Cambridge Healthtech Institute’s Second  

Patient Engagement, Enrollment and Retention through Communities and Technology  

Patient-Centric Approaches to Optimize Clinical Trial Participation
February 25-26, 2015 | Hyatt Regency Orlando | Orlando, FL  

Enrollment planning and patient recruitment are critical to drug development programs and garner a lot of attention by study teams. However, once the hard work of identifying and recruiting a trial subject has been accomplished they must be retained and remain in compliance. Retention of patients throughout the life of a clinical trial is essential in order have complete data sets for your analysis and subsequent filings. There are strategies, tools and techniques such as social media platforms and mobile technology, empowered patient communities, and a more informed patient population that need to be understood and engaged. Cambridge Healthtech Institute’s Second Annual “Patient Engagement, Enrollment and Retention through Tech, Disease Communities and Advocacy Groups” conference will cover the topics one should consider when planning and strategically implementing a patient retention plan in the digital age.

Wednesday | Thursday | Track Brochure | Full Event Brochure
Arrive early and attend Part 1: Patient Recruitment 

Wednesday, February 25


12:35 pm BRIDGING LUNCHEON PRESENTATION: The Impact of Online Communities and Mobile Communication on Recruitment and Retention 

Melynda GeurtsMelynda Geurts, Vice President, Operations, DAC Patient Recruitment Services


Dennis UpahDennis Upah, Executive Vice President, Enterprise Markets, Remedy Health Media



Pharmaceutical companies and their recruitment agencies can successfully recruit and retain highly specialized patient populations via outreach to key patient communities, and retain them via proven multi-media technology. We’ll showcase studies showing where the most active patients can be found online, as well as the latest research showing the power of patient-led emotional storytelling in persuading other patients to take action. We’ll also discuss a wide variety of ways to engage existing communities.

1:25 Chairperson’s Remarks

Kelly McKeeKelly McKee, Associate Director, Global Trial Optimization, Clinical Development Execution Organization, Merck & Co., Inc.


1:30 Early “Dating” is Critical to Clinical Trial Success

Barbara WuebbelsBarbara Wuebbels, Vice President, Patient Advocacy and Medical Affaris, Audentes Therapeutics Inc.

Early engagement of the patient community is critical for a successful clinical development program. Patients’ organizations are demanding their voices be heard in the drug development process and by regulatory agencies. Successful relationship development will increase the likelihood of timely trial enrollment, successful market launch, and the resolution of issues. The leading role of the patient advocate in developing the when, how, where and why of how this relationship is fostered and its importance in handling challenging issues will be discussed.

1:55 Patient Cultivation Case Study: Exploring Tactics Used in the “Long-Term Process of Nurturing Patients towards Higher Levels of Understanding And Commitment” and the Results It Yielded

Elizabeth MascherinoElizabeth Mascherino, Associate Director, Patient Recruitment and Engagement, Clinical Programs Support, Shire


Diane MontrossDiane Montross, Associate Director, Patient Recruitment and Engagement, Clinical Programs Support, Shire

Building relationships with donors is one of the most important things non-profits can do to ensure fundraising success. But can the non-profit strategies of ‘donor cultivation,’ be applied successfully to clinical research participation? This case study will review an ongoing “Patient Cultivation Program” and the impact it has had on patient engagement.

2:20 CO-PRESENTATION: Can You Hear Me Now? Finding the Patient Voice for Improved Clinical Trials

Abbe SteelAbbe Steel, CEO, HealthiVibe, LLC


Jerry MatczakJerry Matczak, Community Manager, Lilly Clinical Open Innovation, Eli Lilly and Company


With sweeping changes in healthcare, particularly with patient engagement, patients have an opportunity to participate in the healthcare process even BEFORE drugs are developed by providing feedback around patient preferences and clinical trial design. This feedback can be leveraged to support the many operational aspects of the trial as well as shaping the clinical endpoints for the study. This will help sponsors better understand patient perceptions and treatment preferences. We will examine the impact this feedback could have short term to improve delivery of the trial and long term as commercial viability and label for the drug are being considered.

