About the Patient Engagement Toolkit The Patient Engagement Toolkit offers materials to support researchers who want to engage with patients in conducting research. Our research team created these materials as part of the PORTAL project, which is no longer an active study. PORTAL was funded by the Patient Centered Outcomes Research Institute (PCORI) to develop capacity for patient-reported outcomes research, and the PORTAL Patient Engagement Council (PEC) advised the project. The PEC was composed of 10 patients and representatives from patient advocacy groups from four Kaiser Permanente (KP) regions as well as from the Denver Health and Health Partners health systems. PEC members offered their perspectives and guidance to researchers by participating in webinars, conference calls, and in-person meetings. The last major effort of the PEC was to create this Patient Engagement Toolkit to help other groups who want to engage with patients as they conduct scientific research. When we began this work five years ago, patient engagement efforts were still relatively rare. We hope these materials will be useful to researchers who want to do similar work. Section 1: Recruiting Patient Partners Materials to help find patient partners and bring them on to a research project. You'll find: A Patient Engagement Council Member application packet, with sample recruitment flyer, position description, and application Sample interview guide Sample patient partner invoice Article by two patient Co-Investigators that offers lessons from the Learning to Integrate Neighborhoods and Clinical Care (LINCC) Project Section 2: Training Patient Partners Presentations we used to train our patient partners. These include: Understanding Informed Consent Understanding Privacy and Data Sharing Reviewing and Critiquing Manuscripts Conducting a Literature Search Using PubMed for Literature Searches Using Twitter for Advocacy Advocacy Stories: A two-part, 90-minute Webinar Training Patient Partners- Advocacy Stories Part 1 With Florence Kurttila, PORTAL Patient Engagement Council Training Patient Partners- Advocacy Stories Part 2 With Rick Puder, Adult Congenital Heart Association Section 3: Offering Patient Engagement Services Materials we used to tell researchers our patient partners were available to work on projects. You'll find: A guide to accessing patient resources A guide to accessing Smart Patients survey capabilities Bios for our Patient Engagement Council members Les Taylor Carolyn Taylor Charles Anderson Florence Kurtila Henry Werch Janice Tufte Loretta Nierat Mickie Bowe Nicole Sanchez Section 4: Collecting Patient and Scientific Partner Feedback Sample proposal or manuscript review form A post-project survey to understand the experiences of patient and scientific partners Editable Templates Download Toolkit files in an editable format