White Guide and Orange Guide Formatting Project - Pfizer

Orange Guide - Chapter 10: Starters
The iCUE and paper SAF starter call records are designed to document requests from licensed
prescribers for starters and confirm their receipt of provided starters (or a pharmacist’s receipt of
starters in the case of “In-House Pharmacy” Forms). The iCUE (and paper SAF) starter transactions are
Pfizer’s legal record of each starter transaction and must accurately reflect the date on which the
request and delivery occurred, the name, address, license number and professional designation of the
prescriber and the products and quantities that they are given.
The iCUE eSAF (or paper SAF) must be completed in its entirety before it is presented to the prescriber
for signature. If a prescriber does not provide his/her signature to confirm request/receipt of starters,
the Sales Colleague must not provide him/her with starters. A receipt form may be provided to a
physician when using the iCUE tablet by checking the receipt requested by mailbox option on the
screen. (If using a paper SAF in the limited circumstances described above, the yellow copy of the form
must be left with the recipient to retain for their records.)
Witnessing Signatures for Starters
Reconciling Starter Inventory
Q. When a Sales Colleague delivers starters to a physician’s office, can the
receptionist take the iCUE tablet to the HCP for signature?
A. No. The iCUE tablet should never be given to anyone to take away and should
always remain in the Sales Colleague’s immediate proximity. Pfizer policy
requires that the Sales Colleague always personally witness the HCP signing the
form or iCUE tablet. In this way, if questions come up regarding the HCP
signature (e.g., during a subsequent audit or inspection), the Sales Colleague
will be able to verify that he or she witnessed the HCP signing and receiving the
starters. (However, in the limited circumstances where a paper SAF is
permitted, a receptionist may take the SAF to the HCP for signature as long as
you can clearly see the HCP signing the form.)
The PDMA requires that every Sales Colleague have at least one physical inventory count of their
starters taken within each 12 month period. Successful reconciliation requires accurate starter
recording in iCUE, timely call reporting, routine synchronization of the tablet with the iCUE server and
the correction of any errors or discrepancies found in the course of recording starter information.
Sales Colleagues should regularly review their weekly iCUE Starter Activity Reports (SARs) and
periodically conduct their own physical inventory count. This count should be reconciled against the
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