Before reviewing our survey partnership process below, we strongly recommend that prospective NIH survey partners carefully review our partnership overview.

Partnership Process Overview

Our survey partnership process has two main parts:

  1. Requesting a partnership from NIH via our MedRIC website; and
  2. Maintaining that partnership, if NIH approves of your request

Please note that NIH, not MedRIC, annually reviews and either accepts or rejects partnership requests based on (i) suitability of the survey’s participants and goals to a MedRIC partnership and (ii) availability of NIH partnership funds. If NIH rejects a partnership request, a survey may still be able to partner with MedRIC if the survey can cover the cost of partnership funds on its own.

Now that you've read our partnership conditions, use the links below or scroll down to access process diagrams for becoming a MedRIC survey partner. These diagrams cover successful partnership workflows:

  1. Requesting a Partnership
  2. Request Accepted by NIH
  3. Maintaining Your Partnership

    They also cover resubmission of requests, when NIH denies the request for funding or request specification issues:

  4. Request Denied due to Funding Issues
  5. Request Denied due to Request Issues

    A. Requesting a Partnership

    A.1

    Picture

    Survey obtains permission from survey participants to use their Medicare and/or Medicaid information for research purposes.

    A.2

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    Survey collects sufficient personally identifiable information (PII) to link survey participants to their Medicare and/or Medicaid data.

    A.3

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    Survey completes the Survey Partnership Request Form on the MedRIC public website.

    A.4

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    NIH reviews Survey’s Partnership Request Form and determines whether to accept it.
    [Few Weeks - Few Months]

    B. NIH Accepts Survey’s Request 

    B.1

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    MedRIC and Survey establish a memorandum of understanding (MOU) for MedRIC to link Survey data to Medicare and/or Medicaid data.
    [Few Weeks - Few Months]

    B.2

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    MedRIC adds Survey’s cohort to MedRIC’s CMS DUA.
    [Few Days - Few Weeks]

    B.3

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    Survey works with ResDAC to establish a CMS DUA for Medicare and/or Medicaid data.
    [Few Days - Few Weeks]

    B.4

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    Survey establishes a policy for researchers to request access to and obtain Survey data.

    B.5

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    Survey generates a finder file for MedRIC and securely transfers it to MedRIC for processing.

    B.6

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    MedRIC generates a set of Survey-specific research files based on the Survey’s finder file as well as data documentation
    [Few Days - Few Weeks]

    C. Maintaining Your MedRIC Survey Partnership 

    C.1

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    MedRIC contacts Survey to coordinate both MedRIC’s and Survey’s DUA updates.
    [Few Weeks]

    C.2

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    Survey works with ResDAC to submit update to CMS Privacy Office.
    [Few Weeks - Few Months]

    D. NIH Rejects Request due to Funding Issues 

    D.1

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    NIH determines that the agency cannot fund the requested partnership. 

    D.2

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    Survey identifies a source for funding MedRIC services.
    [Few Weeks - Few Months]

    Go to Section B

    E. NIH Rejects Request due to Request Issues  

    E.1

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    NIH identifies issues (such as missing Medicare/Medicaid consent, insufficient cohort size, or insufficient PII to link participants to their Medicare and/or Medicaid data).

    E.2

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    Survey addresses NIH-identified issues.
    [Few Weeks - Few Months]

    E.3

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    NIH reviews Survey’s Request Form and determines whether to accept it.

    E.4

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    Survey completes the Survey Partnership Request Form on the MedRIC public website.
    [Few Weeks - Few Months]

    Go to Section B