A Day in the Field

Welcome to episode four of the Softloomer Pharma series, by Softloomer. Today we follow Ahmed through one complete visit, from checking in at the doctor's clinic to checking out.

Ahmed starts his day from Today's Visits, split into completed, in progress, and still planned.

He opens his next visit. It is Planned now, becomes In Progress at check-in, and Completed at check-out.

The visit details show the doctor, the specialty, the class, the date, and the visit type — a cycle visit here.

Before going in, he reviews the objective he planned for this visit.

And the products he will detail, by priority — the primary product first, then the secondary — each with its key messages.

When he arrives, he taps Start Visit. The system records the time and his phone's GPS position and compares it with the clinic — here, a verified match.

He opens Marketing Aids, which lists only the approved material for this visit's products.

He taps Present to Doctor and the aid opens for the doctor, while the system logs that it was shown in this visit.

After the presentation, he records the doctor's interest in each product: high for the first, medium for the second.

Then he adds the samples he handed over: the product and the quantity.

But the system refuses five samples: the limit for this product is three per visit, to keep sample distribution compliant.

He corrects it to two, types the batch number and expiry date from the box, and saves.

In the doctor's response he selects Positive, and for prescribing intent: committed to prescribe.

Then he writes a short summary of the discussion and the objective for the next visit, so he can pick up from there.

As he leaves, he taps End Visit. The check-out time and position are recorded, and the visit duration is calculated automatically.

The visit moves to Completed, and shows up right away on the manager's dashboard and reports.

In the next episode, we cover expenses and the compliance dashboard. This was the Softloomer team. Thanks for watching.