Call Note Compliance Monitoring demo
A call note reader: every rep's note, typed or spoken, with each offer of value to a prescriber, gift or meal outside policy, off-label request, promotional claim and competitor mention highlighted where it was said. 1:17
What the demo shows
A field compliance solution for sales leaders that checks call notes for off-label talk.
Agents read every call note the moment it is filed, highlight the phrases that matter — value offered for prescribing, gifts and meals outside policy, off-label requests, promotional language, competitor mentions — start the compliance clock from the call, send a possible inducement to Compliance investigations with the four facts a case needs, and send off-label questions to Medical Information; the field compliance lead decides each route.
Transcript
- Call Note Compliance Monitoring reads every rep's call note for field compliance teams.
- Offers to prescribers must reach compliance within a business day, but most notes are sampled weeks later.
- The reader highlights and labels every phrase that matters.
- A practice dinner offered for three new patients, a possible inducement the clock running from the call, an off-label question about
- a 15-year-old goes to medical information.
- Now a voice note from Jordan Lee is read as it is transcribed.
- A weekly staff lunch for five patients on Veltrimab turns red.
- The clock starts and the case goes to investigations.
- Lena sends it to compliance investigations 23 hours before the deadline.
- Risky call notes now reach compliance in hours, not weeks.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.