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Across 12 modules • Updated May 26, 2026
Author
Sorena AI
Published
May 9, 2026
Updated
May 26, 2026
Custom-made medical devices under the EU MDR

What counts as a custom-made device under the EU MDR?

The definition turns on patient-specific design and prescription control. The device must be made in accordance with a written prescription from a person authorised by national law, the prescription must give specific design characteristics under that person's responsibility, and the device must be intended for one particular patient or user.

The exclusion matters: a mass-produced device that is only adapted to a professional user's requirements is not a custom-made device. A device mass-produced by industrial manufacturing processes under written prescriptions is also outside the custom-made definition.

  • Keep the prescription and evidence that the prescriber was authorised under national law.
  • Identify the patient or user by name, acronym, or numerical code in the Annex XIII statement.
  • Record why the device is not a mass-produced adaptable device or an industrially mass-produced prescription device.
Citations
Custom-made medical devices under the EU MDR

What statement and documentation must the manufacturer keep?

Before placing a custom-made device on the market, the manufacturer must follow Annex XIII and draw up the required statement. Article 21 also requires the device to be accompanied by that statement, made available to the identified patient or user.

Annex XIII requires documentation that lets competent authorities understand the design, manufacture, and performance of the device, including expected performance, so they can assess conformity. The manufacturer must keep the statement for at least 10 years after placing the device on the market, or at least 15 years for implantable devices.

  • Retain manufacturer and manufacturing-site details, authorised representative details where applicable, and device identification data.
  • Include the prescription-specific characteristics, the authorised prescriber and health institution where applicable, and the identified patient or user.
  • State conformity with Annex I general safety and performance requirements, and explain any requirements not fully met.
Citations
Custom-made medical devices under the EU MDR

How is conformity assessment different?

Custom-made devices do not follow the standard class I, IIa, IIb, or III conformity assessment routes used for non-custom-made devices. Article 52(8) points custom-made-device manufacturers to Annex XIII and the Annex XIII statement before placing the device on the market.

There is an added rule for class III custom-made implantable devices: in addition to Annex XIII, the manufacturer must undergo a conformity assessment under Chapter I of Annex IX or may choose Part A of Annex XI.

  • Do not use the custom-made route for ordinary configurable or adaptable catalogue devices.
  • Confirm whether the device is class III and implantable before deciding whether notified-body conformity assessment is required.
  • Keep the route decision with the prescription, classification rationale, Annex XIII statement, and manufacturing documentation.
Citations
Custom-made medical devices under the EU MDR

What PMS and vigilance evidence should be retained?

Annex XIII requires the manufacturer to review and document post-production experience, including PMCF where applicable, and to apply necessary corrective action. Serious incidents and field safety corrective actions must be reported under Article 87 when the manufacturer learns of them.

For class IIa, IIb, and III custom-made devices, Article 86 and MDCG 2022-21 treat the PSUR as part of the Annex XIII documentation. MDCG 2022-21 also states that custom-made-device PSURs may cover device groups or families if the manufacturer justifies the grouping.

  • Retain complaint, incident, field safety corrective action, PMCF, corrective-action, and benefit-risk review records.
  • For class IIa, IIb, and III custom-made devices, keep the PSUR with the Annex XIII documentation and justify any grouped PSUR family.
  • Link PMS conclusions back to the prescription characteristics, design rationale, risk management file, and manufacturing controls.
Citations
EU MDR significant changes FAQ: legacy-device transition and notified-body review

Which MDR changes need significant-change screening?

For MDR legacy devices, MDCG 2020-3 Rev.1 frames the test around two questions: does the change concern design or intended purpose, and if so is it significant under Article 120(3c), point (b). A significant design or intended-purpose change prevents continued placing on the market under the AIMDD/MDD transition route for that changed device; the manufacturer would need to place the changed device under the MDR route instead.

Screen intended-purpose changes, design or performance specification changes, software changes, substance and material changes, and sterilisation or sterile-packaging changes. Administrative changes, manufacturing-site moves, supplier changes that keep the same specification, and some QMS or process changes may be outside design or intended purpose, but they still need documentation and any agreed notified-body notification.

