Consenting Patients with Confidence

CTO Research Ready Workshop

  • Date: March 26, 2019
  • Time: 10 am -4 pm
  • Location: MaRS Auditorium

Who should attend this Workshop?

This workshop is primarily intended for research coordinators who:

  • Want to improve their current process and be confident in patient consent
  • Want to refresh their skills
  • Want to build their network

This workshop may also benefit clinical research personnel from industry and CROs who want to better understand the context in which research coordinators work.

The workshop will include presentations, breakout sessions and opportunities for people to work together on scenarios to help absorb new learnings.  Participation in this workshop is eligible for 5 SOCRA CE credits.

Workshop Learning Goals

From this workshop, we will examine consenting patients in a modern, fast moving clinical trial environment with a strong emphasis on the patient-perspective,  regulations, privacy and legal aspects.

If you have ever asked the following, then this workshop is for you:

When can you start screening patients?  How do you re-consent when using e-consent? What consent documentation will you need in an audit? What it is like to be consented in a study?  

In this workshop, you will learn how the regulations and other considerations apply to everyday trial processes (i.e. documentation, consent, communication).

You will also be introduced to the Research Ready platform and community networking opportunities.

Time Topic Learning objectives Speakers
9:30 am- 10:00 am Registration and Networking Coffee
10:00 am- 10:45 am CTO to present Research Ready Platform


Introduction & sign-up opportunities CTO
10:45 am- 11:45 am Timing & Considerations for Patient Screening

  • What is the circle of care? When does research enter the circle
  • Privacy and ethical considerations
  • Local considerations
  • Pre-screening vs screening vs recruitment
  • Investigator Initiated Studies vs Sponsored Studies
  1. Have a strong understanding of important guidelines and regulations that affect this activity
  2. Understand what local considerations could impact this timing
  3. Identify best practices to being consent ready


Josee Champagne (Ottawa Hospital Research Institute)

Irene Watpool (Ottawa Hospital)

11:45 am- 12:45 pm Ensuring Patients are Consented Properly

  • Process and documentation
  • Audit ready


  1. Have a strong understand of the regulations that guide the consent process.
  2. Understand requirements of proper patient consent
Velma Marzinotto (Unity Health Toronto)


12:45 pm- 1:30 pm Lunch and networking  (Sign up for Research Ready basecamp)
1:30 pm- 2:45 pm Beyond the Paper-based consent

  • E-consent
  • Consent with study partners/cargivers
  • Maintaining consent


  1. Understand best practices when using non-traditional consent
  2. Identify tools to support consent activities
  3. Understand how to support patients in maintaining consent
Chitra Lalloo (Hospital for Sick Kids)

Sarah Best (Parkwood Institute- SJHC)

Nazneen Qureshi (LMC-Manna Research)

2:45 pm- 3:50 pm How to Consent Well – From the Perspective of Patients and Caregivers


  1. Understand patient perspectives during the consent process
  2. Identify best approaches from the patient and caregiver perspective
Antonia Palmer (Neuroblastoma Canada and A2corn)

Tina Coneybeare (patient)

3:50 pm- 4:00 pm Wrap up CTO