Consent to Contact

The University of Miami’s Consent to Contact Initiative is a collaborative effort between the Miami CTSI and the UHealth System to increase awareness of clinical studies among our diverse patient population.

It brings more opportunities for our patients to learn about UM studies that may be appropriate for them while increasing our ability as an academic medical center to advance research and deliver transformational care to our patients.

University of Miami researchers can search and identify potential willing research participants who meet their study criteria and request a patient contact list through the process outlined below. Before initiating your request to obtain a list of participants through the Consent to Contact initiative, please make sure you have the following information. If you have questions or need assistance, please reach out to our team via the contact information at the bottom.

Perform Feasibility Analysis

  • Perform a feasibility check/query using existing tools (e.g., Oneness Research Solution, Slicer Dicer) to verify whether there are patients meeting your study inclusion/exclusion criteria
    • Oneness Research Solution – Allows clinical research teams to query de-duplicated and de-identified UHealth and JHS patient data and generate aggregate counts, enabling preparatory-for-research activities, cohort discovery, and other clinical research activities.
    • Epic Slicer Dicer User Guide – A basic SlicerDicer training video and related slide deck are available in our webinar platform. First time users will need to register for an account with your University of Miami email address. Once registered, follow the link and click “Enroll me” to view the video and materials.

Determine Inclusion/Exclusion Criteria

Utilize search terms and/or determine the applicable Diagnosis (ICD-10/ICD-9) and Procedure Codes (CPT) as well as other relevant criteria (e.g., age limits, providers, locations, date range of chart information – encounter, diagnosis, lab value, medications, treatment) for the population of interest.

Obtain IRB Approval

The IRB reviews the recruitment plans/methods of research studies to make sure the plan complies with HIPAA and institutional requirement. IRB will determine whether Consent to Contact initiative is an appropriate recruitment method for your study. The Human Subjects Research Office website lists the steps and requirements when describing the use of Consent of Contact in the study protocol.

Study team members who will be calling participants from the Consent to Contact initiative have to be identified as ‘obtaining consent’ in IBISResearch.

Complete and Submit Request Form

Identify the study team members who will be calling participants from Consent To Contact and have their email addresses
Complete and submit the REDCap request form online:


Email your questions to [email protected]

Patients who have recently visited a UHealth doctor, clinic or medical center were likely asked if they want to be contacted about research studies that may be of interest to them. If you wish to opt in to the program or remove your name from the database, you may call or email your request to [email protected] or 305-243-8888. If you want more information about what Consent to Contact is, read about it on our FAQ page.


Please send your questions to [email protected] or call 305-243-8888.