VisitsTracker › Medical reps
Call reports that do not depend on the call report
A medical rep's day is judged on a report they write themselves, about calls nobody else saw. Time at the address becomes the call on its own, so coverage against the planned list is a record of the day rather than a record of the typing.
No card needed. Set up in an afternoon.
Waiting time at a hospital is real work and shows as a long visit. Whether that hour was well spent is a management conversation, not something the record decides.
The call
A report about calls nobody else saw
A medical rep is judged almost entirely on a document they write about themselves. That is an uncomfortable basis for a quarterly review, for the manager and for the rep.
- Time at the practice, pharmacy or hospital becomes the call, with a start and an end.
- The rep stops having to reconstruct a day, and stops being asked to justify one from memory.
- Notes and samples attach to that call rather than to a separate report.
Coverage
Who has not been seen at all
Frequency against the planned list is the number the cycle is managed on, and the accounts with nothing against them are the half that changes anything.
- Measured per cycle against the call list you imported, by rep and by territory.
- Prescribers with no call in the period you set are the top of the screen.
- An unworked patch is visible while there is still a quarter left to do something about it.
The last row is the one worth a phone call tonight.
What it will not do
It sits under the CRM, not over it
In a regulated organisation the CRM holds prescriber data, sample accountability and detailing content. None of that moves, and none of it should.
- No prescriber master data, no compliance workflow for samples, no e-detailing.
- Visits export into whatever CRM you already run, rather than asking you to replace it.
- What it adds is the one thing the CRM has always taken on trust: whether the call happened.
Also in the box
Call reporting that does not depend on the report
Waiting time shows as what it is
A long stop at a hospital is a long stop. The record does not decide whether it was productive; it just stops the rep having to justify the shape of the day from memory.
Notes and samples on the call
What was discussed and what was left attach to that visit, findable a year later by the account rather than by scrolling a chat.
Conveyance measured, not estimated
Distance between calls comes from the same readings, so the expense claim and the call report cannot disagree.
Reps see their own record
The same day, in their app, in their words. If coverage is used in a review, the person it describes should be able to read it first.
Where a pharma CRM or closed-loop marketing tool still wins
This is not a pharma CRM. It does not hold prescriber master data, sample accountability with compliance workflows, e-detailing content, or closed-loop marketing, and in a regulated organisation those may be required rather than optional. What this does is the part underneath: whether the rep was at the address, for how long, and whether the coverage figure would survive being questioned. Teams run it alongside the CRM and export visits into it.
Straight answers
Questions people ask
Do reps have to check in at each doctor?
No. Time at the address is the call. A rep who never opens the app all day still has an accurate, complete day on the record.
Does this handle sample accountability?
No. Samples can be noted against a visit, but regulated sample accountability with its compliance workflow is a pharma CRM's job and not ours.
How does it handle a hospital with many departments?
The boundary is the site. A long visit shows as a long visit, and if you need department-level detail that is a note on the call rather than something the geography can tell you.
Can we load our call list?
Yes, from CSV with addresses. Boundaries are drawn for you and coverage is measured against that list from then on.
Will reps accept being tracked?
On two conditions, both of which are settings: collection runs only inside working hours, and reps can read their own record. Tracking somebody's evening is how a field team turns on a system.
Also part of VisitsTracker
The rest of the product
Try it on one territory for a week.
Put it on one phone, run a normal week, and see what comes out the other end.