Data management · AdherenceUpdated October 8, 2026

Medication adherence tracking in clinical trials: pill counts done properly

An efficacy result means little if participants did not take the drug. Capture records what was dispensed and returned at each visit, kit by kit and tablet by tablet, with an audit trail on every count, so adherence is calculated from data rather than estimated by the site.

  • Dispensed, returned and lost counts
  • Repeating rows, each with its own audit trail
  • Kit dispensing under e-signature

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Study drug compliance
Subject 001-0042 · Visit 4 (Week 8) · Demo studyOpen query

Bottle returned at this visit

Bottle or kit number

DAREFID
K-10388

Date dispensed

DADTC
05-Jan-2027

Tablets dispensed

DAORRES
60

Date returned

02-Feb-2027

Tablets returned

66

Auto-query: returned count is above the dispensed count

Tablets reported lost

0

Missed doses

Reason for any missed doses

Forgot
Demo data. A typo caught at entry, not at database lock

At a glance

  • The usual pill-count formula is adherence % = (tablets dispensed − tablets returned − tablets lost) ÷ tablets expected × 100, where expected = prescribed daily dose × days between dispensing and return.
  • Protocols commonly treat roughly 80% to 120% as adequate, but the range, the handling of lost tablets and the consequence of falling outside it are protocol decisions, written before the first visit.
  • Pill counts, diaries and electronic caps each miss something: counts show how many tablets left the bottle, not when or whether they were swallowed. Many trials combine two methods.
  • In Capture, kits are dispensed under e-signature and returns recorded as used or unused; tablet counts go on a site compliance form where edit checks raise auto-queries on impossible values.
  • Adherence % is not a built-in calculated field. Derive it in analysis from the recorded counts, or have the site enter its worksheet result and range-check it.

Why it matters

Adherence is part of the efficacy data

A participant who takes half the doses dilutes the treatment effect, and in a non-inferiority trial poor adherence can make two treatments look more alike than they are. Adherence data also feeds per-protocol population definitions, dose-response analyses and safety interpretation. Regulators and reviewers expect a trial to say how adherence was measured and what it was.

The ESPACOMP Medication Adherence Reporting Guideline (EMERGE, Annals of Internal Medicine, 2018) asks authors to separate three phases: initiation (the first dose), implementation (how closely dosing matched the regimen) and persistence (how long the participant kept taking it). A pill count mostly measures implementation over each dispensing interval; a discontinuation date on the end-of-treatment form measures persistence. Designing the forms around those phases makes the reporting straightforward later.

Disease-specific trial guidelines say the same thing in practical terms. The International Headache Society guidelines for preventive migraine trials (Cephalalgia, 2020), for example, recommend monitoring adherence through medication counts, inspection of injection devices, electronic diary reminders and smart packaging.

Methods compared

Pill counts, diaries and electronic caps

No method is perfect, and the honest choice depends on the drug, the endpoint and the budget. Returned pill counts are cheap, objective about the bottle and easy to audit, but they cannot tell you when tablets were taken, and a participant who discards tablets before a visit looks perfectly adherent. Unreturned bottles leave gaps that have to be handled by rule.

Participant diaries record each dose with a date and time, show patterns such as weekend gaps, and capture reasons for missed doses. They depend on honesty and memory, so they tend to overstate adherence, which is why a timed phone diary with a completion window beats a paper sheet filled in the night before the visit. A ready-made medication adherence and response diary covers dose timing, missed doses and reasons.

Electronic caps, such as MEMS caps, record each bottle opening with a timestamp. They show dosing patterns well, but an opening is not an ingestion, they add cost and logistics, and some participants decant tablets into pill organisers. Drug or metabolite levels in blood or urine, where an assay exists, give biological confirmation at the price of a sample and a laboratory.

Adherence methods at a glance
MethodShows dose timingObjectiveMain weakness
Returned pill countTablets discarded before the visit
Phone diarySelf-report overstates adherence
Electronic capOpening is not swallowing
Drug level in blood or urineCost, assay, short window
Many trials pair a count with a diary

The calculation

Worked example: one dispensing interval

Twice-daily dosing, one bottle of 60 tablets dispensed on day 0 and returned on day 28.

QuantityValueHow it is defined
Tablets dispensed60From the dispensing record
Tablets returned9Counted by the site with the participant
Tablets reported lost1Participant report, recorded separately
Tablets presumed taken5060 − 9 − 1
Days in interval28Return date minus dispensing date, rule for the return day stated in the protocol
Tablets expected562 per day × 28 days
Adherence89%50 ÷ 56 × 100, inside an 80% to 120% range

Some protocols exclude lost tablets from the numerator, as here; others treat them as not taken. Decide once and apply it in analysis. Values above 100% usually mean extra doses, a counting error or tablets taken from another bottle.

eCRF design

Designing the compliance form

Record counts, not percentages. The site enters what it can verify (bottle or kit number, dispensing date, number dispensed, return date, number returned, number reported lost) and a coded reason for missed doses. The percentage is then calculated the same way for every participant, instead of each coordinator working it out on a calculator with slightly different rules for the return day.

