May 9, 2019

Are You a Global Medical Device Manufacturer That Is Tired Of Multiple Regulatory Audits? Consider Transitioning To The MDSAP Single Audit

Author: Dr. Suzanne Broussard

MDSAP as a Single Regulatory Audit 

The Medical Device Single Audit Program (MDSAP) is now in year three of voluntarily allowing medical device manufacturers to satisfy requirements of multiple regulatory jurisdictions with a single audit. Understanding the basics of MDSAP is the first step to determining if this is right for your organization.  

Device manufacturers are starting to accept this more harmonized auditing program, with over 2,700 manufacturers having undergone an MDSAP audit as of December 2018 (Figure 1). The significant increase in audits in 2018 reflects Health Canada’s hard deadline of January 1, 2019 for device manufacturers to comply with MDSAP in order to sell medical devices in Canada. While there were plenty of concerns about the transition, Health Canada received over 3,000 MDSAP certifications or transition submissions accounting for 90% of medical manufacturers operating in Canada. The remaining 10% are companies with very low or no sales, meaning they may likely pull out of the market.  

Several early adaptors are lauding the MDSAP program for saving time and limiting company resources needed for auditing agencies. These outcomes are in line with IMDRF’s primary goals for creating MDSAP, which are to “…jointly leverage regulatory resources to manage an efficient, effective, and sustainable single audit program focused on the oversight of medical device manufacturers.”  

If you are one of the many medical devices manufacturers that have not yet embraced MDSAP, industry experts suggest it is time to get started! This single audit via MDSAP provides an opportunity for companies to reap the benefits of reduced audits from agencies in multiple jurisdictions if they sell products in participating countries. 

Keep in mind that MDSAP does not place a single new requirement on device manufacturers. What MDSAP does is place requirements on the Auditing Organizations (AOs) dictating how to consistently perform an audit. Essentially, AOs are approved by regulatory agencies to perform audits after a rigorous process to prove competency. These AOs are charged with performing the audit in a manner that is consistent and predictable while giving a high degree of confidence that the manufacturer is in complete compliance.   

Participating Countries in MDSP
Participating Countries in MDSAP

FDA Touts the Benefits of MDSAP 

Even regulatory authorities like the FDA are promoting the many benefits of MDSAP. 

  • MDSAP routine audits are announced in advance by the scheduling AO and have a pre-established duration. 
  • Manufacturers have one full month to respond to AOs for critical nonconformities (grade 4 and 5) compared to only 15 working days after an FDA inspection. 
  • MDSAP Certification documents may provide a marketing advantage. 

Is Your Organization Ready to Transition to MDSAP?  

Some companies that have gone through the process claim that they found the process easier than going through an FDA audit once they embraced MDSAP. Why? Because, the MDSAP audit is performed in a specific order that is predictable and clearly outlined. This approach is very different than an FDA or ISO audit, which are much less predictable. Company testimonials on the FDA MDSAP site claim transition to MDSAP save costs internally with less disruption.  This sentiment is shared by other industry leaders who applaud the prescriptive nature of the MDSAP audits. 

There are no surprises at MDSAP audits  

IMDRF provides device manufacturers with everything required to understand and prepare for MDSAP. A plethora of resources that explain the program in more detail and help prepare for an MDSAP audit are available on FDA’s website. Best of all—they are free! 

The most helpful resources are the MDSAP Companion Document and the MDSAP Audit Model.  

  • Both these forms provide detailed information that directly corresponds with the MDSAP audit.  
  • There is a section in the documents to explain what should happen at each step of the audit.
  • Requirements are asked by auditors in the order presented and the flow does not vary allowing the manufacturer to better plan the audit.  

If your organization sells medical devices in multiple participating countries and already maintains a high level of compliance, transitioning to MDSAP is worth considering.  

