White Guide and Orange Guide Formatting Project - Pfizer

Orange Guide – Chapter 5: Interactions with Health Systems and Medical Groups
Beyond logistical correspondence (consistent
with Orange Guide Chapter 2: Detailing to
HCPs), e-mail or text messages to a Hospital
System customer mentioning a product or
therapeutic area.
Account manager e-mail of a contract or
collaboration agreement containing the product
name.
Customizable RC-approved template, with the
ability to fill in blank fields with simple “plug in”
information specific to the customer (e.g.,
customer name and address).
Approved, entirely unmodified materials, that
are customer-specific.
Approved, entirely unmodified materials, that
are not customer-specific.
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Approval is not required if the correspondence
does not mention a product or make
substantive statements about the therapeutic
area or disease state. If you have questions or
would like to request an exception, consult your
team attorney.
Approval of the e-mail is not required so long as
the draft contract is approved for dissemination
and there is no commentary that is or can be
perceived as a claim.
No additional legal approvals required to use with
customer, as intended by RC. Consult with your
team attorney if you are at all unsure.
Generally must be approved for use with a
different customer. However, circumstances may
warrant exceptions, so you should work with your
team attorney.
Additional approvals are not required but it is your
responsibility to ensure that the materials were
approved through the appropriate channels and
remain current and approved for your intended
use. Consult with your team attorney if you are
unsure.
Rev. 09/12
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