Grout Randall W, Hood Dan, Nelson Sarah J, Harris Paul A, Embí Peter J
Indiana University School of Medicine, Indianapolis, IN, USA.
The Regenstrief Institute, Inc., Indianapolis, IN, USA.
J Clin Transl Sci. 2022 Aug 8;6(1):e108. doi: 10.1017/cts.2022.439. eCollection 2022.
Participant recruitment for research is a persistent bottleneck that can be improved by leveraging electronic health records (EHRs). Despite emerging evidence for various EHR-driven approaches, guidance for those attempting to select and use such approaches is limited. The national Recruitment Innovation Center established the EHR Recruitment Consult Resource (ERCR) service line to support multisite studies through implementation of EHR-driven recruitment strategies. As the ERCR, we evolved a guide through 17 consultations over 3 years with multisite studies recruiting in diverse biomedical research domains. We assessed literature and engaged domain experts to identify five key EHR-driven recruitment strategies: direct to patient messages, candidate lists for mailings/calls, direct to research alerts, point of care alerts, and participant registries. Differentiating factors were grouped into factors of study population, study protocol and recruitment workflows, and recruitment site capabilities. The decision matrix indicates acceptable or preferred strategies based on the differentiating factors. Across the ERCR consultations, candidate lists for mailing or calls were most common, participant registries were least frequently recommended, and for some studies no EHR-driven recruitment was recommended. Comparative effectiveness research is needed to refine further evidence for these and potentially new strategies to come.
研究中的参与者招募一直是个瓶颈，利用电子健康记录（EHR）可以改善这一状况。尽管有越来越多关于各种由电子健康记录驱动的方法的证据，但对于那些试图选择和使用这些方法的人来说，指导却很有限。国家招募创新中心设立了电子健康记录招募咨询资源（ERCR）服务线，通过实施由电子健康记录驱动的招募策略来支持多中心研究。作为ERCR，我们在3年时间里与不同生物医学研究领域进行多中心研究的团队进行了17次咨询，从而制定了一份指南。我们评估了文献并咨询了领域专家，以确定五种由电子健康记录驱动的关键招募策略：直接向患者发送信息、用于邮寄/呼叫的候选名单、直接研究警报、护理点警报和参与者登记册。区分因素分为研究人群、研究方案和招募工作流程以及招募地点能力等因素。决策矩阵根据区分因素表明了可接受或首选的策略。在ERCR的咨询中，用于邮寄或呼叫的候选名单最为常见，参与者登记册的推荐频率最低，对于一些研究，不推荐使用由电子健康记录驱动的招募方式。需要进行比较效果研究，以进一步完善这些策略以及可能出现的新策略的证据。
