Definitions of participants
In projects where pharmaceutical companies and patient organisations work together, roles need to be defined precisely as this will have an impact on what information you can share with whom and how you can work with them. A person or group may be defined in more than one way depending on the role and responsibilities they have in a particular activity.
What the 魅影直播 Code says
The 魅影直播 Code states that 鈥減rescription-only medicines must not be advertised to the public鈥 (Clause 26.1), reflecting UK regulations relating to advertising.
The 鈥減ublic鈥 includes individual patients. Sometimes the term 鈥減atient鈥 is replaced by 鈥減eople affected by鈥 or 鈥渃onsumer鈥.
The 魅影直播 Code defines 鈥楶atient Organisations鈥 in Clause 1.15:
1.15 ‘Patient organisation’ means an organisation mainly comprising of patients and/or caregivers or any user organisation such as a disability organisation, carer or relative organisation and consumer organisation that represents and/or supports the needs of patients and/or caregivers.
Additional sources of guidance
EFPIA gives the following definition of patient organisations in its on relationships between pharma and patient organisations:
鈥淧atient Organisation (PO): non-for-profit legal person/entity (including the umbrella organisation to which it belongs), mainly composed of patients and/or caregivers, that represents and/or supports the needs of patients and/or caregivers and which business address, place of incorporation or primary place of operation is in Europe.
Patient Organisation Representative: is a person who is mandated to represent and express the collective views of a PO on a specific issue or disease area.鈥
The (EUPATI) uses the term 鈥減atients鈥 to cover all the following definitions:
鈥Individual patients鈥 are persons with personal experience of living with a disease. They may or may not have technical knowledge in R&D or regulatory processes, but their main role is to contribute with their subjective disease and treatment experience.
鈥Carers鈥 are persons supporting individual patients such as family members as well as paid or volunteer helpers.
鈥Patient advocates鈥 are persons who have the insight and experience in supporting a larger population of patients living with a specific disease. They may or may not be affiliated with an organisation.
鈥Patient organisation representatives鈥 are persons who are mandated to represent and express the collective views of a patient organisation on a specific issue or disease area.
鈥淧atient experts鈥, in addition to disease-specific expertise, have the technical knowledge in R&D and/or regulatory affairs through training or experience, for example EUPATI Fellows who have been trained by EUPATI on the full spectrum of medicines R&D.
The term 鈥expert patients鈥 or 鈥patient experts鈥 has no legal standing, and can refer to different aspects of expertise. There are many different definitions of an expert patient, including the technically trained patient in the EUPATI definition above; or someone who has taken part in a course on self-management for people with a long-term condition. Some definitions focus on the skills and experience of the patient in terms of their ability to communicate confidently and effectively, perhaps taking a broader view based on more than just their own experience. It could be a combination of experience of an illness, plus the wider knowledge of current thinking about a disease, and the ability to communicate meaningfully in a way that helps educate pharmaceutical companies and health professionals. For example, a patient who has participated in many events may have expertise in best practice for patient involvement, in what makes for a good conference experience for patients and what matters most for patients with their health condition.
The table below (from ) gives some useful examples of the different skills that could define expert patients; they might have different combinations of academic as well as experiential skills and may help to determine the skills required when seeking an expert patient or patient expert:
Experiential and academic skills that define expert patients
Experiential |
Academic |
Personal knowledge of illness and treatment | Knowledge of the disease and treatment |
Education as a patient, including self-management | Academic education as an educator/teacher |
听 | Participation as an educator/teacher with health professionals in patient education, including self-management, and taking into account patient values and priorities for clinical decision-making听 |
Collaborative relationship with the general practitioner and proximity specialist | Collaborative relationship with academic specialists |
Membership of patients鈥 associations | Responsibilities in patients鈥 associations (e.g. as a board member) |
Attendance at local patient meetings | Attendance and active participation in regional/national/international patient meetings |
Participation (as a patient) in clinical studies/therapeutic trials | Participation as a partner in the design of clinical studies/therapeutic trials |
Dispute resolution procedure | Executive sponsor oversight from each party |
This list is not exhaustive (e.g. expert patient participation in physician education should be considered).
In its publication , the Patients鈥 Association recommends asking what is appropriate for a specific situation when agreeing definitions:
Whilst it is important to be aware of semantics, it is perhaps of greater importance to be aware of the context in which you are working. Individuals should be asked at the beginning of any project how they would like to be identified. This will help to ensure people involved have a form of self-identity they feel comfortable with, and empowered by.
When developing definitions, asking questions like the ones below can help to clarify roles:
- What is the purpose of communicating with an individual or group?
- Will I be giving or receiving information?
- What information will I be passing on?
- Could this be viewed as promotional material?
- What skills, experience or other qualifications am I looking for?
- How will I consider and use the information and feedback I receive?
Last modified: 02 May 2024
Last reviewed: 02 May 2024