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Patient Recruitment
Strategies
Kunal Sampat, MNA, ACRP-CP
April 2019
Why Clinical Trials Need To Enroll Faster?
• The sooner you can complete trial enrollment, the faster the medical product can
help those in medical need
• This is a real problem that the industry is facing and it doesn’t seem to go away
2
#1 Loosen your protocol inclusion/exclusion criteria
• Academic research does not equal medical practice
• Study PI feedback is one person’s opinion/ view
• You can consider having a steering committee, especially needed for
multidisciplinary studies
• Identify criteria that has causing you to lose the most number of patient
• Stay laser focused on your study endpoints, specifically the primary endpoint
3
#2 Eliminate or reduce the number of non-standard of care
assessments
• Eliminate nice-to-have tests that time consuming and difficult for research to
execute and/or patients to undergo
• Constantly get feedback from your sites and update the table to assessments
• Stay laser focused on your study endpoints, specifically the primary endpoint,
eliminate the rest
4
#3 Educate and engage referral physicians
• We live in a noisy world
• Connect with referring physicians
• Have your research assistant create a spreadsheet with names and contact
information of referring physicians, then call them one by one
5
#4 Speak at professional congress and request for referrals
• Posters or presentations at local congresses
• If you are busy, have a fellow travel to the congress, it’s great learning opportunity
for him/her
• Share your work, share progress. Physicians love data
6
#5 Write emails or send letters to professional colleagues
• Create a referring physician email or letter template
• Ensure clear messaging
• Keep it one page, enclose trial brochure
• Hire administrative/research assistant
7
#6 Share trial information
• Create a study poster and post it in the lunchroom or lab area where there is high
traffic of physicians
8
#7 Advertise on your website
• Hospital have a section advertising clinical trials
• There are also TV monitors in patient areas where you can share trial related
information
9
#8 Reach out to patients directly via social media groups
• There are Facebook groups with patients undergoing or needing treatment
options you’re offering
• Create a landing page (website) with relevant trial information. Ensure website
content is approved by IRB/Ethics Committee and regulatory body (ex: FDA)
10
#9 Add more sites to the study
• Increase your chances of hitting your enrollment goal/ completing enrollment on
time
11
#10 Hire a recruitment consultant with relevant experience
• Write down criteria of what you expect from this person, what type of experience/
skills do you want them to bring to the table
• Remember whoever you hire, this person should work well with your team and
provide tremendous value to your organization
• The consultant should be willing to get their hands dirty
12
#11 Conduct additional medical chart reviews and/or pharmacy
records
• Depending on your inclusion/ exclusion criteria, you can work backward and do a
retrospective chart review to identify potential patients
• Have the nurse contact these patient, ensure you comply with your IRB/ Ethics
Committee procedures
13
#12 Develop an action plan to reduce patient screen failure
• Carefully review and categorize screen failure reports
• Understand the highest reasons for screen failures and determine how you can
turn your screen failures into actual patients (example: loosening
inclusion/exclusion criteria)
14
#13 Create screening and enrollment (recruitment) workflow
• Every participating clinical trial can benefit from enrollment plan
• Map out every step from patient screening to enrollment and follow-up
• Who communicates with whom and when
15
#14 Implement a continuation protocol
• From a patient standpoint, a continuation protocol may be valuable if the medical
product is not available commercially and the patient needs the medical product
after the patient has completed the trial
• From a physician standpoint, a continuation protocol gives physicians an
opportunity to provide their patients with treatment while regulatory approval of
the medical product is pending
16
#15 Conduct investigator and coordinator meetings at local
congresses
• Share trial status and/or results with investigators and research coordinators who
are attending medical congresses
• Use this time to remind sites key opportunities, challenges and enrollment tools
17
#16 Create and distribute enrollment tools
• First, start with what tools such as protocol inclusion/ exclusion cards, patient
brochures, posters, etc. are most beneficial to your sites.
