Challenges / Clinical Operations
Clinical OperationsOpen for solutions

Create a reusable patient retention metrics and risk tracker

Study teams need a simple way to identify retention risk early by combining visit adherence, discontinuations, missed visits, patient status, and site-level trends.

The problem

Retention is often monitored reactively across EDC data, CTMS reports, visit schedules, site trackers, discontinuation logs, and ad hoc spreadsheets. Teams need a reusable study-level view that turns these signals into understandable retention metrics and early risk flags.

Desired outcome

Identify retention risk early enough for study teams to intervene, make at-risk sites and populations easy to prioritize, and reduce manual aggregation of retention metrics and status reporting.

Requirements / constraints

  • Track enrollment, active patient, discontinuation, and withdrawal trends.
  • Track missed and delayed visits and visit adherence.
  • Support retention views by study, country, site, cohort, or treatment arm.
  • Allow configurable patient-level and site-level risk flags.
  • Support study-specific mappings without rebuilding the tool each time.

What could qualify

A configurable dashboard, lightweight web application, R/Python utility, Excel-based solution, or existing product could qualify if the design is reusable across studies.

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