Purpose
This guide is designed to streamline the process of adding new Healthcare Professional (HCP) customers into C.A.T.S. Mobile. Its primary purpose is to ensure accuracy and efficiency by providing a systematic approach to verifying whether a customer already exists in the C.A.T.S. Mobile system, preventing duplicate entries. By following these steps, sales representatives can maintain an accurate and up-to-date customer database, ultimately enhancing overall operational efficiency.
Add a New Customer
Sales reps have the ability to enter a new HCP customer into C.A.T.S. Mobile. However, before manually entering a new customer, you check you contact list to ensure that the customer is not already added to C.A.T.S Mobile.
1.You can manually add a HCP by clicking the plus icon in the lower left corner , the select HCP from the pop-up window
2. From the Add screen, enter the information for the new customer
3.Swipe down to the next section to add customer Affiliations (if any) and Address information. (Adding an Affiliation is covered in the next section.)
4. Next, swipe down to the remaining sections on the Add screen
5. Where you are finished entering all available information for the New Add , tap the Save button in the upper right corner.
6. Once all the required information is inputted , the two Save buttons become active. Tap the Save or the Save and Call button.
7. Tap OK to close the confirmation pop-up.
When you tap OK on the New Add confirmation pop-up, the application will automatically move to the Edit HCP window for the New Add, where you can add additional info , if needed then click Save, to close the Edit HCP window.
Note: : you also have the option to Save and Call the new customer with one tap. Use this feature if you want to save the new customer and then immediately open a Call screen for them, to enter a call.
This guide outlines the steps to efficiently add new HCP customers into C.A.T.S. Mobile, ensuring accuracy and reducing duplication.