What are the benefits of using Approved Notes?

Using Approved Notes provides several benefits for organizations:

  • Enhanced Compliance - Approved Notes ensures adherence to regulatory requirements by continuously monitoring user notes for compliance with established guidelines

    • This helps organizations avoid potential violations related to regulations like the False Claims Act or Anti-Kickback Statute

  • Customizable Monitoring Rules - Create tailored monitoring rules that align with specific country regulations or product details. This flexibility enhances compliance accuracy and minimizes false positives, ensuring that compliance measures are relevant and effective in and across various contexts.

  • Streamlined Review Processes - With potential violations grouped for easy review, compliance users can quickly assess flagged notes, reducing the time spent on the review process. This not only improves operational efficiency but also allows compliance teams to focus on genuine concerns rather than sorting through irrelevant violations.

  • Free Text Input - Allows users to accurately describe transactions and discussions using free text rather than being constrained by predefined picklists or checkboxes. This provides companies with richer insight into their field transactions.

How does Approved Notes work with other Vault features?

Approved Notes can monitor relevant text across other Vault features for additional benefit and function.

  • Call Notes - Allows users to accurately capture interaction details, track follow-ups, and guide coaching on effective note taking

  • Account Plans - Allows Account Executives to create compliant account plans and align strategies and action items with company standards

  • Approved Email - Allows users to provide their personal touch to communications and enhance relationships while ensuring communication remains compliant

  • Engage Chat - Monitors Chat messages with HCPs for appropriate communication and identifying coaching opportunities based on conversation trends

  • Customer Attributes - Review Customer Attributes for appropriate content and mitigate risks associated with capturing customer preferences, logistical details, or location information

  • Medical Insights - Ensure captured Medical Insights comply with company policies while maintaining rich and full detail