This template, developed by PCORnet® Clinical Research Network (CRN) INSIGHT, is used as a short survey to collect early-stage concepts from investigators who have a research question of interest and are interested in the services of the Coordinating Center to develop the question further. The form is designed to capture key information about the proposed topic, including its scientific rationale, relevance, and potential impact. The information provided can be used by PCORnet sites to identify CRN-initiated research concepts that may be well-suited to leverage the PCORnet infrastructure and recommend available services that can help develop the concept. Other researchers may adapt this template for use at their sites to further develop their own questions of interest.
INSIGHT – NYC
Master Code Set
The master code set provides a centralized, standardized reference of clinical codes across various disease areas along with their corresponding descriptions and classifications. It is designed to support consistent cohort definition, analysis, and reporting by ensuring uniform use of codes across studies and sites. By consolidating all relevant codes into a single, curated resource, the master code set reduces ambiguity, improves reproducibility, and streamlines multi-site research workflows. This comprehensive mapping enables researchers to efficiently identify, compare, and analyze patient populations across a wide range of conditions and data domains.
View the master code set. (Excel File)
Research Readiness Snapshot
The Research Readiness Snapshot is a brief self-assessment and planning tool that helps PCORnet partner sites document their current capacity to participate in PCORnet research and identify strengths, gaps, and priorities for growth. It guides sites to review their latest PCORnet performance metrics (e.g., study participation, data readiness, and query responsiveness) and summarize key institutional infrastructure, policies, and best practices that support efficient, patient-centered research. Other research sites can use this resource to assess their own research readiness.
Research Work Group Information Survey
This REDCap survey is a templated introductory survey to potential members of a research work group. The survey consists of demographic and research interest questions to better understand the expertise and interests of research team members. Other research teams can adapt the survey for use in their work groups.
Research Review and Prioritization Group (RRPG) Researcher Template Deck
This RRPG Researcher Template Deck can help investigators prepare presentations for a research review. The template outlines required study information, including grant status and site-specific requests. The completed slides can be provided prior to a presentation so reviewers can familiarize themselves with the project and provide better feedback.
Interim Progress Report (IPR) Project Management Status Tracker
This Interim Progress Report (IPR) Project Management Status Tracker can help study teams divide IPRs into sections for better task distribution. It refers to previously submitted IPRs and is structured so instructions for each section are clear and precise. Researchers can adapt the form to manage their IPRs.
Access the Interim Progress Report (IPR) Project Management Status Tracker.
Investigator Collaboration Request Form
Researchers interested in collaborating with clinical research network (CRN) sites can use an Investigator Collaboration Request Form. The Collaboration Request Form collects current study status, inclusion/exclusion criteria, a site-specific scope of work, benefits for sites, and other key study information. Once completed by the study team, a coordinating center will distribute the form to CRN sites to inform them of the opportunity. Interested sites will indicate their interest via a separate form linked at the bottom of the document.
Patient and Community Engagement Consultation Form
This Patient and Community Engagement Consultation form can be used to document requests from collaborators to use a clinical research network's patient and community engagement services. Requestors will complete the form to provide details about their study including proposed methods for engagement and the level of engagement required. A Patient Partner will meet with the requestor to discuss tailored approaches to support meaningful engagement of patients and community partners in their research.
Access the Patient and Community Engagement Consultation Form.
PCORnet Focused Data Elements Addition Proposal for Centralized Networks
This document provides a template to request sites to share PCORnet data elements. The guide includes details such as the impact of adding the data element for use in research projects, as well as the implications of each decision to share data.
Local Studies Standard Operating Procedure
The Local Studies Standard Operating Procedure (SOP) can be used for the documentation of the process involved in the intake and management of studies entering through a Clinical Research Network (CRN) Front Door. From the inception of a request to the final close-out of the project, the document provides a detailed account of each stage, ensuring a comprehensive understanding of the workflow. This template can also be used for other SOP’s.