  • Intended purpose: extensions, new indications, new patient or user populations, and new clinical applications are significant; limitations of the existing intended purpose can be non-significant when aligned with the original certification.
  • Design and performance: changes that alter control mechanisms, operating principle, source of energy, alarm systems, safety, performance, usability, or risk-benefit can be significant.
  • Software: major operating-system, architecture, algorithm, closed-loop, medical-feature, data-presentation, or interoperability changes can be significant; bug fixes, security updates, UI appearance changes, and operating-efficiency changes may be non-significant when they do not affect diagnosis, therapy, usability, or risk-benefit.
  • Materials and substances: changes involving long-contact implants, surgically absorbed materials, human or animal origin materials, medicinal substances, or higher biological or toxicological risk can be significant.
  • Sterilisation and packaging: changing terminal sterilisation method, sterile status, sterility assurance, seal integrity, stability, or unvalidated shelf-life can be significant.
Citations
EU MDR significant changes FAQ: legacy-device transition and notified-body review

What is the notified-body and certificate impact?

MDCG 2020-3 Rev.1 says new AIMDD/MDD certificates are not issued under the transition route. For non-significant changes, the certificate should not be amended, but the notified body may provide written confirmation that the proposed change is not a significant design or intended-purpose change and that the related certificate remains valid if the Article 120 conditions are met.

Regulation (EU) 2023/607 also ties the transition route to continued compliance with AIMDD/MDD, absence of significant design or intended-purpose changes, no unacceptable risk, a QMS under MDR Article 10(9), formal MDR conformity-assessment application, written agreement with a notified body, and transfer or continuation of appropriate surveillance as applicable.

  • Keep the notified-body change submission or rationale, the notified-body written confirmation or decision, and any numbered confirmation letters with the certificate record.
  • For approved MDR devices, Annex IX requires notifying the issuing notified body when planned changes to the approved device could affect safety, performance, or conditions of use.
  • Do not treat written confirmation for a non-significant legacy-device change as a supplemented AIMDD/MDD certificate.
Citations
EU MDR significant changes FAQ: legacy-device transition and notified-body review

What evidence should be retained?

Retain enough evidence for a competent authority, notified body, or decision owner to see the exact change, the pre-change certified state, the Article 120 or MDR provision applied, and why the conclusion follows. MDR Article 10 also requires manufacturers to keep technical documentation up to date and to retain technical documentation, declarations of conformity, and relevant certificates for the required retention period.

For clinical and technical impact, update the technical documentation, risk management file, clinical evaluation or PMCF rationale, verification and validation evidence, usability evidence, supplier/material specifications, sterilisation validation, labels and IFU, PMS or vigilance inputs, and QMS change-control records as applicable.

  • Change description: product, model, Basic UDI-DI where relevant, current certificate or declaration route, affected markets, and release version.
  • Significance assessment: intended purpose, design/performance, software, material/substance, sterilisation, clinical evidence, and risk-benefit checks against MDCG 2020-3 Rev.1.
  • Approval trail: regulatory owner, quality owner, notified-body submission or rationale, written confirmation or decision, release gate, and trigger for reassessment.
  • Documentation updates: technical documentation, QMS change record, clinical evaluation or PMCF inputs, PMS/vigilance links, supplier evidence, validation reports, labelling, and authority or notified-body correspondence.
Citations
How should Basic UDI-DI and UDI-DI be assigned under the EU MDR?

How should Basic UDI-DI and UDI-DI be assigned under the EU MDR?

Assign the Basic UDI-DI at the device model grouping level. It is the main key for records in the UDI database and is referenced in documents such as product certificates, EU declarations of conformity, technical documentation, and, where relevant, SSCP or PSUR materials.

Assign the UDI-DI at the device and packaging level. It is specific to a manufacturer and device model, is unique at each level of device packaging, and works with the UDI-PI to form the UDI conveyed by the UDI carrier.

