Remote signatures for products, samples and product discussions
Key Takeaway
Remote signatures work only with Twilio, not Microsoft Teams. Select "Remote signatures" in Twilio Settings, and have reps use a visit channel that uses Twilio for visits that need a signature.
Remote signatures let a field rep who hosts a remote engagement session capture an electronic signature from a healthcare professional (HCP). The signature covers the direct-to-practitioner products, samples, or product discussions added to the visit. The HCP reviews the items and signs in their own browser, so the rep can document these interactions without being in the room.
How remote signatures work
The rep is the meeting host. During the remote session, the rep requests a signature from the remote session window. The HCP then reviews the direct-to-practitioner products, samples, or product discussions added to the visit. The HCP signs right away, directly in their browser window.
With Twilio, the HCP joins the session through a secure link to an Experience Cloud portal in their web browser. Because the portal opens in the browser, the HCP doesn't need to install an app to sign.
The remote signature page can also show legal disclaimers. After the HCP's signature is captured, you can set up confirmation emails that send personalized follow-ups to the HCP.