How to succeed with a holistic patient engagement strategy

Nurse supporting a patient
  • 3Minutes

As clinical research continues to evolve, industry experts are realizing that the success of a trial is no longer determined solely by scientific breakthroughs but by all the sums of its parts. One key benchmark for the success of a trial is patient experience. Without a positive patient engagement strategy, all studies risk not recruiting or retaining enough patients for a trial, costing the trial up to 8 million dollars daily and delaying the approval of vital, lifesaving drugs.

For a seamless trial experience, a patient-centric experience that personalizes the experience and fosters trust and personalized care is crucial. This blog identifies the key elements of a successful holistic patient engagement strategy.


What is holistic patient engagement?

Holistic patient engagement goes beyond traditional trial methods by putting an emphasis on the patient experience. Putting patients at the study’s forefront makes them feel like humans, not data. Patient participation is vital to the success of a study, and by moving beyond the confines of a traditional, one-size-fits-all study, we can help patients feel valued and empowered throughout their experience.

In a clinical study, a patient-centric approach might look like:

  • Listening to the patient’s needs during recruitment
  • Identifying reasonable adjustments to support the patient throughout the trial
  • Offering hybrid trial participation from a site or the patient’s home
  • Supplying concierge services, translators or caregiver support
  • Determining financial impact and offering payment methods that work for the patient
  • Keeping patients abreast of research and offering bespoke post-trial follow-up options


Building Trust and Transparency

Clinical trial participants are putting their time, financial obligations, and health in your hands, making trust vital to their participation. In this next section, we explore strategies that will help you foster trust between patients, CROs, and sponsors.

Personalization in Patient-Centric Care

When creating a patient-centric approach, personalization is vital. Each person is different, so understanding what to consider in your patient engagement strategy will make identifying opportunities for personalization in the recruitment phase much more manageable.

Areas to consider that require personalization include (but are not limited to):

  • Family or caregiving responsibilities
  • Disabilities
  • Cultural nuances
  • Career or financial obligations
  • Age and gender
  • Location

By considering these differences, trial organizers can find solutions that create a more inclusive and effective patient engagement strategy.

Empowering Patients Through Education and Technology

An informed patient is an engaged patient. By supporting the patients in understanding what they are doing and their participation’s impact on the experience, we empower them to participate actively in their healthcare journey.

Understanding the importance of their role in the study improves their relationship with the trial organizers and encourages them to see the trial through to the end.

A growing number of digital products exist solely to improve the patient experience. From simplifying data collection with apps or wearable technology to streamlining communication to providing trial information, embracing technology ensures a seamless and efficient engagement process.

That’s why we aim to enhance the clinical experience via cutting-edge technology built specifically for patients, sponsors, CROs, and healthcare practitioners.


A holistic patient engagement strategy is not a luxury but a necessity in modern clinical research. If you want to know how we can support your patient engagement strategy, get in touch.


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