Archived Content

Patient Recruitment 

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Thursday, February 7

Praxis7:30 am Breakfast Presentation 

Fifty Shades of Recruitment: Cutting Through the Tactical Clutter to Identify Campaigns that Best Work for Your Study

Robert LollRobert Loll, Vice President, Business Development & Strategic Planning, Praxis - Biography 
Join us for an interactive breakfast discussion as we capitalize on insights from sponsors and leading patient recruitment providers to discuss strategies that best advance enrollment for your research study.  Join us for coffee and a candid conversation that will guide principles that will support campaign design.


8:00 Chairperson's Remarks

Nariman NasserNariman Nasser, Senior Director, Recruitment & Implementation Core, Clinical Research Services, Clinical & Translational Science Institute, University of California San Francisco - Biography 

» 8:05 Keynote Presentation: Recruitment and Retention of Minority Patients: A Challenge that Cannot be Underestimated 

Gerson PeltzGerson Peltz, M.D., Medical Director, Global Pharmacovigilance and Epidemiology, Bristol-Myers Squibb - Biography 

Addressing diversity in clinical studies is a key factor to understand and improve individual patient outcomes. Barriers for enrollment of minority patients should be taken into account when planning clinical studies in order to reduce underrepresentation of diverse racial/ethnic populations. Sponsors and investigators need to work collaboratively in developing innovative approaches to improve individual outcomes for ALL patients.


Parexel NEW8:35 Site Engagement and Motivation as a Core Patient Recruitment Strategy

Martin TochacekMartin Tochacek, Ph.D., Patient Recruitment Specialist, PAREXEL - Biography 

Clinical studies expect the majority of randomized patients to be enrolled from sites' existing patient databases making early site engagement a necessity. Our recent data indicate that sites utilizing their existing patient database effectively for recruitment are more likely to not only meet their recruitment goals, but exceed them. The strategies presented encompass effective site motivational tools and practices to illustrate the positive impact early and active site engagement can have on overall recruitment numbers.

9:00 Institutional Discrimination and Its Impact on Minority Patient Enrollment: What You Need to Know

Rebecca BuddRebecca Budd, Managing Director, Navita Clinical Strategy Group - Biography 

Institutional discrimination occurs when the standard practices of an organization—its policies, procedures, its “way of doing business”―indirectly/unintentionally have a negative impact on minority groups and keep them from obtaining equal benefits from clinical research. This session provides an overview of important sociological concepts related to minority populations and a review of typical study planning and operational practices that can lead to low minority enrollment and retention in clinical trials. Attendees will learn how to recognize institutional discrimination and its effect on minority populations within their own organizations.

9:30 'Bottom-Up' Approach to Patient Recruitment: Engaging the Forgotten Majority

Colin Scott, M.D., Senior Director Respiratory Development, Clinical Development, Forest Research Institute, Inc. - Biography 

Traditional recruitment strategies focus on 'top-down' patient identification through database mining and targeted media outreach. The techniques employed are not geared to engage the 'silent majority' of potential patients who gain the most from participation in late phase clinical trials in chronic conditions - those who are medically underserved. To reach this population it is necessary to focus on alternative outreach targets, including community programs, independent pharmacies and walk-in clinics that cater to the uninsured. The 'bottom-up' patient identification techniques are explored in this presentation and different techniques evaluated based on a pilot initiative targeting the Hispanic community.

10:00 Coffee Break in the Exhibit Hall


Shared Session between Patient Recruitment and Retention and Integrating Clin Ops Data

10:35 Chairperson's Remarks

Ritesh Patel, Global Head, Digital, inVentiv Health

10:40 Featured Presentation: A Novel Recruitment Model Combining Mass Mailing and Informatics-Enabled Recruitment Workflow Support and Its Success on a Large NIH Trial

Chunhua WengChunhua Weng, Ph.D., Florence Irving Assistant Professor of Biomedical Informatics; Co-Director, Biomedical Informatics Core

for CTSA, Columbia University - Biography 

We developed add-on software to electronic health records to optimize recruitment workflow and support research visit scheduling. Combining this software and a secure HIPAA-compliant research data collection tool RedCap, we created a novel trial recruitment model. We will present this model and its success in achieving efficient recruitment and reducing workload for coordinators for a multi-site NIH trial called SPRINT.

11:05 Challenges of Leveraging EHR for Study Recruitment

Nariman NasserNariman Nasser, Senior Director, Recruitment & Implementation Core, Clinical Research Services, Clinical & Translational Science Institute, University of California San Francisco - Biography 

There are many challenges to leveraging EHR data for recruitment purposes. These include technical, regulatory and ethical considerations. Use of EHR must be carefully weighed against the expected return which varies by therapeutic area. Data considerations also include accuracy of available EHR and post-campaign data tracking and integration.

11:30 Using Institutional Database as Patient Recruitment Tool: The Kaiser Permanente Northern California Experience

Nanette Hock, Regional Nurse Manager, Clinical Research Operations, Division of Research, Kaiser Permanente Northern CA - Biography 

Kaiser Permanente has one of the oldest and most comprehensive patient databases in the U.S. As its own healthcare provider and insurer, Kaiser has a unique fund of knowledge of patient demographic and health information acquired spanning multiple generations. Kaiser principal investigators have rapid access to targeted information and special characteristics being sought in participants in clinical trials. Subject feasibility analysis using the database allows the Kaiser clinical research teams to identify potentially eligible subjects in multiple catchment areas, saving time and resources in today's cost conscious research landscape.

