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Manager's Checklist

Continual improvement of medical information services:

Recommendations for internal checklist

General

  • Have you read the PIPA standards within the last 6 months?
    Click here to download the current guidelines

Access

  • Is your published contact number (eg BNF & MIMS) correct?
  • If you have an automated switchboard, is Medical Information a clear option?
  • Are the correct contact companies clear to your customers for products recently transferred to or from you or for co-marketed products?
  • Are all parties clear of their responsibilities?
  • Do all staff who receive calls know to whom medical information requests should be passed?
  • How long does it take for calls to be transferred from your switchboard to your department? (Try calling from outside yourself).
  • Is time wasted taking unnecessary details without passing them on?
  • Is there appropriate cover during Medical Information Department meetings?
  • Are the staff members that cover your switchboard (including lunchtime) sufficiently briefed on your service?
  • Is your voice mail/department ansaphone used too much?
  • Do you have an option to be transferred to a ‘real’ person?
  • Do you check your voice-mail regularly?
  • Do you have procedures in place to ensure that all calls to your department are answered?
  • Is there a procedure within your department to direct callers as quickly as possible to somebody who can help them?
  • If transferring a call, do you pass on information already provided?
  • If receiving a transferred call, do you summarise your understanding of what the customer has already told others back to the customer?

Telephone manner

  • Are you always willing to help?
  • Do you convey this to your customer?
  • Do you always look beyond the SmPC if that does not answer the question?
  • Do you keep customers holding on longer than necessary?

Knowledge/Competence

  • Are all staff handling enquiries sufficiently trained /experienced?
  • Do you have access to a medical opinion where required?
  • Do you always check the accuracy of your answers, even if you think you know?
  • Do you have sufficient resources to enable you to answer enquiries on your products
  • Do you have access to your company’s adverse event information?
  • Do you have information on the unlicensed use of your products?

Timeliness

  • Do you meet the deadlines that you have agreed?
  • Do you always return calls, follow-up on faxes, written confirmation and documents within the agreed timescales?
  • Do you have procedures in place to prevent missed deadlines?
  • Do you ask enquirers how soon the information is needed and inform them of any possible delays?
  • Do you check that the way you intend to send the information (eg fax, letter) is acceptable to the enquirer?

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