Patient Protocol Engagement Toolkit

Set Up Patient Engagement
Considerations for Conducting In-Person Patient Engagement
Other Engagement Considerations (Method of Engagement Dependent)
Considerations for Conducting a Virtual Patient Engagement
Other Virtual Engagement Considerations
Identify Key Roles
Defining Your Objectives
Refining the Questions to Ask
Click to navigate between each subsection.
Considerations for Conducting In-Person Patient Engagement
Considerations for Conducting In-Person Patient Engagement
Other Engagement Considerations (Method of Engagement Dependent)
Considerations for Conducting a Virtual Patient Engagement
Other Virtual Engagement Considerations
Identify Key Roles
Defining Your Objectives
Refining the Questions to Ask

Considerations for Conducting In-Person Patient Engagement

Legal Considerations:
Legal Considerations:
  • HIPAA compliance considerations—photo releases/policy, use of first names only
  • Data privacy law considerations
Flow of the Meeting:
Flow of the Meeting:
  • Proposed agenda items: Welcome, Introductions, Overview/Purpose of Engagement, Meeting Format & Ground Rules
  • Provide a clear purpose for the engagement
  • Allow room in the agenda for general discussion time with patients. If time allotted during the engagement does not allow for this, consider a pre-engagement interaction to allow patients to discuss general topics in advance
  • Consider methods that will enhance open discussion, such as ice-breaker exercise, dropping titles and using first names, giving the patients the opportunity to share their personal disease journey