Cambridge Healthtech Institute’s 13th Annual

Enrollment Planning and Patient Recruitment  

Predicting and Improving Enrollment through Evidence, Data, New Tech and Creative Engagement

February 19-20, 2020

Patient recruitment and up-front enrollment planning are critical to drug development programs. Patient recruitment, if not adequately planned for, can extend your development timeline by a number of years. Retention of patients throughout the life of a clinical trial is essential in order to have complete data sets for your analysis and subsequent filings. To optimize both, you have to have a plan and effectively leverage analytics and technology without losing site of the participant’s user experience. One must take into account the needs of different patient populations, the importance of diversity, how to use digital tech, challenges of consent processes, direct-to-patient models, and many other factors. CHI’s 13th Annual “Enrollment Planning and Patient Recruitment” will cover the topics one should consider when drafting and strategically implementing a patient recruitment plan for a patient-centric and inclusive clinical development program.

Stay on and attend Part 2 (Thurs-Fri): Patient Engagement, Enrollment and Retention through Communities and Technology

Final Agenda

Tuesday, February 18

9:00 am - 7:15 pm Registration Open

2:00 - 5:00 pm User Group Meetings

2:00 - 5:00 pm The NEW SCOPE China Clinical Development Partnering Forum and The NEW SCOPE Scientific Symposium*

*Separate registration required. Must be a Best Value registered attendee.

5:00 - 6:20 pm Evening Kick-Off Plenary Keynote and Participant Engagement Awards

6:20 - 7:30 pm SCOPE’s Kick-Off Networking Happy Hour

(Co-Sponsorship Opportunities Available)

7:30 pm Close of Day

Wednesday, February 19

7:15 am Registration Open and Morning Coffee

8:15 Morning Opening Plenary Keynotes

9:40 Grand Opening Coffee Break in the Exhibit HallHighthink_Med


10:40 Chairperson’s Remarks

Diana Foster, PhD, CEO, Total Clinical Trial Management

10:45 Data and Diversity: The Need for Increased Representation across Clinical Trials

Burton_CharlotteCharlotte Jones-Burton, MD, Vice President, Global Clinical Development, Otsuka Pharmaceutical Development & Commercialization, Inc.

Despite known differences in disease prevalence and therapy response across ethnicities and genders, women and minority groups have been historically underrepresented in clinical trials, limiting findings on response from the full breadth of potential patients. How can we ensure that our commitment to addressing unmet need is reflected in complete, diverse patient datasets? The solution begins long before the first patient is enrolled in a trial. This talk will discuss the urgent need for increased diversity within the clinical trials space at every level, from initial study design through final read-out.

11:15 The Intersection of Patients and Technology: Innovating Clinical Trials with Patients in Mind

Shogren_MichelleMichelle Shogren, Director of Innovation, Pharma R&D Clinical Operations, Bayer

We are all working to design and execute truly patient-centered drug development and trials. At the same time we are onboarding a myriad of new technologies, from advanced analytics to wearables. So, how do you innovate while keeping the patient at the center? This presentation will share examples of design thinking principals put to use when bringing in new technology and will suggest how we can set our new way of working up for success.

11:45 SPECIAL CASE STUDY: Operationalizing Patient-Centric Enrollment Using Digital Tech and Direct-to-Patient Models

Hersch_GregGreg Hersch, PhD, Head, Innovation, Global Development Operation, Novartis

Medicines can spend years in the development pipeline held back by a lack of suitable patients at clinical sites, yet we know the patients exist and are desperately waiting for the right medicines. Digital approaches can transform recruiting by adopting direct-to-patient models with these approaches, enabling access to a wider pool of potential patients and the ability to explore new responses to diseases. We will share our vision for an end-to-end clinical trial recruitment capability based on a modular and partnership approach, and also highlight the problems and pitfalls that that can be encountered when developing Outreach Electronica.

12:15 pm Presentation to be Announced

12:45 Transition to Lunch

12:50 LUNCHEON PRESENTATION: The (Not So Distant) Future State of Patient Recruitment

Weisman_NeilNeil Weisman, President, Continuum Clinical

Join this fast-paced, inspiring presentation that will leave you feeling energized about the future of patient recruitment. Learn about how and when to start incorporating next-gen technology into your patient recruitment strategies.

