CASE STUDY 3

Client Overview

An orthopedic surgeon conducting structured clinical evaluations of a new femoral stem design for hip arthroplasty approached MedSRED after hearing that his investigative work might be eligible for SR&ED incentives. His focus was on understanding real-world performance across a diverse patient population, examining biomechanical stability, surgical integration, and postoperative outcomes.

The Challenge

Despite methodical tracking of surgical procedures and outcomes, the surgeon had never explored the SR&ED program. He needed clarity around scientific eligibility and support documenting his research in a way that aligned with CRA definitions and expectations.

Our Approach

During a focused consultation, Andrew from MedSRED reviewed the surgeon’s objectives and protocols. It became clear that his comparative trials, iterative refinements, and postoperative assessments aligned with CRA’s definition of experimental development in a clinical setting.

A tailored SR&ED strategy was developed. Together, they gathered clinical protocols, research hypotheses, intraoperative adjustments, and long-term follow-up methodologies. MedSRED prepared technical narratives and cost schedules covering both the surgeon’s direct clinical research and supporting activities.

The full claim underwent internal audit by the MedSRED team to ensure accuracy, defensibility, and alignment with current CRA policies. Final versions were reviewed collaboratively before submission.

The Result

The total SR&ED refund secured: $94,974

With MedSRED managing the entire SR&ED process, the surgeon was able to focus on innovation in orthopedic care while confidently capturing the financial return on his research investment.

Think Your Work Might Qualify for SR&ED?

Whether you are refining surgical techniques or evaluating medical technologies, your clinical work may qualify. MedSRED is here to help you turn research into approved claims—clearly, confidently, and without the administrative burden.