How do I report a call on the phone?
Open the call from Today or Calls, pick what happened, fill it in and press the button. The phone says "Saved, will sync".
The top of the call shows the doctor and the last visit with the products detailed, or "First visit".
Pick what happened
| Choice | Fill in | Button |
|---|---|---|
| Report | Products detailed, discussion point, joint visit, notes, items given | Mark completed |
| Defer | A reason and remarks | Defer |
| Move | The new date | Reschedule |
| Cancel | A reason and remarks | Cancel call |
| Transfer | Who to give it to, and a reason. Online only | Transfer |
A call the app deferred because it was not reported in time shows only Report (The reporting window).
Report
- Products detailed: tap them in the order you detailed them; each gets a number.
- Discussion point and Joint visit (the people who came with you).
- Notes.
- The location: "Finding location…", then "Location recorded" or "No location". If the company makes location required, you cannot save without it.
- Items given, when the company uses gift products and samples: each item shows how many you hold and when it expires. Use − and + to set the number. The doctor signs on the phone when the company asks for a signature on handover, or when an item needs one.
A call dated in the future says "Report on" its date, with Request exception when you are online.
Defer or cancel
Pick a reason. The phone tells you whether it Counts against you or Doesn't count, and Goes for approval when the reason needs it. Remarks are marked "(required)" when the reason needs them.
An unplanned call
Press + and pick Unplanned call: pick the doctor (the ones you saw last come first), fill in the report and press Report done. The company may ask you to submit the month's plan first, or to report or defer today's planned calls first.
The same rules apply as on the web (Report a call).