ClinCard Request Form 

CTO kindly encourages the study team to submit 3-4 business days prior to the date of the study visit to ensure timely setup and ClinCards mailing.

CTO will review your request within 5 business days.

  • For urgent request, please select "Yes" to request expedite review. CTO might request the study team to fill out additional form for urgent review.
ClinCard Training Resources: Systems for Sponsored Programs | Boston Medical Center (

  •         Please click on Systems, ClinCard then Getting Started 

Requester Contact Information

Please refer to the checklist below:

1. Clincard Study Setup Request Form
  • Please provide the posting project number and cost center.
  • Department admin or fund/grant manager usually has this information

2. Informed Consent Form (ICF) 
  • IRB must have been approved

3. Full Study Budget
  • Please indicate in the budget which line item that shows participant stipends.
  • Payment to participants in the study budget must match with what listed in the ICF and Clincard Study Setup Request Form

4. Clincard User Access Request Form

Please refer to the steps below:

1. Select the type of requests

2. Refer to your requests to provide appropriate documents

  • Request additional clincards: No need additional documents
  • Update posting project number: Provide new posting project number
  • Update user roles: Upload the ClinCard New User Access Request Form
  • Increase the study budget on ClinCard: Provide an updated study budget 
  • ClinCard (card issues): Provide a screenshot or a description of the issue
Study Information

Study Documents Submissions: New Study

Study Information: Existing Study

Additional ClinCards

Posting Project Number

Budget and Payment Milestones

ClinCard (card issues)

Update User Roles

Update Principal Investigator

Delivery and In-person Pickup Information

Pick-up address: 960 Massachusetts Avenue, lobby 

CTO Office is located on the 2nd floor

Direction: If you come from BMC main campus, walk or drive pass McDonalds, then you will see a big sign of "960." There is parking lot in front of the building.