  • Use the Basic UDI-DI to connect devices with the same intended purpose, risk class, and essential design and manufacturing characteristics.
  • Use UDI-DIs for the device and higher packaging levels; shipping containers are not higher levels of packaging for this purpose.
  • For devices needing notified-body product certificates, align the Basic UDI-DI grouping with the notified body so certificates and supporting regulatory documents reference the right grouping.
Citations
MDCG 2022-7 - UDI system Q&A

Explains UDI-DI, Basic UDI-DI grouping, package-level UDI-DIs, and when Basic UDI-DIs appear in regulatory documentation.

How should Basic UDI-DI and UDI-DI be assigned under the EU MDR?

How do UDI carriers, labels, and EUDAMED records fit together?

The UDI carrier is the label or device marking mechanism that conveys the UDI, normally through AIDC and, where applicable, human-readable interpretation. It is an additional UDI requirement and does not supersede other MDR labelling requirements.

EUDAMED is the registration destination for UDI/device information. The Commission UDI/device registration page states that manufacturers must submit UDI/device information in EUDAMED for devices they place on the EU market and points to data sets covering MDR UDI and device data.

  • Keep the label artwork, package hierarchy, and UDI carrier specification traceable to the assigned UDI-DI and UDI-PI.
  • Confirm that UDI/device data submitted to EUDAMED matches the Basic UDI-DI, UDI-DI, packaging level, manufacturer, EMDN, and device characteristics used in regulatory records.
  • Do not treat the presence of a UDI-DI in the UDI database as proof of MDR conformity; it is an identifier record, not a conformity decision.
Citations
How should Basic UDI-DI and UDI-DI be assigned under the EU MDR?

When do changes trigger a new UDI-DI?

A new UDI-DI is required when a change could lead to misidentification of the device or ambiguity in traceability. MDCG 2022-7 repeats the MDR Annex VI examples and gives practical examples for package quantity and substance-based devices.

The clearest triggers include changes to the name or trade name, device version or model, single-use status, sterile packaging status, need for sterilisation before use, package quantity, or critical warnings and contraindications such as latex or DEHP.

  • A package quantity change, such as moving from 5 to 10 devices in a package, requires a new UDI-DI for that package because it can create traceability ambiguity.
  • For substance-based medical devices, a formulation quantity change or additional medical-purpose claim can require a new UDI-DI when it creates misidentification or traceability risk.
  • If a single-use device is reprocessed by a person who becomes the manufacturer under MDR Article 17(2), MDCG 2022-7 says the reprocessed device needs a new Basic UDI-DI and UDI.
Citations
MDCG 2022-7 - UDI system Q&A

Lists UDI-DI change triggers and gives examples for package quantity changes, substance-based devices, and reprocessed single-use devices.

How should Basic UDI-DI and UDI-DI be assigned under the EU MDR?

What records should be retained?

Keep a record that links the identifier to the product facts that justified it. The useful record is not just the code; it is the grouping rationale, issuing entity rule, packaging level, label or carrier evidence, EUDAMED submission data, and any change assessment that explains why the identifier stayed the same or changed.

For reprocessing and relabelling situations, keep traceability back to the original device identifier where the guidance or MDR rule calls for it. MDCG 2022-7 says a reprocessor who becomes the manufacturer should keep the original product UDI in technical documentation and the QMS, and MDR Annex VI requires manufacturers that relabel or repackage devices with their own label to retain the original manufacturer's UDI.

  • Retain the Basic UDI-DI grouping rationale, including intended purpose, risk class, and essential design or manufacturing characteristics.
  • Retain UDI-DI records for the device and packaging levels, plus the UDI-PI rules used for lot, serial, software, manufacturing, or expiry data on the label.
  • Retain EUDAMED submission confirmations or exported records, label artwork, UDI carrier scans or proofs, notified-body alignment where relevant, and change assessments for each new or unchanged UDI-DI decision.
Citations
MDCG 2022-7 - UDI system Q&A

Supports retention of original product UDI for reprocessed devices and explains traceability expectations for supplied devices.

