FieldOps for Healthcare CRM

FieldOps is the dedicated mobile app for field sales and relationship teams using Healthcare CRM. It provides a focused experience for planning, executing, and tracking field visits to healthcare professionals, hospitals, clinics, and other affiliated accounts.

Field users can create Daily Plans, schedule planned visits, add unplanned visits, and submit planned visits for manager approval. Once approved, users can view and execute their scheduled visits directly from the mobile app without navigating through the complete CRM.

During a visit, FieldOps supports location-based validation for check-in and check-out, helping ensure that field activities are recorded from the intended visit location. Users can record the outcome of each visit and maintain an accurate history of their field interactions.

When a visit cannot be completed in the first attempt, users can mark it for revisit and check in again later. A single visit can have multiple attempts, with each attempt tracked separately along with its outcome, providing a complete history of all interactions made for that visit.

Key capabilities:

- Create and manage Daily Plans
- Schedule planned visits and create unplanned visits
- Submit planned visits for manager approval
- View approved and scheduled visits for the day
- Perform location-validated check-in and check-out
- Record outcomes for each visit attempt
- Track multiple attempts under a single visit
- Mark visits for revisit when another attempt is required
- View previous attempt outcomes while executing a visit
- Track ongoing, completed, and missed visits
- Maintain field visit activity directly within Healthcare CRM

FieldOps gives healthcare field teams a dedicated mobile experience for managing their day-to-day activities while keeping visit plans, attempts, outcomes, and execution information connected with Healthcare CRM.

It also provides managers with better visibility into planned activities and actual field execution through the data recorded in Healthcare CRM.

FieldOps is intended for authorized Healthcare CRM users. Features and access may vary depending on the organization’s configuration, user permissions, and enabled Healthcare CRM capabilities.