Recruiting for a pragmatic trial using the electronic health record and patient portal: successes and lessons learned

• Published in: Journal of the American Medical Informatics Association : JAMIA Vol. 26; no. 1; pp. 44 - 49
• Main Authors: Pfaff, Emily, Lee, Adam, Bradford, Robert, Pae, Jinhee, Potter, Clarence, Blue, Paul, Knoepp, Patricia, Thompson, Kristie, Roumie, Christianne L, Crenshaw, David, Servis, Remy, DeWalt, Darren A
• Format: Journal Article
• Language: English
• Published: England Oxford University Press 01.01.2019
• Subjects: Case Report; Electronic Health Records; Humans; North Carolina; Patient Portals; Patient Selection; Pragmatic Clinical Trials as Topic - methods; North Carolina; patient portals; pragmatic clinical trials; research subject recruitment; electronic health records
• ISSN: 1067-5027; 1527-974X; 1527-974X
• DOI: 10.1093/jamia/ocy138

Abstract Objective Querying electronic health records (EHRs) to find patients meeting study criteria is an efficient method of identifying potential study participants. We aimed to measure the effectiveness of EHR-driven recruitment in the context of ADAPTABLE (Aspirin Dosing: A Patient-centric Trial Assessing Benefits and Long-Term Effectiveness)—a pragmatic trial aiming to recruit 15 000 patients. Materials and Methods We compared the participant yield of 4 recruitment methods: in-clinic recruitment by a research coordinator, letters, direct email, and patient portal messages. Taken together, the latter 2 methods comprised our EHR-driven electronic recruitment workflow. Results The electronic recruitment workflow sent electronic messages to 12 254 recipients; 13.5% of these recipients visited the study website, and 4.2% enrolled in the study. Letters were sent to 427 recipients; 5.6% visited the study website, and 3.3% enrolled in the study. Coordinators recruited 339 participants in clinic; 23.6% visited the study website, and 16.8% enrolled in the study. Five-hundred-nine of the 580 UNC enrollees (87.8%) were recruited using an electronic method. Discussion Electronic recruitment reached a wide net of patients, recruited many participants to the study, and resulted in a workflow that can be reused for future studies. In-clinic recruitment saw the highest yield, suggesting that a combination of recruitment methods may be the best approach. Future work should account for demographic skew that may result by recruiting from a pool of patient portal users. Conclusion The success of electronic recruitment for ADAPTABLE makes this workflow well worth incorporating into an overall recruitment strategy, particularly for a pragmatic trial.