Install Pharma Creatio

Pharma Creatio functionality is designed to efficiently schedule the med reps' visits to doctors and pharmacies, build routes on the map, manage the visit activities and assist med reps during the visits.

Attention. This function is unavailable for the Oracle DBMS.

Use a mobile device with the Creatio application installed during your visits. After selecting the required visit in the calendar, you will be transferred to the visit page, which will display the visit action list and switches for each action.

During a visit, the system will prompt the required steps. For example, when performing the Presentation action, the screen will automatically display a presentation of new products, etc.

During a visit, you can add orders based on visit results, create a list of products and their number and write down stock keeping unit (SKU) monitoring results and product facing check results.

You need to install the app from the marketplace to access the field functionality. To do so:

  1. Click btn_system_designer.png in the main Creatio application.

  2. Click Installed applications. The app management page opens.

  3. Click Add applicationChoose from Marketplace.

  4. Install the “Pharma Creatio” app.

If your Creatio application is deployed on-site, make sure that the application is not restricted from accessing the Internet, before you attempt to install “Pharma Creatio.” To do so:

  1. Grant access to the web site

  2. Install the “Pharma Creatio” app:

    Learn more: Install applications from the Marketplace.

Attention. Pharma functionality requires at least 1 Pharma Creatio package license. To access the pharma functionality, all med rep users must be licensed separately.

When the pharma package is installed, several new elements will appear in Creatio:

For example, the Contacts section will now display the “Doctor” and “Pharmacist” contact types. The contact page will display the Specialty, Category, Potential, Loyalty fields and the Categorization history detail. Additionally, the Products tab with a detail that contains a list of drugs that are promoted via this contact.

The Accounts section will display new account types — “Pharmacy”, “Pharmacy network,” and the Products tab with a detail containing a list of products promoted via an account.

The product page General information tab will display the Contacts and Accounts details. The details contain a list of contacts and accounts that promote the product. The product page Categorization detail will display a new Nosology field. This field is used to specify the disease the medicine is subscribed for.

The Accounts and Contacts tabs will become available in the Visit scheduling view of the Activities section. The Contacts tab shows the list of physicians. The Accounts tab shows the list of pharmacies, pharmacy networks and hospitals.

The “Pharma” folder in the Lookups section will contain the following lookups: Doctor potential setup, Doctor loyalty setup, Nosology, Doctor specialties. New activity categories will be added: “Doctor visit” and “Pharmacy visit.”. Two new rules will be added in the field sales lookup: “Doctor visit rule” and “Pharmacy visit rule”.