WHAT DOES A CLINICAL SPECIALIST DO?
Published: July 16, 2024 - The Clinical Specialist assesses patient health conditions and medication profiles to optimize outcomes, closely monitoring therapy goals and documenting all pertinent activities. Responsibilities include participating in professional development, research, and contributing to clinical effectiveness through performance improvement activities. This role also entails preparing and supporting educational events and serving as the primary contact for customer inquiries, ensuring readiness for all aspects of clinical presentations and training.
A Review of Professional Skills and Functions for Clinical Specialist
1. Clinical Specialist Duties
- Post-Surgery Review: After surgery, review with surgeons and staff the results of the product evaluation relative to pre-set expectations for product performance and advantages.
- Evaluation Reporting: Submit a briefcase summary of the evaluation and surgeon comments to the sales rep, sales manager, and product manager.
- Training Support: In conjunction with the sales rep and OG customer service, support training of hospital staff on the installation of capital equipment after purchase.
- Clinical Support: On a special-need basis, provide ongoing clinical/technical support to hospitals in addressing any product performance questions or concerns.
- Educational Resource: Serve as an educational resource to the sales & marketing team by regularly reporting on team conference calls (and with written distribution) key learnings from surgeries and other sources.
- Training Assistance: Assist Clinical Training Manager in educating and training new Clinical Specialists and sales personnel.
- Tradeshow Support: Provide support at tradeshows as determined by the Marketing and Clinical Program Manager.
- Product Testing Support: Provide support for new product testing and feedback from customers to the Marketing department.
- Product Development Assistance: Assist with the development of new products through field testing of prototypes and providing technical feedback to the R&D team.
- Quality Feedback: Provide feedback to Quality/Regulatory on product concerns or complaints from the customer as well as improvement suggestions when given.
2. Clinical Specialist Details
- Team Collaboration: Work with Education, Marketing, Sales, and Support teams to ensure the delivery of a consistent and effective training experience to customers and dealer partners.
- Event Management: Oversee event parameters including scheduling, educators, course content, and online applications.
- Clinical Education: Provide clinical education and support for pre-and post-customer activities in a professional, complete, and courteous manner.
- Course Leadership: Lead or coach Planmeca Digital Academy advanced and basic courses in classroom, dental office, or lab environments.
- Event Scheduling: Work with sales, marketing, and education to schedule events based on needs and available resources.
- Training Development: Assist in evaluating, recommending, and implementing new tools, training materials, presentations, special projects, techniques, and delivery platforms for training and communication.
- Content Coordination: Work with cross-functional groups to ensure that training content and supporting information are up to date and feedback to participants remains consistent throughout the department/company.
- Event Planning: Prepare and execute a detailed outline of event procedures for setup, the attendee experience, and completion of events.
3. Clinical Specialist Responsibilities
- Vendor Coordination: Communicates all space and vendor needs to department heads and coordinates with facilities.
- Vendor Communication: Maintains communication with any outside vendors or speakers contracted for events, ensuring requirements are accommodated.
- Team Management: Develops and manages a team of contractors and/or employees to assist where needed for training.
- Record Keeping: Compiles accurate records of training and events.
- Expense Reporting: Maintains accurate records of expenses and completes expense reports in a timely manner.
- Compliance Adherence: Maintains and follows proper compliance and quality systems requirements.
- Sales Support: Assists sales team with clinical demonstrations.
- Post-Sales Assistance: Provides assistance to Customer Support (post-sales) and Integration (implementation) teams for clinical application and product training initiatives, as well as performing support and integration activities as needed, after completion of related training.
- Sales Training: Acts as Presenter/Coach for sales programs (e.g., Open Houses, Previews, Trade Shows).
- Policy Adherence: Adheres to company policies, procedures, and directives regarding standards of workplace behavior in completing job duties and assignments.
4. Clinical Specialist Accountabilities
- Communicates all space and vendor needs to department heads and coordinates with facilities
- Maintains communication with any outside vendors or speakers contracted for events, ensuring requirements are accommodated
- Develops and manages a team of contractors and/or employees to assist where needed for training
- Compiles accurate records of training and events
- Maintains accurate records of expenses and completes expense reports in a timely manner
- Maintains and follows proper compliance and quality systems requirements
- Assists sales team with clinical demonstrations
- Provides assistance to Customer Support (post-sales) and Integration (implementation) teams for clinical application and product training initiatives, as well as performing support and integration activities as needed, after completion of related training
- Acts as Presenter/Coach for sales programs (e.g. Open Houses, Previews, Trade Shows)
- Adheres to company policies, procedures, and directives regarding standards of workplace behavior in completing job duties and assignments
5. Clinical Specialist Functions
- Patient Assessment: Assess the overall status of the patient’s health condition and evaluates medication profile for optimal patient outcomes.
- Therapy Monitoring: Monitor therapy and goals of care. Document all activities and communication as appropriate.
- Professional Development: Participate in professional development and research activities.
- Clinical Contribution: Contribute to performance improvement, clinical effectiveness, drug use evaluation, and HSO/BJC committee activities.
- Educational Leadership: Participate in the education and training of pharmacy staff, residents, and students, and serve as a role model and mentor.
- Sales Support: Provide technical and application support for sales.
- Equipment Preparation: Prepare equipment for all courses, including computers, software, and hardware, leveraging support teams.
- Customer Interaction: Act as the first point of contact for customer inquiries from the field.
- Event Coordination: Arrange meeting space, visuals, and any other needs for an event.