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Jun 26, 2024

REACH BC: How researchers recruit patients and volunteers for studies

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Recruiting patients for health research is a crucial step in advancing medical knowledge and improving health outcomes. Researchers can employ various strategies and resources to attract potential participants, ensuring that studies are well-populated and representative of the target patient populations. In this article, we explain how researchers can improve their recruitment efforts.


How can researchers improve the recruitment of patients?

Improving the recruitment of patients for health studies is essential for the success and validity of the research. By using a platform that increases visibility and accessibility, study investigators can reach a diverse pool of participants with ease. REACH BC is an innovative online platform designed to streamline the recruitment process for health studies across British Columbia. By leveraging REACH BC, researchers can efficiently and ethically recruit participants, ensuring successful and impactful health research.

Here’s how REACH BC simplifies and enhances participant recruitment:

  • Directory of studies: Researchers can easily add their and patient partner opportunities to the REACH BC directory. This centralized list allows British Columbians to find studies by topic or condition, increasing visibility and accessibility.
  • Automated matching: REACH BC uses advanced matching software to align the study’s eligibility criteria with a pool of registered patient volunteers. Eligible volunteers are notified by email, significantly reducing the time and effort required to find suitable participants.
  • Direct communication: Once volunteers express interest in a study, researchers receive their contact details. This enables researchers to communicate directly with interested individuals, providing additional information and confirming eligibility before moving forward.

What are the challenges researchers face when recruiting patients for studies?

Recruiting patients for health studies is a complex and multifaceted process that involves navigating various challenges. Let's discuss some of the common challenges faced by researchers during patient recruitment.

Developing effective recruitment plans

Creating a robust recruitment plan is essential but can be challenging. Researchers must consider multiple factors, such as:

  • Target population: Identifying the right demographic and clinical characteristics of prospective participants.
  • Exclusion criteria: Defining clear exclusion criteria can sometimes limit the pool of eligible participants, making recruitment more difficult.
  • Recruitment approach: Choosing the appropriate , such as leveraging social media platforms, health fairs and public spaces, can be complex and resource-intensive.

Navigating ethical and privacy issues

Ethical considerations are paramount in patient recruitment. Researchers must:

  • Obtain ethics approval: Securing ethical approval from institutional review boards or ethics committees is a prerequisite that can be time-consuming.
  • Informed consent process: Ensuring that potential participants fully understand the study through an informed consent process is critical. This involves providing clear information and addressing any questions participants have.
  • Patient privacy: Protecting identifiable health information is essential to maintaining trust. Researchers must adhere to privacy regulations and ethical standards.

Engaging healthcare providers

Healthcare providers play a crucial role in patient recruitment but:

  • Communication: Effective communication between researchers and healthcare providers is necessary to facilitate patient referrals.
  • Primary care team: Engaging the primary care team to support recruitment efforts can be challenging due to their already heavy workloads.

Resource limitations

Limited resources often hinder the recruitment process:

  • Personnel resources: Recruiting a dedicated study team, including study coordinators and project personnel, can be difficult with limited funding.
  • Financial constraints: Budget limitations can affect various aspects of recruitment, from creating promotional materials to compensating participants.

Identifying and reaching potential participants

Finding and reaching eligible participants is a significant challenge:

  • Medical records and clinic databases: Accessing and reviewing medical records to identify potential participants is often constrained by privacy laws and logistical issues.
  • Public spaces and health systems: Utilizing public spaces and health systems for recruitment requires careful planning and collaboration with various parties.
  • Social media platforms: While social media can broaden reach, targeting the right audience and ensuring ethical use of data remains challenging.

Ensuring participation and retention

Maintaining high participation rates throughout the study involves:

  • Patient engagement: Keeping participants engaged and motivated can be difficult, especially in long-term studies.
  • Frequent communication: Regular and clear communication between the study team and participants is essential to address concerns and provide updates.

Managing ethical and power imbalance issues

Addressing ethical issues and power imbalances requires careful attention:

  • Power imbalance: Researchers must be mindful of the power dynamics between them and participants, ensuring respectful and equitable interactions.
  • Vulnerable populations: Recruiting from vulnerable populations necessitates additional ethical considerations and support mechanisms.

Conducting pilot studies and systematic reviews

Pilot studies and systematic reviews are crucial but resource-intensive:

  • Pilot studies: Conducting pilot studies helps refine recruitment strategies but requires additional time and resources.
  • Systematic reviews: Reviewing existing literature to identify successful recruitment strategies and potential challenges can inform recruitment plans but is time-consuming.

Increasing medical research recruitment rates: How to design a participant recruitment strategy

Recruiting patients for health studies involves a multi-faceted approach that combines ethical considerations, innovative strategies and effective communication. By leveraging modern technology , collaboration with healthcare providers and robust recruitment infrastructures, researchers can achieve successful recruitment and advance future studies with diverse and engaged study populations.