2:45 The Handheld Guide to Patient Engagement in an Impatient World

Aaron FleishmanAaron Fleishman, Technology and Product Innovation, BBK Worldwide
Smartphones, and the expectations for immediacy that they engender, create a new paradigm for the clinical world. To keep a study on time and on budget, it’s now critical to implement adaptive strategies and innovative technologies to reach and motivate the right patients. This session will review the challenges and benefits to managing engagement programs in the digital age, and offer practical advice and insights gleaned from lessons learned based on real client case studies. 


3:15 Refreshment Break in the Exhibit Hall


4:05 Chairperson’s Remarks

Jerry MatczakJerry Matczak, Community Manager, Lilly Clinical Open Innovation, Eli Lilly and Company


4:10 CO-PRESENTATION: Point-of-Care Clinical Trial and the Precision Oncology Programs at the VA: A Patient-Centric Alternative to Traditional Explanatory Trials

Ryan Ferguson, Sc.D., MPH , Associate Director, Scientific and Technical Operations, Massachusetts Veterans Epidemiology Research and Information Center (MAVERIC), Veterans Health Administration

Louis FioreLouis Fiore, M.D., MPH, Executive Director, Massachusetts Veterans Epidemiology Research and Information Center (MAVERIC), Veterans Health Administration

The high cost of traditional trials, a growing appetite for pragmatic comparative effectiveness data and the emergence of the concept of a ‘learning healthcare system’ collectively account for an increasing interest in embedding research activities into the clinical care ecosystem. Progress in this area requires rethinking of all aspects of clinical research from confidentiality of data to ethical issues of randomization into pragmatic studies without explicit informed consent of subjects. This presentation will define the approach taken at the VA to advance the field of pragmatic learning by presenting two novel programs; the Point-of-Care Clinical Trial and the Precision Oncology Programs.

4:35 Patients are People: Understanding the Person Behind the Disease

Franchetti_Kelly(3)Kelly Franchetti, RN, CCRN, CEN, Executive Director, Global Patients Insights and Engagement, Mapi

This presentation will get to the heart of a patient’s decision-making process, from their physical needs to their social influences to better engage, recruit and retain patients in trials. Furthermore the insights gathered and the application of these methodologies can be applied to improving adherence through the trial as well as continued treatment compliance through the therapeutic continuum. We will cover: when and how to connect with key stakeholders such as Health Care Practitioners and directly with patients, message planning through the treatment relationship continuum, and balancing messages across tactical tools such as apps, direct to patient and newsletters to improve engagement.


4:50 What Your iPhone Can Teach You About Patient Centricity

Jeri BurtchellJeri Burtchell, Founder,; Patient Advocate Blogger, Gilenya and Me

Like iPhones out of the box, a clinical trial’s IC is identical for everyone. But Apple knows that no two customers are alike, so they let you customize your experience using apps, skins, ringtones and more. Everyone ends up with a phone that was once identical but is now as unique as the person holding it. Take a page from Apple’s playbook: by letting the trial participant select patient-centricity options from an a la carte menu that best suit their own lifestyle, retention will surely follow.

5:15 A PATIENT RECRUITMENT AND RETENTION PANEL: What Works, What Doesn’t, and What Needs to Change, Perspectives from Sponsors, CROs, And Sites

Kelly McKeeKelly McKee, Associate Director, Global Trial Optimization,
Clinical Development Execution Organization, Merck & Co., Inc.



JoeKim2Joe Kim, Senior Advisor, Clinical Development Innovation, Eli Lilly and Company


Brendan O’NeillBrendan O’Neill, Director, Patient Recruitment Strategy Group, PAREXEL


Adam LarrabeeAdam Larrabee, Director, Business Development & Patient Recruitment, Rochester Clinical Research


Mark SloanMark Sloan, M.D., Hematology & Medical Oncology, Boston Medical Center


Snider_CameronCameron Snider, Vice President, TrialNetworks


Patient centricity….Disruptive innovation…..Digital recruitment…..Trial optimization……Our industry is full of buzz words, but do the latest and greatest tactics actually work and do our sites and patients respond? This collaborative session will focus on the balance that sponsors, CROs, and sites must employ to successfully recruit and retain patients in an increasing competitive landscape.

