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Creating Contact Calls in Siebel Pharma Handheld

You can create contact calls and update contact call details using Siebel Pharma 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 can apply a Smart Call to the new record. For more information about contact calls, see Smart Call and New Call.

To add a contact call from the Contacts view

1. Navigate to the Contacts screen.

   The My Contacts list appears.

2. Select a contact in the Contacts list.
3. In the Contacts list, tap the New Call button and complete the fields in the new form. The Execute view is displayed by default. 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 a DoctorA mistakenly signs for the receipt of samples on a request form having a different physician's name (such DoctorB), then the sample form is inaccurate. In this example, the sales representative must change the name on the original call to the correct physician (DoctorA) and have DoctorB sign again. Using the Remake Receipt check box, the sales representative can capture a second signature on the corrected sample form. Siebel Pharma Handheld applications automatically tracks the appropriate audit trail information required by the FDA in the remake receipt functionality.

4. Tap the Details tab under the Execute view to specify which products to detail during the call.

   Some of the fields are described in the following table.

   Field	Comments
   Name	Name of the product being detailed.
   Priority	Priority of the product being detailed. By default, the application displays a value of zero for the field. You can enter a different priority. All records which have priority of greater than zero are captured in the call.
   Indication	Select an appropriate reason from the drop-down list.

5. Tab the Samples tab to specify which samples to drop off during the call.

   The application displays two buttons as follows:

   1. Best Lots: Tap to view the products which are current and are before the cut off date.
   2. Show All: Tap to view the products which are within the allocation period or are short dated (past the cut off date but before the expiration date).

      The application displays a list applet with the following fields:

      Field	Comments
      Name	Name of the product being sampled.
      Lot #	Lot to which this particular sample belongs to (if applicable).
      Quantity	This is an editable which field which you can use to enter the number of samples dropped at the physician's office.

6. Enter quantities for each of the Samples.
7. Tap the Sample Requests tab to specify samples requested by the physician for direct send (head office to disburse samples directly to the physician)
8. Enter quantities for each of the Samples.
9. Tap on the Promotional Items tab in the Call Details view to specify which products are promotional items.
10. Enter quantities for each of the Promotional Items.
11. To specify which issues were discussed during a call:
    1. From the Show drop-down list, select Issues.

       NOTE:  A contact might raise decision issues as objections when evaluating a product before making a decision on a prescription.

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

For more information about how to enter information, see Recording Contact Calls in Siebel Pharma Handheld Applications.

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

To add a contact call from the Contact Calls view

1. Navigate to the Contact Call screen.
2. Drill down on the Last Name field in the Contacts view, choose the contact you want and tap OK.
3. Complete the necessary fields.

To add a contact call from the Contacts list

1. Navigate to the Contacts screen.
2. Select the Contact and tap the New Call button.
3. Complete the necessary fields.

To add a contact call from the Calendar screen

1. Navigate to Calendar screen.
2. Navigate to the Daily view for the day you want to schedule your call.
3. Highlight time frame for the Contact Call you want to schedule.
4. Tap New Call.

   The Contact Call Screen appears with Date/Time field prepopulated with the date/time you selected.

5. Complete the necessary fields.

To apply a Smart Call template

1. Navigate to the Contact Call screen, and tap the Contact Call form to select it.
2. Drill down in the call details.
3. In the Smart Call field, tap the drop-down list arrow.

   The Pick Smart Call list appears.

4. Select a Smart Call template, and tap OK.