Identify potential participants

Researchers should start by defining the eligibility criteria for their study population. These criteria determine who can participate, based on factors such as age, gender, medical history and current health status. Clinical records and electronic health record systems are often reviewed to identify eligible patients. Narrow eligibility criteria can sometimes pose challenges, but they help ensure the safety and relevance of the study.

Leverage technology

Modern recruitment strategies often include the use of technological platforms to reach a broader audience. These platforms can disseminate information quickly and engage potential participants who might not be reached through traditional methods.

Initial contact and consent

Once potential participants are identified, the recruitment process can begin. Initial contact is critical and must be handled with care to respect individual privacy and ethical standards. Researchers can use REACH BC to establish contact with suitable patients in a safe and direct manner, directly impacting the speed at which research can be conducted.

During the initial contact period, informed consent must be obtained through a structured process that involves a consent form and a detailed participant information sheet. This process ensures that participants fully understand the study, its potential risks and the burden of participation.

Collaborate with healthcare providers

Healthcare providers are pivotal in the recruitment of participants. Primary care providers and their teams can help identify eligible participants and introduce them to the study, leveraging their existing relationships and trust. This collaboration ensures that the recruitment process is both ethical and effective, especially when dealing with vulnerable populations.


REACH BC: Enhancing the recruitment of patients with cutting-edge technology

REACH BC simplifies the recruitment process for researchers in British Columbia by providing a comprehensive service to match eligible volunteers with research studies. Here’s how researchers can effectively use REACH BC to recruit patients for their studies.

Why do researchers in British Columbia choose REACH BC?

Broad reach across BC

REACH BC facilitates the recruitment of participants from all  regions across British Columbia, including rural and remote areas. This wide reach ensures that researchers can tap into a diverse pool of potential participants, enhancing the representativeness and robustness of their study populations.

Privacy and security

REACH BC prioritizes participant privacy. Personal information is shared with researchers only after volunteers indicate their interest in a specific study. This approach aligns with stringent privacy principles and ethical standards, ensuring that participant information is protected throughout the recruitment process.

Supporting patient-oriented research

REACH BC assists researchers looking for patient partners for patient-oriented research projects. By connecting with volunteers interested in becoming patient partners, researchers can incorporate valuable patient insights into their studies, improving the relevance and impact of their research.


REACH BC for patient recruitment: How do I start?

Add studies to the directory

To start, researchers can add their health studies and patient partner research opportunities to the REACH BC directory. This directory makes it easy for British Columbians to find research studies by topic or condition. By posting studies on REACH BC, researchers ensure their projects are visible to a broad audience, increasing the chances of finding suitable participants.

Match with eligible volunteers

REACH BC employs sophisticated matching software to align eligible volunteers with relevant studies. Once a study is listed, the software identifies volunteers who meet the eligibility criteria set by the researchers. These potential participants are then notified in a weekly matching email about new studies available in their selected health categories of interest. Volunteers can express their interest in participating, after which researchers receive a list of interested individuals with their contact details.

Connect with qualified volunteers

After volunteers express interest, researchers can contact them directly to discuss the study in detail, provide additional information and confirm eligibility. This streamlined recruitment process ensures that researchers can efficiently move forward with interested and eligible participants.

Steps to getting started

  1. Sign up for REACH BC: to get started.
  2. Add your studies: List your health studies and patient partner opportunities in the REACH BC directory.
  3. Match with volunteers: Utilize REACH BC’s matching software to find eligible volunteers.
  4. Connect with interested volunteers: Contact volunteers who have expressed interest to provide further details and confirm eligibility.
  5. Share study results: Share study results and knowledge translation products on the platform’s public searchable directory, even if you’re not recruiting.

Eligibility for researchers

To use REACH BC, researchers must be appointed or employed by a health authority or public post-secondary institution (university or college) in British Columbia. Graduate students with a principal investigator who meets these criteria are also eligible. Researchers outside British Columbia or private researchers within the province can contact REACH BC for more information on obtaining approval.


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Join REACH BC and contribute to groundbreaking health research in British Columbia

Looking to make a meaningful impact on health research in British Columbia? Join REACH BC , an initiative designed to connect volunteers with groundbreaking health studies. Whether you're looking to increase patient participation rates or contribute as a volunteer , REACH BC makes it fun and easy. Create your profile today to get matched with studies and individual patients that align with your goals. Together, we can help shape the future of healthcare and improve the health of British Columbians. 

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Privacy and Security

REACH BC will not release any of your personal information to third parties, participating organizations and/or other institutions. Your information will only be available to the researcher(s) after you indicate interest in being contacted about a particular study.

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