Good Documents | Managing document-related risk in the pharma & medical device industries
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Effective Call Notes

Good records on HCP interactions

If your salesforce is recording call notes, those call notes must —

  • cover essential points and only those points;
  • be easy to understand and refer back to;
  • support the business, i.e., the call continuum;
  • record proper handling of any issues with regulatory implications.

Customizable eLearning
Effective Call Notes is essentially a writing program, but tailored to this particular writing challenge. Key feature: A simple process for structuring a three-step note that covers the critical points.

Other notable features:

  • Customized. We customize the content to each client's policies, sales practices, and SFA.
  • Deliverable to PCs or iPads. We build your program to be deliverable to range of devices, so that reps with a bit of downtime can view the program no matter where they are.
  • Writing tools. Our training doesn't just warn about what not to do; it shows reps what to do. Our simple writing tools keep notes lean yet ensure that the critical points are always covered.
  • Job-aid. Our printable job-aid highlights the most important guidelines and features model call notes showing proper handling of different types of HCP interactions.
  What guidelines do your employees need for social media?

Print our course descriptionA version to suit your needs
The program comes in multiple versions:

  • Good Documents supplement. For employees who have received our Good Documents training, this version reinforces the writing practices and principles presented in that program.
  • Standalone version. Your employees haven't had Good Documents training? —No problem; we have a version that works as a standalone program.
Excerpt from Good Documents: The Business Communication Landscape




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