Jake Stahl

Electronically creating an itinerary schedule in a calendar program. A geographic indicator and a calendar date are acquired and coordinated with each other to define an itinerary entry. The itinerary entry is included into a calendar program maintained by the machine. The step of acquiring the geographic indicator further comprises the step of updating a counter upon each selection of a geographic indicator. Another method electronically populates a calendar program with an event using an… Show more

Electronically creating an itinerary schedule in a calendar program. A geographic indicator and a calendar date are acquired and coordinated with each other to define an itinerary entry. The itinerary entry is included into a calendar program maintained by the machine. The step of acquiring the geographic indicator further comprises the step of updating a counter upon each selection of a geographic indicator. Another method electronically populates a calendar program with an event using an itinerary entry. Optionally, health care providers from within a geographic indicator are included in the itinerary entry. A geographic indicator and calendar date are obtained from an itinerary entry, and additional search criteria are input. A search of a database is executed to identify candidates matching the geographic indicator and search criteria. Candidate matches are assigned to a time slot, and each time slot is populated into the calendar program on the calendar date. Show less

Electronically creating a schedule plan of events which replicates one or more previously scheduled events. A source date range is acquired into a memory of a machine. A set of previously scheduled events within the source date range is identified. A target date range is received through a user interface. At least a portion of the previously scheduled events is assigned to a date within the received target date range to create the schedule plan. The schedule plan is posted to a calendar… Show more

Electronically creating a schedule plan of events which replicates one or more previously scheduled events. A source date range is acquired into a memory of a machine. A set of previously scheduled events within the source date range is identified. A target date range is received through a user interface. At least a portion of the previously scheduled events is assigned to a date within the received target date range to create the schedule plan. The schedule plan is posted to a calendar. Another method creates a schedule plan on the basis of one or more search criteria used for identifying any match from a database. At least a portion of any matches are assigned a time slot within a target date range of a calendar program. Show less

Sales Tool and methodology for field representatives of products or services records the dates of site visits with customers, acquires sales data concerning consumption of a product or service in a region which is attributable to the customer, generates a chart that depicts the acquired sales data and superimposes on the chart the site visit information so as to coordinate sales data and site visit information into a unified presentation to the representative. Software implementations can… Show more

Sales Tool and methodology for field representatives of products or services records the dates of site visits with customers, acquires sales data concerning consumption of a product or service in a region which is attributable to the customer, generates a chart that depicts the acquired sales data and superimposes on the chart the site visit information so as to coordinate sales data and site visit information into a unified presentation to the representative. Software implementations can permit the representative to interact with the superimposed site visit information and cause additional information to be retrieved from the local database or elsewhere and be presented. Site visits can include other points-of-contact between the customer and the representative, his or her company, or his or her company's materials. Show less

Electronic assigning of expense data related to sales calls to customers such as health care professionals (HCPs) aids in complying with local, state, federal, or other regulatory reporting requirements and guidelines. The method includes providing expense report data and presenting a line-item entry of the report on a display. Through a user interface, one or more customers included within a database are selected. An expense amount associated with the line-item entry is automatically allocated… Show more

Electronic assigning of expense data related to sales calls to customers such as health care professionals (HCPs) aids in complying with local, state, federal, or other regulatory reporting requirements and guidelines. The method includes providing expense report data and presenting a line-item entry of the report on a display. Through a user interface, one or more customers included within a database are selected. An expense amount associated with the line-item entry is automatically allocated into dollar amounts among the selected customer(s) and entries in the database are updated for each selected customer to now include the allocated dollar amounts. Show less

Electronic capture of adverse event information includes selective input of adverse event information into a machine in response to prompt provided to the user based on a site visit. Such adverse event information is forwardable to a location over a communication link. The machine produces one or more alerts, if adverse event information has been input, after a prescribed period of time has transpired unless the machine is informed that the same information has already been forwarded to the… Show more

Electronic capture of adverse event information includes selective input of adverse event information into a machine in response to prompt provided to the user based on a site visit. Such adverse event information is forwardable to a location over a communication link. The machine produces one or more alerts, if adverse event information has been input, after a prescribed period of time has transpired unless the machine is informed that the same information has already been forwarded to the location. In a preferred embodiment, the customer is a clinician. Optionally, received adverse event information can be parsed to audit whether any of the information, in fact, concerns an adverse event. Systems and software concerning related technological improvements are disclosed. Show less