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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Planning and Recording Calls >

Creating Contact Calls

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You can create contact calls and update contact call details using Siebel ePharma Handheld. Because contact calls are a type of activity, they also appear in the Calendar view.

As a shortcut for creating contact calls, you optionally may apply a Smart Call to the new record or auto-create a record to populate it with predefined data. For more information, see About Auto Call, Smart Call, and Auto Update. Before you can enter information about products detailed, samples, and promotional items dropped during a contact call, you must set up personal lists. For more information, see Creating Personal Lists.

To add a contact call from the Contacts view

Navigate to the Contacts screen.
In the Contacts list, select a contact.

NOTE:  If you are using the Auto Call feature, you can select several contacts from the list. Selecting the Auto Call button creates new calls for the selected contacts. Users should be advised that selecting more than one contact at a time to generate Auto Calls impacts performance.

In the Contacts list, do one of the following:
Tap the Auto Call button to populate the new call with items from your Personal List and then select Calls from the Show drop-down list.

After selecting Auto Call, the Status field in the Contacts Calls view displays "Auto-Created."

Tap the New Call button and complete the fields in the new form.

Some of the fields are described in the following table.

Field	Comments
Last Name	The contact to be visited during this call.
Ref #	A reference number for this call. This reference number becomes the transaction number (Transaction # field) for a samples transaction corresponding to this call.
Smart Call	Smart Call is a prepopulated call template that can be associated with this call. Make a selection from the Pick Smart Call dialog box.
Status	The status of this call. The default value is Planned. After synchronization, this value changes to Synchronized for calls that have not been submitted. You cannot select the value Submitted. To change the status of the call to Submitted, you must submit the call.
Paper Sign	Indicates that the contact provided a paper signature for a sample disbursement.
Remake Receipt	Used to create an updated sample receipt and signature in the event that the original call information was incorrect. For example, if Dr. Smith mistakenly signs for the receipt of samples on a request form having a different physician's name (such Dr. Jones), then the sample form is inaccurate. In this example, the sales representative must change the name on the original call to the correct physician (Dr. Smith) and have Dr. Smith sign again. Using the Remake Receipt check box, the sales representative can capture of a second signature on the corrected sample form. Siebel ePharma Handheld automatically tracks the appropriate audit trail information required by the FDA in the remake receipt functionality.

To specify which products to detail during the call:
From the Show drop-down list, select Details.
Tap the Call Products Detailed list to select it, add a new record, and complete the necessary fields.
To specify which samples to drop off during the call:
From the Show drop-down list, select Samples Dropped.
Tap the Samples Dropped list to select it, add a new record, and complete the necessary fields.
To specify which products are promotional items:
From the Show drop-down list, select Promotional Items.
Tap the Promotional Items list to select it, add a new record, and complete the necessary fields.
To specify which issues were discussed during a call:
From the Show drop-down list, select Issues.

NOTE:  Decision issues are the objections a contact may raise when evaluating a product before making a prescribing decision.

Tap the Issues list to select it, add a new record, and complete the necessary fields.

For more information on how to enter information, see Recording Contact Calls.

NOTE:  If you applied a Smart Call to the call, you may only need to verify that the information in the four lists is accurate.

To add a contact call from the Contact Calls view

Navigate to the Contact Call screen.
Tap the Contact Call form to select it.
On the toolbar, tap the New Record button.
Complete the necessary fields.

To apply a Smart Call template

Navigate to the Contact Call screen.
Tap the Contact Call form to select it.
On the toolbar, tap the New Record button.
In the new record, complete the necessary fields.
In the Smart Call field, tap the drop-down list arrow.
In the Pick Smart Call dialog box, select a Smart Call template.

To delete unused records created from the Auto Call button

Using the Sign button:
From the parent Contact Call form, tap the Sign button.

Selecting the Sign button deletes all dropped records from unused samples, making sure that the physician only signs for samples that he or she was actually given. To delete detailed records for unused products, select the Submit button.

Using the Auto Update button:
From the My Contacts view, tap the Auto Update button.

For example, suppose you have used the Auto Call button to create three contact calls, but were unable to visit one of the physicians. Selecting Auto Update deletes the unused record.

NOTE:  Performance is impacted if users select Auto Update when they have more than one unused auto-created call. It is recommended that users have no more than three unused auto-created calls when using the Auto Update feature.

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