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Best Practices in
Clinical Study Recruitment

    Nariman A. Nasser, Director
   Participant Recruitment Service
AGENDA

 Recruitment   Practices


Retention Practices


UCSF Participant Recruitment Service
RECRUITMENT PRACTICES
Performing Initial Analyses

Study Design
   Site-specific protocols for study-specific and SOC
    procedures
   Placebo arms, excessive inclusion/exclusion criteria

Site-specific
   Staff resources
   Location(s): accessibility, interoperability, features /
    disadvantages

Competing Trials
Planning & Budgeting



Screen Failure Rate


Budget for the unexpected
  Design revisions
  Increased production & shipping costs over time
  Protocol revisions impacting recruiting
   methods/materials
Implementing the Plan

Staged approach       Communication Plan
                          Sponsor/Site Staff
Multiple
                          Primary contacts
 simultaneous
                          Secondary contacts
 advertising efforts
Plan on changing      Identify screening
 your plan – analyze    appointment
 relatively often       schedule workflow,
                        tools and conflicts
Ensuring High-Quality Participants

 Start by casting a wide net
           Think about a wide number of things or people when choosing the
                              thing or person you want*




 Don’t skip the prescreening step


 Ask the right questions at the right stage of
  the recruitment process
*Idioms by The Free Dictionary
Monitoring Progress



Set realistic expectations up front
Identify benchmarks for success/failure
Simple tracking tools go a long way
Receiving logs & reports is not enough –
 they have to mean something and be
 actionable
Managing Enrollment Underperformance
Create competition among sites, coordinators and
 investigators to increase momentum and foster
 enthusiasm
Communicate underperformance before it becomes
 insurmountable
Be supportive in providing possible resources and
 solutions
Ensure nonperformance consequences are
 communicated prior to starting recruitment
Have a backup plan/resource
RETENTION PRACTICES
Ensuring Participants Are Well-Informed
                                    Public opinion drives policy
                          Passionate advocates are essential
     “If you have more than 50
    percent of patients saying their
        chances are better than
      average of avoiding some
        harm or obtaining some
         benefit, they are being
        unrealistically optimistic
      because you can’t say that
         most people are above
               average.”
Parker-Hope, Patients with Unrealistic Expectations, The New York
    Times, March 7 2011
Understanding Participant Needs

Work/family obligations
Travel constraints
Financial incentives
Desire for information/sense of community
Expectations of coordinated care
Lack of insurance/comparison to SOC
Keeping Communication Open

Press releases
Local media
Patient newsletters
Direct patient/study staff communication via
 email or telephone
Post-study satisfaction surveys, newsletters,
 study drug updates
PARTICIPANT RECRUITMENT
SERVICE
Create a centralized service to facilitate the enrollment of research
              participants into UCSF clinical studies
       Assume a large part of the burden of recruitment efforts


       Provide expertise in recruitment materials development


       Ensure materials meet regulatory guidelines and requirements


       Offer an economy of scale for many recruitment activities


       Use established vendor relationships


       Increase the volume of high quality volunteers


       Facilitate a wider catchment and more robust networks
Recruitment Analysis and Planning

Robust recruitment plan
  Analysis of recruitment landscape
     Protocol complexities, procedures, SOC
     Competing studies
     Geographic/demographic population
     Marketing & Outreach methodologies
  Suggested strategies
  Timelines
  Budgets for suggested strategies
Cohort ID and Direct Mail

Identify cohorts from inpatient medical
 records (UCare and ThREDS)
  ICD-9 codes
  Demographics

CHR modification
Coordinate data extract services from ARS
Print and mail direct mail letters to cohort
Other Resources
Research
 Participant
 Registry


Recruitment
 Materials
 Toolkit
Future Services/Resources

Recruitment Plan Implementation
  Centralized call center, text messaging, online
   screeners
  Marketing & outreach
  Referral networks

Searchable database of actively recruiting
 studies – matching
Real-time recruitment from EMR
THANK YOU

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Best Practices in Clinical Study Recruitment

  • 1. Best Practices in Clinical Study Recruitment Nariman A. Nasser, Director Participant Recruitment Service
  • 2. AGENDA  Recruitment Practices Retention Practices UCSF Participant Recruitment Service
  • 4. Performing Initial Analyses Study Design  Site-specific protocols for study-specific and SOC procedures  Placebo arms, excessive inclusion/exclusion criteria Site-specific  Staff resources  Location(s): accessibility, interoperability, features / disadvantages Competing Trials
  • 5. Planning & Budgeting Screen Failure Rate Budget for the unexpected  Design revisions  Increased production & shipping costs over time  Protocol revisions impacting recruiting methods/materials
  • 6.
  • 7. Implementing the Plan Staged approach Communication Plan  Sponsor/Site Staff Multiple  Primary contacts simultaneous  Secondary contacts advertising efforts Plan on changing Identify screening your plan – analyze appointment relatively often schedule workflow, tools and conflicts
  • 8. Ensuring High-Quality Participants Start by casting a wide net Think about a wide number of things or people when choosing the thing or person you want* Don’t skip the prescreening step Ask the right questions at the right stage of the recruitment process *Idioms by The Free Dictionary
  • 9. Monitoring Progress Set realistic expectations up front Identify benchmarks for success/failure Simple tracking tools go a long way Receiving logs & reports is not enough – they have to mean something and be actionable
  • 10. Managing Enrollment Underperformance Create competition among sites, coordinators and investigators to increase momentum and foster enthusiasm Communicate underperformance before it becomes insurmountable Be supportive in providing possible resources and solutions Ensure nonperformance consequences are communicated prior to starting recruitment Have a backup plan/resource
  • 12. Ensuring Participants Are Well-Informed Public opinion drives policy Passionate advocates are essential “If you have more than 50 percent of patients saying their chances are better than average of avoiding some harm or obtaining some benefit, they are being unrealistically optimistic because you can’t say that most people are above average.” Parker-Hope, Patients with Unrealistic Expectations, The New York Times, March 7 2011
  • 13. Understanding Participant Needs Work/family obligations Travel constraints Financial incentives Desire for information/sense of community Expectations of coordinated care Lack of insurance/comparison to SOC
  • 14. Keeping Communication Open Press releases Local media Patient newsletters Direct patient/study staff communication via email or telephone Post-study satisfaction surveys, newsletters, study drug updates
  • 16. Create a centralized service to facilitate the enrollment of research participants into UCSF clinical studies  Assume a large part of the burden of recruitment efforts  Provide expertise in recruitment materials development  Ensure materials meet regulatory guidelines and requirements  Offer an economy of scale for many recruitment activities  Use established vendor relationships  Increase the volume of high quality volunteers  Facilitate a wider catchment and more robust networks
  • 17. Recruitment Analysis and Planning Robust recruitment plan Analysis of recruitment landscape Protocol complexities, procedures, SOC Competing studies Geographic/demographic population Marketing & Outreach methodologies Suggested strategies Timelines Budgets for suggested strategies
  • 18. Cohort ID and Direct Mail Identify cohorts from inpatient medical records (UCare and ThREDS) ICD-9 codes Demographics CHR modification Coordinate data extract services from ARS Print and mail direct mail letters to cohort
  • 19. Other Resources Research Participant Registry Recruitment Materials Toolkit
  • 20. Future Services/Resources Recruitment Plan Implementation Centralized call center, text messaging, online screeners Marketing & outreach Referral networks Searchable database of actively recruiting studies – matching Real-time recruitment from EMR