To create a new Call, please do the following:

1. Go to the Schedule section.
2. Click the Create button.

3. Click the New Call button.

4. In the Call Creation dialog:

• System data section - optional fields. Select data if needed.

• HCO and HCP section - mandatory field. Select, for example, the client (HCP), and the system fills other fields automatically (based on the information added to the institution/client card).

• Select the Call type from the list. Mandatory field.
• Add the planned call date and time.

• Add materials for call (presentation, etc) - optional fields.

5. Click the Save button.