The visits have lifecycle to distinguish between the newly created, assigned to a medical rep, waiting for supervisor’s approval, under execution or just completed. Plenty of reports and charts are available to measure the performance of executing the plan, as well as real-time widgets are available on the dashboard to help the supervisor know the live location of the medical rep and the visit under execution.

In addition to the automatically collected data like the visits start and end time, and locations; the medical rep can write an unstructured feedback, fill-in a predesign questionnaire or survey, take and upload photos of competing products and their display and can make voice memos for the conversation with the physician.

The system automatically captures the location of the visit and compares it to the saved customer location, and accordingly can generate a useful hint about the visits that might be fake. The supervisor can regularly review this report and initiate a deeper investigation to see the exact locations and timing used to record the visit.

The clock-in and clock-out feature can be enabled for the medical rep on their app, to be used to confirm the meeting start and end time. The feature can be restricted to the customer location, to prevent fake visits. And the data collected from the clocking feature can be further analyzed to get insights about average travel times versus the on-site times.

The system also have some of the advanced reports that deemed to be game-changer for the smart supervisor. Despite the good planning and follow up efforts, there is a little chance that some customers get missed from the routine visits, or mistakenly dropped from one day route. The system has built-in reports to detect the dormant customers who have got no visits in certain period or skipped in a monthly route.