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Clinical Trial Recruitment 101: Start with EHR Mining

By Kyle McAllister

portrait of woman in blue shirt with blue background
portrait of woman in blue shirt with blue background
portrait of woman in blue shirt with blue background

The clinical trial industry faces a persistent and expensive problem: patient recruitment continues to be the number one challenge in drug development, with 86% of clinical trials experiencing delays and each day of delay costing sponsors upwards of $600,000.

Despite these sobering statistics, many pharmaceutical sponsors continue to rely primarily on traditional advertising-based recruitment strategies, potentially missing a major opportunity to accelerate trial enrollment and reduce costs.

The Traditional Approach: Start with Ads

The conventional wisdom in clinical trial recruitment has been to launch broad advertising campaigns targeting potential trial participants through various channels. While this approach can eventually generate a steady stream of potential participants, it has several inherent limitations:

  1. Slow Ramp-Up: Advertising campaigns take time to gain traction and generate leads

  2. High Screen Failure Rates: Self-referred patients often don't meet complex inclusion/exclusion criteria

  3. Significant Cost Per Randomized Patient: Marketing spend accumulates while waiting for qualified candidates

  4. Limited Pre-Qualification: Relies heavily on patient self-reporting

The Missed Opportunity: EHR Mining

Research sites typically already have access to thousands of potentially eligible patients through their electronic health records (EHRs). Modern AI-powered tools can now rapidly parse complex protocols and match them against patient databases in minutes, creating an immediate pool of pre-qualified candidates. The advantages are compelling:

  1. Immediate Lead Generation: Sites can identify hundreds of potential matches on day one

  2. Higher Quality Matches: Complete medical histories enable better pre-qualification

  3. Lower Screen Failure Rates: More complete medical information leads to better targeting

  4. Cost Efficiency: Leverages existing data rather than paying to find new patients

Overcoming Provider Hesitation About Data Sharing

While the benefits of EHR mining are clear, many Principal Investigators and healthcare providers express initial hesitation about sharing patient data. Understanding and addressing these concerns is crucial for successful implementation.

HIPAA Compliance and Legitimate Treatment Options

The first and most important point is that EHR mining for clinical trials is fully HIPAA compliant when properly implemented. Sites are not being asked to share data broadly - the focus is specifically on identifying patients who might benefit from trials being conducted at their own sites or closely affiliated referring sites. Clinical trials represent legitimate treatment options for patients, and providers have an ethical obligation to consider all appropriate care pathways for their patients.

Security and Vendor Selection

The security of patient data must be paramount when selecting an EHR mining partner. Key considerations include:

  • SOC 2 compliance certification

  • HIPAA security standards

  • Demonstrated experience handling healthcare data

  • Clear data protection protocols and processes

  • Ability to explain security measures in plain language

A trusted vendor should be able to walk providers through their specific security measures and data handling procedures in detail. This transparency helps build confidence in the process.

Implementation and Change Management

Success requires more than just good technology - it requires a vendor willing to invest in the human side of implementation:

  • Hands-on training for site staff

  • Clear communication with all stakeholders

  • Responsive support during initial rollout

  • Demonstrated commitment to site success

  • Willingness to adapt to site-specific needs

The best vendors recognize that they're not just implementing software - they're helping to drive organizational change. This requires being present, building relationships, and ensuring all stakeholders feel heard and supported throughout the process.

The Path Forward: A Hybrid Approach

Rather than choosing between EHR mining and advertising, sponsors should consider a hybrid approach that maximizes the benefits of both:

Phase 1: EHR Mining

  • Rapid protocol parsing and patient matching

  • Immediate pool of pre-qualified candidates

  • Quick study start-up and initial enrollment

Phase 2: Supplemental Advertising

  • Builds awareness and ongoing patient flow

  • Reaches patients not in existing databases

  • Maintains enrollment momentum

Industry Implications

This shift in approach could have significant implications for the industry:

  1. Faster Trial Completion: Getting a bolus of patients enrolled early can accelerate overall timelines

  2. Lower Costs: More efficient use of recruitment budgets

  3. Better Site Relations: Sites can be more productive with less manual effort

  4. Improved Patient Experience: Better matching leads to lower screen failure rates

The Technology is Ready

Modern EHR systems and AI matching tools have evolved to make this approach practical. Integration capabilities exist for major EHR platforms including Epic, Cerner, Athena Health, and others. These tools can handle both structured and unstructured data, ensuring comprehensive patient matching.

Conclusion

While advertising will continue to play an important role in clinical trial recruitment, starting with EHR mining represents a significant opportunity to accelerate enrollment and reduce costs. The technology exists, the sites have the data, and the business case is clear.

The real question isn't whether to mine EHR data - it's why more sponsors aren't making it their first step in recruitment.

Ready to start EHR mining? Schedule a demo.

©

All rights reserved.

All information presented is for illustrative purposes only and does not represent actual data. Trially's product is fully compliant with HIPAA, SOC 2, and FDA Part 11 regulations, ensuring the highest level of data security and privacy.

©

All rights reserved.

All information presented is for illustrative purposes only and does not represent actual data. Trially's product is fully compliant with HIPAA, SOC 2, and FDA Part 11 regulations, ensuring the highest level of data security and privacy.