SOPs & Templates Marketplace
Clinical research tools,
built for the people who do the work.
GCP-aware SOPs, checklists, and templates for sites, CROs, sponsors, QA teams, and patients. Free with signup, or unlock bundles and unlimited access.
Important: All templates are operational tools that require customization for your specific study, protocol, sponsor requirements, IRB/EC expectations, local law, and internal QA review. AVD Clinical does not certify regulatory compliance. Always consult qualified QA and legal professionals before operational use.
Best Value — Bundle Deals
Site Startup Bundle
- Site Feasibility Questionnaire
- Site Qualification Visit (SQV) Checklist
- SQV Report Template
- Site Initiation Visit (SIV) Checklist
- SIV Report Template
- Delegation of Authority (DOA) Log
- Staff Training Log
- CV and License Tracker
- Protocol Training Log
- Regulatory Binder Checklist
- Site Activation Checklist
- Essential Documents Checklist
Monitoring Bundle
- Monitoring Visit Report (IMV)
- Pre-Study Visit Report
- Site Qualification Visit Report
- Site Initiation Visit Report
- Interim Monitoring Visit Report
- Remote Monitoring Report
- Closeout Visit Report
- Source Data Verification (SDV) Checklist
- Source Data Review (SDR) Checklist
- Query Follow-Up Tracker
- Monitoring Follow-Up Letter
- Monitoring Action Item Tracker
- Risk-Based Monitoring Plan
- Central Monitoring Checklist
Budget Bundle
- Site Budget Template
- Sponsor Budget Template
- CRO Budget Template
- Per-Visit Budget Template
- Startup Fee Template
- Screen Failure Fee Template
- Patient Reimbursement Template
- Invoice Tracker
- Payment Milestone Tracker
- Pass-Through Cost Tracker
- Amendment Budget Impact Template
Site Closeout Bundle
- Site Closeout Checklist
- Site Closeout Report
- IP Reconciliation Checklist
- Final Monitoring Report
- eISF Reconciliation Checklist
- TMF Reconciliation Checklist
- Archive Transfer Form
- Closeout Follow-Up Letter
- Final Document Request Letter
QA / Compliance Bundle
- CAPA Form
- CAPA Tracker
- Protocol Deviation Form
- Deviation Tracker
- Root Cause Analysis Template
- Risk Assessment Template
- Internal Audit Checklist
- Vendor Qualification Checklist
- Inspection Readiness Checklist
- Evidence Request Tracker
- SOP Review Log
- Training Compliance Tracker
- Change Control Form
PHI / HIPAA Privacy Bundle
- PHI Access Request Form
- PHI Disclosure Log
- Minimum Necessary Access Checklist
- Consent Withdrawal Form
- Family Access Consent
- Emergency Access Review Log
- Breach Assessment Template
- Incident Response Form
- Data Retention Checklist
- Privacy Training Attestation
Inspection Readiness Kit
- Inspection Readiness Checklist
- Mock Inspection Agenda
- Staff Interview Preparation Guide
- Evidence Request Tracker
- TMF / eISF Review Checklist
- CAPA Response Template
- Inspection Response Tracker
- Regulatory Binder Review
Validation / Electronic Records Bundle
- User Requirements Specification (URS)
- Functional Requirements Specification (FRS)
- Design Specification
- System Risk Assessment
- Validation Plan
- IQ / OQ / PQ Protocols & Reports
- Traceability Matrix
- Electronic Records Assessment
- Validation Summary Report
- Change Control Form
- Release Notes Template
- Backup & Recovery Test Report
- System Decommissioning Plan
Sponsor Bundle
- RFP Template
- Feasibility Questionnaire
- Sponsor Feasibility Questionnaire
- Sponsor Oversight Plan
- CRO Oversight Tracker
- Vendor Oversight Plan
- Study Startup Tracker
- Site Performance Report
- Risk-Based Monitoring Plan
- Study Closeout Tracker
- Document Exchange Checklist
CRO Bundle
- CRO Oversight Tracker
- Vendor Oversight Plan
- Risk-Based Monitoring Plan
- Central Monitoring Checklist
- Query Follow-Up Tracker
- Monitoring Action Item Tracker
- Site Performance Report
- Study Startup Tracker
- Document Exchange Checklist
Patient / Subject Bundle
- Subject Intake Form
- Medical History Form
- Medicine Reminder Template
- Family Sharing Consent
- Emergency Profile Form
- Lab Upload Checklist
- Imaging Upload Checklist
- Document Sharing Consent
- Appointment Reminder Template
- Reimbursement Request Form
- Travel Support Form
- Patient Study Visit Checklist
- Teleconference Consent Template
- Insurance Upload Checklist
Individual Templates — $9 each (or free with signup)
QA Reviewed
Informed Consent Process
Site Startup · Process
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
Free (1 pick)
QA Reviewed
Adverse Event SAE Reporting
QA / Compliance · Reporting
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
Free (1 pick)
QA Reviewed
Monitoring Visit Report
Monitoring · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
Free (1 pick)
QA Reviewed
Staff Training Log
Site Startup · Log
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
Free (1 pick)
QA Reviewed
Delegation of Authority Log
Site Startup · Log
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
Free (1 pick)
QA Reviewed
Site Initiation Visit
Site Startup · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Feasibility Questionnaire
Site Startup · Questionnaire
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Initiation Visit SIV Checklist
Site Startup · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Qualification Visit SQV Checklist
Site Startup · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
SQV Report Template
Site Startup · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
SIV Report Template
Site Startup · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
CV and License Tracker
Site Startup · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Protocol Training Log
Site Startup · Log
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Regulatory Binder Checklist
Site Startup · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Activation Checklist
Site Startup · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Essential Documents Checklist
Site Startup · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Remote Monitoring Report
Monitoring · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
PreStudy Visit Report
Monitoring · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Interim Monitoring Visit Report
Monitoring · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Closeout Visit Report
Monitoring · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
SDR Source Data Review Checklist
Monitoring · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Query FollowUp Tracker
Monitoring · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Monitoring FollowUp Letter
Monitoring · Letter
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Monitoring Action Item Tracker
Monitoring · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
RiskBased Monitoring Plan
Monitoring · Plan
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Central Monitoring Checklist
Monitoring · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Source Data Verification SDV Checklist
Monitoring · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Closeout Checklist
Site Closeout · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Closeout Report
Site Closeout · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
IP Reconciliation Checklist
Site Closeout · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
TMF Reconciliation Checklist
Site Closeout · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Archive Transfer Form
Site Closeout · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Closeout FollowUp Letter
Site Closeout · Letter
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Final Document Request Letter
Site Closeout · Letter
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
