Find and Recruit the Participants You Need

Recruiting participants who are a good match for your study isn’t always easy. If you have experienced recruitment challenges, you’re not alone—a surprising number of clinical studies at OHSU never enroll a single participant. In addition to traditional advertising and outreach through clinics, there are a variety of tools and resources that can help investigators identify potential participants. We have gathered documents, tools and information to help you as you plan and implement your study.
Explore below to learn how OCTRI Recruitment connects with research teams to ensure they have the knowledge, tools, and support needed for successful participant recruitment and retention throughout their studies.
Services and consultation
It can be hard to know how to best recruit for your study goals and population. OCTRI Recruitment can help! Meet with our team for a complimentary recruitment consult to discuss your recruitment needs and goals and help you create a strategy tailored to your study. To schedule a recruitment consultation, or for questions about the resources described here, please email octrirecruitment@ohsu.edu.
OCTRI Resources
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Cohort discovery for count requests: A web-based tool for identifying patient cohort counts from Epic data for preparatory to research purposes, including recruitment.
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Research Data Warehouse: A repository of Epic data from patients and research subjects that provides access to over 2.5 million patient records and 40,000 data points.
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Research tools in Epic: These may be useful in recruiting patients for research studies, such as MyChart or Best Practice Advisories.
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Clinical Research Development Team: Experienced clinical research staff and faculty available to meet to discuss research project development, implementation, or ongoing challenges and provide overall advice regarding operations best practices, tools and connections to streamline and guide your research project.
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Research Volunteer Registry and Biorepository: OCTRI maintains a registry of people interested in participating in OHSU research. Investigators can request contact information for potential participants or blood, urine, stool and saliva specimens.
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Study coordinators: OCTRI study coordinators are experienced in traditional and innovative recruitment methods and in high demand due to their professionalism, attention to detail, resourcefulness and strong track record of successfully recruiting participants for studies.
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Community Outreach, Research and Engagement (CORE): OCTRI's CORE team provides community-based support in rural Oregon to facilitate community-engaged research and assist academic researchers in developing community-based partnerships.
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ResearchMatch: A national project developed by institutions affiliated with the NIH Clinical and Translational Science Awards (CTSA) and facilitated at OHSU by OCTRI. Researchers can sign up for Feasibility Access to see aggregate data within the registry population or Recruitment Access to identify volunteers who are a good match for their study. You can register as an investigator, read the Researcher FAQ, or contact the OCTRI Navigator to learn more.
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Trial Innovation Network: The Clinical and Translational Science Award program has established the Trial Innovation Network to assist investigators planning and conducting multi-site research.
Integrating Special Populations: Older adults
The OCTRI Integrating Special Populations Core (ISP), as a part of the NIH CTSA grant model, facilitates research focused on better understanding how and why certain populations, like older adults, are excluded from research and the measures research teams can take to ensure their inclusion.
The ISP Core works closely with OCTRI Recruitment, Community Outreach, Research & Engagement program (CORE), the Oregon Rural Practice-based Research Network (ORPRN), and others at OHSU and regionally.
Recruitment feasibility tools
Protocol feasibility checklist: For investigators who need to evaluate the feasibility of conducting an industry-sponsored study at OHSU
Cohort Discovery: Gain access to an online tool to query the electronic health record at OHSU. By using this drag and drop web based tool you can better understand the number of possible candidates for your research study. Note that this tool is only available to OHSU employees and training is required.
General guidance
Recruitment plan worksheet: Building a participant profile
Recruitment materials and methods- List of recruitment methods and materials that can be used for research studies
Health literacy checklist for research communication
Research recruitment guidance during modified operations
Representative recruitment images - Sources for inclusive photos at low to no cost
Method-specific guidance
Using social media for participant recruitment
Electronic health record (EHR) recruitment tools: Determining which tool is best for your study
Methods and best practices for recruiting in the community
Digital recruitment - A short video describing digital strategies for research recruitment
Previous recruitment presentations
Equipping Researchers to Overcome Recruitment Challenges: An Institution's Programmatic Response to the Voice of its Research Community (May 15, 2024)
Social Media and Subject Recruitment: How to make it work for you (Feb. 28, 2019)
Including Older Adults in Research - Implementing the NIH Lifespan Policy & Recruitment Strategies (Feb. 5, 2019)
2018 Recruitment Survey Results and OCTRI Recruitment Toolkit Launch (Jan. 24, 2019)
StudyPages – OHSU's research opportunity platform
StudyPages is an online, participant friendly platform that changes how institutions like OHSU and its study teams find and engage with people interested in research. Study teams can create and publish listings for their eligible studies that provide the public with engaging, understandable information and allows for teams and potential participants to easily connect.
To learn more about using the platform for your study(ies), access the OHSU StudyPages training resources below. An OHSU account is required to access the manual and video.
- Training Manual v3
- Training Video (password hBaqrGz8)
- Process Chart
- FAQ
- Checklist for Publishing
- Process Chart for Translated StudyPages
- Demo for Translated StudyPages (7/16/24 Coffee Chat recording located on CRU Teams channel)
- OHSU IRB SOP HRP-181 Clinical Trial Listings
For questions or assistance, email octrirecruitment@ohsu.edu. To access your account, visit the platform and use your OHSU credentials to log in.
Are you a community member or external provider interested in research opportunities at OHSU, visit our gallery for a complete listing of available study opportunities. For cancer specific studies, visit our Knight Cancer gallery for available study opportunities. For general questions about using StudyPages to find available studies, or questions about participating in research studies at OHSU, please email octrirecruitment@ohsu.edu.
Additional resources
- OHSU IRB Policies and Forms
- OHSU Language Services, including interpreting and written translations
- OHSU Branding, including the Brand Portal with templates
- OHSU Social Media
- OHSU Research Data Concierge - Using Epic data for research purposes
- ORPRN: Oregon Rural Practice-based Research Network focused on community engaged research, education, and policy
- OCHIN: Practice-based research network housing Epic data with a focus on community-based research
- VA Portland Health Care System (VAPORHCS): Research and Development Services

Have questions or want to request a recruitment consultation?
Contact OCTRI Recruitment

Are you interested in participating in a research study?
Browse the OHSU StudyPages gallery and Knight Cancer gallery.
Contact OCTRI Recruitment with questions: octrirecruitment@ohsu.edu

New recruitment guidance document
Recruiting participants who are not part of your patient population
Quick list of OCTRI grant numbers
CTSA award: UL1TR002369
TL1 program: TL1TR002371
KL2 program: KL2TR002370