Participants often hold more than one bottle at a time, return bottles at different visits, or bring back an empty one and forget another. A repeating table section, with one row per bottle or kit, handles this cleanly, and each row carries its own field-level audit trail with timestamp, user, old value, new value and reason for change. When a monitor finds that a count was wrong, the correction is visible rather than overwritten.

Edit checks catch the errors that matter while the participant is still in the room. A rule on returned tablets (no more than the number dispensed) and a rule that the return date falls after the dispensing date each raise an auto-query when broken, and a reason field that appears when tablets are reported lost keeps the explanation on the form. See edit checks software for clinical trials for how the rules and query messages are set up.

If you want a percentage on the form

Capture's calculated fields cover a fixed set of clinical formulas (BMI, eGFR, QTc and similar), and adherence % is not one of them. If the protocol needs the site to act on adherence at the visit, for example to counsel a participant below 80%, have the site enter the percentage from its compliance worksheet and attach a range edit check, so a value outside 80% to 120% raises an auto-query asking for the reason. The analysis still recalculates it from the counts.

Build the compliance form and break it on purpose

Add the count fields and edit checks in the free sandbox, then enter a returned count above the dispensed count and watch the query appear.

Build your adherence forms free

In Capture

Where kit accountability ends and the pill count starts

Capture's inventory module follows each kit from shipment to destruction. Kits are proposed by earliest expiry, each dispensing is linked to a visit and committed under an electronic signature, and dispensing units per kit are supported. Returned kits are recorded as used or unused and reconciled by the monitor, and the drug accountability report reconciles what was shipped, dispensed, returned and destroyed. Blinded roles never see the treatment arm. The IMP inventory and drug accountability page describes the full kit lifecycle.

That tells you which kit went to which participant and whether it came back. How many tablets were inside a returned bottle is a clinical observation, so it lives on the compliance eCRF next to the visit data, linked by kit number. Keeping the two together in one system and one audit trail removes the usual reconciliation between a pharmacy spreadsheet and the EDC.

Between visits, a short phone diary can record each dose, with reminders by email or SMS and a completion window so doses are logged on the day rather than reconstructed. At the visit, the site compares the diary with the returned count; large differences are worth a conversation and a note. For randomisation and supply together, see RTSM software for clinical trials.

Before first dispensing

Adherence data checklist

Formula in the protocol

Numerator, denominator, return-day rule and treatment of lost tablets.

Adequate range defined

For example 80% to 120%, and what happens outside it.

Unreturned bottles handled

Rule for missing returns stated before data arrive.

Counts recorded, not estimated

Dispensed, returned and lost as numeric fields per bottle.

Edit checks on impossible values

Returned above dispensed, return before dispensing.

Second method chosen

Diary, caps or drug levels where the endpoint needs dose timing.

Kit records linked

Kit number on the compliance form matches the dispensing record.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

How is medication adherence calculated from a pill count?

Tablets dispensed minus tablets returned (and, by protocol rule, minus tablets lost), divided by the tablets expected over the interval, times 100. Expected tablets are the prescribed daily dose times the number of days.

What adherence threshold do trials use?

Many protocols treat roughly 80% to 120% as adequate, but the range is a protocol decision. Define it, and what happens outside it, before the first dispensing visit.

Are pill counts reliable?

They are objective about what left the bottle but cannot show when doses were taken, and discarded tablets look like adherence. Pairing a count with a diary or electronic cap gives a fuller picture.

Does Capture calculate adherence automatically?

No. Adherence % is not one of Capture's calculated fields. Record the counts and derive adherence in analysis, or have the site enter its worksheet value with a range edit check that raises an auto-query.

How are multiple bottles per visit recorded?

With a repeating table section: one row per bottle or kit, each with its own field-level audit trail.

Does Capture connect to electronic pill caps?

This page describes no cap integration. If you use caps, enter the summary values the cap vendor reports on a site form, or analyse the vendor file alongside the study export.

Can I try it?

Yes. The free sandbox includes every feature, including inventory with sample kits. No credit card; you pay only when you go live.

Adherence from data, not estimates

Counts, kits and diaries in one study with one audit trail. Free sandbox, no credit card, pay only when live.

Build your adherence forms free