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Patient engagement in research: a systematic review

Juan Pablo Domecq125, Gabriela Prutsky125, Tarig Elraiyah15, Zhen Wang156, Mohammed Nabhan15, Nathan Shippee156, Juan Pablo Brito145, Kasey Boehmer15, Rim Hasan158, Belal Firwana158, Patricia Erwin17, David Eton156, Jeff Sloan156, Victor Montori12456, Noor Asi15, Abd Moain Abu Dabrh15 and Mohammad Hassan Murad1356*

Author Affiliations

1 Knowledge and Evaluation Research Unit, Mayo Clinic, Rochester, MN, USA

2 Unidad de Conocimiento y Evidencia, Lima, Perú

3 Division of Preventive, Occupational and Aerospace Medicine, Mayo Clinic, Rochester, MN, USA

4 Division of Endocrinology, Diabetes, Metabolism, Nutrition, Mayo Clinic, Rochester, MN, USA

5 Center for the Science of Healthcare Delivery, Mayo Clinic, Rochester, Minnesota, USA

6 Department of Health Sciences Research, Mayo Clinic, Rochester, MN, USA

7 Mayo Clinic Libraries, Mayo Clinic, Rochester, MN, USA

8 Department of Internal Medicine, University of Missouri, Columbia, MO, USA

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BMC Health Services Research 2014, 14:89  doi:10.1186/1472-6963-14-89

Published: 26 February 2014



A compelling ethical rationale supports patient engagement in healthcare research. It is also assumed that patient engagement will lead to research findings that are more pertinent to patients’ concerns and dilemmas. However; it is unclear how to best conduct this process. In this systematic review we aimed to answer 4 key questions: what are the best ways to identify patient representatives? How to engage them in designing and conducting research? What are the observed benefits of patient engagement? What are the harms and barriers of patient engagement?


We searched MEDLINE, EMBASE, PsycInfo, Cochrane, EBSCO, CINAHL, SCOPUS, Web of Science, Business Search Premier, Academic Search Premier and Google Scholar. Included studies were published in English, of any size or design that described engaging patients or their surrogates in research design. We conducted an environmental scan of the grey literature and consulted with experts and patients. Data were analyzed using a non-quantitative, meta-narrative approach.


We included 142 studies that described a spectrum of engagement. In general, engagement was feasible in most settings and most commonly done in the beginning of research (agenda setting and protocol development) and less commonly during the execution and translation of research. We found no comparative analytic studies to recommend a particular method. Patient engagement increased study enrollment rates and aided researchers in securing funding, designing study protocols and choosing relevant outcomes. The most commonly cited challenges were related to logistics (extra time and funding needed for engagement) and to an overarching worry of a tokenistic engagement.


Patient engagement in healthcare research is likely feasible in many settings. However, this engagement comes at a cost and can become tokenistic. Research dedicated to identifying the best methods to achieve engagement is lacking and clearly needed.

Systematic review; Patient; Engagement; Patient centered outcomes research