Follow Up and Capture Insights
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the post-visit actions a rep should take to ensure a visit is fully documented.
- Show how LSC4CE supports visit wrap-up activities like submitting reports, scheduling follow-ups, and logging HCP consent and preferences.
- Explain how sharing visit outcomes in real time keeps the broader team aligned and informed.
Closing the Loop
In life sciences, what happens after the visit is just as important as what happens during it. Timely and consistent follow-up ensures that interactions don’t just end, but move the relationship forward.
But without a structured post-visit flow, even high-quality engagements can lose momentum. Reps may forget to log details, miss follow-up opportunities, or delay submission. These gaps can affect compliance, analytics, and ultimately, customer trust.
LSC4CE simplifies post-visit work by giving reps one place to complete, submit, and act on visit outcomes, keeping momentum going and ensuring nothing falls through the cracks.
In this unit, we rejoin Sofia right after her successful visit with Dr. Morita. Let’s see how she uses the app to finish her documentation and launch the necessary follow-ups.
Complete the Visit with Confidence
After her meeting with Dr. Morita, Sofia reviews the Visit Engagement screen, where she can review and modify key details from the visit. Most key details—from attendees, presented content, product disbursements, inquiries, and reactions to samples—are already in place from the live interaction, but she can adjust as needed.
Here is the message shared by Sofia during the visit along with a reaction specified for each.
She also adds notes related to product feedback, as well as next visit objectives.
After confirming all the details are added to the visit, she taps Submit, and the system validates required fields and confirms compliance.
Behind the scenes, the platform locks the visit and related records, including all actions, timestamps, and captured data. If Sofia needs to make changes later, she can request unlocking the visit or do it herself based on her organization’s configuration, and adjust as needed.
With LSC4CE, visit records are built in real time and finalized with confidence. There's no rekeying, no end-of-day scramble, and no gaps in compliance.
Update Ratings to Reflect New Insights
Each visit captures important details, such as what was discussed, how the HCP responded, and where there’s interest or hesitation. Ratings help turn those details into structured data your team can use to prioritize account segment targets, and plan the next action.
In LSC4CE, ratings appear on the visit as well as the account as rating cards. Cards are grouped by segment, and what you see depends on your org’s configuration and permissions. Common segments include:
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Product: product-specific affinity or posture for this HCP
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Territory: territory-aligned preferences or scores for this account
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Team: group or user-team perspectives captured for shared context
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General or Address: overall engagement or location-specific indicators
After a visit, Sofia opens the Ratings tab on Dr. Morita’s visit and updates the Product card for Immunexis from Interested to Advocate. The change is saved on the account and is visible to colleagues who share access, so downstream planning and outreach reflect the latest signal.
Ratings are quick to update and lead to powerful insights over time. Keeping them current helps recommendations, territory planning, and collaboration land in the right place for your next visit.
Now, let’s rejoin Sofia as she completes another important follow-up task: capturing consent.
Confirm Consent and Prepare for Follow-Up
Consent is not paperwork. It is the legal basis and customer signal that determines what you can do next. In Life Sciences Cloud, consent and channel preferences are best captured during the visit, then reviewed right after so your follow-ups are both compliant and welcome. When preferences live on the account and the system enforces them by channel and subscription, reps can act quickly without guesswork.
During her session with Dr. Morita, Sofia confirms interest in receiving email updates about Immunexis.
From Visit Engagement, she opens the Consent workspace via the account link. In this workspace, she can:
- View existing preferences across channels (email, SMS, in person, and so on) and subscriptions (product lines, services, therapy areas).
- Add or update channel-level consent for a specific subscription.
- Log context of capture, including time, location, and collection method, for regulatory traceability.
- Trigger a review screen that locks the iPad and enables the HCP to review disclaimers and provide a digital signature.
- Upload attachments when “wet signature” consent is required for certain regions.
Here, Sofia reviews the Communication Consent preferences for Dr. Morita, which lists the consented communication channels for each subscription.
This consent is logged immediately, and the preferences feed directly into downstream communication controls, ensuring that follow-up messaging is targeted, appropriate, and fully compliant.
Admins can configure which subscriptions and channels appear for each territory, product, or HCP type. They can also define required fields and enable signed disclosures for audit readiness.
Because consent data lives at the account level, it applies not just to Sofia’s communications but to any future touchpoints from the organization. So when a field medical liaison or marketer views Dr. Morita’s profile, they can see exactly what kind of contact is allowed and what isn’t.
Next, let’s explore the follow-up actions that Sofia takes to keep the conversation going with her HCPs.
Launch Follow-Up Actions
The visit may be over, but the engagement continues. With LSC4CE, field reps can take immediate post-visit actions to reinforce the conversation, share relevant materials, and plan the next interaction—while everything is still fresh.
From the submitted visit record or directly from the account, Sofia reviews available follow-up options. Based on what was discussed with Dr. Morita, the system suggests actions aligned to her role, territory, and the Immunexis product line. She:
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Selects an approved email template that includes updated Immunexis PSP enrollment resources, and schedules it for delivery.
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Creates a reminder task to check in with Dr. Morita next quarter, ahead of the new product launch.
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Triggers a follow-up survey to gather feedback on the session and materials.
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Flags a new internal question for the Medical Affairs team based on a post-visit reflection.
These follow-ups are guided by the visit context, recent content engagement, and Dr. Morita’s newly updated preferences and ratings. Sofia doesn’t need to dig through past notes or jump between apps as the system surfaces the right options at the right time.
Keep the Whole Team Aligned
In life sciences, reps rarely work alone. Each visit contributes to a larger picture, and it’s critical that colleagues working on the same HCP, brand, or territory can access and build on what was captured.
Once Sofia submits her visit, the full record becomes visible to collaborators across her team. That includes her manager, the aligned Medical Science Liaison, and anyone else assigned to the Dr. Morita account. They can all view:
- Notes and discussion highlights
- Sample activity and product feedback
- Medical inquiries and updated ratings
- Consent preferences and follow-up actions
There’s no need to send emails or duplicate updates. Everyone stays aligned and informed by working from a single, shared record.
This real-time visibility ensures continuity across engagements and helps teams avoid missteps, like duplicate outreach or out-of-date messaging. It also allows each role to do their part: a rep to plan the next visit, a medical liaison to respond to inquiries, or a manager to assess territory engagement.
With LSC4CE, alignment isn’t an extra step. It’s built into the post-visit flow of work.
Get Ready for the Bigger Picture
With the visit complete and follow-up in motion, Sofia turns her attention to her next visit. But the value of this interaction doesn’t stop here. Everything she captured—content reactions, samples, inquiries, ratings, objectives—now feeds into account timelines, territory dashboards, and strategic planning tools across the team.
In the next unit, see how Life Sciences Cloud connects these data points to give teams powerful insights into what’s working, where to focus, and how to evolve their engagement strategy.