Retrospective Chart Review CRDW Request 2026

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  1. Click ‘Get Form’ to open the Retrospective Chart Review CRDW Request in the editor.
  2. Begin by filling in the 'Date' field at the top of the form. This is essential for tracking your request.
  3. In the 'Study Contact' section, enter your last name, first name, phone number, and UA email address to ensure proper communication.
  4. Provide details in the 'Study Overview' section, including the study protocol number/nickname and principal investigator's information.
  5. Indicate whether this study will review medical records or data by selecting 'Yes' or 'No'.
  6. Select the appropriate medical center from the options provided (Banner or Dignity).
  7. Complete any additional fields regarding access to Protected Health Information (PHI) as required.
  8. Fill out the 'Study Agreement/Contract' section based on whether a template agreement is provided by the sponsor.
  9. Attach all required documents as specified at the end of the form before submitting your request.

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Table 1. Create well-defined, clearly articulated research questions. Consider sampling questions a priori. Operationalize variables included in retrospective chart review. Train and monitor data abstractors. Develop and use standardized data abstraction forms. Create a data abstraction procedure manual.
Every retrospective chart review requires a statistical power analysis to determine the appropriate sample size. Calculating the appropriate sample size is a necessary component in all research proposals and is dependant on the statistical tests used in the study.
DISADVANTAGES OF RETROSPECTIVE STUDIES inferior level of evidence compared with prospective studies. controls are often recruited by convenience sampling, and are thus not representative of the general population and prone to selection bias. prone to recall bias or misclassification bias.
Note that the IRB may require that you obtain informed consent even for a retrospective chart review. This may be particularly true studies with a study population that is likely to remain in contact with the study team (i.e. patients currently undergoing follow-up care).
The retrospective chart review (RCR), also known as a medical record review, is a type of research design in which pre-recorded, patient-centered data are used to answer one or more research questions [1].

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