Using Child Accounts in My Schedule

Using child accounts in My Schedule enables users to schedule calls for a specific account-organization (HCP-HCO) combination rather than just the HCP’s account. This ensures calls are planned for an HCP at a specific institution, providing greater precision than planning a call for the individual alone.

This approach is especially valuable in markets where the HCP-HCO relationship is critical, or in cases where HCPs work at multiple institutions with different regulations, roles, or responsibilities. By recording calls at the child account level, users can gain a clearer view of engagement patterns at different institutions and ensure call data accurately reflects real-world professional relationships.

Who can use this feature?

  • Browser, iPad, iPhone Users
  • Users do not require an additional license
  • End Users

Configuring Child Accounts in My Schedule for

Using Child Accounts in My Schedule as