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April 16, 2019

Successful Networking in 2 Easy Steps

Author: Ashley Self

When you work as a freelance medical writer, it’s easy to feel isolated. You likely work alone, and the nature of your work requires intense focus. And that’s fine…while you are working. But what about when you are looking for your next project? Or, if you are new to the medical writing field? The solitude that serves you so well while you are writing doesn’t foster a great network of colleagues, mentors, and potential employers—and it’s this network that helps push your career forward, expand your knowledge and refer you to new work opportunities.

According to a MarketWatch report, several segments of the global healthcare regulatory affairs outsourcing market are projected to increase on average more than 13% annually between 2017-2025. Use the following networking tips to ensure you have a share of this growing market moving forward. 

Step 1: Make Yourself Easy To Find

Building and maintaining your online identity or personal brand may not feel like networking, but it forms the main touchpoint for all your future networking efforts.

Build a personal website

With the availability of easy-to-use website building platforms, anyone can have a professional, well-designed website live in a matter of hours. Be sure to use your full name and keywords (like medical writing, CER writing, medical regulatory writing, as well as listing your areas of specialization) on your home page. You can use the other pages to feature links to work samples, testimonials or a list of companies you have worked with, a detailed bio of your experience and education, and even a blog that you update periodically (regular, keyword-optimized updates to your website make it more likely to be found in online search queries). Do an online search and review the websites of other medical writers to see what works.

Fill in the details of your online profiles

Simply having a LinkedIn or other professional networking profile isn’t always enough. According to Undercover Recruiter, including a professional headshot; writing a comprehensive, keyword-optimized headline and summary; and including specific keywords in your job history and skills overview may give your profile an edge.

Clean up your social media profiles

Most employers do a Google search of a prospective candidate’s name before they hire. Have you Googled your name? Now is a good time to find out what hiring managers might see. It is also wise to keep separate social media accounts for your personal and professional endeavors. Check the privacy settings of your personal accounts to make sure you are only sharing that information with trusted friends, not the general public. For your business social media profiles, use a professional profile photo and make sure your posts represent you as a job candidate.

Create a weekly blog

Finding time to write a blog in addition to working full time might sound like a stretch. But blogging can offer benefits that static websites and online profiles don’t—regularly updated content that can be found by search engines. Your weekly blog post doesn’t need to be a four-page research paper about the specifics of a new medical procedure. It can be a short five to ten paragraphs about something new in the industry that you find interesting. Just be sure to include keywords in the blog title and body. 

Step 2: Network Online and in Real Life

Now that you have a comprehensive online identity, it’s time to start making connections. 

Start with social media  

Most people find online networking less intimidating than networking in person. That makes it a great place to start. According to a Harvard Business Review article by Doug Camplejohn, VP of Product Management at LinkedIn, the best practices of online networking are:

  1. Focus your inquiries on your peers, rather than upper management. While upper management has the most sway, they may not have the time to reply. Fostering relationships with your peers will ensure you have a nice network of colleagues that grow with you as you move up.
  2. Be brief and try to find a common ground. Maybe a peer shared an interesting article or studied at the same school as you. These make for nice icebreakers and set you apart.
  3. Ask a question rather than make a pitch. Inquiring what path led someone to their current position is a nice way to spark up a conversation, particularly if you are looking for a mentor. Save the pitch for later in the conversation.

Follow us on LinkedIn and Twitter to get more tips on better management of your online presence.

Join online groups and organizations

There are several regional and international associations dedicated to the medical regulatory and writing industry. Most of them boast thousands of members and offer valuable training resources and industry updates. Once you join, try to find members in or near your geographic location. As a freelancer, much of your work may originate in a city far away, however, it’s still nice to have local contacts. Similar to making contacts via social media, you can comment on other users’ posts to introduce yourself, or generate a post of your own. Maybe ask a Word formatting question or initiate a discussion on best quality control practices—something that is relevant to your work but doesn’t cover subject matter people might be uncomfortable discussing publicly online. Alternatively, you can share an article you found interesting. Finding and joining active groups on LinkedIn is also recommended. Below is a list of well-respected organizations:

Attend conferences   

The above organizations host annual conferences that are attended by most major players in the industry. Now that you have a handful of online contacts, make a plan to attend a conference together or meet up at their booth. A couple of weeks before the conference is also a great time to ping organizations you are interested in working with to see if you can set up a specific time to meet with them during the conference to learn about their needs. Bring several copies of your business card and a short (half or full page) bio that includes a photo and your most relevant experience and training.

