Best Practices for Clinical Proctoring of New Technologies and Techniques

Authoring Organization

Publication Month/Year

March 30, 2022

Last Updated Month/Year

February 12, 2024

Supplemental Implementation Tools

Document Type


Country of Publication


Document Objectives

While medical proctoring is a longstanding practice beneficial with respect to training, it may also be associated with some risks to the patient, operator, proctor and host institution. These risks include, but may not be limited to, lack of appropriate equipment at the host institution, scheduling of inappropriate patients for proctored cases, and unclear medico-legal indemnification of the proctor. These potential risks have not been previously documented or described in the medical literature. The aim of this position statement of SCAI is to educate all parties of the potential risks involved with medical proctoring and to recommend best practices to reduce the potential for adverse events, misunderstandings, conflicts of interest, and unexpected medico-legal liability. While this document focuses on industry-sponsored proctoring of approved uses of medical devices, some aspects may be applicable to investigational devices and off-label use.

Inclusion Criteria

Male, Female, Adult, Older adult

Health Care Settings

Hospital, Outpatient, Operating and recovery room

Intended Users

Nurse, nurse practitioner, physician, physician assistant


Counseling, Management


training, new techniques

Supplemental Methodology Resources

Data Supplement