Workflow

Medical Representative

MR logs in with mobile number and OTP, then lands on the home dashboard with today's smart plan.

Optimised doctor route with availability status, distance, and priority tags for planned visits.

MR views assigned doctors, checks availability slots, and books visits within doctor-defined time windows.

Select brand/molecule, present approved content, and start/end presentation with GPS verification at doctor location.

Record visit outcome (presented, follow-up required, doctor unavailable) with notes and next visit suggestion.

Initiate promotion, near-expiry, or brand push schemes with quantity, benefit, validity, and doctor-specific details.

Scheme flows to AM for approval within authority limits, or escalates to RM/State/HO for higher-value requests.

Respond to doctor counter-offers via context-linked chat, share approved schemes, and track negotiation status.

Submit daily sales entries for approval and monitor calls planned vs completed, target achievement, and engagement scores.