← Back 3:25 PM · Fri 3 Apr
Veeva CRM
🔔
ZS
CIRM Customer in Context
🟦 Customer in Context ✨ PlaySpace 👤 PlayBack
👨‍⚕️
Dr. Terrence Baird
Memorial Cancer Center
kallen@memorialcancer.com
379 Meadows Place, Seattle, WA 98101
Customer CID 4521873690
HCP Status Active
PDRP Opt Out No
NPI ID 1987654321
Specialty Neurologist
Phone 206-555-0142
Tier A

Additional Notes

Note from the First Line Manager: "Dr. Allen's practice has had multiple PA denials this quarter. She's receptive to FRM support—coordinate a joint call before Q2."

Recommended Next Steps

  • Connect the doctor with the Field Reimbursement Manager to provide relevant materials and address reimbursement-related questions.
📺
Disease State Awareness
📋
Planning
🎯
Patient Identification
🏥
Class Choice
💊
Treatment Choice
📈
Patient Initiation
✅
Access
📅
Adherence
ZS
Availability
Monday01:00 AM to 05:39 AM
Tuesday03:00 PM to 07:00 PM
Wednesday04:00 PM to 08:00 PM
Thursday03:15 PM to 07:15 PM
Friday03:45 PM to 07:45 PM
Last Updated by : Sales Demo Aug 25, 2025 5:14 PM
ZS
Hierarchy
Customer:
Hierarchy Customer(s) Specialty
Abraham, Dr. Siby Cardiology
Bertschler, John Clinical Psychology
Chhabra, Jatin INTERNAL MEDICINE
ZS
Recent Activities
📄
CC00017217
Sales Demo • Submitted • Face to face
Mar 30, 2025
📄
SE-000000089
Jacob Hoffman • Delivered
Mar 15, 2025
📄
SE-000000087
Sales Demo • Delivered
Mar 14, 2025
ZS
Nearby Customers
Address:
Customer Address Distance
Northgate Clinic 701 N 98th St, Seattle, WA 1.2 mi
Lakeview Neurology 1201 Eastlake Ave, Seattle, WA 2.8 mi
Pinecrest Medical 412 Pine St, Seattle, WA 3.4 mi
ZS
Sales Metrics
Product
Select Metric
SP
8
Jan-25
9
Feb-25
7
Mar-25
4
Apr-25
3
May-25
Last Refreshed: 08/24/2025
ZS
Past Interactions
Interaction Date Channel Status Call Created By Role Territory Product
3/30/25, 11:58 PM In-person Submitted Sales Demo Commercial NW-Seattle RELIVE
3/02/25, 09:20 AM Email Delivered Sales Demo Commercial NW-Seattle Oncovex
2/14/25, 02:00 PM In-person Submitted Jacob Hoffman Commercial NW-Seattle RELIVE