Scheduling Calls for PMS

The following procedure describes how to schedule calls for PMS.

To schedule calls for PMS

  1. Navigate to the Administration - Products screen, then the Schedule PMS Activities view.

  2. Select a product.

  3. Select an account list.

  4. Enter a value for Due Date.

  5. Click PMS Call.

A series of follow-up calls will be scheduled for each hospital in list of Accounts.

Note: Depending on the defined PMS period, each hospital may have up to eight follow-up calls scheduled. These are out-of-the-box default values.