eISF Reconciliation Checklist
Site Closeout · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Budget Template
Budget & Finance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Sponsor Budget Template
Budget & Finance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
PerVisit Budget Template
Budget & Finance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Invoice Tracker
Budget & Finance · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Payment Milestone Tracker
Budget & Finance · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Amendment Budget Impact Template
Budget & Finance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
CRO Budget Template
Budget & Finance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Startup Fee Template
Budget & Finance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Screen Failure Fee Template
Budget & Finance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
PassThrough Cost Tracker
Budget & Finance · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Protocol Deviation Reporting
QA / Compliance · Reporting
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
CAPA Corrective Preventive Action Form
QA / Compliance · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Protocol Deviation Report Form
QA / Compliance · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
CAPA Tracker
QA / Compliance · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Deviation Tracker
QA / Compliance · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Root Cause Analysis Template
QA / Compliance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Risk Assessment Template
QA / Compliance · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Internal Audit Checklist
QA / Compliance · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Vendor Qualification Checklist
QA / Compliance · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
SOP Review Log
QA / Compliance · Log
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Training Compliance Tracker
QA / Compliance · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Change Control Form
QA / Compliance · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Electronic Records Assessment Template
Validation / E-Records · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
User Requirements Specification URS
Validation / E-Records · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Functional Requirements Specification FRS
Validation / E-Records · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Validation Plan
Validation / E-Records · Plan
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
IQ OQ PQ Protocols
Validation / E-Records · Protocols
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Traceability Matrix
Validation / E-Records · Matrix
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Validation Summary Report
Validation / E-Records · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Design Specification
Validation / E-Records · Specification
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
System Risk Assessment
Validation / E-Records · Assessment
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Release Notes Template
Validation / E-Records · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Backup and Recovery Test Report
Validation / E-Records · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
System Decommissioning Plan
Validation / E-Records · Plan
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
PHI Disclosure Log
PHI / HIPAA · Log
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
PHI Access Request Form
PHI / HIPAA · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Minimum Necessary Access Checklist
PHI / HIPAA · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Consent Withdrawal Form
PHI / HIPAA · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Emergency Access Review Log
PHI / HIPAA · Log
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Breach Assessment Template
PHI / HIPAA · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Incident Response Form
PHI / HIPAA · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Data Retention Checklist
PHI / HIPAA · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Privacy Training Attestation
PHI / HIPAA · Attestation
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Feasibility Questionnaire Sponsor
Sponsor / CRO · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Sponsor Oversight Plan
Sponsor / CRO · Plan
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
CRO Oversight Tracker
Sponsor / CRO · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Study Startup Tracker
Sponsor / CRO · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Site Performance Report
Sponsor / CRO · Report
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
RFP Template
Sponsor / CRO · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Vendor Oversight Plan
Sponsor / CRO · Plan
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Study Closeout Tracker
Sponsor / CRO · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Document Exchange Checklist
Sponsor / CRO · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Patient Subject Reimbursement Request Form
Patient / Subject · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Subject Intake Form
Patient / Subject · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Medical History Form
Patient / Subject · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Medicine Reminder Template
Patient / Subject · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Family Sharing Consent
Patient / Subject · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Emergency Profile Form
Patient / Subject · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Lab Upload Checklist
Patient / Subject · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Imaging Upload Checklist
Patient / Subject · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Document Sharing Consent
Patient / Subject · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Appointment Reminder Template
Patient / Subject · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Travel Support Form
Patient / Subject · Form
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Patient Study Visit Checklist
Patient / Subject · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Teleconference Consent Template
Patient / Subject · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Insurance Upload Checklist
Patient / Subject · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Mock Inspection Agenda
Inspection Readiness · Agenda
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Staff Interview Preparation Guide
Inspection Readiness · Guide
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
TMF eISF Review Checklist
Inspection Readiness · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
CAPA Response Template
Inspection Readiness · Template
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Inspection Response Tracker
Inspection Readiness · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Regulatory Binder Review Checklist
Inspection Readiness · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Inspection Readiness Checklist
Inspection Readiness · Checklist
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
QA Reviewed
Evidence Request Tracker
Inspection Readiness · Tracker
v1.0 · Reviewed Jun 2026 · AVD Clinical QA
$9
Buy — $9
Want everything without limits?
SOP / Template Unlimited ($49/mo, or $399/yr and save 32%) gives you access to every document in this marketplace, plus all new additions.
Start Unlimited — $49/mo Or see all plans →🔒
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