1:20 Coffee and Dessert Break in the Exhibit Hall


2:15 Chairperson’s Remarks

Chair to be Announced, Clariness

2:20 Let’s Talk Options and Scalability: Exploring the Evolution of Patient-Centric Technologies in Clinical Trials

Kadhim_HassanHassan Kadhim, Director, Clinical Trial Business Capabilities, GCO, Bristol-Myers Squibb

Patient technology is proliferating at a fast pace in the healthcare industry, but it is still slow at scaling in the clinical research arena. This talk will explore strategies at scaling patient-centric technologies in clinical trials to enable wider adoption while benefitting patients in the way they want to be engaged.

2:50 Presentation to be Announced

3:05 Patients are a Virtue: How to Find the Right Participants for Your Trial

Joing_MarkMark Joing, MBA, Vice President, Clinical Operations, Menlo Therapeutics Inc.

Leading patient recruitment experts and organizations are finding new ways to connect patients to trials and are tackling the thorniest of patient recruitment challenges. What hurdles do they have in common and what solutions are worth investing time and money in? This talk will share qualitative research, consisting of interviews with leading patient recruitment experts, innovators, and service providers to understand the trends, latest tools, technologies, and other recent innovations impacting the patient recruitment landscape. It will also share a simple yet powerful framework, called S4, as a tool for anyone looking to improve patient recruitment in any trial.

3:20 Supporting Clinical Trial Recruitment – Program versus Study Level

Goodwin_MelanieMelanie Goodwin, Director, Patient Recruitment Programs, Clinical Development & Operations, Pfizer

This presentation will discuss the pros and cons of supporting clinical trial enrollment efforts at the program level versus the study level. It will look at how operational and financial efficiencies are impacted, as well as the risks involved in these approaches.

3:50 Presentation to be Announced


4:20 Find Your Table and Meet Your Moderator

4:25 Interactive Breakout Discussion Groups

Concurrent breakout discussion groups are interactive, guided discussions hosted by a facilitator or set of co-facilitators to discuss key issues presented earlier in the day’s sessions. Delegates will join a table of interest and become an active part of the discussion. Bring your pharma, biotech, CRO, site, hospital or patient perspective to each of the discussions. To get the most out of this interactive session and format, please come prepared to share examples from your work, vet some ideas with your peers, be a part of group interrogation and problem solving, and most importantly, participate in active idea sharing.

5:10 Welcome Reception in the Exhibit Hall (Sponsorship Opportunity Available)

6:45 Close of Day

Thursday, February 20

7:15 am Registration Open

7:45 BREAKFAST PRESENTATION: Navigating the Patient Journey: A Responsibility all Technology Providers Share

Mike Nolte, Chief Executive Officer, Signant Health

8:15 Session Break


8:20 Chairperson’s Remarks

Chair to be Announced, WIRB Copernicus Group

8:25 CO-PRESENTATION: What Do Healthcare Consumers Really Care About? How Can We Leverage New Insight for Clinical Trial Enrollment Success?BBK_Worldwide_tagline

Aaron Fleishman, Director, Market Development, BBK Worldwide
Jessica Kim, Director, Research, Digital Strategy, BBK Worldwide

This session will leverage findings from BBK’s Study Voices survey, designed to gain insight into the new healthcare consumer. Market Development Director Aaron Fleishman will share findings from more than 1,000 survey respondents and provide insight into what drives healthcare consumer behavior and how study sponsors can harness it for enrollment success Research and Digital Strategy Director Jessica Kim will share ways to leverage insight in the planning and execution of recruitment and engagement campaigns.

8:55 Engaging Patients in Digital Health Trials: Experiences from a Large Academic Health Center

Palacholla_RamyaRamya Palacholla, MD, Lead Scientist, Partners HealthCare Pivot Labs

This presentation will provide an overview of some of the most common barriers to recruiting and retaining patients in digital health trials in addition to covering proven strategies for increasing patient engagement and retention in trials.

9:10 “Patients didn’t join my trial.” We asked 4,000 patients why

Schockmel_LaurentLaurent Schockmel, DVM, MBA, CEO, Antidote

Finding the right patients at the right time requires a deep understanding of the patient experience. This presentation will share results of a groundbreaking survey examining motivations for and barriers to participation in research, and dive into what these findings mean for your recruitment strategies.


