Tips for Success When Shadowing Procedures

Stay out of the way for safety’s sake. Keep your head on a swivel (know your surroundings) and anticipate people and equipment moving around.

Always remember that you’re around expensive and dangerous equipment, and many procedures require a sterile field. Know where every part of your body is in proximity to the field and equipment.

Speak only when addressed or when you have a quick comment (e.g. building rapport with the patient over a common interest, sharing a helpful observation, reporting a safety concern). Speak confidently and briefly when it’s your turn.

Most questions can wait until outside the room unless specifically requested by attending. Write them down so you don’t forget.

Be present. No cell phone use, even for taking notes (use a notecard instead).

Take care of business ahead of time (food, bathroom, etc) to help keep your focus on the case.

Be mindful of your posture, both to convey attention/interest and also to save your back and shoulders!

Help out in ways that make sense. Help whenever asked, or on your own after making sure it is safe and appropriate to do so. Ask for clarification on a task if needed.

Stay vigilant throughout the entire procedure. Standing and watching can be exhausting, but you have to be ready to answer a question or move out of the way at all times.

Be friendly to everyone in the room, including staff and patient/family. Find an appropriate time to introduce yourself (if not done by attending) and say a warm goodbye/thank you.

After the procedure or at the end of the day, thank the attending for letting you shadow. Showing sincere appreciation gets rewarded in training and in life.