Table 3.

Lessons learned

Related to EHR-based methods

Brokered access to data warehouses (94%) and self-service query (92%) are widely implemented and used

Demand for EHR data for research use is high (88%)

When use of EHR data for recruitment is limited, it is often the result of logistical constraints and limitations on collaboration

A minority of institutions use EHR patient portals for research purposes (20%)

Electronic alerts targeting care providers and research teams about patients’ eligibility are moderately implemented (45% and 48%, respectively); however, those targeting research teams seem to be higher demand (22% and 39%, respectively)

Related to workflow and regulatory processes

A variety of direct patient engagement (e.g., registries of potential research subjects) are implemented at the majority of institutions

Many institutions provide a combination of self-service tools, data analysts and recruitment specialists

Recruitment procedures (including cohort identification and contact) vary widely

EHR, electronic health records.