5:40 Reception in the Exhibit Hall

7:00 Close of Day

Wednesday | Thursday | Track Brochure | Full Event Brochure
Arrive early and attend Part 1: Patient Recruitment 

Thursday, February 26

7:30 am BREAKFAST PRESENTATION: What’s New in Protocol Feasibility: An Exploration of the Six Key Elements of Data-Driven Feasibility and What Has Changed

Chris FregaChris Frega, Senior Director, Head, Global Feasibility & Patient Recruitment, Quintiles
The process for conducting protocol feasibility and developing operational strategies has been evolving along with the need for better and more robust planning for clinical studies. As a result, we must include the latest and most relevant data and insights in study planning. By using six data elements, trial managers can ensure the right data is utilized: company proprietary, public and commercial, sponsor, investigator perspectives/input, patient perspectives, and country/medical/operational experts. 



8:15 Chairperson’s Remarks

Aaron FleishmanAaron Fleishman, Technology and Product Innovation, BBK Worldwide


8:20 CO-PRESENTATION: Patient Recruitment 2.0: Become a Partner in the Patient Journey Using Digital Media

Christian GossensChristian Gossens, Ph.D., MBA, Global Head Early Development Workflows, Research & Early Development Informatics, F. Hoffmann-La Roche Ltd


Shuree HarrisonShuree Harrison, Global Studies Leader, F. Hoffmann-La Roche Ltd

Fast recruitment of the right patients into clinical trials is a key rate determining step for successful study conduct - in particular for smaller patient populations in early clinical research. Patient engagement is about establishing a strong partnership between patients’ interest and your clinical research program. Today, digital media allow interaction with patients globally and engagement with them far beyond simple clinical trial participation. We will share key insights from the making of - Roche’s new patient-centric approach to patient recruitment & engagement for clinical studies.

8:45 Engaging Patient Social Networks in Clinical Trial Design and Enrollment: Lessons Learned from Real Case Studies

Eric PeacockEric Peacock, Co-Founder and CEO, MyHealthTeams

MyHealthTeams creates social networks for specific chronic conditions and has partnered with several pharmaceutical companies to engage members in clinical research. This talk will present real case studies from partnerships with biopharmaceutical companies in multiple sclerosis, ulcerative colitis and other conditions. It will offer best practices and lessons learned that you can use in your own organization. What is the right way to identify and engage with a social network for your therapeutic area? What kind of results should you expect in patient recruitment, engagement and conversion?

9:10 Patient Advocacy Organizations and Their Influence on Clinical Studies

Brandon KashfianBrandon Kashfian, President & CEO, ALTATHERA Pharmaceuticals

According to Tufts University’s Center for the Study of Drug Development, less than half of Phase II and Phase III clinical studies complete enrollment within their original timelines. This presentation will explore how patient advocacy organizations continue to play a bigger role in partnering with pharmaceutical companies on mutually beneficial goals, particularly to ease the significant recruitment burdens for disorders for which few treatment options exist.

9:35 The Patient as the Sub-Investigator: Strategies on How Big Data Analytics, Quantified Self Technologies and Sponsor Requirements are Changing How Patients are at the Center of Clinical Trials/Healthcare

Rizk_MaryAnneMaryAnne Rizk, Ph.D., Global Head, CRO Partnerships, Alliances & Channels, Oracle Health Sciences

With the meaningful use requirement it is no longer enough to prove a drug is safe. There must be added value to a patient's life...a person's life. The way we think about end points has to change. If study participants are able to contribute more than simply when and how they took their meds we would have value based data to go by. End points such as," I was able to work a full day as a result of using this med" or "I was able to take care of my family because of using this med" are now valid patient focused, lifestyle focused end points.

10:00 Coffee Break in the Exhibit Hall

10:40 Closing Plenary Keynote

1:10 pm SCOPE 2015 Conference Adjourns (see you in Miami for 2016!)

Wednesday | Thursday | Track Brochure | Full Event Brochure
Arrive early and attend Part 1: Patient Recruitment 

Japan-Flag Korea-Flag China-Simplified-Flag China-Traditional-Flag  


2015 Final Agenda Image 

> Premier Sponsors 


Bio Clinica Logo 


Drug Dev 


IMS Health  




Oracle Health Sciences(1) 

PRA Health Sciences 


> View All Sponsors 

> View Media Partners 

> View Attendee List 

> Attendee Profile