Visit & Tour Planning Software for Medical Reps
Plan the week before it starts. Reps plan their doctor and pharmacy visits, managers approve them, and RxRep shows plan against reality on a map.
What is visit and tour planning software?
Medical reps cover dozens of doctors and pharmacies, and good coverage depends on planning: who to see, on which day, in what order. Visit planning software replaces the paper or Excel tour programme with plans that live next to the visits themselves.
In RxRep, reps plan visits for any day or week, then send the plan to their manager for approval. On the day, the plan becomes their to-do list. Managers see who is on track today, and can open any rep's day to compare the planned route with the GPS route they actually took. Out-of-station tours, with their own approval and expense claims, sit alongside.
Why do pharma teams need visit planning?
- Tour programmes in Excel are out of date by Tuesday
- Important doctors get missed while easy ones get visited twice
- Reps zig-zag across the city instead of following a sensible route
- Managers can't tell during the day who is on track
- Approvals by phone and WhatsApp leave no record
Key Features
Plan visits ahead
Plan doctor and pharmacy visits for any day, week or custom range.
Suggested visits
RxRep suggests doctors and pharmacies that are due a visit, so nobody important is forgotten.
Send for approval
Reps send a period's plan to their manager, who approves it, rejects it or asks for changes.
Plan for the team
Managers can plan visits for the people in their areas.
Route on the map
See a day's planned visits on a map, along the roads, before the rep sets off.
Planned vs actual
Overlay the rep's real GPS route on the planned one to see what changed.
Who's on track today
A team view of each rep's planned, completed and missed visits for the day.
Tours
Plan out-of-station tours with their days and visits, get them approved, and claim tour expenses.
How RxRep Helps
Without RxRep
- Monthly tour programme in a spreadsheet
- Approvals over the phone
- No idea if the plan was followed
- Managers chase reps for updates
- Key doctors missed for weeks
With RxRep
- Plans updated any time, in the same app as visits
- Approve, reject or request changes with a record
- Planned and actual routes on one map
- Live view of who is on track today
- Suggestions for doctors who are due a visit
Benefits
Frequently Asked Questions
Ready to put visit & tour planning software for medical reps to work?
From $7 per user per month. Start with a 7-day free trial, or let us show you around first.