Documentation
Everything you need to know to get the most out of VistMed.
Getting started
Create your organization
Sign up, OTP verification and initial setup of your workspace.
Invite your team
Add your managers and medical reps with the right roles (Admin, Manager, Delegate).
Configure your territories
Define geographic zones and assign your delegates.
Client management
Add healthcare professionals
Create client profiles with contact info, specialty and potential (A/B/C/D).
CSV / Excel import
Bulk-import your existing client database.
360° history
View the complete interaction timeline for each client.
Medical visits
Plan a visit
Choose a client, date and time slot from the calendar.
GPS Check-in / Check-out
Validate your field presence with geolocation.
Write a visit report
Document presented products, client reactions and distributed samples.
Products & Samples
Product catalog
Manage product sheets with technical documents, brochures and clinical studies.
Sample management
Track sample allocation, stock and distribution per delegate.
Performance & Reporting
KPI Dashboard
Completed visits, completion rate, territory coverage, revenue.
Delegate objectives
Set period-based objectives and track real-time progress.
PDF / Excel export
Export your reports for meetings and presentations.
Need more help? Contact our team at support@vistmed.com