Screener Design & Best Practice

Produced by the BHBIA Fieldwork Forum in collaboration with EPHMRA

Following a thorough review of the existing document we are delighted to publish an updated version of the Screener Design & Best Practice Guide, produced through a collaboration between the BHBIA Fieldwork Forum and the EPHMRA Fieldwork Forum.

The aim of this document is to raise standards across the whole healthcare market research industry.

Download the Screener Design & Best Practice Guide

The guide is intended to act as a reference aid for those designing/implementing screeners to meet their research needs whilst avoiding unnecessary fieldwork complications well ahead of the point of fieldwork going live.

The guide is also designed to act as a safeguard for future respondent engagement.  We know as an industry that screeners are one of the key frustrations cited by respondents for lack of MR engagement and that poor design will affect future participation.

The need to improve our screening practices was one of the top recommendations of the BHBIA's Response Rate Task Force.  This Screener Design & Best Practice guide provides practical guidance to help you implement their recommendations.  The document is designed to be of use to any member of the healthcare business intelligence community who has an interest in helping to ensure market research fieldwork success.

The guide emphasises that your fieldwork provider should be used in a consultative capacity when there are elements of uncertainty surrounding best practice or for factoring in considerations that are in the project’s best interests when it comes to screening.

The core principle in producing this guide is the overall duty of care and respect for respondents.

Key considerations:

  • The screener respects the respondent’s willingness to participate in MR.
  • Respondents are not unnecessarily screened out.
  • The screener is no longer than required by the research objectives.
  • Respondents understand why they have been screened out.

Download the full screener guidance document