2. RECRUITMENT: Is getting the attention of, and
attracting potential research participants.
RETENTION: Research participants remaining in
the study for its duration, to provide valuable
data and attain study objectives. It is also referred
to as “Attrition” (participants leaving the study
prematurely and/or being “lost to follow up”).
Introduction
4. VARIOUS STEPS INVOLVED IN
RECRUITMENT PROCESS
• Inclusion/Exclusion criteria
• Adequately explaining the study
• Recruiting an adequate and representative sample
• Obtaining true informed consent
• Maintaining ethical standards
• Retaining participants until study completion
• Minimizing cost-benefit ratio and Compensation
5. VARIOUS METHODS OF PATIENT RECRUITMENT
• Advertisements
• Honest Broker System
• Recruitment letters and/or scripts
• Research registry
• “Dear Doctor” Letters to encourage clinician referrals
• General public interest news items on diseases or conditions -not
study specific
• Recruitment advertising that is intended to be seen or heard by
prospective subjects to solicit their participation in a study
• Newspapers, local papers, publications for parents, etc.
• Television and radio
• Posters, flyers: post around campus, in public spaces with
permission if necessary.
• Random digit Dialing (RDD) used in surveys and polling
• Pop-Ups, banner Ads with required IRB approval
6. STRATEGIES TO FACILITATE RETENTION:
• Inquire the patient about barriers to participation “Why…and is
there anything we can do?”
• Flexible visit schedules like early morning, evenings and
weekends
• Access visit windows
• Atmosphere of visit length of time spent in clinic
• Diversions–magazines, DVDs and refreshments
• Study staff and clinic staff interaction
• Develop tools for your team and make it as easy as possible to
conduct the study procedures especially for clinical staff
• Communication with participants: honest and frequent
education enables an informed decision
• Develop trust with the patients
• Reminder phone calls and e-mails
• Appreciation cards like –birthday cards, study anniversary cards
and study tokens
• Thank you letters at study close and share results if allowed
7.
8. BARRIERS OF RECRUITMENT AND RETENTION
• Subject-related barriers
Long waiting times
Inconvenient scheduling of appointments
Unrealistic expectations of Subjects
• Investigator-related barriers
Investigator’s underestimation of the workload
Lack of time and resources
• Protocol-related barriers and
Overly complex study designs
• Other barriers
negative influence of the media
delay in ethical approval
poor choice of study site by the sponsor
9. CHALLENGES IN CLINICAL TRIAL PATIENT
RECRUITMENT AND ENROLLMENT
• Sponsor perspective
Those who design the study plan must specify a larger number “N” in the protocol than the
number of participants expected to be evaluated at study closure.
• Principal Investigator perspective
Commonly drug companies and contractors offer large payments to doctors, nurses and
other medical staff to recruit patients, some getting finder’s fees for merely referring
patients to the study. This activity is strongly frowned upon in academic institutions and
absolutely discouraged.
• Clinical research volunteer perspective
lack of awareness of clinical trials, lack of access to trials,distrust or suspicions of
research,practical or personal obstacles,Insurance or cost problems, Unwillingness to go
against personal physician’s wish,long-standing fear, apprehension and skepticism. People
from various cultural or ethnic backgrounds hold different values and beliefs that may be
different.
10. RECENT ADVANCES
• Professional recruitment providers
• Increased use of market research
• Informatics
• Centralized recruiting
• Development of Metrics
13. MOST EFFECTIVE
RECRUITMENT STRATEGIES
0 2 4 6 8 10
Use of existing database
Targeted specific clinic
Use of study flyer
Word of mouth/snowball
Newpaper ads
Community outreach/field-
based
14. RECRUITMENT BARRIERS
0 1 2 3 4 5 6 7 8 9
Misinformed
Lack of health insurance
No contact information
Prejudice of study medication
Distance to study site
Personal health issues
Privacy/confidentiality concerns
Missed appointment
Time commitment
Lack of interest
Lack of transportation
Low level of education
Lack of study partner
Low compensation
Uncomfortable/Distrust
15. BARRIER REDUCTION STRATEGIES
0 2 4 6 8
Accommodate schedule
Provision of study/program…
Community outreach
Rapport building
Privacy/Confidentiality…
Fair compensation
Explanation of study procedures
Exhibiting caring attitude
Pre-study information session
Question & answer sessions
Sharing study newsletter
Displaying respect
16. RETENTION STRATEGIES
0 5 10 15 20 25
Explanation of study and…
Community outreach
Provision/study resources
Occasional Contact
Taking advantage of patient visits
Holding annual events
Pre-visit telephone calls
Being respectful
Being sensitivity
Being attentive/listening
Frequent reminders
Scheduling flexibility
Fair compensation
Post-visit telephone calls
Rapport (keeping in touch)