in order to activate frequency module you need to do few steps

1- Goto settings => Clients => Classifications

  • Click Add Classification

  • Choose a name for your client's classification for example ( A ) or ( B )

  • Click Save

2- Goto settings again => Clients => Product Lines

  • Click Add Product Line

  • Choose a name for your Product line for example ( Blood pressure ) or (Diabetes)

  • Click Save

Now we need to define each product line and classification for each Client

3- Goto Clients -> Select Tab (Product Lines Target )

  • Click Edit (pencil icon)

  • now you can click Add product line target

  • choose a product line and classification for this client

  • lets assume you have a GP doctor

  • therefore you want to add multiple product lines with different classifications as the following

Product Lines

Classification

Blood Pressure

A

Diabetes

B

- in the above example you define multiple lines with their classes for a one customer

This way it would give you the flexibility to create simple or complex frequencies for your Clients .

4- now go to side menu => Representatives

  • Choose a representative

  • Then goto Lines

  • Add Product lines assign to this representative ( for example Rep A will work on Blood pressure product line )

  • That means This Rep has to visit all clients that is already associated with the same product line

5- Finally Goto Settings => client => Target Lines

  • Click Add Line Target

  • Choose Line & Class & Frequency

Line

Classification

Target Number

Blood Pressure

A

4

Diabetes

A

4

Blood Pressure

B

3

Diabetes

B

3

  • In the above example we created a generic frequency , for example All Clients that have Blood Pressure Line and their classification on that line is A they have to be visited 4 times / month

  • Let's say i have an exceptions , for example a specific doctor that has Blood Pressure Line and A Class has to be visited 3 times a month only . we can do that as an example in the table bellow :

  • Click on Add Rep Or Client and choose client

Line

Classification

Target Number

Client

Blood Pressure

A

3

Doctor X

Diabetes

A

2

Doctor X

  • As you see you can define generic and exceptions frequencies based on your business case .

😎 Have a look at this article for frequency report .

https://helpcenter.repzo.com/en/articles/5700448-frequency-report

If you have any questions regarding this module you can always contact our customer support or drop us an email at [email protected]

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