Signature disclaimers for remote sessions with compliance statement definitions
Key Takeaway
A remote-session signature disclaimer is a Compliance Statement Definition record. Reps see it on the signature page only if the record is shared with their territory, so when a disclaimer is missing, check the sharing first.
During a remote engagement session, a field rep can ask a healthcare professional (HCP) to sign electronically. Signature disclaimers are the legal text the HCP reviews on the signature page before signing. You create each disclaimer as a Compliance Statement Definition record. Then you share it with the territories of the reps who need it.
What remote signatures capture
During a remote engagement session, the rep who hosts the session can capture HCP signatures for direct-to-practitioner products, samples, product discussions, or consent. The HCP reviews the items and signs directly in their browser window.
With remote consent, the HCP gets a notification in their browser. The HCP reviews the consent topics, opts in or opts out, and signs without leaving the visit.
Remote signatures work only when Twilio is the service provider for remote engagement sessions. They aren't supported for Microsoft Teams, so a company that uses Teams can't capture remote signatures.
You can also set up confirmation emails that send personalized follow-ups after HCP signatures are captured.