Visit planning
Representatives prepare around an agreed objective, segment and relevant context.
H3i · Field Intelligence
Structured HCP visits. Insights that lead to action.
A representative app and management portal connect preparation, visit documentation, analysis and follow-up on agreed actions.
01 / FIELD INTELLIGENCE
Better field insight starts with a useful structure.
Each visit creates structured context around healthcare professionals’ needs, barriers and reactions. The system helps teams organize those insights and turn them into practical support.
Structured documentation
Capture topics, questions and agreed activities in a shared structure.
Separate HCP responses from representative assessment
HCP responses remain distinct from the representative’s observations and assessment.
Follow-up on agreed actions
Activity reviews help the team maintain continuity in relationships and agreed next steps.
02 / HOW THE SYSTEM WORKS
From conversation to shared insight.
A focused workspace for preparation, visit notes and recording next steps.
Activity oversight and reporting for managers, comparisons across HCP segments and preparation for team reviews.
Connects permitted profiles, activity and communication context according to the project’s agreed purpose and rules.
PLAN→VISIT→INSIGHT→FOLLOW-UP
03 / WHAT TEAMS RECEIVE
A clearer view of needs, actions and follow-through.
Monthly and final reviews of activity and observations.
Comparisons across agreed HCP segments with context for interpretation.
Review meetings, follow-up on agreed actions and recommendations for the team.
Project scope, questions, data access and reporting are defined around the project objective. The system preserves the distinction between what an HCP said and the representative’s professional interpretation.
04 / H3i
One shared foundation for field and digital engagement.
The visit system connects field activity with other agreed H3i services, including digital channels and audience research.
Discuss your field programme
Scope, workflow and reporting are tailored to the organization and programme.
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