Default Functionality for Call Sampling

The following functionality is automatically available to users after initially configuring Call Sampling:

Selecting Products - In the Samples and Promotional Items section of the call report, users select the type and quantity of items disbursed during a call
Selecting Sample Recipients on Group Calls - On group calls, users select a recipient for samples, promotional items, high value promotional items, reprints, and custom items
Creating Sample Requests/BRCs - Users can create sample requests, also known as Business Reply Cards (BRCs), to order samples for delivery to HCPs
Saving a Call with Samples - When users save a call report with samples, data is validated and certain fields on the call report become read-only for data accuracy and compliance with sampling regulations

Capturing Electronic Signatures for Sampling – During face-to-face calls, users can capture electronic signatures for samples on the call report
Capturing Remote Signatures for Sampling Using Share Link – Users can remotely capture HCP signatures for sample requests or BRCs
Paper-Based Sampling – Certain compliance or organization rules may require uses to capture a signature on paper, in which case paper-based sampling can be used instead of electronic signature capture
Validating Samples on Signature Capture – Validation occurs when a signee is selected and when the signee's signature is saved

Submitting a Call with Samples - When a user submits a call report with samples, sample transaction or sample order transaction records are automatically created. Sample validation occurs again to ensure the account is eligible to receive samples.
Canceling Sample Requests/BRCs - Users can cancel a submitted sample request/BRC before the shipment is sent to the HCP to help minimize the number of unwanted shipments and avoid mistakes