Check-in performance monitoring
You can keep track of med rep’s wok by setting up the check-in performance and verification parameters during visits. Use custom details, dynamic folders or dashboards to display check-in results.
Creatio stores detailed check-in information including the source of received coordinates and the time of receiving the coordinates from GPS. Current time is indicated for the coordinates received in real time while the time of caching is used for the cached coordinates.
Check-in verification setup
Use the following system settings to set up check-in verification:
-
“Use last known location of user” – This system setting enables a mobile device to use the latest cached med rep’s location and save it as the check-in location if the actual check-in coordinates are unknown. This usually occurs when med reps check in inside buildings, where GPS signal may be unavailable.
Note
Working with cached coordinates is available for devices on Android OS.
-
“Check-in verification range” – This system setting enables you to monitor the med rep check-in performance. It helps to identify the acceptable discrepancy (in meters) between the med rep’s coordinates and the actual coordinates of the check-in. Specified distance will be used for check-in verification.
Attention
If the range value is not specified, check-in verification will not be performed.
How the check-in is verified
At check-in Creatio captures the current or cached coordinates of the latest med rep’s location and compares them to the account’s address coordinates in case of a visit to pharmacy or to the contact’s address in case of a visit to physician. The allowable discrepancy between these coordinates is specified in meters in the “Check-in verification range” system setting.
The last added address marked as [Primary] is used for verification. The check-in is not verified if it was not possible to obtain the coordinates and if the value of the [Check-in verification range] system setting is not specified.
You can add the [Check-in and check-out performance result] detail based on the [Check-in and check-out performance result] object to display the check-in results and show the columns in the detail list on Creatio primary application page.
Note
More information about adding a detail to the record page is available in a separate article. Read more >>>
-
If the GPS coordinates of the med rep and the visited account or contact are in the verification range, the check-in will be verified and the status of the visit will be changed to “In progress”. The “Check-in coordinates are within range” status will be displayed on the [Check-in and check-out results] detail.
-
In case distance between the med rep GPS coordinates and the factual check-in are out of the check-in verification range, the med rep will receive the following message: “Check-in coordinates are out of range. Would you like to save check-in results?”. If this result is saved, the check-in will have the “Check-in coordinates are out of range” status.
-
If the check-in verification is not possible (the address of an account is not specified or a med rep had no Internet connection during the verification process), the med rep will receive the following message: “Unable to verify check-in coordinates. Would you like to save check-in results?”. If this result is saved, the check-in will have the “Unable to verify check-in coordinates” status.
How to get the results of the check-in verification.
To track the check-in results, you can configure a dynamic folder in the [Activities] section, or a dashboard in the dashboards view of this section. An example of configuring the filtration conditions for all visits with unverified check-in (Fig. 1)
Fig. 1 Filtration conditions of all visits with unverified check-in
Note
More information about work with folders and dashboards is available in the separate articles.
See also
•How to work with the list of med rep visits
•How to schedule med rep visits
•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 build a route for a med rep
Information about a doctor’s potential significance in terms of pharmacy product promotion is critical for choosing a proper communication strategy with the doctors. In Creatio, this information is available on the doctor’s contact page, in the [Potential], [Loyalty] and [Category] fields.
The [Potential] field contains doctor’s estimated potential, which is an indicator of doctor’s capability to promote pharmacy products. The doctor’s potential is based on the number of patients with specific diagnoses (“nosology” or “ICDs”) that a medical rep recorded during last visit to that doctor. The number of patients is compared with the values in the [Doctor’s potential setup] lookup.
The [Loyalty] field contains a general estimation of doctor’s loyalty towards your brand. Loyalty is an indicator of how actively the doctor promotes your products. By default, the loyalty can range from “1” (highest) to “3” (lowest). The loyalty value is calculated based on the actual prescriptions of your products by the doctor. The number of prescriptions is compared to the values in the [Doctor’s loyalty setup] lookup.
The values in the [Potential] and [Loyalty] fields are calculated automatically during doctor categorization.
The regional manager analyzes the “potential” and “loyalty” indicators and assigns doctor’s category. Information about previously assigned categories is automatically saved on the [Categorization history] detail on the contact’s page.
How to set up calculation of a doctor’s potential and loyalty indicators
A doctor’s potential indicator depends on the number of patients with various diagnoses who visited the doctor. To set up calculation of the doctor’s potential:
1.Open system designer by clicking the 
button.
2. Go to the [Lookups] section and open the [Doctor’s potential setup] lookup.
3.Add new lookup records and specify the values of doctor’s potential in the desired format. By default, there are three levels of potential (from highest to lowest): “A”, “B” and “C”.
4.Select the doctor specialty, for which the potential value is relevant.
Note
Set up separate rules of calculating potential for different doctor specialties.
5.Assign the value range for the number of patients that visit a doctor of the selected specialty between the measurements (usually taken by a medical rep during visits).
Note
To let medical reps enter data for calculation of potential, set up a connection between the doctor specialties and diagnoses (nosology) of the patients that visit each type of doctor. To do this, edit the records in the [Nosology] lookup.
The doctor’s loyalty indicator depends on the number of prescriptions for the promoted products the doctor makes between the medical rep’s visits. To set up calculation of the doctor’s loyalty:
1.Open system designer by clicking the 
button.
2. Go to the [Lookups] section and open the [Doctor’s loyalty setup] lookup.
3.Add new lookup records and specify the values of doctor’s loyalty in the desired format. By default, the loyalty can range from “1” (highest) to “3” (lowest).
4.Select the doctor specialty, for which the potential value is relevant.
Note
Set up separate rules for calculating loyalty for different doctor specialties.
5.Assign the value range for the number of prescriptions that a doctor of the selected specialty issues between measurements (usually taken by a medical rep during visits).
Note
To let pharmaceutical reps enter data for calculation of doctor’s loyalty, enter the list of the promoted products in Creatio. You can do this by adding the products to the [Promoted products] detail on the [Products] tab of the doctor’s contact page, or by adding doctors to the [Contacts] detail of the product page.
How to perform doctor categorization
Doctor’s category is assigned by a regional manager and is based on analysis of the doctor’s potential and loyalty indicators. The doctor’s potential and loyalty are calculated based on the information about the number of doctor’s patients and the number of prescriptions of the promoted products issued by the doctor. The information is gathered by medial reps during visits. Creatio automatically assigns the doctor’s potential value if the number of patients is within the range specified for this value in the [Doctor’s potential setup] lookup. Creatio automatically assigns the doctor’s loyalty value if the number of prescriptions is within the range specified for this loyalty value in the [Doctor’s loyalty setup] lookup.
To perform doctor categorization:
1.Select one or more doctor records in the [Contacts] section. If no records are selected the categorization will be performed for all records in the [Contacts] section.
Note
You can also run the categorization action from the contact page, if a contact with the “Doctor” type is opened.
2.Click the [Actions] button and select [Categorize].
As a result, doctor’s potential and loyalty indicators will be calculated. The categorization will run on the background, and you will be notified when it completes.
3.Select doctor’s category based on the calculated potential and loyalty indicators. Information about previously assigned categories is automatically saved on the [Categorization history detail] on the contact’s page.
Note
You can set up the list of categories in the [Contact category] lookup.
See also