Qforma11:55 Luncheon Presentation: Qforma's Patient Recruitment Toolset: A New Distributed Approach to Recruitment

Valerio AimaleValerio Aimale, M.D., Chief, Advanced Projects, Qforma - Biography 

Patient recruitment for clinical trials is an area of primary concern for life sciences organizations. The complex dynamics impacting effective patient recruitment for trials compounds the already immense challenge of bringing new products successfully through the pipeline.  In spite of these complex dynamics, recent surveys indicate that more than 70% of participants in trials affirm that they would take part in another trial (source: 2008 Survey conducted by CISCRP). Can technologies and a fresh approach to data and other challenges help connect willing patients, and optimal trialists with product manufacturers? This presentation will explore new data pathways and innovative methodologies that can lead to the identification of optimal patient populations for clinical trials.



1:25 pm Chairperson's Remarks

Mark SummersMark Summers, CEO and President, ThreeWire, Inc. - Biography 

1:30 Development of Clinical Study Educational Materials for Patients with Rare Diseases and Healthcare Providers

Kim MooneyKim Mooney, Manager, Patient Advocacy, Clinical Operations, BioMarin Pharmaceutical, Inc. - Biography 

We developed educational materials about clinical studies for patients with rare diseases and healthcare providers in order to increase awareness and understanding of clinical trials. To empower patients through personal stories about clinical studies, we developed two videos and two patient-focused webcasts. The videos and webcasts feature patients who were previously involved in clinical studies along with participating investigators who outline the role of studies and pose questions to consider before deciding whether to participate in a clinical study. To educate healthcare professionals on best practices in recruitment for clinical studies, we developed two videos, three study team webcasts, and a recruitment tip sheet. The videos and access to the webcasts was distributed through clinic sites, patient advocacy groups, patient focused meetings, websites and Facebook ads.


BBK Worldwide1:55 Revolutionary Strategies for Global Patient Retention

Lucas GarmonLucas Garmon, Patient Engagement Advisor, BBK Worldwide - Biography 
Much as recruitment is a global concern for clinical trial sponsors throughout the world, so too is retention. In fact, with an increased emphasis on roll-over or extension studies as well as lower tolerance for patients lost to follow-up, savvy study planners incorporate strategic thinking about study participant retention and protocol compliance well ahead of site initiation. This session will unveil the latest in state-of-the-art retention strategies for global studies and how they can be scaled to the needs of the study sites, participants and sponsors.

2:20 Refreshment Break


Shared Session between Patient Recruitment and Retention and Post-Marketing Studies

2:30 Chairperson's Remarks

Martin LeeMartin Lee, M.D., Executive Vice President, Clinical Trial Services, Accelerating Clinical Trials, DAVA Oncology, LP - Biography 

2:35 Featured Presentation: Advancing Rare Disease Research: A Patient Recruitment and Registries Case Study

Yaffa RubinsteinYaffa Rubinstein, Ph.D., Program Director, Patient Resources for Clinical and Translational Research, Office of Rare Diseases Research, NCATS/NIH - Biography 

The global rare diseases patient registry and data repository creates a resource of aggregated de-identified patient information from rare disease patient registries to facilitate clinical trials, translational research, comparative effectiveness research, and analyses of data across many disorders and ultimately leads to drug developments and therapeutics for the millions of rare disease patients.

United Biosource3:00 Maximizing Patient Recruitment When Working with Research Naïve Sites in Observational Studies and Registries

Nancy MulliganNancy Mulligan, Director, Operations, Patient and Physician Services, United BioSource Corporation (UBC) - Biography 

Sites not accustomed to clinical research often lack the resources and experience to manage studies. For post-marketing, observational studies and registries, the majority of the physician sites are practicing physicians – meaning they are not in the business of doing research – and therefore require training and resources to effectively conduct the study. This session will delve into methods for filling gaps in site-based operations and communications to realize recruitment goals. Concrete examples including use of study tools, site training methods, patient identification strategies and best practices for site selection will be discussed.

McKesson3:25 The Pharmacist's Evolving Role in Healthcare and What It Means for Patient Recruitment in Pre-Market, Post-Market, and Observational Studies

Carrie HurwitzCarrie Hurwitz, Director, Corporate Strategy and Business Development, McKesson Corp. - Biography 

Economic, political, and social trends are dramatically impacting the U.S. healthcare industry and will likely change Americans’ access to care in the future. As such, the role of the community pharmacist is evolving to close some of the critical gaps in patient care. Pharmacists are not only trusted and accessible healthcare providers, but they are also motivated to deliver differentiated, value-added clinical services to their patients, making them excellent candidates to support clinical trial patient recruitment efforts. Hear from McKesson, the nation’s largest healthcare services company, and a community pharmacist leader to learn how your next study can benefit from independent community pharmacists taking an active role in identifying and pre-screening patients for your next pre-, post-market, and observational studies.

3:50 Closing Remarks

4:00 Close of Conference

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