What should an EU MDR PMCF plan and report cover?

What should the PMCF plan cover?

PMCF is a continuous process that updates the clinical evaluation under Article 61 and Annex XIV, Part B. It must be addressed in the manufacturer's PMS plan and performed under a documented PMCF plan.

The plan should identify the device and covered variants, intended purpose, users, patient population, indications, contraindications, warnings, classification, expected lifetime, and the PMCF objectives for that device. It should also reference the clinical evaluation report and risk management file so the post-market clinical questions being followed are clear.

  • Define general methods such as clinical experience review, user feedback, scientific literature screening, and other clinical-data sources.
  • Define specific methods where needed, such as suitable registries, PMCF studies, real-world evidence analyses, healthcare-professional surveys, patient or user surveys, and case-report review.
  • For each activity, state the source of the need, objective, rationale, known limitations, data quality expectations, endpoints or analysis approach, and justified schedule for analysis and reporting.
  • Reference applicable common specifications, harmonised standards used by the manufacturer, and PMCF guidance where they support the plan.
Citations
Regulation (EU) 2017/745 on medical devices

Binding MDR source for Article 61, Article 83-86, Annex III, and Annex XIV Part B requirements on clinical evaluation, PMS, PMCF planning, PMCF reports, PSUR content, and technical documentation.

MDCG 2020-7 - PMCF plan template

MDCG template source for PMCF plan sections, device description, PMCF methods and activities, links to the clinical evaluation report and risk management file, equivalent or similar device data, standards or guidance references, and report timing fields.

What should an EU MDR PMCF plan and report cover?

What evidence should be retained?

Keep evidence showing that PMCF was planned, performed, analysed, and used to update the device file. The retained record should let a reviewer trace each PMCF activity from the clinical question or risk being monitored to the data source, method, result, conclusion, and follow-up action.

The PMCF evaluation report becomes part of the clinical evaluation report and technical documentation. PMCF conclusions must be considered in the clinical evaluation and risk management; where PMCF identifies a need for preventive or corrective measures, the manufacturer must implement them.

  • Retain the PMCF plan, revision history, activity table, protocols, search strategies, registry or study summaries, survey instruments, case-review records, and analysis outputs.
  • Retain the PMCF evaluation report with links to the clinical evaluation report, risk management file, PMS plan, PMS report or PSUR where applicable, and any preventive or corrective action records.
  • Keep the rationale for method choice, sample size or data sufficiency, endpoints, comparator or state-of-the-art references, known limitations, missing-data handling, and acceptance criteria where used.
  • If no PMCF activity is planned or an activity is limited, retain the MDR-grounded justification and the evidence showing why the residual clinical questions remain adequately controlled.
Citations
Regulation (EU) 2017/745 on medical devices

Binding MDR source for the requirement that PMCF findings are documented in a PMCF evaluation report, included in the clinical evaluation report and technical documentation, and considered for clinical evaluation, risk management, and preventive or corrective measures.

What should manufacturers do when an EU MDR classification changes?

How should manufacturers assess an MDR class change?

Start with the intended purpose as stated in labels, instructions for use, advertising, clinical documentation, and software release material. MDR classification is based on intended purpose and inherent risk, and Annex VIII applies the strictest applicable rule when more than one rule fits the device.

Treat the reassessment as a conformity-route question, not just a label update. Moving from class I self-declaration into class Is, Im, Ir, IIa, IIb, or III can add notified-body involvement; moving between higher classes can change the depth of technical documentation, clinical evaluation, certificate scope, and surveillance expectations.

For software, reassess the medical purpose, the information the software provides, the clinical decision it supports, the user population and setting, and whether the software drives or influences another device. A change in algorithm, output, indication, user group, integration, or risk-control logic can change the Annex VIII analysis.

