Capturing Remote Signatures for Medical Inquiry Using Share Link and QR Code

  • iPad
  • iPhone

Enabling Share Link and QR code allows users to capture HCP signatures for medical inquiry requests during virtual meetings. Users can send a signature link to the HCP using Share Link, or users can generate a QR code from the medical inquiry which HCPs scan using their own device to display a signature capture screen. This allows users to maintain physical distance during face-to-face visits, eliminating the need to share devices.

For example, Dr. Ackerman requests information about a product’s off-label usage during a virtual meeting. Sarah Jones creates a medical inquiry to capture his question. Since Sarah cannot hand her device to Dr. Ackerman for signature capture, Sarah generates a signature link and sends it to Dr. Ackerman via text message. He selects the link and signs on his device. Sarah accepts Dr. Ackerman’s signature and submits the inquiry.

Prerequisites

To enable this feature for admins:

  1. Grant admins FLS edit permission to the Signature_Captured_Share_Link_vod and Signature_Captured_QR_Code_vod fields on the Medical_Inquiry_vod object. These fields do not need to be added to the page layout.

  2. Grant admins FLS read permission to the Signature_Captured_Share_Link_vod and Signature_Captured_QR_Code_vod fields on the Medical_Inquiry_Audit_vod object and place them on the appropriate page layouts.

To enable this feature for users, grant FLS edit permission to the Signature_Captured_Share_Link_vod and Signature_Captured_QR_Code_vod fields on the Medical_Inquiry_vod object. These fields do not need to be added to the page layout.

The DISABLE_MI_SIGN_BUTTON_vod Veeva Setting is not applicable for this feature since you cannot review a remotely captured signature after it is captured.

Generating a Share Link or QR Code to Capture Remote Signatures for Medical Inquiry

With either the Share Link or QR Code method, HCPs are guided through a process on their web browser to provide a signature.

To generate and share a Share Link or QR code for an HCP to sign for a medical inquiry:

  1. Select the Sign button from a medical inquiry.

  2. Select the disclaimer text language. This step is only available if Displaying Country-Specific Disclaimers is enabled.

  3. Indicate if the HCP wants to receive a receipt, then use the Receipt picklist to select the email address the receipt should be sent to. This step is only available if Approved Email Receipts for Signature Transaction is enabled.

  4. Select Share Link or QR Code as the signature method.

  5. Select Next.

  6. Share the Share Link or QR code with the attendee using text, email, or another appropriate method. For Share Link, a sharing message displays to the user. With either method, users must remain in Veeva CRM until the HCP provides their signature.

To capture a signature, HCPs must do the following:

  1. Select the provided Share Link or scan the provided QR code. A page with the request details displays in a browser.

    A "Signature Request Failed" error message displays if an unsupported browser is used to open the link.

  2. Review the inquiry request and delivery details, then select Next.

  3. Review the disclaimer, sign in the Signature box, and select Done.

  4. Select Accept to send the signature. A thank you page displays.

When the HCP selects Accept, a confirmation message displays to the user, followed by the Review Signature page. Once the user selects Accept, the signature page is locked and all fields are stamped on the medical inquiry record. The Signature_Captured_Share_Link_vod field or Signature_Captured_QR_Code_vod field is checked on the medical inquiry. If the --mpi section signal is configured, the field is checked for all records created for the medical inquiry.

Once the user selects Submit or Save from the More Actions menu, the transaction is completed.

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