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Accepted for/Published in: Journal of Participatory Medicine

Date Submitted: Jun 23, 2025
Date Accepted: Sep 2, 2025
Date Submitted to PubMed: Sep 4, 2025

The final, peer-reviewed published version of this preprint can be found here:

Exploring Patient and Caregiver Perceptions of the Facilitators and Barriers to Patient Engagement in Research: Participatory Qualitative Study

Kullman SM, Bird L, Clark A, Doherty-Kirby A, Ermel D, Kinnard N, Knutson M, Milroy A, Singer L, Chudyk AM

Exploring Patient and Caregiver Perceptions of the Facilitators and Barriers to Patient Engagement in Research: Participatory Qualitative Study

J Particip Med 2025;17:e79538

DOI: 10.2196/79538

PMID: 41027038

PMCID: 12483476

Exploring Patient and Caregiver Perceptions of the Facilitators and Barriers to Patient Engagement in Research: A Participatory Qualitative Study

  • Sasha Melanda Kullman; 
  • Louise Bird; 
  • Amy Clark; 
  • Amanda Doherty-Kirby; 
  • Diana Ermel; 
  • Nathalie Kinnard; 
  • Marion Knutson; 
  • Andrew Milroy; 
  • Lesley Singer; 
  • Anna Maria Chudyk

ABSTRACT

Background:

Patient engagement in research is the meaningful and active involvement of patient/caregiver partners (i.e., patients and their family/friends) in research priority-setting, conduct, and governance. With the proper support, patient/caregiver partners can inform every stage of the research cycle, but common barriers often prevent their full engagement.

Objective:

This participatory qualitative study answered the question: What are the facilitators and barriers to patient engagement experienced by patient/caregiver partners in a Canadian research context?

Methods:

Participants were N = 13 patient/caregiver partners (Mage = 62 years, 85% women; 100% White) from four provinces who completed 60-90-minute semi-structured online interviews. The interviews were transcribed verbatim. One researcher and one patient/caregiver partner reviewed the transcripts and curated a dataset of 90 participant quotations representing facilitators and barriers to patient engagement. This dataset was co-analyzed using Participatory Theme Elicitation alongside seven patient/caregiver partners with diverse identities who were not among the participants we interviewed and, therefore, contributed novel perspectives.

Results:

Four themes depicted factors that facilitate meaningful patient engagement alongside barriers that arise when these factors are not in place: (1) Co-defining roles and expectations, (2) Demonstrating the value and impact of engagement, (3) Psychological safety, and (4) Educating the public, patient/caregiver partners, and researchers. We then discuss how barriers to enacting these four factors can be mitigated and provide a practical checklist of considerations for both researchers and patient/caregiver partners for engaging together throughout the research cycle.

Conclusions:

Researchers and patient/caregiver partners should draw from our findings to mitigate engagement barriers and facilitate meaningful engagement experiences.


 Citation

Please cite as:

Kullman SM, Bird L, Clark A, Doherty-Kirby A, Ermel D, Kinnard N, Knutson M, Milroy A, Singer L, Chudyk AM

Exploring Patient and Caregiver Perceptions of the Facilitators and Barriers to Patient Engagement in Research: Participatory Qualitative Study

J Particip Med 2025;17:e79538

DOI: 10.2196/79538

PMID: 41027038

PMCID: 12483476

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