Table 4.

Study team recommendations for improving patient portal recruitment messaging

Recommendation	Preferences
Provide training to study team	Provide a one-page document that explains the back end of the patient portal and EHR. This will help study staff understand the methodology and articulate it on study-related materials, including dissemination.
Simplify intake process	Simplify intake form and process for setting up selection of patients in the EHR.
Link Epic to REDCap	Provide the option to bypass the “interested” button and automatically import information from EHR to REDCap to facilitate tracking and outreach.
Streamline study information to patients	Simplify the steps patients need to take to get to the information about the research study.
Develop system for tracking efficacy	Track the number of messages sent and those that lead to enrollment. Provide a report template that study teams can use to track recruitment outcomes.
Provide additional response options for message	Add other options for patients to click on within PPRM such as interested/not interested/learn more