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Writer's pictureSteven

Tips for Success When Shadowing Procedures

Below are my tips for success when shadowing procedures. I’m not (yet) an expert proceduralist, but by now I am an expert learner. Feel free to comment with more tips below!


The same rules apply broadly, whether shadowing in the OR, laser suite, L&D, outpatient cosmetic procedures, biopsies, laceration repairs, I&D, etc.


  • 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.

Have a different method that gets good feedback from preceptors? I’d love to hear about it!


Have advice to share with readers?

If you are interested in writing a post for the Road to Rank blog, please email steven@roadtorank.com.

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