White Guide and Orange Guide Formatting Project - Pfizer

Orange Guide – Chapter 2: Detailing to HCPs
Colleagues must be aware that patient privacy issues are often implicated when Pfizer employees are
permitted to observe treatment or consultation sessions with patients and HCPs. Pfizer's policies for
protecting patient privacy in these circumstances are discussed in Orange Guide Chapter 8: Privacy:
Protecting Personal Information. Colleagues must obtain all required permissions and fully comply
with Pfizer policies and the rules of any institution where a program occurs.
Preceptorships may only be organized by colleagues who are District Manager level and above
(“Project Managers”). Project Managers must complete the appropriate documentation located under
the “HCP Engagements” tab at http://OpSource.Pfizer.com. Project Managers are required to obtain
Legal approval for preceptorship engagements and must document the key learnings from the
engagement and how the learnings will be incorporated into future business activities.
Occasionally, Sales Colleagues (Regional Manager level and higher) may engage HCPs to provide
educational presentations at Pfizer meetings for the purpose of training colleagues. These training
sessions should not be product-specific but rather should focus on the treatment of disease states in
patient populations relevant to Pfizer.
The following conditions must be met when any HCP is engaged to train colleagues:
The education must be provided only to relevant colleagues and should be provided at a
widely attended Pfizer meeting (e.g., District or Regional POA/IEM);
The training must address a legitimate and unmet training need;
The training must never be used as a guide for training colleagues on promotional messages
that are inconsistent with RC-approved promotional materials and in-context training;
The colleague organizing this training must receive confirmation by e-mail from their liaison
in the training department that the proposed training is not otherwise available through
Pfizer Learning & Development;
The presenting HCPs must not be paid more than fair market value; and
The content should be “unbranded” and not product-specific. If there is any mention of any
Pfizer product, whether direct or implied, RC-approval is required.
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