{"id":7757,"date":"2026-09-01T10:02:12","date_gmt":"2026-09-01T08:02:12","guid":{"rendered":"https:\/\/mediconomics.com\/glossar\/periodic-summary-report\/"},"modified":"2026-09-01T10:02:12","modified_gmt":"2026-09-01T08:02:12","slug":"periodic-summary-report","status":"publish","type":"glossary","link":"https:\/\/mediconomics.com\/en\/glossar\/periodic-summary-report\/","title":{"rendered":"Periodic Summary Report"},"content":{"rendered":"<p>The Periodic Summary Report is a vigilance reporting pathway agreed with the authorities for similar serious incidents involving the same product or product type. Instead of reporting each event individually, the manufacturer consolidates the cases in a Periodic Summary Report. The procedure does not change the obligation to perform root-cause analysis or implement safety corrective action; it changes only the method of submission.  <\/p>\n<h2>Exception to the principle of individual reporting<\/h2>\n<p>The procedure does not apply automatically simply because several reports appear similar. The manufacturer requires an agreement with the coordinating competent authority; other affected authorities are involved. It covers similar serious incidents involving the same specific product or product type. The content, format, and frequency of the report are defined for this scenario and therefore are not an internally selectable reporting format.   <\/p>\n<p>Consolidation is suitable for series of events where the incremental information gained from the next individual report is limited. However, it does not shift the manufacturer\u2019s responsibility. Each new case detail must still be assessed to determine whether it confirms the known pattern, indicates a different cause, or requires immediate escalation. A summary report is therefore a controlled regime for recurring situations, not a blanket simplification of vigilance.   <\/p>\n<h2>Prerequisites for consolidation<\/h2>\n<p>The MDCG identifies three typical starting points: the cause of the similar cases has been identified, a field safety corrective action has been implemented, or the events are frequent and well documented. \u201cWell documented\u201d requires more than a high number of cases. Risk management must make the case type and triggering factor identifiable; the manufacturer and the authority must be able to understand the clinical predictability based on the available data.  <\/p>\n<p>A new fatality, an unusual severity, or a deviating technical configuration can change the prerequisites. In such situations, it is not sufficient to withhold the information until the next reporting date. Those responsible for vigilance must assess whether the case still falls under the agreement or must be reported as an individual serious incident. A clear list of the included product variants prevents different risks from being impermissibly combined.   <\/p>\n<h2>Distinction from the post-market safety report<\/h2>\n<p>The Periodic Summary Report is a reporting pathway for specific serious incidents; it is not a report on post-market surveillance. The existing entry \u201cperiodic-safety-update-report\u201d refers to a different report type with a broader, periodic assessment of the safety data of a medical device. The similarity in names must therefore not lead to a shared data structure or a shared regulatory approval.  <\/p>\n<p>A PSR focuses on the agreed series of similar events and their development. Post-market surveillance documents, by contrast, evaluate sources such as complaints, literature, returns, corrective actions, and market observation in context. Findings from the PSR can feed into these documents, but they do not replace trend analysis or periodic safety evaluation. Conversely, a safety report does not make a PSR arrangement previously agreed with the authority unnecessary.   <\/p>\n<p>The agreed periodicity determines when the consolidated data are submitted; it must not be equated with the internal frequency of case review. Between two reports, the manufacturer must continuously assess new signals. The PSR should therefore present case numbers, affected lots or configurations, root-cause status, corrective actions taken, and the evolution of the known risk in a way that enables the authority to assess whether the agreement should remain in place.  <\/p>\n<h2>Relevance for clinical trials<\/h2>\n<p>If an investigational product already has experience from comparable marketing, recurring serious incidents may influence the risk assessment of a clinical investigation. Study documentation must communicate new or changed safety information to investigators and the sponsor in a timely manner. The operational team must not treat a case from an investigational site as routine solely because it belongs to a known series, as causality, product version, and patient course may differ in the study context.  <\/p>\n<p>Full-service CROs such as Mediconomics support the transfer of agreed PSR case categories into safety databases, the reconciliation of device deficiencies with vigilance cases, and the version control of risk information for investigational sites. Their medical writing and quality functions can coordinate periodic case presentation, case counting by product variant, and documentation of alignment with the authorities. <\/p>\n<p>Even after introducing a summary report, traceability of each individual case remains required. Without a case reference, date, product identifier, and the outcome of the causality assessment, it is neither possible to form a reliable case series nor to detect a deviation from the known pattern. <\/p>\n<h2>Frequently Asked Questions (FAQ)<\/h2>\n<p><strong>May a manufacturer consolidate similar cases without prior agreement with the authorities?<\/strong><\/p>\n<p>No. The summary report is an alternative reporting regime agreed with the coordinating competent authority. Without this basis, individual assessment and, where applicable, individual reporting apply.  <\/p>\n<p><strong>Which factor can call a PSR agreement into question?<\/strong><\/p>\n<p>An event that indicates a new harm pattern, a different cause, or a product configuration not previously included must be assessed separately. It may fall outside the agreed reporting scope. <\/p>\n<p><strong>Is a Periodic Summary Report a PSUR?<\/strong><\/p>\n<p>No. In regulatory workflows, both abbreviations refer to different documents. The PSR consolidates specific vigilance reports, whereas a PSUR evaluates safety data over a reporting period.  <\/p>\n<h2>Regulatory References<\/h2>\n<ul>\n<li>Regulation (EU) 2017\/745, Article 87(9) \u2013 enables an agreed summary report for certain serious incidents.<\/li>\n<li>Regulation (EU) 2017\/746, Article 82(9) \u2013 contains the parallel provision for in vitro diagnostics.<\/li>\n<li>MDCG 2023-3 Rev.2, Question 23 \u2013 describes the PSR as an alternative reporting procedure.<\/li>\n<li>MDCG 2024-1, Device Specific Vigilance Guidance Template \u2013 specifies how authorities handle product-specific vigilance issues.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Periodic Summary Report is a vigilance reporting pathway agreed with the authorities for similar serious incidents involving the same product or product type. Instead of reporting each event individually, the manufacturer consolidates the cases in a Periodic Summary Report. The procedure does not change the obligation to perform root-cause analysis or implement safety corrective [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"glossary-cat":[24],"class_list":["post-7757","glossary","type-glossary","status-publish","hentry","glossary-cat-medizinprodukte-ivd"],"acf":[],"related_terms":"","external_url":"","internal_reference_id":"","_links":{"self":[{"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary\/7757","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/types\/glossary"}],"author":[{"embeddable":true,"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/users\/10"}],"version-history":[{"count":0,"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary\/7757\/revisions"}],"wp:attachment":[{"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/media?parent=7757"}],"wp:term":[{"taxonomy":"glossary-cat","embeddable":true,"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary-cat?post=7757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}