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Patient Recruitment, Retention and Participant Experience Course & Certification
Intermediate
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4.6
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96% Recommended
Updated 2026
3 hours
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3 points
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Each course includes:
eBook
Access the course content in eBook format, which can be downloaded and read on your device.
CPD Points
Gain Continuing Professional Development (CPD) Points, accredited by The Faculty of Pharmaceutical Medicine of the Royal College of Physicians of the United Kingdom. These can be used to count towards the distance learning element of any scheme that comes under the umbrella of The Academy of Medical Royal Colleges or any other scheme for which there is mutual recognition.
Certification
Receive a personal certificate to show your subject knowledge on course completion.
Affordable
You get excellent value through our cost-effective prices. We can also offer you group discounts on larger purchases.
Flexibility
The course saves you time through the convenience of online availability. This lets you complete the interactive course at your own comfort.
Keep Up to Date
You will stay up to date with a framework that is still settling: the Medicines for Human Use (Clinical Trials) (Amendment) Regulations 2025, SI 2025/538, in force since 28 April 2026, and its statutory registration, results and participant-facing lay summary duties; ICH E6(R3), whose Principles and Annex 1 apply in the United Kingdom from 28 April 2026, with Annex 2 on a later timetable; Health Research Authority guidance on payments and incentives and on participant information design, which is guidance rather than statute and is revised without the statute changing; the ABPI Code of Practice, 2024 edition; UK GDPR and the Data Protection Act 2018 as they apply to recruitment enquiries; and the national delivery infrastructure, where the Clinical Research Network became the NIHR Research Delivery Network from 1 October 2024.
Learn from Industry Experts
The content is written by practitioners in clinical operations and research governance, and is built directly on primary sources: the Medicines for Human Use (Clinical Trials) Regulations 2004 as amended by SI 2025/538, the Human Medicines Regulations 2012, the UK Policy Framework for Health and Social Care Research, Health Research Authority guidance, UK GDPR and the Data Protection Act 2018, section 251 of the NHS Act 2006, ICH E6(R3), E8(R1) and E9(R1), Regulation (EU) 536/2014, and named published cohort studies and systematic reviews on accrual failure, recruitment and retention. Every requirement taught names its instrument or its guidance, every figure names the study it comes from, and the course is explicit about which widely repeated recruitment statistics have no traceable source.
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About
Patient Recruitment, Retention and Participant Experience training provides the knowledge and practical skills required to plan, implement, and oversee effective clinical trial recruitment and retention strategies while supporting a positive, patient-centred participant experience. Learners gain an understanding of the operational, ethical, regulatory, and patient-focused principles that support timely recruitment, appropriate participant selection, informed consent, engagement, and continued participation.
This Patient Recruitment, Retention and Participant Experience Course & Certification covers recruitment planning, feasibility assessment, participant identification, screening and eligibility, site performance, recruitment metrics, barriers to participation, informed consent, recruitment advertising, retention strategies, participant burden, communication, community engagement, digital and decentralised trial approaches, and the use of participant feedback to improve trial delivery. Upon successful completion, learners receive a certification demonstrating their understanding of effective recruitment, retention, participant engagement, and patient-centred clinical trial conduct.
Who Should Enrol?
- Clinical Research and Clinical Operations Professionals
- Principal Investigators, Study Coordinators, and Research Nurses
- Patient Recruitment and Clinical Trial Management Teams
- Regulatory Affairs, Ethics, and Compliance Professionals
- Quality Assurance and GCP Professionals
- Pharmaceutical, Biotechnology, CRO, and Life Sciences Professionals
What you will learn
Understand the principles of effective patient recruitment, retention, and participant experience in clinical trials, and their importance in achieving timely enrolment, sustained participation, and high-quality data.
Learn how to design and implement recruitment strategies by addressing participant identification, feasibility, eligibility criteria, site performance, recruitment pathways, informed consent, and barriers to participation.
Develop practical approaches to improve retention and reduce participant burden through clear communication, flexible visit models, supportive engagement, and patient-centred trial design.
