WORKFLOW & GUIDED SETUP

Your practice sets the structure.
MeetingMD helps coordinate the process.

Give leadership oversight, staff a defined workflow, and reps a clear path to request time.

01

Define how your practice welcomes reps.

Set your availability, visit types, and office preferences.

02

Give reps a place to request time.

Reps find opportunities and request or book time under your rules.

03

Keep coordination organized.

Keep a clear process, with staff review when your setup requires it.

THE REP PERSPECTIVE

Follow a clearer path to a meeting.

Find an opportunity at a participating practice, understand its preferences, and request or book time according to its rules.

Your clinic decides which requests need staff approval.

Reps request or book according to your clinic’s configuration. A scheduling approval does not establish credentialing or compliance with your organization’s policies.

INSIDE A MEETING REQUEST

The details your team needs.
Before the visit.

Review the date, time, room, headcount, meal category, and notes together.

Approve or decline where review is required, or use the options to reschedule or cancel.

See the request workflow in a Clinic Demo →

GETTING READY FOR LAUNCH

You provide the details.
We help handle the setup.

Here’s what to bring and how we help.

YOUR PRACTICE PROVIDES

  • Existing rep calendar information
  • Staff roster and access needs
  • Representative contacts or business cards
  • Availability, visit types, and office preferences

MEETINGMD HELPS WITH

  • Configuring your practice account
  • Organizing the information you provide
  • Reviewing responsibilities and preparing for launch

Confirm the plan together.

We’ll review staff responsibilities, admin oversight, approval requirements, and any differences between locations before launch.

Put a number on the current workload.

Estimate scheduling effort using your request volumes and handling times.

Estimate your staff time savings

See what oversight looks like.

Explore a simpler rep workflow for your team and more control for leadership.

Get Your Clinic StartedBook a Clinic Demo