Provider sample limit and transaction records for tracking HCP consumption
Key Takeaway
Every sample a rep disburses, even one well within the limit, creates a provider visit sample limit transaction record as a ledger entry. The provider sample limit record is the balance, holding the limit and remaining quantity for one account and product.
Sample limits cap how many samples a single healthcare professional (HCP) or healthcare organization (HCO) account can receive, so a company stays within regulatory and internal sampling rules. Two kinds of records track each account's consumption. A provider sample limit record holds the limit and remaining quantity for one account and product. A provider visit sample limit transaction record is created every time a rep disburses a sample.
What sample limits control
Sample limits are set at the account level to prevent oversampling and support regulatory compliance. They define the maximum quantity an account can receive.
The limits come from rules in sample limit templates. Example rules are 2 samples per visit or 5 samples per period per account. The limits can reset periodically.
Sample limits differ from Territory Product Quantity Allocations. Territory Product Quantity Allocations set the total quantity of a sample product available to a territory, for inventory and budget planning. Sample limits cap what one account can receive, for compliance. You can use the two together.