Engaging patients throughout the health system: A landscape analysis of cold-call policies and recommendations for future policy change.

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2018-12

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Abstract

Healthcare institutions may often prohibit "cold-calling" or direct contact with a potential research participant when the person initiating contact is unknown to the patient. This policy aims to maintain patient privacy, but may have unintended consequences as a result of physician gatekeeping. In this review, we discuss recruitment policies at the top academic institutions. We propose an ethical framework for evaluating cold-call policies based on three principles of research ethics. In order to maximize engagement of potential research participants, while maintaining patient privacy and autonomy, we then propose several alternative solutions to restrictive cold-call policies, including opt-in or opt-out platforms, a team-based approach, electronic solutions, and best practices for recruitment. As healthcare has evolved with more collaborative, patient-centered, data-driven care, the engagement of potential research participants should similarly evolve.

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Clinical research, health system research, patient engagement, research communication, research policy

Citation

Published Version (Please cite this version)

10.1017/cts.2019.1

Publication Info

McHugh, Kelly R, Geeta K Swamy and Adrian F Hernandez (2018). Engaging patients throughout the health system: A landscape analysis of cold-call policies and recommendations for future policy change. Journal of clinical and translational science, 2(6). pp. 384–392. 10.1017/cts.2019.1 Retrieved from https://hdl.handle.net/10161/19266.

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Scholars@Duke

Swamy

Geeta Krishna Swamy

Haywood Brown, MD Distinguished Professor of Women's Health

Geeta Swamy, MD, Haywood Brown, MD Distinguished Professor of Women’s Health, serves as Executive Vice Dean for Clinical Sciences & Research Administration for the Duke University School of Medicine and Associate Vice President for Research for Duke University. In these roles, Dr. Swamy oversees central operations aligned with clinical departments and research centers, facilitating research priorities in collaboration with clinical chairs and vice chairs, and managing research administration and compliance. She works closely with leadership across the Duke Health Integrated Practice (DHIP) and Duke University Health System (DUHS) on areas that intersect with the academic missions. She collaborates with leaders across the Duke University campus to provide a consistent vision for research administration, operations, quality, and accountability. Her responsibilities include overseeing pre- and post-award management for sponsored grants and contracts, human research, research quality, compliance, and integrity, conflict of interest, and other regulatory areas. As a highly accomplished clinician-scientist, Dr. Swamy’s research specializes in perinatal infection, maternal immunization, and complications of pregnancy.

Hernandez

Adrian Felipe Hernandez

Duke Health Cardiology Professor

Unless otherwise indicated, scholarly articles published by Duke faculty members are made available here with a CC-BY-NC (Creative Commons Attribution Non-Commercial) license, as enabled by the Duke Open Access Policy. If you wish to use the materials in ways not already permitted under CC-BY-NC, please consult the copyright owner. Other materials are made available here through the author’s grant of a non-exclusive license to make their work openly accessible.