The Net Gains of Networking

Networking is usually a slow process. Think of it as forming a friendship. Friendships offer value to both parties and your networking efforts should do the same. Once a relationship has formed, foster it through regular contact. You can share some wonderful tips that have worked for you. Or maybe reach out for some advice on how to handle a complicated data set. Finally, when you move up the chain and you receive a query from a newbie writer, remember to offer them the same kindness you received all those years ago and give them a hand up.

We are constantly sharing information to keep you updated with the regulatory landscape, and to keep you connected. Follow us on LinkedIn and Twitter.

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April 9, 2019

How the Best Medical Writers Master Quality Control

Author: Ashley Self

As a medical writer you juggle huge, complicated data sets from hundreds of source studies, analyze that data to draw conclusions and ensure all your processes meet regulatory guidelines. You simply remember all that information, right? Also, you’re perfect. You’ve never pasted a series of data into the wrong cell or misplaced a decimal point. Especially not after working ten hours straight to meet a deadline.

What’s that? You’re human?

Join the club. It’s only reasonable to anticipate an occasional error from a medical writer who is tasked with researching, analyzing, processing, and inputting large volumes of data and information. That’s why the best medical writing teams have built quality control protocols into their processes, starting from the beginning.

That’s right. Good quality control isn’t just proofing the final document before it’s submitted. It’s an ongoing process. Implementing the following best practices is the first step in a robust quality control plan.

Start with Templates

Working from document templates is a great way to save time and ensure formatting, naming conventions and document style guidelines remain uniform in a large document. (Have MS Word do the work for you) Templates allow you, the writer, to stick to content rather than constantly having to pull up formatting tools to make adjustments as you write. When the time comes for a final quality control proof, documents created from a template typically have fewer formatting corrections and also take much less time to review. As an added bonus, working from a template can also ensure that the document will translate into the final submission format without errors.

Stop and Review

Medical writing teams should also practice a “review as you go” approach to data extraction and writing. When adding a new data set to the document, comparing that data to the source data before moving on to the next section doesn’t take much time and can catch costly mistakes early. 

To make these early interventions run smoothly, new writers should be trained on how to properly use document templates and how to run mini quality control checks throughout the writing process. 

The Final Step

Even with the above protocols, in the end, a comprehensive quality control review by an independent quality control specialist is mandatory. This quality control specialist should have specific training on how to effectively review the final document based on general best practices and internal guidelines. During this final review, the reviewer will check all data against the data source; confirm that conclusions and findings are supported by the data; check for formatting, grammatical and style errors; verify all internal and external links and references; and confirm the content and structure meets regulatory guidelines.

Get a free copy of the quality control checklist

At this critical stage, it is important to maintain an audit trail of all changes and corrections recommended by the quality control reviewer. In addition to noting these changes through a tracking feature in the software, the reviewer should note major content issues in a separate report. As the original writer, you must then go through the final document and make the changes. If there is a major error you think was noted by mistake, you can explain your reasoning in the quality control report. When any major changes are made, you must also remember to review the related conclusions to confirm the data still verifies. At this point, any dynamic links within the document should also be broken.

While a quality control reviewer’s job may seem small compared to the medical writer’s, reviewing a document that is several hundred pages long and full of thousands of data points is a painstaking process. This is not something that can be dropped in their inbox a few hours before your deadline. Quality control review should be scheduled in your original project scope. After all, the quality control review ultimately upholds your stellar reputation and keeps all your hard work from being invalidated because of a small error.

Worried you may miss something? Download our Free Quality Control Checklist.

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April 2, 2019

9 Simple and Essential Microsoft Word Tools For Successful CER Writing

Author: Katherine Lalicker, Editor: Ashley Self

Managing your figures, tables, references, and so much more on a lengthy, complex regulatory document can seem impossible. Even seasoned medical writers struggle when trying to make changes or add content without breaking a document. Chances are, the tools you need already exist. Read on to find out how some of the simplest Microsoft Word tools can allow for smooth changes to maintain an organized, uniform document.  

