Capturing and Validating CDS License Information
To enable users to distribute samples of controlled substances to HCPs with the appropriate credentials, business admins can populate Controlled and Dangerous Substances (CDS) license information for an account. Some states require HCPs to have a CDS registration number, in addition to a DEA license number, in order to receive and prescribe controlled substances.
Validation Disclaimer
Call Sampling features are released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- iPad, iPhone Users (Browser, Windows coming soon)
- Users do not require an additional license
- Business Admin Users, End Users
Configuring CDS License Information for
Business Admin Users
To configure this feature:
- Ensure the following configuration is complete:
- Grant the following permissions:
Object Object Permission Object Types Fields
Field Permissions address__v
CRED
- companymaintained__v
- repmaintained__v
- cds__v
- cds_expiration_date__v
- cds_status__v
Edit
sample_order_transaction__v RE brc__v - ship_cds__v
- ship_cds_expiration_date__v
Edit sample_transaction__v
RE
sample_disbursement_layout__v - cds__v
- cds_expiration_date__v
Edit
samples_state_settings__v
CRED
n/a
- cds_required__v
- external_id__v
- name__v
- setting__v
Edit
End Users
To configure this feature:
- Ensure the following configuration is complete:
- Grant at least the following permissions:
Object Object Permission Object Types Fields Field Permissions address__v
CRE
repmaintained__v - cds__v
- cds_expiration_date__v
- cds_status__v
Read
sample_order_transaction__v R brc__v - ship_cds__v
- ship_cds_expiration_date__v
Read sample_transaction__v
R
sample_disbursement_layout__v - cds__v
- cds_expiration_date__v
Read
samples_state_settings__v
R
n/a
- cds_required__v
- external_id__v
- name__v
- setting__v
Read
- Add the following picklist values for the cds_status__v field on the address__v object:
- valid__v
- invalid__v
-
Add the cds__v and cds_expiration_date__v fields to the sample_disbursement_layout__v layout on the sample_transaction__v object.
-
Add the ship_to_cds__v and the ship_to_cds_expiration_date__v fields to the appropriate layouts on the sample_order_transaction__v object (optional: for users creating sample requests/BRCs).
-
Create samples_state_settings__v records for each state where a valid CDS license is required. Select the cds_required__v check box for each record.
Create separate records for CDS license validation and Restricting Controlled Substance Delivery by State; the cds_required__v check box cannot be selected on a record if the setting__v picklist field is populated.
Using CDS License Fields as
End Users
When users select a controlled substance for sampling/sample request on the call report, the values in the CDS Number, CDS Expiration Date, and CDS Status fields are populated based on the account’s address record. The values in these fields are copied to the following objects:
- call2__v
- sample_transaction__v
- sample_order_transaction__v (for sample request/BRCs only)
CDS information is validated when an account is selected for signature capture. This is in addition to the default sample validation and DEA license validation for signature capture. If Paper-Based Sampling is being used, CDS validation occurs when the call report is saved.
CDS validation does not occur if any of the following section attributes are enabled: No Sample License, No Sample License No Signature, Non-PDMA Sampling.
The enable_license_exp_date_bypass__v and enable_sample_card_license_check__v Veeva Settings do not affect CDS validation.
