ Pack adequate PPE supplies
□ Include hand sanitizer and wipes
□ Prepare biohazard bags
□ Bring sharps container
□ Review isolation precautions if needed
□ Pack surface disinfectants
□ Include disposal bags for contaminated items
□ Prepare spill kit

Medication Preparation

□ Review study drug preparation requirements
□ Check dose calculations
□ Verify administration route and technique
□ Prepare drug accountability logs
□ Review storage during transport
□ Check for drug interactions
□ Prepare patient education materials
□ Include medication guides/inserts

Emergency Preparedness Kit

□ Epinephrine auto-injector
□ Diphenhydramine (Benadryl)
□ Aspirin for cardiac events
□ Glucose tablets/gel
□ Basic first aid supplies
□ Blood pressure medication if indicated
□ Naloxone if applicable
□ Emergency contact cards

Documentation Preparation

□ Print visit-specific worksheets
□ Prepare vital sign logs
□ Include medication administration records
□ Pack assessment forms
□ Bring consent documentation
□ Include participant education logs
□ Prepare receipt forms
□ Include incident report forms

Technology & Communication

□ Charge all electronic devices
□ Test telehealth connection if needed
□ Verify EDC access and passwords
□ Download offline forms if available
□ Test camera for wound photos
□ Ensure phone is functional
□ Have backup communication method
□ Include portable chargers

Laboratory Preparation

□ Verify lab requirements and fasting
□ Check specimen collection supplies
□ Prepare labels with participant info
□ Include ice packs and cooler
□ Review special handling requirements
□ Prepare requisition forms
□ Plan transport to lab
□ Include backup collection supplies

Physical Assessment Preparation

□ Review systems-based assessment needs
□ Practice special maneuvers if required
□ Prepare measurement tools
□ Include reference ranges card
□ Review normal vs abnormal findings
□ Prepare body diagrams for documentation
□ Include assessment checklists
□ Practice documentation standards

Participant Education Materials

□ Prepare disease-specific education
□ Include medication information sheets
□ Prepare symptom management guides
□ Include when to call provider info
□ Prepare dietary guidelines if needed
□ Include exercise recommendations
□ Prepare home safety information
□ Include support resource lists

Professional Preparation

□ Review scope of practice limitations
□ Confirm malpractice insurance
□ Wear appropriate professional attire
□ Bring identification badges
□ Review cultural considerations
□ Prepare for family dynamics
□ Review boundaries and ethics
□ Plan professional communication