Copy and Paste

CER documents need to be clear and uniform, which can make it difficult to pull content from one document to another without disturbing the style of the document. There are multiple paste options that allow you to either match the formatting of your document or paste text without any formatting. All options can be found under the Home tab on the toolbar in the copy and paste section. Two important functions for CER writing are Match Formatting and Keep Text Only

  • Match Formatting: Text is formatted to document content. 
  • Keep Text Only: All text formatting, including hyperlinks, are removed. This is useful when you want to remove all hyperlinks simultaneously. 

A well-designed template functions as a formatting blueprint for your document. While some companies may provide their own template, it is important to be able to create and establish a template to ensure uniformity through your work. With a good template, writers just need to insert the information.

Preset styles found in the Styles section of the Home tab help writers focus on content and quality. Found under the Styles Pane, styles can be quickly modified to match the formatting guidelines for your document. Once a style has been added, it will appear on the styles pane where you can select them when needed.

Styles Pane

Additional features such as an automatic table of contents and cross-referencing can also be added to a template. 

Useful Tip: You can save your formatting as a template by selecting File – Save As Template.   

Useful Tip: Formatting is a meticulous aspect of any complex document. To reveal formatting, click on the paragraph mark located on the Home tab and all formatting marks appear. This tool makes it easier to edit the formatting without losing content.  

Table of Contents 

In large, information-dense documents, it is counterproductive to scroll endlessly to find sections of interest. A well-done table of contents in MS Word makes finding specific content simple. This creates a link between corresponding titles in a table of contents instead of requiring a user to manually insert a cross-reference for each section. A table of contents is easy to insert, but users make some common mistakes that can affect the efficiency of the automated tool. 

Formatting styles are critical to creating a table of contents. Word provides preset automated table of contents options that require you to pick a style for each of your title types. You will notice that “Heading 1,” “Heading 2,” and “Heading 3” are located where the chapter titles and sections will be. Applying the corresponding styles, located in the Styles section, will determine the format of your table and which titles are linked. 

Table of Contents

Decide what text you want to be included on the Table of Contents and use either Heading 1, 2, or 3 – Go to ReferencesTable of Contentson the left side of the ribbon – Choose from the Automated Table of Contents options that are previewed

As a good practice, the table of contents must always be updated at the end of the writing process. Updating the entire table will revise heading changes along with page numbers. 

You can modify your table of contents by selecting the Custom Table of Contents option. Changes can be made to the table format and what you want to be included on the table in the dialogue box. 

Cross-referencing connects items within a document, similar to a hyperlink, for smooth navigation, which is useful in lengthy documents. You want to use this to ensure the reader can access information quickly without needing to manually search for it. The cross-reference tool can be used to link headings, footnotes, captions, figures, and tables to where they are in the text. Did you know that cross-references can be updated just like the table of contents? Updating is crucial because content is constantly moving around the document from page to page.

To insert a cross-reference, go under the Insert or Reference tabs, and choose the type and caption.  

Insert tab: Insert – Link – Cross-reference

References tab: ReferencesCross-reference

An added benefit to using cross-reference is that it will actively change based on the output. If a document is printed, the cross-reference will change to tell the reader where the content is in printed form.  


When pulling tables from PDF documents onto a Word file, a simple copy and paste doesn’t always do the job, requiring the writer to recreate the table. These tables can include important information on instructions, uses of the product, and complex clinical data. 

Once you insert a table, use the table Design and Layout tabs to quickly customize a table. The preset styles are a good place to start and can be altered by selecting the menu under Modify Table Style. A modified style can then be saved so it is available anytime you need it.     

Table Properties

A split table can cause confusion, especially when a large amount of information is being presented. To resolve this, we can go under the Table Properties and select Repeat as header row at the top of each page to make sure the headings of the table show up if a large table splits across pages. Additionally, by unchecking the box for Allow row to break across pages, you can also prevent a row from splitting up.

Headers and Footers 

It is common for a company to want their logo and additional information included on the top and/or bottom of a document’s pages. Headers and footers are integral to any document for this reason and include features that can make editing them easy.  

Once you have opened the header and footer edit option, either by double clicking one or choosing the option to insert one, the Design tab appears. Here you can choose style, formatting, and content you want to be included in your header and footer. 

  • Adding a Logo: The easiest way to add a company’s logo is to select Picture From File. Once you have chosen an image, you can edit it the same way you would in the body of the document. A large image will automatically adjust the header or footer length. 
  • Date & Time: This option allows you to automatically add the date and time with multiple format choices.
  • Text Location: Users have the option to place text in the center, the left, and/or the right of a header and footer. This is useful if you have multiple sets of information you need to include in one space. 

Headers and footers, like page numbers, can be excluded from the first page. 

Page Numbers

Including page numbers is critical in any long document, but there are other benefits to using them in technical writing. Page numbers can be used in cross-referencing when the text is referring to information found on a specific page. Page numbers can also be modified to fit the needs, and style, of your document. 

By default, a number will always appear. However, you can unmark the box that reads Show number on first page when you are first inserting page numbers. This will turn the second page into “page one” of the document, a useful tool for when you have a cover page. 

Tracking Changes 

Many people will likely be reviewing your document, which is why the ability to track each user’s activity on a long document is so important. Word provides tools for tracking changes, edits, and comments. These tools are useful when one or more people are reviewing/editing a document. All of this can be done under the Review tab.

Track Changes
Track Changes

Changes can be tracked by clicking the Tracking menu – turn on Track Changes. Comments can be inserted by selecting New Comment.

All changes and comments will appear on the side of the page and indicate what has been changed in the document and comments that have been made. 

Useful Tip: The Navigation Pane makes it easy to view changes and comments. In addition, it includes a tab where you can view your table of contents and click through it without needing to scroll back the top of the document. The Navigation Pane can be made visible under the View tab. 

Page Orientations 
Section Break
Section Break

Clinical Evaluation Reports (CERs) often include figures and tables that do not always fit on a regular, portrait-oriented page. Page orientations can be found in the Layout tab. If you have a table or figure that is too wide for one page, it is possible to change the orientation of that single page to Landscape.

  • Go to the Layout tab – Click on the Breaks menu – Select Next Page under Section Breaks (this is not the same as a page break) – Select Landscape under Orientation
  • Once you are finished, you can insert another section break and return the orientation of the following page to portrait. 

Adjusting the orientation to fit specific content saves time and ensures you do not need to alter or potentially lose important information.

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March 25, 2019

6 Project Management Secrets Used by Top Medical Writers

Author: Ashley Self

I bet when you became a medical writer, you didn’t imagine most of your time would be spent on managerial tasks that don’t involve writing at all. According to one prominent medical writing consultant, most medical writers spend 60% of their time on writing and 40% on project management. As you have likely discovered, the skills required of today’s medical writers go beyond subject matter and regulatory expertise. Given the size and scope of most medical writing projects, this is no surprise. If you find yourself overwhelmed by the project management oversight needed for large projects and overlapping projects involving multiple writers, you’re not alone.

2017 Project Management Institute study found most project management initiatives fail for a handful of reasons: 37% fail due to a lack of clearly defined and/or achievable milestones and objectives to measure progress, 19% break down because of poor communication and, similarly, 18% fail due to lack of communication by senior management. While no project can be made absolutely foolproof, seasoned medical writers have learned to rely on advance planning and adherence to certain basic guidelines to ensure their projects run smoothly.

For your next project, once the project liaison has met with stakeholders to nail down the scope and budget, use these six key tactics to ensure your next medical writing job runs smoothly and meets the necessary requirements.

1. Create and stick to a detailed project matrix.

Tempted to throw your project calendar out the window after a series of missed deadlines? Consider using a comprehensive project scope and calendar matrix. The matrix should be the product of a detailed meeting with the project stakeholders and leads on both sides, and highlight who is in charge of what deliverables, who is responsible for signing off on that material, and clear deadlines for each. Each section of the matrix should call out not just final due dates from the writers, but also how long the principals have to review submitted sections and how long it should take to make final revisions. 

It takes quite a bit of work just to build a matrix that will cover the extensive information required for most medical writing projects, and, as you know, things come up during any project that require flexibility and reworking of the matrix: new data is released and has to be worked in, other data is held up in final review, a principal plans a vacation when they were scheduled to review their section, etc. Therefore, in addition to the matrix, you should also have contingency plans in place for when things go awry.

2. Communicate.

As a lead writer on a large project, you likely manage multiple writers and also interface with a principal contact on the stakeholder side, or, in some cases, the stakeholders themselves. Having the ability to communicate effectively with both is a valued skill.

Communications with stakeholder representatives should be kept to a minimum. Unless there is an urgent issue that will substantially affect sensitive project timelines, batch any news or concerns into periodic updates. Sensitive issues should be handled over the phone.

Within your own team, clear, detailed communication is key for keeping the project running smoothly. Create an internal email group or chat platform for each project so that those writers are privy to all project-related correspondence. 

For communications with both stakeholders and internal writing teams, taking the time to generate a file of email templates prepared for various scenarios will streamline your communication process and ensure key questions/points aren’t inadvertently left out in the heat of the moment. Make the email subject lines very clear and don’t be afraid to call out that an RSVP is required urgently. To make the body of the email skimmable, write a short summary of what the email requires and use bullet points and bold text to highlight key points.

Finally, don’t be afraid to pick up the phone. Sometimes a quick call can subvert a lengthy email exchange.

3. Customized document/version management.

There are two ways to manage changes and updates to large medical regulatory documents: use/update one dedicated document and reconcile changes manually or via the application’s automated tools; or, use a secure, cloud-based application that allows changes from multiple sources in real time. Either way, sufficient time must be spent ensuring all changes were made correctly, and also that the changes did not upset the document’s formatting. When reviewing changes to a section using a tracking feature, be sure and do a final review of the section with all the highlights turned off to make sure the formatting hasn’t shifted, and verify that the sentence structure is in tact.

4. Build-in writer training.

One of the lead writer’s lesser-known skills is new writer training.Certainly, you don’t have substantial time to sit down with each new writer as they come on board and walk them through basic SOPs. A database of graduated training materials can get new writers up to speed on company processes, style-sheets, use of document templates, and other standard procedures. That leaves more time for you to give new writers valuable feedback and answer specific questions as they are introduced to new projects. 

5. Streamline quality control with style sheets.

Proofing and fact checking a near 300-page document can be arduous, and, in fact, most lead writers report spending a large percentage of their time on the task. While there’s no real way to speed up a read-through of the entire document, checking the document against a predetermined style sheet can make locating errors in naming conventions, broken formatting, and missed template fields much quicker. Using the “Find” command for red-flagged terms and template <<field>> terms can help you catch many things before you even begin the proofing process. A style sheet can also call out known areas of concern so that writers can review those sections more effectively.

While this process can be time consuming, it reflects well on your company’s reputation to submit documents for stakeholder review with these errors resolved.

6. Post-project review.

The best time to identify holes in your workflow is right after a project is completed. Budget in the time for a sit down (or web conference) with your principal and your writers and download all that went right or wrong with the project. This may seem redundant, but it is a step that will inform the schedules/planning of future projects and also help you build contingencies based on real scenarios while they are still fresh.

White Paper

For more regulatory writing strategies, download our 10 Strategies to Build Efficiencies in Your Regulatory Writing Processes

Criterion Edge (CE) employs top talent in the regulatory business to deliver high quality medical/regulatory writing and clinical safety services to the pharmaceutical and medical device industries. Members of the CE team enjoy support from our project managers, support staff, and ongoing training programs to keep them up-to-date on the latest regulatory guidelines. Interested in being a part of our team? Check out our current openings.

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