Technical Sales Representative how-to

How to Support a Surgical Case

Case support requires preparation and professionalism.

Updated By the Career Education Institute Curriculum Team
Quick answer

Case support requires preparation and professionalism. In short: confirm; prepare; arrive, then complete the remaining steps below.

Step by step

  1. Confirm hospital credentialing.

  2. Prepare devices and inventory.

  3. Arrive early and review the plan.

  4. Stay in your role and follow OR rules.

  5. Answer device questions.

  6. Restock and document.

Safety reminders for technical sales representatives

  • Follow hospital and OR rules
  • Comply with industry regulations such as the Sunshine Act
  • Never promote off-label uses
  • Drive safely between accounts

Territory · Key opinion leader · Case coverage · Formulary · Value analysis committee · Clinical data: see the full technical sales representative glossary.

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