- Cohort Retention Protocol – Outlines the participant follow-up process from initial recruitment into the study to maintaining contact with the research participant throughout the duration of the study.
- Follow-up Assessment Timeline and Escalation of Retention Strategies Flow Diagram Template and Manual – Provides a suggested protocol for escalating participant contact attempts and utilizing participant retention strategies. These issues are important in maximizing completion of timely assessments.
- Home Visit Protocol – Provides guidelines and safety tips for instances when it is necessary to visit patient’s homes (e.g., scheduled home visit or when telephone and written correspondence produce no results).
- Overcoming Follow-up Delay and Cancellation – Provides methods for reducing delayed and missed follow-up assessments, for example, communication tips for rescheduling the assessment and maintaining the participant’s participation in the study.
- Recruitment and Retention Plan- Site Feasibility and Planning Template – This is a comprehensive template from the Trial Innovation Network for researchers addressing site feasibility and study related recruitment and retention strategies.
- Recruitment and Retention Plan- Template for Coordinating Centers – This template from the Trial Innovation Network will assist with the development of a comprehensive recruitment and retention plan for coordinating centers.
- Tools for Facilitating In-Person Assessment – Provides suggested tools to help incentivize or facilitate an in-person follow-up assessment visit with a study participant.
- Tools for Facilitating Phone Assessment – Provides suggested tools to help incentivize or facilitate a phone-based follow-up assessment with a study participant.
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This work, created by Dale M. Needham, MD, PhD and the Johns Hopkins University Outcomes After Critical Illness & Surgery (OACIS) Group, was funded by NHLBI R24HL111895, and is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.