General Practice Research Guides
Designed to support practitioners, students, and researchers in navigating key areas of general practice research.
These guides provide curated resources, best-practice methodologies, and up-to-date insights to help ensure evidence-based approaches to primary care studies.
These materials are based on guidance developed by West Yorkshire Research & Development, and we would like to thank our colleagues there for their support in helping us adapt them.
For any queries or further guidance, please contact [email protected]
Disclaimer: The information provided in these guides is intended as general guidance only. Policies, procedures, and evidence in healthcare research can change rapidly, and users are encouraged to verify details with official or current sources before acting on them.
Setting up practice
Getting your practice ready to do research
This guide describes the things you need to do to get your practice ready to start doing research i.e. the steps you should take before your first study.
Research training
This guide outlines the training available to prepare your practice staff to support the delivery of research at your practice.
Understand the role of PICs
This guide outlines key information about the role of the Participant Identification Centre (PIC).
Understand roles and terminology
This guide outlines the roles and terminology commonly used in research.
Responding to EOIs
This guide outlines the process for expressing interest in specific studies and outlines some important points to consider before expressing interest.
Setting up study
Site selection and initiation visit
This guide covers what to do when a site selection is required for a study and how to arrange a Site Initiation Visit (SIV).
Assess, arrange and confirm CC
This guide outlines the ways in which practices should undertake the appropriate Assess, Arrange and Confirm Capacity and Capability stage of site agreement when setting up a study.
Contracts
This guide covers the forms of written agreement that should be in place before a practice can start a study.
Finance
This guide covers everything finance, from who pays to obtaining the finance, as well as other options available.
Data Protection
This guide attempts to summarise some of the key points of what you can and cannot do when research requires the sharing of information.
Running study
Following protocol
The guide outlines the format and how to keep records when following protocol.
Receiving consent
This guide outlines some general guidance on receiving consent.
Staff
This guide outlines the responsibilities of practices in managing external research staff and internal staff working on a research project.
Amendments
This guide details the correct procedure when there are any changes to documents, processes or dates.
End of study
Study closedown
This guide outlines general guidance on the process for study conclusion (closedown).
Retention of documents
This guide covers records management and its importance to individual, professional, and organisational responsibilities.

