Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to perform visit actions

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

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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

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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

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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

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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

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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

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2.Select the [Files] detail (Fig. 7).

Fig. 7 The [Files] detail

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3.Click the btn_ff_add.png 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

How to schedule med rep visits

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