How do I add a call that was not planned?
An unplanned call is a call you made on a doctor who was not on your plan for that day. It is recorded as done and shows as Unplanned.
- Press Unplanned call on Calls or Today.
- Pick the Doctor.
- Set the Date.
- Pick a Discussion point and the Products you detailed.
- Add Remarks if you want, and press Save.
Rules that can apply
| Message | Why |
|---|---|
| "Submit this month's plan before adding unplanned calls." | The company allows unplanned calls only after the month's plan is sent |
| "Report or defer today's N planned calls first." | The company allows them only after the day's planned calls are closed |
| "No more than N unplanned calls a week." | A weekly limit is set |
The company can switch unplanned calls off altogether, or send each one for approval (Unplanned call under Approval rules). The policy packs set these differently: see Set up a company.