Capturing Remote Signatures for Sampling with QR Codes

  • CRM Desktop (Mac)
  • iPad
  • iPhone

QR code signature capture enables CRM users and HCPs to maintain physical distance and eliminates the need to share devices during face-to-face visits. CRM users generate a QR code from the call report. HCPs scan the QR code to display a signature capture screen, then provide a signature from their own device.

For example, Dr. Ackerman requests samples of Cholecap during a face-to-face visit. Instead of handing her device to Dr. Ackerman for signature capture, Sarah generates a QR code for Dr. Ackerman to scan. Dr. Ackerman scans the code using his iPad’s camera, and then signs on his own device. Sarah accepts Dr. Ackerman’s signature and disburses the samples.


  • Sample and BRC are the only product types supported for QR code signature capture. If any other type of product is selected for sampling on the call report, the QR code option does not display on the signature set up screen.
  • QR code signature capture is supported for person account calls, both with and without the --paa section signal, as well as unique activity child calls. QR code signature capture is not supported for standard group calls.

Configuring QR Code Signature Capture

Ensure Configuring Call Sampling is complete.

To configure this feature:

  1. Grant admins FLS edit permission to the Signature_Captured_QR_Code_vod field on the following objects:
    • Call2_vod
    • Sample_Order_Transaction_vod
    • Sample_Order_Transaction_Audit_vod
    • Sample_Transaction_vod
    • Sample_Transaction_Audit_vod
  2. Grant CRM users FLS edit permission to the Signature_Captured_QR_Code_vod field on the Call2_vod object.

Generating a QR Code for Signature Capture

QR Code is available as a signature method when there is at least one BRC or one sample-type product on the call report. To generate a QR code for signature capture:

  1. Select the Sign button on the call report.

  2. Select QR Code on the signature set up screen.

    The signature set up screen only displays if there is more than one available signature capture method for the call report. If there is only one available signature capture method, it is automatically selected.

  3. Select the appropriate signee from the Signee picklist for child calls on group calls with unique activities.
  4. Select Next.

A unique QR code displays on the CRM users’ device. The CRM user must ask the HCP to scan the QR code.

QR codes are single-use. A Request Expired error message displays to accounts if they attempt to open the same QR code twice.

Signing for Samples

To provide a signature, HCPs:

  1. Scan the QR code using their mobile device’s camera.

  2. Review the account and sample details on the signature screen.

  3. Select Next.
  4. Sign in the signature box.

  5. Select Done.
  6. Select Accept.

  7. Once the HCP signs and accepts the signature, a confirmation message displays to the CRM user.

The CRM user reviews the signature. To re-request a signature and generate a new QR code, select Request Again. When CRM users generate a new QR code, the signature and related fields are cleared.

If the signature looks correct, select Accept. The signature page is locked and all fields are stamped in the audit trail.

Once CRM users accept an HCP signature for a call, they cannot generate a new QR code for the same call.

Canceling a Signature Request

To cancel a signature request before the HCP signs, select Cancel and then Cancel Request. Once the HCP signature is captured, CRM users cannot cancel a request.

CRM users are redirected to the signature setup screen after cancellation is confirmed. A Request Expired message displays to the HCP.

The HCP cannot submit a signature for the call unless the CRM user selects another signature capture method or generates another QR code.