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. 2024 Jan 18;27(1):e13970. doi: 10.1111/hex.13970

Table 2.

Nonfinancial and financial compensation details.

Document source and title Nonfinancial compensation Financial compensation
Services or training opportunities Provide meals Gift carda Acknowledgement on research outputs Verbal thanks In‐kind donation Gift Conference presentation opportunity Coauthorship Invitation to a special event Honorary appointment Coinvestigator/coapplicant on grant Honoraria Gift cardb Salary Stipend Not specifiedc
South London and Maudsley NHS Foundation Trust (SLaM)—A guide to joining the Involvement Register x
Patient Voices Network, BC Patient Safety & Quality Council—A guide to patient engagement x
Patient Commando—A patient perspective on compensation x x x
NHS Birmingham Cross City Clinical Commissioning Group—Birmingham Cross City Clinical Commissioning Group Safeguarding Annual Report 2015/16
National Institute for Health Research, INVOLVE—Briefing notes for researchers: public involvement in NHS, public health and social care research x x x
National Institute of Health Research, Mental Health Research Network and INVOLVE—Budgeting for involvement: Practical advice on budgeting for actively involving the public in research studies x x x x x x x x x
Canadian Venous Thromboembolism Research Network (CanVECTOR)—CanVECTOR Patient partners compensation policy x
The Canadian Donation and Transplantation Research Program (CDTRP)—CDTRP patient, family and donor partnership platform terms of reference x
National Institute for Health and Care Research—Centre for Engagement and Dissemination ‐ Recognition payments for public contributors x x x x
Canadian Institutes of Health Research—Considerations when paying patient partners in research x x x x x x
Canadian Institutes of Health Research (CIHR)—Ethics guidance for developing partnerships with patients and researchers x x x x
Clinical Trials Ontario—FAQ's x x
Patient Advisors Network—FAQs about being involved as a patient partner x x x x x
IMAGINE—Financial compensation policy fro patient representatives x
NHS England—Framework for Patient and Public Participation in Public Health Commissioning x x x x
BC SUPPORT Unit—Fraser Centre Research Support Award in Patient‐Oriented Research x x
Richards—Guidance on authorship with and acknowledgement of patient partners in patient‐oriented research x x
National Institute for Health Research NIHR Greater Manchester Patient Safety Translational Research Centre (Greater Manchester PSTRC)—Guidance on payments and expenses for non‐ Executive lay‐members of Executive Management Board x x
CHILD‐BRIGHT—Guidelines for patient–partner compensation x x
CanChild, Kids brain health network, McMaster University—Guidelines for researchers to complete research with family/patient partners including the SECRET to success x x x
ISPOR–ISPOR Code of Ethics 2017 (4th edition) x
BC Patient Safety and Quality Council–Mandate & terms of reference x
Aiyegbusi—Moving beyond project‐specific patient and public involvement in research x x x
Canadian Institute for Health Information—Participating in a CIHI Project Patient Toolkit x x
CYSHCNet—Partnering with youth & families in research a standard of compensation for youth and family partners x x x x
CYSHCNet Adult and Child Center for Outcomes Research and Delivery Science (ACCORDS)–Partnering with youth, families, & patients in research a standard of compensation for youth, family, and patient partners x x x x x
BC Mental Health and Substance Use Services (BCMHSUS)–Patient and family engagement framework x
BC Mental Health & Substance Use Services (BCMHSUS)—Patient and family partner handbook x x
National Institute for Health Research Collaboration for Leadership in Applied Health Research and Care East of England–Patient and public involvement (PPI) in research handbook x x x x x x
Alberta SPOR SUPPORT Unit–Patient engagement in health research: a how‐to guide for patients x
Ontario SPOR SUPPORT Unit–Patient engagement in research: catalogue of organisations in Ontario x
Patvocates for Rising Tide Foundation–Patient involvement for applicants x
Caruncho—Patient‐oriented research in mental health: matching laboratory to life and beyond in Canada x
British Columbia Academic Health Science Network (BC AHSN)–Patient partner appreciation x x x x x
Newfoundland and Labrador's Support for People and Patient‐Oriented Research and Trials Unit–Patient partner appreciation–NL SUPPORT and quality of care NL guidelines x x x x x x
Alberta Strategy for Patient‐Oriented Research (SPOR) SUPPORT Unit (AbSPORU) and the Patient Engagement Platform Compensation Working Group—Patient partner appreciation guidelines: compensation in research x x x x x
SPOR Evidence Alliance—Patient partner appreciation policy and protocol x x x
Maritime SPOR SUPPORT Unit (MSSU)—Patient partner compensation and reimbursement policy x x x
Richards—Patient partner compensation in research and health care: the patient perspective on why and how x x x x
Saskatchewan Centre for Patient‐Oriented Research (SCPOR)—Patient partner honoraria x
Patient Voices Network, BC Patient Safety & Quality Council—Patient Partner, Lung Health Innovation Knowledge Translation Project x
Richards—Patients as partners in research: how to talk about compensation with patient partners x x x x x
Hoens—Patients as partners in research: there is plenty of help for researcher x
Smith—Patients as research partners; how to value their perceptions, contribution and labour? x x x x x x x x
BC Mental Health & Substance Use Services (BCMHSUS)—Paying patient and family partners at BC mental health and substance use services a playbook on compensation x x x x
National Institute for Health and Care Research—Payment guidance for researchers and professionals x x x x x x x x x
Centers for Medicare & Medicaid Services (CMS)—Person and Family Engagement Toolkit (PFE) a guide for measure developers x
National Institute for Health Research (NIHR) INVOLVE—Policy on payment of fees and expenses for members of the public actively involved with INVOLVE x x
Belgian Health Care Knowledge Centre—Position of KCE on patient involvement in health care policy research x x x x x
The National Health Council—Principles for compensating patients for patient engagement activities x x
UCL Partners—Recognition payments for patients, carers and public contributors x x x
SPOR Networks in Chronic Diseases and the PICHI Network—Recommendations on patient engagement and compensation x x x x
Rising Tide Foundation—Recommendations on patient involvement for funding institutions x
National Institute of Health Research INVOLVE—Reward and recognition for children and young people involved in research—things to consider x x x x x
National Institute for Health and Care Research—Reward and recognition for public contributors—a guide to the payment of fees and expenses x x x x
Sepsis Canada—Sepsis Canada support request form (for members) x
The Change Foundation—Should money come into it? A tool for deciding whether to pay patient‐engagement participants x
US Department of Veteran Affairs—Strengthening Excellence in Research through Veteran Engagement (SERVE) Toolkit 2.0 x x x x x
Wisconsin Department of Health Services—Team engagement for quality improvement welcome booklet x x
Nuffield Department of Orthopaedics, Rheumatology and Musculoskeletal Sciences (NDORMS)—The role of the patient partner x
University of Calgary—Travel and expense reimbursement handbook x
Hamilton—Workbook to guide the development of a patient engagement in research (PEIR) plan x x x x x x
a

Gift cards offered as a token of appreciation.

b

Gifts or gift cards (for grocery stores, restaurants, retail stores, prepaid visa gift cards etc.) are considered financial compensation when the value is informed by a formal conversion (i.e., 2 h of work at $25/h = $50 gift or gift card value) or patient partners decide that they want to receive payment in the form of gifts or gift cards.

c

Documents that recommend offering financial compensation, but do not recommend a specific method of offering financial compensation.