Gain understanding of regulatory and ethical expectations for recruitment and participant-facing materials, including informed consent, recruitment advertising, transparency, privacy, vulnerable populations, and the use of digital and decentralised approaches.
Course Syllabus
- Recruitment failure is the normal case, not the exception
- Where the United Kingdom obligations actually come from
- SI 2025/538, in force since 28 April 2026, and what it changed
- Advertising a trial is not promoting a medicine
- Reimbursement, compensation and incentive are three different things
- Who may identify a participant, and who may approach one
- The fictional Calderwood Clinical Research Partnership case study
- 1.1 How often trials fail to recruit
- 1.2 What failure costs
- 1.3 Why it fails: design, site and process
- 1.4 Research waste and the ethical argument
- 1.5 The decisions taken before first patient in
- 2.1 The United Kingdom approval route
- 2.2 What the ethics committee reviews
- 2.3 Advertising a trial versus promoting a medicine
- 2.4 The industry code and regulator expectations
- 2.5 Writing material that will be approved
- 2.6 Changing material without stopping recruitment
- 3.1 Three different things called payment
- 3.2 The guidance and what it actually says
- 3.3 Undue influence and undue inducement
- 3.4 Payment in specific situations
- 3.5 Documenting and disclosing payment
- 4.1 What digital recruitment actually involves
- 4.2 What needs ethics review
- 4.3 Data protection and the lawful basis
- 4.4 Patient communities, advocacy and third parties
- 4.5 Targeting, paid advertising and what goes wrong
- 5.1 How a study is set up in the NHS
- 5.2 Who may identify a potential participant
- 5.3 Who may make the approach
- 5.4 Consent for contact, databases and registries
- 5.5 Using identifiable data without consent
- 5.6 The national delivery infrastructure
- 6.1 Why site-reported feasibility over-predicts
- 6.2 Building the eligibility funnel
- 6.3 Screen failure as a design signal
- 6.4 Selecting and contracting sites
- 6.5 Writing a recruitment plan that survives
- 7.1 The twenty-page information sheet problem
- 7.2 Consent as a process, not a signature
- 7.3 Electronic and remote consent
- 7.4 Withdrawal: three different things
- 7.5 Visit burden and retention
- 8.1 The metrics that actually predict
- 8.2 Reporting honestly, with the denominator
- 8.3 Diagnosing why a study is under-recruiting
- 8.4 The recovery options and how to choose
- 8.5 What is owed to participants afterwards
- The decision points, from protocol design to the results owed to participants
- The eight recruitment failures that recur, and the control that prevents each
- Assigned rather than assumed ownership
- A recruitment system, not a recruitment plan
- Keeping pace with guidance that changes without the statute changing
- Course completion
- 📘 Bonus: Patient Recruitment, Retention and Participant Experience eBook (Free with purchase)
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Frequently Asked Questions
- Clinical Research, Clinical Operations & Study Management Professionals
- Regulatory Affairs, Ethics & Research Governance Professionals
- Principal Investigators, Research Nurses & Clinical Site Teams
- Patient Engagement, Recruitment & Participant Experience Teams
- Pharmaceutical, Biotechnology & Medical Device Professionals
- CROs, Sponsors, Quality Assurance & GCP Compliance Professionals
This module builds a foundational understanding of patient recruitment, retention, and participant experience in clinical trials, focusing on effective recruitment strategies, participant engagement, reducing barriers to participation, and supporting continued trial involvement. This module covers recruitment planning, informed consent, participant-facing materials, retention strategies, patient burden, recruitment metrics, and patient-centred trial practices to support ethical, efficient, and participant-focused clinical research.
- Developed by clinical research, patient engagement, regulatory, ethics, and GCP experts
- Practical, real-world focus aligned with global clinical trial recruitment and retention expectations
- Covers recruitment planning, participant engagement, retention strategies, barriers to participation, and patient-centred trial practices
- Suitable for professionals across pharmaceuticals, biotechnology, CROs, medical devices, and clinical research
- Designed to support ethical recruitment, regulatory readiness, participant retention, and positive trial experiences
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