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Free checklist for managers

A new orthopaedic rep’s first 30 days

A week-by-week onboarding checklist for new sales reps and product specialists in orthopaedic trauma: what to learn, what to watch, and what to sign off at day 30.

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A sales rep showing an implant to a nurse in a hospital corridor
A visitor badge on a lanyard

Before day one

  • Hospital credentialing started. Each hospital sets its own rules for vendor representatives (identification, immunisations, checks, its policy training). Start early: it is often what delays the first case.
  • A mentor named: an experienced rep they shadow for the month.
  • Accounts and kit ready: catalogue, surgical technique guides for the core products, the set lists.
  • Learning assigned: the course units below, with dates. On OrthoReady, invite them to your team so you can see their progress.
A closed medical textbook

Week 1 · The products and the rules

  • Learn the basics: bones, how breaks are held, screws, plates, nails and the set. Units 1–2
  • Read the surgical technique guide for the five products they’ll support most.
  • Complete compliance training: the industry code that applies (AdvaMed, MedTech Europe or MTAA) and company policy on gifts, meals and consulting. Unit 15
  • Ride along with the mentor outside theatre: hospital visits, the stores, the sterile services department.
Gloved hands counting instruments in a tray against a sheet

Week 2 · Theatre and the sets

  • Learn who does what in theatre, the sterile field, and what a rep may and may not do. Unit 3
  • Observe cases with the mentor (where credentialing allows), standing back from the sterile field.
  • Lay out and count a full trauma set; spot a missing or wrong item. Unit 13
  • Follow a loaner set through delivery, use, return, cleaning and sterilisation. Unit 9
A surgeon in theatre clothes, gloved

Week 3 · Depth: answer the hard questions

  • Materials, how the implants are made and how the factory checks them, so they can answer surgeons and nurses honestly. Units 4–6
  • Learn the main competing products and how ours differ, in plain, factual terms.
  • Know how to report a complaint or adverse event, to whom and how fast. Unit 11
  • Practise a two-minute explanation of the core product to the mentor.
A handshake over a signed agreement

Week 4 · Value, regulation and the first supported case

  • How the products are cleared to be sold, and why claims must match the label. Unit 12
  • How hospitals buy: value analysis committees, tenders, evidence. Unit 15
  • Support a first case with the mentor present.
  • Day-30 review with the manager (below).
A checklist on a clipboard

Day-30 sign-off

The new rep can, without notes:

  • Name every implant and instrument in the core set and say what it is for.
  • Count a set, and find what is missing.
  • Explain the sterile field rules and where a rep stands.
  • Report a complaint the right way, within the company’s deadline.
  • State the compliance rules for meals, gifts and consulting.
  • Show completed course units and compliance training for the training file.

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Educational material only, not regulatory, legal or clinical advice. Always follow the manufacturer’s instructions for use and your company’s procedures. Updated October 2026 · orthoready.co