Google Sheets - Medical Representative Visit Checklist

This sheet contains a checklist to help medical sales representatives prepare for their visits with healthcare professionals. The checklist items include confirming the appointment, researching the HCP's specialty and interests, updating product knowledge, preparing marketing materials, familiarizing oneself with current medical guidelines, reviewing previous visit reports, and setting objectives for the visit.

How It Works

This template has been set up in Google Sheets.

What you need before purchase

• Basic knowledge of how to use Google Sheets templates
• Google Sheets account

After purchase, you'll get access to the Google Sheets template immediately.

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FAQs

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via the Template Library contact page for any questions before buying and we'll happily reply.

Google Free Account

This template will work on the free account within Google but we'd recommend the paid version if you're using it with your team.

Excel version?

This template is accessible via Google Sheets and you can easily download as an Excel version by clicking File > Download > Microsoft Excel version.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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Disclaimer: This template has been researched and compiled to be used as a starter template for your business. Ensure your final template meets relevant legal regulations before using it.