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Legal and Compliance Considerations for Engaging Patients As Partners

Explore how to successfully incorporate ethical, legal, and regulatory requirements into your patient engagement activities.

Overview

There are already well-established procedures and contracting processes for engaging academic and medical experts in the work of life science companies based on accumulated experience. However, other groups, such as patients, care partners, and patient advocates, bring different expertise and expectations. Legal and compliance considerations are an important part of the patient engagement process and apply to interactions with patients, care partners, and patient advocacy organizations (PAOs). Having an established understanding of these considerations and the regulatory processes that govern them will benefit your company, the employees who engage with patients, and the patient participants themselves..

This module covers key legal, ethical, and regulatory requirements for working with patients, care partners, and patient advocates throughout the medical product development lifecycle and provides practical guidance and examples for productive, mutually beneficial engagement with patients as partners. Specific areas discussed include fair practices for engaging patients, care partners, and patient advocates, including non-disclosure, privacy, compensation, non-exclusivity, and independence. While the module contains information helpful to individuals in any region, many of the specific details focus on emerging practices and policies in the United States and Europe.

This module takes an average of 2.5 hours to complete.

This module is part of the DIA Patient Engagement eLearning Program and a component of the Patient Engagement Certificate Program.

Featured topics

  • Key Considerations
  • Considerations for Patient Contact and Engagement
  • Legal and Compliance Concerns and Sensitivities
  • Fair Value Compensation
  • Maintaining PAO (Patient Advocacy Organizations) Independence
  • A Global Movement Towards Patient Advocacy
  • Creating Agreements and Contracts

 

Who should attend?

  • This program is designed for professionals involved in:

    • Patient advocacy, engagement, experience, and access (including Chief Patient Officers)
    • Patient communications
    • Medical affairs and medical communications (including Chief Medical Officers)
    • Health outcomes
    • Study endpoint development
    • Research & development
    • Clinical trial design
    • Clinical operations
    • Benefit-Risk assessment
    • Regulatory
    • Clinical safety, pharmacovigilance, and risk management
    • Patient support services
    • Commercial launch readiness/marketing
    • Market access strategy
    • Legal, compliance, and contracting

Learning objectives

At the conclusion of this course, participants should be able to

  • Identify the legal, ethical, and regulatory requirements and considerations for patient engagement and contact
  • Recognize standard contracting terms used for other types of key opinion leaders (KOLs) that can present challenges when engaging patient/care partner/advocate expertise
  • Determine how to integrate emerging best practices for contracting with patients/care partners/advocates into your company’s planning and processes
  • Outline appropriate expectations for compliance with current legal and regulatory requirements for engaging and contacting patients/care partners/advocates

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