To perform a visit action, open the visit page, and on the [Visit actions] detail (), set the switcher next to the needed action to the “Completed“ position. The switcher in this position is highlighted in blue (Fig. 1).
Fig. 1 Completing visit actions in the mobile app
You can finish the visit once all required actions are completed. To perform the next required action, the previous required action must be completed. As a result, once the last required action is completed, the visit is considered finished. The action that is not required can be skipped.
Contents
•How to complete the “Presentation” action
•How to complete the “Number of patients” action
•How to complete the “Promoted products” action
•How to complete the “SKU Monitoring” action
See also
•How to set up rules of a med rep visit
How to complete the “Presentation” action
If the visit rule requires conducting a presentation, perform the “Presentation“ action (Fig. 2). As a result, a presentation file will open in your mobile app, so you can use it during the presentation.
Fig. 2 Performing the ”Presentation” action
Note
The procedure for adding a presentation file to a visit is covered in a separate article.
How to complete the “Number of patients” action
Filling out the number of patients whose diagnoses require treatment with the promoted products, is an important visit action, which affects the categorization of the corresponding physician. Complete the “Number of patients” action before filling in the actual number.
A window will open with the list of medical conditions (nosology) that the physician treats and a [Potential] field next to each condition. Specify the number of patients that you learned from the physician in the [Potential] field of the corresponding nosology (Fig. 3).
Fig. 3 Completing the “Number of patients” action
How to complete the “Promoted products” action
Information about the number of prescriptions of the promoted products is used to calculate the physician’s loyalty and the corresponding categorization. The “Promoted products” action is required.
To specify the number of prescriptions, mark the corresponding action as “Completed”. The mobile app will display the list of promoted products. Enter the number of prescriptions for each product in the [Prescriptions] field (Fig. 4).
Fig. 4 Completing the “Promoted products” action
How to complete the “SKU Monitoring” action
Pharmacy visits include additional “SKU Monitoring” action. After you complete this action, a page will open, where you can enter how much of each of the promoted products is left in stock (Fig. 5).
Fig. 5 The SKU monitoring page
You can use your mobile device’s camera to take a photo of the product facings and attach it to the visit. To do this:
1.On the section page, click the [Edit] button (Fig. 6).
Fig. 6 Opening a visit for editing
2.Select the [Files] detail (Fig. 7).
3.Click the 
button.
4.Select the photo you made earlier and attach it to the activity. You can also use the [Take picture] action. The mobile device will switch to its camera mode. The picture taken will be automatically added to the [Files] detail.
See also
•How to set up a med rep visit rule
•How to manage med rep visit actions
•How to add a presentation to a visit
•How to set up a list of promoted products for med rep visits
