ITINERARY SEARCH TOOL FOR TERRITORY MANAGEMENT
First Claim
1. A computer-assisted method for electronically creating an itinerary schedule for a representative in a calendar program, comprising the steps of:
- acquiring in an interactive user-interface a first set of geographic indicators and a second set of calendar dates;
interacting with the user-interface so as to coordinate at least one geographic indicator from the first set with at least one calendar date in the second set and thereby define an itinerary entry; and
including the itinerary entry for the at least one calendar date into the calendar program on respective dates which correspond to the at least one calendar date.
1 Assignment
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Accused Products
Abstract
Electronically creating an itinerary schedule in a calendar program. A geographic indicator and a calendar date are acquired and coordinated with each other to define an itinerary entry. The itinerary entry is included into a calendar program maintained by the machine. The step of acquiring the geographic indicator further comprises the step of updating a counter upon each selection of a geographic indicator. Another method electronically populates a calendar program with an event using an itinerary entry. Optionally, health care providers from within a geographic indicator are included in the itinerary entry. A geographic indicator and calendar date are obtained from an itinerary entry, and additional search criteria are input. A search of a database is executed to identify candidates matching the geographic indicator and search criteria. Candidate matches are assigned to a time slot, and each time slot is populated into the calendar program on the calendar date.
20 Citations
21 Claims
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1. A computer-assisted method for electronically creating an itinerary schedule for a representative in a calendar program, comprising the steps of:
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acquiring in an interactive user-interface a first set of geographic indicators and a second set of calendar dates; interacting with the user-interface so as to coordinate at least one geographic indicator from the first set with at least one calendar date in the second set and thereby define an itinerary entry; and including the itinerary entry for the at least one calendar date into the calendar program on respective dates which correspond to the at least one calendar date. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A computer-assisted method for electronically creating events for inclusion in a calendar program comprising the steps of:
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obtaining a geographic indicator and calendar date from data in a memory of a machine; executing a search of a database on the machine to identify at least one candidate having a matching geographic indicator; assigning in the memory at least a portion of any candidate matches to a time slot within the calendar date; and populating one or more time slots of the calendar program with the memory assignments. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A computer-assisted method for electronically populating a calendar program for a representative with an event using an itinerary entry, comprising the steps of:
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obtaining a geographic indicator and calendar date from the itinerary entry; inputting one or more search criteria; executing a search of a database to identify at least one candidate matching the geographic indicator and the one or more search criteria; assigning in a memory at least a portion of any candidate matches to a time slot within the calendar date; populating each time slot of the calendar program with the memory assignments for the calendar date. - View Dependent Claims (16, 17, 18, 19, 20, 21)
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Specification