AMSHub supports the ability to manage the reps coming to your facility. Once a rep is in AMSHub, anyone at a facility can initiate a visit, or a rep can initiate a visit. This is done by using the tools provided in AMSHub at Vendors > Office Visits. There is a predefined workflow for how reps are scheduled and approved for a visit:
Facility Initiates A Visit
Go to Vendors > Office Visits and click the Request Office Visit button. Select the Rep you would like to have come in, select a date, and provide either a broad morning/afternoon window or pick a specific time. Enter a note indicating the reason you want them to come in and click Request Visit.
The rep will receive an email alerting them that a new office visit has been requested. If they are agreeable to the indicated day and time they can simply approve the schedule and the visit is set and added to your calendar.
They can also re-schedule and indicate an alternate day/time as needed. If a rep reschedules, an alert is sent back to you indicating their proposed alternate day/time. You can reschedule again, or approve their request. In either case, the rep must confirm to have the meeting set on the calendar.
Rep Initiates A Visit
A rep has the ability to request a visit from their side as well. When a rep requests a visit, an alter will be presented in AMSHub and you will have the option to approve their proposed reason, day and time, or you can reschedule or cancel. In either case, someone at the facility will have to approve the details of their request in order for the visit to proceed.
When a rep-requested visit has been approved, the rep must still confirm in order for the visit to be completed and added to your Office Visit calendar.
Office Visit Calendar
Once a scheduled visit has been approved by both parties, it’s status will change to green on your office visit calendar. You can click any item on the calendar to see its details, but a confirmed visit has the ability to be downloaded to another calendar as well. If you have Outlook or another calendaring tool, you can use the calendar icon to download the visit details and add them to another calendar.