Capturing next visit objectives
Key Takeaway
Next visit objectives are goals a rep sets for an account's next visit. For visit-level objectives to render, the section that holds them on the provider visit page layout must be named exactly "Next Visit Objectives".
In Life Sciences Cloud, next visit objectives let field reps record goals for their next interaction with an account while they document the current visit. A consultant enables them in two places. The first is a required section and fields on the provider visit page layout. The second is a setting in the Admin Console that controls how reps enter product-level objectives.
What next visit objectives are
In Life Sciences Cloud, the feature is called Capture Next Visit Objectives. Reps capture objectives at two levels. Visit-level objectives appear on the Visit Engagement page. Product-level objectives appear in the Product Discussion section.
Captured objectives are copied to the next visit for the account, so the goals a rep sets carry forward to that account's following visit.
Ana, a field rep, visits Dr. Okafor at his clinic. While she documents the visit, she records an objective for next time: follow up on the dosing questions Dr. Okafor raised. When Ana's next visit for that account comes up, the objective is copied onto it. She starts that visit with the goal she set last time.