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.
Considerations
- 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:
- 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
- Grant CRM users FLS edit permission to the Signature_Captured_QR_Code_vod field on the Call2_vod object.