  • Re-map the product against Annex VIII using the current intended purpose, device characteristics, duration, invasiveness, active-device status, substance or medicinal components, and software functions.
  • Compare the new class with the existing declaration, notified-body certificate, Basic UDI-DI/device registration data, technical documentation, clinical evaluation, PMS/PMCF plans, labels, and instructions for use.
  • If the device is a legacy device relying on MDR transitional provisions, assess whether the change is a significant change in design or intended purpose; significant changes can prevent continued reliance on the legacy route.
  • Ask the notified body before implementation when the existing certificate, approved type, technical-documentation assessment, or surveillance arrangement may be affected.
  • Do not publish new claims, indications, target populations, software outputs, or system/procedure-pack combinations until the classification rationale and conformity route have been updated.
Citations
What should manufacturers do when an EU MDR classification changes?

What evidence should be retained for an MDR class-change review?

The evidence file should let a reviewer see why the old class is still valid or why the device needs a new conformity route. Keep the classification rationale with the technical documentation rather than as a separate project note.

Where a notified body is involved, retain the submission, questions, decisions, certificate supplement or new-certificate path, and any surveillance-transfer or transitional-provision correspondence. Where the conclusion is that no class change occurred, retain the negative analysis and the facts that made the change non-significant or outside the rule change.

  • Intended-purpose evidence: current IFU, label, website and sales claims, clinical claims, target population, user setting, contraindications, and any planned claim changes.
  • Rule evidence: Annex VIII rule mapping, rule conflicts resolved by the highest applicable class, software Rule 11 analysis, accessory or system/procedure-pack analysis, and rationale for exclusions.
  • Route evidence: old and new conformity route, notified-body role, certificate/declaration status, Basic UDI-DI or device-registration impact, and affected technical-documentation sections.
  • Change evidence: design, material, sterilisation, software, algorithm, data model, cybersecurity, integration, manufacturing, supplier, or intended-use changes reviewed for significance.
  • Approval evidence: regulatory owner, quality approval, notified-body correspondence, open conditions, implementation hold/release decision, and post-market monitoring trigger.
Citations
When can clinical equivalence be used under the EU MDR?

When clinical equivalence can support an MDR clinical evaluation

The MDR allows a clinical evaluation to rely on clinical data for another device only where equivalence to the device under evaluation can be demonstrated. This is not a shortcut around clinical evaluation: the clinical evaluation still has to be planned, continuously conducted, documented, and supported by a clinical evaluation report.

The equivalence argument has to cover technical, biological, and clinical characteristics. The comparison should identify differences, explain why they are not clinically significant for safety or clinical performance, and point to the underlying data rather than relying on a shared product category or broad similarity claim.

  • Technical: compare design, conditions of use, specifications and properties, deployment methods, principles of operation, critical performance requirements, and software algorithms where relevant.
  • Biological: compare the same materials or substances in contact with the same tissues or body fluids, including kind and duration of contact and release characteristics such as degradation products and leachables.
  • Clinical: compare the same clinical condition or purpose, site in the body, similar population, same kind of user, and relevant critical performance for the expected clinical effect.
  • Access: retain evidence that the manufacturer has sufficient access to the equivalent-device data needed to justify the equivalence claim.
Citations
Regulation (EU) 2017/745 on medical devices

Annex XIV supports the three equivalence characteristics, scientific-justification requirement, data-access requirement, clinical evaluation report, PMCF, and technical-documentation evidence.

MDCG 2020-5 - Clinical Evaluation - Equivalence

MDCG 2020-5 explains how manufacturers and notified bodies should demonstrate equivalence under the MDR, including comparison tables, data access, class III and implantable-device limits, and use of similar-device data.

When can clinical equivalence be used under the EU MDR?

Class III and implantable-device limits

For implantable devices and class III devices, MDR equivalence is more constrained. MDCG 2020-5 explains that clinical investigations are generally expected unless the device is a modification of a device already marketed by the same manufacturer and equivalence is demonstrated under the MDR.

Where a manufacturer of an implantable or class III device claims equivalence to a device from another manufacturer, MDCG 2020-5 identifies the MDR contract requirement: the manufacturer needs full access to the technical documentation on an ongoing basis. The guidance also notes that this means relying on a device certified only under the old directives will not be possible for that route.