• Then pick one. Don’t try to create all tools at the same time
• Hire a graphics designer, find a printer and share these enrollment tools the
research staff
18
#17 Share the enrollment process of high enrolling clinical trial
sites
• Schedule a webinar with participating trial sites
• Reach out to high enrolling sites and ask them if they would be willing to share
their patient recruitment experience and success strategies
• Sponsors should talk less, sites should be talking more
19
THANK
YOU
clinicaltrialpodcast.com
Kunal Sampat
kunal@clinicaltrialpodcast.com

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Patient Recruitment Strategies for Sponsors and CROs

  • 2. Why Clinical Trials Need To Enroll Faster? • The sooner you can complete trial enrollment, the faster the medical product can help those in medical need • This is a real problem that the industry is facing and it doesn’t seem to go away 2
  • 3. #1 Loosen your protocol inclusion/exclusion criteria • Academic research does not equal medical practice • Study PI feedback is one person’s opinion/ view • You can consider having a steering committee, especially needed for multidisciplinary studies • Identify criteria that has causing you to lose the most number of patient • Stay laser focused on your study endpoints, specifically the primary endpoint 3
  • 4. #2 Eliminate or reduce the number of non-standard of care assessments • Eliminate nice-to-have tests that time consuming and difficult for research to execute and/or patients to undergo • Constantly get feedback from your sites and update the table to assessments • Stay laser focused on your study endpoints, specifically the primary endpoint, eliminate the rest 4
  • 5. #3 Educate and engage referral physicians • We live in a noisy world • Connect with referring physicians • Have your research assistant create a spreadsheet with names and contact information of referring physicians, then call them one by one 5
  • 6. #4 Speak at professional congress and request for referrals • Posters or presentations at local congresses • If you are busy, have a fellow travel to the congress, it’s great learning opportunity for him/her • Share your work, share progress. Physicians love data 6
  • 7. #5 Write emails or send letters to professional colleagues • Create a referring physician email or letter template • Ensure clear messaging • Keep it one page, enclose trial brochure • Hire administrative/research assistant 7
  • 8. #6 Share trial information • Create a study poster and post it in the lunchroom or lab area where there is high traffic of physicians 8
  • 9. #7 Advertise on your website • Hospital have a section advertising clinical trials • There are also TV monitors in patient areas where you can share trial related information 9
  • 10. #8 Reach out to patients directly via social media groups • There are Facebook groups with patients undergoing or needing treatment options you’re offering • Create a landing page (website) with relevant trial information. Ensure website content is approved by IRB/Ethics Committee and regulatory body (ex: FDA) 10
  • 11. #9 Add more sites to the study • Increase your chances of hitting your enrollment goal/ completing enrollment on time 11
  • 12. #10 Hire a recruitment consultant with relevant experience • Write down criteria of what you expect from this person, what type of experience/ skills do you want them to bring to the table • Remember whoever you hire, this person should work well with your team and provide tremendous value to your organization • The consultant should be willing to get their hands dirty 12
  • 13. #11 Conduct additional medical chart reviews and/or pharmacy records • Depending on your inclusion/ exclusion criteria, you can work backward and do a retrospective chart review to identify potential patients • Have the nurse contact these patient, ensure you comply with your IRB/ Ethics Committee procedures 13
  • 14. #12 Develop an action plan to reduce patient screen failure • Carefully review and categorize screen failure reports • Understand the highest reasons for screen failures and determine how you can turn your screen failures into actual patients (example: loosening inclusion/exclusion criteria) 14
  • 15. #13 Create screening and enrollment (recruitment) workflow • Every participating clinical trial can benefit from enrollment plan • Map out every step from patient screening to enrollment and follow-up • Who communicates with whom and when 15
  • 16. #14 Implement a continuation protocol • From a patient standpoint, a continuation protocol may be valuable if the medical product is not available commercially and the patient needs the medical product after the patient has completed the trial • From a physician standpoint, a continuation protocol gives physicians an opportunity to provide their patients with treatment while regulatory approval of the medical product is pending 16
  • 17. #15 Conduct investigator and coordinator meetings at local congresses • Share trial status and/or results with investigators and research coordinators who are attending medical congresses • Use this time to remind sites key opportunities, challenges and enrollment tools 17
  • 18. #16 Create and distribute enrollment tools • First, start with what tools such as protocol inclusion/ exclusion cards, patient brochures, posters, etc. are most beneficial to your sites. • Then pick one. Don’t try to create all tools at the same time • Hire a graphics designer, find a printer and share these enrollment tools the research staff 18
  • 19. #17 Share the enrollment process of high enrolling clinical trial sites • Schedule a webinar with participating trial sites • Reach out to high enrolling sites and ask them if they would be willing to share their patient recruitment experience and success strategies • Sponsors should talk less, sites should be talking more 19