Capturing Remote Signatures for a Medical Inquiry in Engage

  • iPad

Customers can capture an HCP's signature before submitting a Medical Inquiry even though the transaction is remote. Requiring an HCP to review and acknowledge the Medical Inquiry content can reduce or eliminate inaccurate requests.

Considerations for Capturing Signature from a Remote Medical Inquiry

  • HCPs are able to receive signature requests on Web Client, iPad, iPhone, and Android HCP apps
  • Attendees joining via the Web Client must use Chrome, Firefox, Safari, or Edge Chromium

Validation Disclaimer

In Veeva CRM, medical inquiry features were historically validated by the Veeva team before a release. New features released in Minor Releases are released without validation and are validated with the next Major Release. Capturing Remote Signatures for a Medical Inquiry was extensively tested by our QA team during the development and release process and will go through validation with the 20R2 Major Release in August. This new feature requires Medical Inquiry to be configured for the iPad and does not affect current validated functionality.

Configuring Signatures for Remote Medical Inquiries

Prerequisites

The following must be enabled to use this feature:

To configure this feature:

  1. Grant admins the following permissions:
    ObjectOLSRecord TypesFieldsFLS
    Medical_Inquiry_Audit_vodCREn/a
    • Signature_Captured_Remotely_vod
    • Remote_Signature_Attendee_Name_vod
    Edit
  2. Grant users the following permissions:
    ObjectOLSRecord TypesFieldsFLS
    Medical_Inquiry_vod CREn/a
    • Signature_Captured_Remotely_vod
    • Remote_Signature_Attendee_Name_vod
    Edit

Capturing a Signature for a Remote Medical Inquiry

To capture a remote signature, users (hosts) must do the following:

  1. Schedule and Start an Engage Meeting on iPad.
  2. Select Create Medical Inquiry from the More Actions menu.
  3. Complete the Medical Inquiry information.
  4. Select the More Actions button from the Medical Inquiry.
  5. Select Sign.

  6. Use the Language picklist to select the disclaimer text language. This picklist only displays if Displaying Country-Specific Disclaimers is enabled.

  7. Use the Receipt picklist to select the email address the receipt should be sent to. This picklist only displays if Approved Email Receipts for Signature Transactions are enabled.

  8. Select Remote as the Signature Method.

  9. Select Next.
  10. Select the appropriate attendee's device if multiple attendees joined using the same Engage meeting ID as the Account. If there is only one device, the list does not display. The signature request is sent to the signee’s device.

    A "Signature Request Failed" error message displays if an unsupported browser is used.

To capture a signature, HCPs must do the following after the signature page launches:

  1. Review the Medical Inquiry information captured.
  2. Select Request Receipt if an email receipt is desired.
  3. Select Next.
  4. Sign in the Signature box.
  5. Select Accept. The Signature page is locked, all fields are stamped in the audit trail, and the signature is sent to the meeting host for review.

Once the HCP signs and accepts the signature, a confirmation message displays to the meeting host indicating receipt of the HCP’s signature. When the host selects Accept they are returned to the Call Report.

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