patient recruitment patient engagement

Clinical trial recruitment: Patient outreach & retention

sano green smile

Recruitment remains one of the most consequential operational challenges in clinical research. This article examines the structural factors that drive enrollment failure, the shift toward digital and patient-centered methods, and the operational practices that determine whether a trial reaches its target population on time.Recruitment is one of the most challenging stages of a clinical trial. It’s estimated that 19% of trials are closed or terminated early because they cannot accumulate enough participants, while as many as 86% of clinical trials do not reach recruitment targets within their specified time periods. Recruitment delays compound across the trial lifecycle — extending timelines, increasing per-patient costs, and reducing the window for competitive differentiation. That in mind, it’s important to use a diverse and well-planned-out approach to recruitment.

Key Takeaways

  • Recruitment Challenges: Up to 86% of clinical trials fail to meet recruitment targets on time, leading to significant revenue loss.
  • Patient-Centricity: Including the patient voice in study design is essential to identify and remove participation roadblocks.
  • Hybrid Outreach: A diverse approach combining digital tools (social media, search engines) with traditional methods (doctor referrals) yields the best results.
  • Speed is Critical: Potential participants should be contacted within days of their initial inquiry to prevent loss of interest.
  • Retention Strategies: Long-term engagement is driven by clear communication, flexibility, and active listening to participant feedback.

The impact of COVID-19

COVID-19 accelerated the shift toward decentralised trial methods, including remote consent, digital recruitment channels, and virtual follow-up. Regulatory guidance adapted in response, enabling practices that had previously advanced slowly.

As a result, clinical trials have seen a significant rise in the use of digital practices, including recruitment through social media advertising and the integration of technologies such as telephone and video check-ins and electronic consent.

Understand what matters most to patients before starting recruitment

Whether digitally focused or applying more traditional techniques, the best clinical trial recruitment strategies start by considering the patient perspective. To ensure that recruitment will be faced with as few roadblocks as possible, the patient voice should always be included in a study’s design.

For example, research has shown that oncology patients or those living with acute conditions were more likely than those living with chronic conditions to participate in research. Therefore when recruiting for those with chronic conditions such as multiple sclerosis or lupus, it’s important to highlight the benefits of taking part and how the investigational treatment may be an improvement to existing options.

When working with a patient recruitment company, it’s important the organization differentiate its outreach approaches depending on the condition the trial is focused on.

Using a diverse mix of outreach methods

While digital recruitment channels are now a standard component of most trial outreach strategies, with many patients looking up medical and treatment information online, data from 2018 shows that only 11% of clinical trials were actively using social media for patient recruitment prior to the pandemic.

Using social media or search engines as recruitment channels allows research teams to reach patients based on condition, location, and demographic criteria. This makes it easier to identify and reach patients who are more likely to meet eligibility criteria, without being limited to a doctor's surgery or hospital and reducing the risk of exposure to COVID-19.

Patients are often more responsive to a clinical trial if it’s been recommended to them by a person they trust. For example, up to 73% of people would like to find out more information about clinical trials from their doctor. With this in mind, it’s recommended to create outreach materials which doctors can share directly with their patients in person. As well as working with doctors, patient advocacy organisations can extend reach into established patient communities, while specialist recruitment partners add structured outreach infrastructure that sites alone may lack.

Converting patient interest into enrollment

Generating patient awareness is only the first step. Without a structured conversion pathway, initial outreach does not translate into enrollment.

Conversion rates are directly sensitive to timing. The longer the interval between initial patient contact and the first screening interaction, the greater the probability of drop-off. One of the biggest reasons potential participants drop out before the study starts is because there is a loss of urgency, they lose interest or get busy, and it’s essential to avoid either scenario. Minimizing administrative friction at this stage — reducing paperwork burden and compressing wait times — directly supports conversion and sets the foundation for participant retention.

Improving patient retention

To improve patient experience and retention, sponsors should focus on these five pillars:

  • Maintain contact: Keep the door open for questions and provide regular updates to keep participants engaged.
  • Communicate clearly: Use plain language to describe the trial, as complexity is a top reason for non-enrollment.
  • Listen to participants: Use focus groups or advisory boards to gather feedback before and during the trial.
  • Be convenient: Remain flexible and accommodating to individual patient needs and schedules.
  • Have a positive attitude: Maintain an optimistic and upbeat environment to keep volunteers motivated.

Conclusion

All researchers, doctors, and patients depend on people who participate in research, although spreading awareness about clinical trials and reaching out to those who meet eligibility criteria has proved difficult in the past. Combining patient-centered design with a diverse recruitment strategy that spans digital and traditional channels addresses the core reasons trials fail to meet enrollment targets.

To learn how Sano could support your recruitment strategy, get in touch.


Get in touch