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Published on: February 19, 2021
Surveys in clinical research: methodological aspects and practical guidance
Larissa Bianchini1,2,3, Aline Braz Pereira4, Bruno Martins Tomazini2,5
1Postgraduate Program in Medical Sciences, Internal Medicine Department, Faculdade de Medicina, Universidade de São Paulo - São Paulo (SP), Brazil.
Abstract:
Use of surveys in clinical research allows investigators to explore stakeholders' perspectives, measure implementation of interventions, and inform future decision-making. Surveys are versatile and accessible, but they require methodological rigor to yield adequate results. Their development involves a sequence of decisions that influence both data quality and interpretability - from defining objectives and selecting a sample to designing the questionnaire and choosing the method of administration. Questionnaires must balance clarity with precision, capturing relevant constructs without overburdening respondents. In many cases, frameworks such as Knowledge, Attitude, and Practice questionnaires are employed to structure questions and explore relationships between what individuals know, believe, and do. Online platforms increase the ability to disseminate surveys to a broader, more diverse target population and to improve data-collection workflows. Beyond the technical aspects, using surveys for clinical research faces practical challenges, such as low response rates and variability in engagement across formats. Addressing these issues requires planning and the use of strategies to encourage participation without compromising data quality. This review offers a practical overview intended to guide researchers in designing and conducting survey studies in clinical research.
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