Perform Visits with the Mobile App

After you reach the account location, start the visit from your mobile app, complete the tasks listed in the action plan, and end the visit.

Available in: Lightning Experience

Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud

User Permissions Needed
To start a visit	Handled through `VisitAccess` and `VisitorAccess` Apex triggers
To execute a visit task	“Read”, “Edit”, and “View All Records” on Assessment Tasks Run Flows Other necessary permissions based on the configured task flows
To use Patient Registration	Create on Account Read on Visits Read on Serialized Product Read on Products Run Flows
To use Order Authorization	Create on Order Edit on Serialized Products Edit on Product Items Read on Products Read on Addresses Read on Visits Run Flows
To end a visit	Handled through `VisitAccess` and `VisitorAccess` Apex triggers “Read” and “View All Records” on Assessment Tasks

Note Only the primary visitor can initiate a visit task. For this reason, it is recommended that only primary visitors start and end a visit.

Go to the My Visit page on the Intelligent Sales mobile app.
Tap the visit to start.
Tap Start Visit.
You can see the time elapsed for this visit on your screen, in the HH:MM format.
To progress through the visit, tap a visit task.
Visit tasks are flows configured by your admin. You must complete all tasks marked as required before you can end the visit.
Note If you’re using the order authorization flow, you must add a signature from the visited party before you can complete the order.
Once all the required tasks are completed, tap End Visit.

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