Tools and Resources
Strategies to Identify, Screen,
Recruit, Enroll, and Retain Participants
Participants are essential to the success of RETAIN. Yet, the need to engage workers, clinicians, and employers in the enrollment process can create challenges that may affect participation goals. To address these challenges, this resource includes examples of processes and approaches that may be used to identify, recruit, enroll, and retain participants. These examples include a mix of hypothetical strategies or processes and actual approaches that have been planned or implemented by RETAIN and other projects. This resource may be used by RETAIN projects either as a stand-alone resource or in conjunction with other resources.
Link: Strategies to Identify, Screen, Recruit, Enroll, and Retain Participants
Recruiting and Retaining RETAIN Participants: Potential Challenges and Suggested Strategies
This issue brief discusses common challenges and pitfalls that RETAIN grantees should be aware of and presents strategies for addressing these issues.
RETAIN Recruitment-to-Enrollment Dashboard and Related Resources
The RETAIN Recruitment-to-Enrollment Dashboard is designed to help you understand the effectiveness of your recruitment and enrollment efforts. The tool uses data obtained by your RETAIN team to produce a dashboard displaying information about the number of potential participants that you connect with at each stage of the recruitment-to-enrollment process—and who ultimately enrolls in the project. The Dashboard tool (link to Dashboard Tool) comes with the following suite of TA resources:
o A User Guide (link to RETAIN TA Resource: Recruitment-to-Enrollment Pipeline Dashboard Tool User Guide).
o An example dashboard (link to Recruitment-to-Enrollment Pipeline Dashboard) pre-filled with sample data.
o Four “how-to” video modules (link to How-To Video Modules).
o A webinar featuring a live walkthrough of the tool (link to Dashboard Walkthrough Webinar).
Scripting to Use with Target Audiences
This folder contains scripts that are intended to provide sample answers to commonly asked questions. There are different scripts to utilize with the three target audiences: employers, patients, and physicians.
Link: Scripts for Target Audiences