Can sales reps capture HCP signatures remotely?

As mentioned previously, more and more HCPs prefer meeting remotely to meeting in person. However, sales reps still need an HCP’s signature in order to give them samples or submit a medical inquiry on their behalf.

Capturing a remote signature for sampling

During an Engage meeting, you and an MSL discuss a product, and the MSL requests a product sample. In Vault CRM, you pull up the call report for the meeting and add the BRC, then select the Sign button.

You select Remote Meeting, then Next.

The MSL receives the request on their device and confirms the BRC sample, then submits their signature.

You are satisfied with the signature, so you accept it and it’s saved on the call report.