  • Do not use a competitor equivalence claim for a class III or implantable device unless the access-to-technical-documentation requirement is actually met.
  • For high-risk devices, check whether the claim is based on a same-manufacturer modification or on another manufacturer's device, because the access route and limits differ.
  • For devices other than implantable and class III devices, still document sufficient access to the data used for the equivalence claim.
Citations
MDCG 2020-5 - Clinical Evaluation - Equivalence

The guidance gives the class III and implantable-device limits for equivalence, including same-manufacturer modification and full ongoing technical-documentation access for another manufacturer's device.

When can clinical equivalence be used under the EU MDR?

How equivalence connects to PMCF

Equivalence evidence should remain connected to the clinical evaluation and PMCF plan. MDR Annex XIV treats PMCF as the continuous process that updates the clinical evaluation, confirms safety and performance over the device lifetime, checks the benefit-risk ratio, and detects emerging risks on factual evidence.

Equivalent or similar devices may also matter after market entry, but not as a substitute for data on the device under evaluation. PMCF should identify which equivalent or similar-device data will be monitored, why it is relevant, and how new findings will update the clinical evaluation, risk management, or corrective actions.

  • Link the equivalence table to the clinical evaluation report and PMCF plan.
  • Keep PMCF objectives specific to the device's intended purpose, clinical claims, known risks, and evidence gaps.
  • Use similar-device data for state of the art, risk signals, outcome parameters, PMCF design, or clinical-investigation design when equivalence cannot be demonstrated.
Citations
When can clinical equivalence be used under the EU MDR?

Evidence to retain

Retain a reviewer-ready record showing which device was assessed, which presumed equivalent device was used, what data were available, and why the manufacturer concluded that the MDR equivalence criteria were met. The record should sit with the clinical evaluation report and technical documentation, not in an informal rationale detached from the conformity-assessment file.

The strongest evidence package is a structured equivalence table with device-by-device comparisons, data references, identified differences, scientific justifications, and conclusions on whether any difference is clinically significant.

  • Device identity, intended purpose, clinical condition, target population, user type, site in the body, and relevant critical performance claims.
  • Technical comparison for design, conditions of use, specifications, software algorithms, deployment methods, principles of operation, and critical performance requirements.
  • Biological comparison for materials or substances, body contact, contact duration, release characteristics, degradation products, and leachables.
  • Evidence of access to equivalent-device data, including technical documentation access where the MDR route requires it.
  • Clinical evaluation report, PMCF plan, PMCF evaluation reports, favourable and unfavourable clinical data considered, and any risk-management or corrective-action updates.
Citations
Regulation (EU) 2017/745 on medical devices

The MDR requires the clinical evaluation results, clinical evidence, favourable and unfavourable data, PMCF outputs, and supporting documentation to be documented in the clinical evaluation report and technical documentation.

When do software or products make medical purpose claims under the EU MDR?

When does a claim create MDR medical-device scope?

A product, including software, is within the MDR device definition when the manufacturer intends it to be used for one or more MDR medical purposes for human beings. Core medical-purpose language includes diagnosis, prevention, monitoring, prediction, prognosis, treatment, or alleviation of disease, injury, or disability; investigation, replacement, or modification of anatomy or a physiological or pathological process or state; and certain in vitro information uses.

The MDR does not limit intended purpose to a single formal statement. It is read from data supplied by the manufacturer on the label, instructions for use, promotional or sales materials or statements, and as specified in the clinical evaluation. Advertising and product claims also matter because Article 7 prohibits claims that mislead users or patients about intended purpose, safety, or performance.

  • Treat phrases such as diagnose, predict, monitor, treat, triage, detect, screen, clinical decision support, therapy recommendation, or patient-specific risk score as MDR qualification triggers to assess, not as copy-only choices.
  • Review the live claim set across packaging, app-store text, website pages, sales decks, manuals, onboarding screens, demo scripts, support articles, and clinical evaluation material.
  • If the intended use changes from wellness, administration, or information transfer into patient-specific medical information or device control, reopen the qualification and classification rationale.
Citations
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