Capturing Remote Signatures for Medical Inquiry During Engage Meetings
End users can capture an HCP's signature before submitting a Medical Inquiry even though the transaction is remote. Requiring an HCP to review and acknowledge the Medical Inquiry content can reduce or eliminate inaccurate requests.
Validation Disclaimer
Engage signature capture features in the 24R2.2 release are released without validation. Engage signature capture requires enablement and does not affect other Vault CRM functionality. Engage signature capture features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- iPad, iPhone, Windows Users
- Users require an Engage license
- Business Admin Users, End Users, HCPs
Considerations for Capturing Remote Signatures for Medical Inquiry During Engage Meetings
- HCPs are able to receive signature requests on the Web Client, iPad, iPhone, and Android Engage apps for HCPs
- Attendees joining via the Web Client must use Chrome, Firefox, Safari, or Edge Chromium
Configuring Remote Signatures for Medical Inquiry During Engage Meetings for
Business Admin Users
To configure this feature:
- Ensure the following are complete:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects > Medical Inquiry.
- Grant the following permissions:
Object Object Permission Object Types Fields Field Permission medical_inquiry__v CRE n/a - signature_captured_remotely__v
- remote_signature_attendee_name__v
Read
End Users
To configure this feature:
- Ensure the following are complete:
- Configuring Call Reporting
- Configuring Medical Inquiries
- Configuring Engage Meeting
- Displaying Country-Specific Disclaimers, to display disclaimer text on the signature page based on the account's country
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects > Medical Inquiry.
- Grant the following permissions:
Object Object Permission Object Types Fields Field Permission medical_inquiry__v CRE n/a - signature_captured_remotely__v
- remote_signature_attendee_name__v
Edit
Capturing a Remote Signature for a Medical Inquiry During an Engage Meeting as
End Users
To capture a remote signature:
- Schedule and start an Engage meeting. See Scheduling and Starting an Engage Meeting for more information.
- Select Create Medical Inquiry from the More Actions menu on the call report.
- Complete the Medical Inquiry information.
- Select the More Actions button from the Medical Inquiry.
- Select Sign.
- Use the Language picklist to select the disclaimer text language. This picklist only displays if Displaying Country-Specific Disclaimers is enabled.
-
Select Remote as the Signature Method.
- Select Next.
-
Select the appropriate attendee's device if multiple attendees joined using the same Engage meeting ID as the account. If there is only one device, the list does not display. The signature request is sent to the signee’s device.
A Signature Request Failed error message displays if using an unsupported browser.
Signing for a Medical Inquiry as
HCPs
To provide a signature:
- Review the Medical Inquiry information captured.
- Select Request Receipt if an email receipt is desired.
- Select Next.
- Sign in the Signature box.
- Select Accept. The signature page is locked and the signature is sent to the end user for review.
Once the HCP signs and accepts the signature, a confirmation message displays to the end user indicating receipt of the HCP’s signature. When the end user selects Accept, the call report displays.
Reviewing a Signature as
End Users
Once the HCP signs and accepts the signature, a confirmation message displays to the end user.
The end user reviews the signature. To re-request a signature and generate a new QR code, select Request Again.
If the signature looks correct, select Accept. The signature page is locked, and the signature_captured_remotely__v and remote_signature_attendee_name__v fields are stamped on the medical_inquiry__v record.
Canceling a Signature Request as
End Users
To cancel a signature request before the HCP signs, select Cancel and then Cancel Request. Once the HCP signature is captured, end users cannot cancel a request.
The signature setup screen displays after cancellation is confirmed. A Request Expired message displays to the HCP.
The HCP cannot submit a signature for the call unless the end user sends another signature request.
Considerations
- HCPs are able to receive signature requests on the Web Client, iPad, iPhone, and Android Engage apps for HCPs
- Attendees joining via the Web Client must use Chrome, Firefox, Safari, or Edge Chromium
- Displaying a marketing banners on the signature set setup screen is not supported.
