Personal Details
Full legal name, title, department, employer, and contact details used to identify the reporting party and link to personnel records.
A complete COI form protects patients and institutions by making potential conflicts visible, enabling timely mitigation, and satisfying grant, licensure, and organizational policies. It supports auditability and trust while reducing legal and regulatory risk when accurately maintained.
Healthcare COI forms are completed by clinicians, researchers, vendors, administrators, and board members who have reportable relationships or procurement roles.
Organizational policy determines frequency and reviewer roles; many institutions require annual disclosures plus updates within a set number of days after a change.
Full legal name, title, department, employer, and contact details used to identify the reporting party and link to personnel records.
Checkboxes and free text to list consulting, equity, board service, gifts, sponsored travel, royalties, and other reportable relationships.
Fields to report dollar amounts, ranges, or thresholds (e.g., $5,000+) that trigger institutional review under policy.
Disclosure fields for family relationships, leadership roles, intellectual property, or unpaid influence that could affect judgment.
An explicit attestation statement followed by signature and date fields to confirm accuracy and intent to disclose.
Administrative fields for compliance findings, mitigation steps, review dates, and final disposition tracked by the institution.
| Field | Configuration | Rule name | Setting |
|---|---|
| Required fields | Make name, relationship, and signature mandatory |
| Conditional logic | Show monetary detail when relationship selected |
| Signer order | Reporter first, then compliance reviewer |
| Authentication | Use email plus SMS or SSO for stronger ID |
Choose a platform that supports secure e-signing, audit trails, conditional fields, and integration with institutional systems.
Confirm HIPAA requirements and BAA availability before storing or transmitting forms that contain protected health information.
Due upon hire or appointment
Submitted yearly as part of compliance cycle
Report within 30 days of a new conflict
Provide disclosures before IRB or procurement decisions
Respond within institutional timeframes when asked
Compliance confirms form completeness and required attachments
A designated compliance officer receives the record
If conflict exists, mitigation steps are proposed
Reviewer documents outcome and any ongoing monitoring
A principal investigator reports industry-sponsored consulting
A clinician discloses advisory fees from a device maker
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