Beyond Rep Management: Policies

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Setting policies and procedures are key to maintain understanding and structure of an organization. Policies and procedures are guidelines you set with your employees on Day 1 of the onboarding process. If you set these expectations upfront for your employees, shouldn't you have the same practice when it comes to Business Associates/Sales Representatives entering your facility?

Beyond just your routine rep management system, Clinicpass also offers additional features, such as setting parameters and uploading current policies and procedures. To help ensure you, as a healthcare facility, can identify daily approaches that are important to maintain order, consistency and reduce clinic disruptions. Communicating expectations helps the Business Associates/Sales Representatives to know and understand the guidelines and rules while in your medical practice.

Through our platform, setting parameters is completely customizable, but we want to provide you with some examples around this that have been implemented and our customers have found beneficial:

1. Clinic access/directions
   1. Where to park when they get to the facility, so they are not taking space for patients.
   2. This can be around what entrance to use, if they do not want to enter through waiting room
   3. How to get to the break room so they are not disturbing patient care.
2. Type of appointment
   1. Schedule provides the opportunity to schedule what appointments are available that day, from sample drops, the lunch, to snack.
   2. Virtual vs. In-Person
   3. How many attendees they are allowing reps to bring.
3. Time Frames
   1. This can be around designated lunch times expectations.
   2. Lunch time vs presentation times may vary due to provider availability during the lunch hour.
4. Rotation
   1. How often individual reps can schedule with the clinic.
   2. How often reps from the same company/product can come to the clinic.

Identifying and following policies and procedures, from both the side of the clinic and the representative actively helps provide a smooth working environment. Providing mutual respect and appreciation of each other's time and job. Afterall, the heart of Clinicpass is to streamline all educational events for compliance, accounting, and sample organization leading to improvement of patient care. Clinicpass delivers in ways beyond rep management.

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