9:25 CO-PRESENTATION: Listening to Representative Patient Populations Matters: How Co-Creating with Patients Creates Better Outcomes

Smith_CassandraCassandra Smith, MBA, Associate Director, Diversity and Inclusion in Clinical Trials Lead, Janssen R&D

Gadsby_LaurenLauren Gadsby, MBA, Program Manager, Investigator and Patient Engagement, Janssen R&D

To improve enrollment of underserved and underrepresented populations in clinical trials and to ensure that all patients have access to innovative and high quality care regardless of race or ethnicity, it is important to actually ASK what patients need so they feel comfortable joining a trial. Ensuring the patient population in a trial is representative of the actual incidence of the disease itself is vital to understand the impact on patient lives. We will share a case study, where we co-created with patients and made significant changes to our approach in order to better deliver a better experience. We will also be able to share results as a result of asking, listening, and acting on what we learned.

9:55 Sponsored Presentation (Opportunity Available)


10:25 Coffee Break in the Exhibit HallAris-Global


11:20 Chairperson’s Remarks

Ivor Clarke, President & CEO, SubjectWell

11:25 Data-Driven Approach to Participant Recruitment

Barger_CharissaCharissa Barger, MS, Recruitment Specialist, Alzheimer’s Therapeutic Research Institute, Keck School of Medicine, USC

Using a data-driven approach, investigators can optimize recruitment activities and efficiently reach potential participants. This talk will discuss tools available to collect data on recruitment activities, including: google analytics, Facebook pixel, trackable links and phone numbers and survey data. Evidence from the Alzheimer’s Disease Neuroimaging Initiative 3 (ADNI3) will be used as a model for a successful data-driven approach to participant recruitment.

11:55 How to Use RWD to Optimize Eligibility Criteria and Enhance Recruitment

Sheehan_JackJack Sheehan, MBA, PhD, Director, Real-World Value and Evidence, Neuroscience, Janssen Scientific Affairs (JSA)

This presentation will outline best practices to leverage EHR and claims data for recruitment and eligibility in clinical trials. Attendees will learn about CTTI’s newly released recommendations that provide practical models and operational guidance for the use of RWD to facilitate RCT planning and execution.

12:25 pm Transition to Lunch

12:30 BRIDGING LUNCHEON CO-PRESENTATION: Putting Patients & Caregivers First: An In-Depth Look at Strategic Partnerships in Executing a Successful Clinical Trial

Renzi_KarenKaren Renzi, Director, Strategy, Praxis Communications, LLC

Rogers_SamanthaSamantha Rogers, Patient Recruitment & Retention Lead, Takeda

Join us as we pull back the curtain to review strategies from a case study that highlights a patient-centric approach to drug development. We’ll discuss how to craft a strategic plan that resonates with both the patient and caregiver. This session will focus on tactics that were successfully executed as well as mid-study adjustments that were implemented in order to optimize patient recruitment and retention.

1:00 Coffee and Dessert Break in the Exhibit HallBioTelResearch


2:00 Close of Conference

Stay on and attend Part 2: Patient Engagement, Enrollment and Retention through Communities and Technology


Tuesday Evening, Wednesday Morning, Wednesday Afternoon Plenary Keynotes Featuring:

SCOPE’s 2020 Participant Engagement Award, in Memory of Jerry Matczak
Patient Perspectives as an Input to Feasibility and Clinical Trial Design
Digital Trends that Are Changing Clinical Research
Health Literacy Throughout Drug Development – Why It Matters to Pharma and to Patients
Implementing an Innovation Methodology to Accelerate Clinical Trial Innovation within Your Organization

For more details on the Plenary Keynotes:
For more details on the Participant Engagement Award:


Concurrent breakout discussion groups are interactive, guided discussions hosted by a facilitator or set of co-facilitators to discuss some of the key issues presented earlier in the day’s sessions. Delegates will join a table of interest and become an active part of the discussion at hand. Bring your pharma, biotech, CRO, site, hospital or patient perspective to each of the discussions below. To get the most out of this interactive session and format please come prepared to share examples from your work, vet some ideas with your peers, be a part of group interrogation and problem solving, and, most importantly, participate in active idea sharing: