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Report from the Task Force on Surgeon-Industry Relationships in the Discipline of Orthopaedic Surgery

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Recognizing the need for guidelines unique to the discipline of orthopedic surgery, the American Orthopedic Association (AOA) established the Orthopedic Surgeon-Industry Relations Task Force in 2010 under the auspices of its Orthopedic Institute of Medicine. The OIOM Task Force recognizes that there is a financial conflict of interest in the discipline of orthopedic surgery. The discipline of orthopedic surgery must maintain its autonomy and self-regulate by educating its trainees and young professionals about core values ​​and.

Professor and Chief of Service for the Department of Orthopedic Surgery, Washington University School of Medicine. The development of new devices and implants in the field of orthopedic surgery relies heavily on the input of the surgeons who implant the devices. The challenge facing the discipline of orthopedic surgery is to maintain the undeniable value of surgeon innovation, research and inquiry.

To that end, the discipline of orthopedic surgery must maintain its autonomy and self-regulate by educating its trainees and young professionals in the core values ​​and principles of. Recognizing the need for guidance unique to the discipline of orthopedic surgery, the AOA established a Task Force on Orthopedic Surgeon-Industry Relations in 2010 under their OIOM auspices. The task force also focused on surgeon-industry relations related to orthopedic surgeons primarily engaged in private practice or employed by AHASs.

The Task Force developed the following overarching principles to guide the discipline of orthopedic surgery as it navigates relationships with industry.

Professionalism and Integrity

Therefore, the Task Force developed specific guidelines that define and delineate the relationships with industry that are essential to improving the quality of care for patients and other guidelines aimed at eliminating relationships that appear to be gratuitous and largely self-service. An unwavering commitment to professionalism and integrity forms the basis for avoiding unethical relationships with the industry.

Independence from Industry Influence

Transparency

At the 2010 AOA annual meeting (San Diego, CA), 119 orthopedic surgery residents were surveyed to examine their perceptions of orthopedic surgeons' relationships with industry, particularly in the context of their residency programs. Purchasing decisions should be based on a balance of optimal patient outcomes and cost and should meet the needs of the institution and the population served. Decisions about patient care should be based solely on the best interests of the patient and not on the benefits derived by the provider or institution.

Regardless of the role, payments made to the surgeon that are generous and disproportionate to the work required have marketing objectives designed to increase sales. However, it is the responsibility of the discipline of orthopedic surgery to strive to end its over-dependence on the supplementary income from which it derives. Neither the institution nor the surgeon-inventor should receive royalty payments for using the invention on their own patients.

Training personnel should have significant documented expertise in the safe and effective use of the product or equipment. The Task Force recommends and encourages use of the third-party model for funding orthopedic GME. However, some of the smaller companies are not willing to finance GME using the hands-off third party model.

The Task Force recommends and encourages use of the third-party model for funding all subspecialties of orthopedic GME without exception. Participation in a course should be at the discretion of the program director if he/she feels that the educational experience offered is not offered by the program and is in the best interest of patient care and the resident's or fellow's education. These payments should be commensurate with the time and effort of the staff and the material required, including the professional efforts of the principal investigator and co-investigators.

The Task Force favors the development of a central disclosure repository to be used by all orthopedic organizations, rather than each organization developing its own separate disclosure database. In the case of financial conflicts, the dollar amount of the conflict is relevant and should be similarly disclosed. The institution (hospital or surgical center) must monitor, manage and document the credentials of the healthcare industry representative; this should not be the responsibility of the orthopedic surgeon.

These interactions may occur in the operating room, or outside the operating room in various activities, such as pre-operative planning conferences or Grand Rounds. The surgeon must emphasize that the presence of the healthcare industry representative is supportive and advisory, and that the representative is not directly involved in the procedure, is not a teacher to the professional surgical team, and is not present in the operating room to serve sales or.

Active Management of Industry Relationships

Of particular concern to the Task Force is the role of the orthopedic surgeon as a "product development consultant" and the potential for abuse in this relationship. The condition of royalties should be limited and never extend beyond the lifetime of the product. Many companies now limit royalty payment terms to 5 to 7 years, occasionally with the option to renegotiate at the end of the term if there is a legitimate reason to do so (ie the IP is still relevant in the market).

Companies then calculate and pay the royalties based on their financial accounting of the relevant sales. A contractual agreement must provide for the specific and detailed identification of the IP for which the surgeon will be paid royalties by summarizing the patent number, patent application serial number or copyright registration number. In these situations, as with patented products, it is important to document the specific contribution of the IP.

The recognition can be in the form of recognition by the president of the organization to the sponsors from the podium, inscriptions in Each author should contribute enough to the work to take public responsibility for relevant parts of the content. The recommendations of the OIOM task force are designed to protect the core values ​​of the discipline of orthopedic surgery by emphasizing the need to reaffirm and strengthen professionalism and integrity among its members.

Orthopedic surgeons involved in successful product development activities that transfer genuine intellectual property and pay royalties for use of the property must ensure that neither they nor their partners further profit from their patients. Industry relationships are necessary, valuable and productive when they are ethical, transparent, and properly managed with recognition and respect for the very different values ​​and missions of the profession and industry. The inventor receives royalties and/or licensing fees for use of the patent.

Royalties could only arise if the contribution is substantial and based on clearly defined standards for the evaluation of the contribution and. After product launch, he may become a fee-for-service professional education consultant (see below) to teach other surgeons how to use the product. Fee-for-Service Marketing Consultant: Hired as a fee-for-service consultant to provide input for the company's marketing department ie. voice of customer surveys, market demographics, market needs, opinions or results of competing products in the market, etc.

Royalty payments: Royalties are the payments made to the owner of the IP (e.g. orthopedic surgeon or her/his institution) by the person(s) (e.g. device company) licensed to commercialize (or further develop) the invention step) research and development). No No No No No Roberts, PhD No No No No. Maintaining trust in the surgeon-patient relationship: challenges for the new millennium.

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