BD rep cheat sheet
Your loop: cover your practices, log every touch, let Medipyxis attribute ROI back to you.
What gets tracked automatically
- Referrals received from every practice you own.
- Visits completed and revenue tied to those referrals.
- Your activities (calls, visits, spend) logged from the quick-add strip.
- Cost to serve (activity time × your loaded cost).
What you must do manually
| Task | Cadence | Where |
|---|---|---|
| Log every practice touch | Same day | CRM → practice → Log Call / New Visit / Add Spend (or voice) |
| Update practice contact info | As needed | CRM → practice → Overview → Edit |
| Record new contacts | When met | CRM → practice → + Add Contact |
KPIs to watch
| KPI | Where | Target |
|---|---|---|
| Referrals this month | BD Dashboard | ↑ vs last month |
| Conversion rate | BD Dashboard | > 80% |
| Cost per converted referral | BD Dashboard | < $150 |
| Inactive practices | BD → Practices → filter: no activity 30d | Investigate |
Shortcuts
| Task | Shortcut |
|---|---|
| Log an activity quickly | Practice detail → L |
| Find a practice | ⌘K + practice name |
| Open today's plan | G then T |
Round-robin referrals
When a new practice sends a referral before you've claimed it, the round-robin assigns it based on your territory. Check the Unattributed queue weekly on BD → Dashboard to claim any that routed incorrectly.
How ROI is calculated
Net ROI per practice =
(sum of paid claims for visits originated by this practice)
− (sum of your activity cost for this practice)
− (sum of rep spend budget allocated to this practice)
Time horizon is rolling 12 months. Ask your manager to adjust loaded cost rates in Admin → BD Settings.