Using Medical Interaction

Medical Interaction provides medical users with a comprehensive method of planning and tracking their interactions with medical professionals, leading to stronger relationships and better communication of product information. The Medical Interaction user interface (UI) is designed to be dynamic, allowing users to easily take notes and only add the sections they need. To provide continuity of account medical-related information, users can also create Discussions, Medical Inquiries, Key Medical Insights, and Documented Interests directly from the Medical Interaction report.

Who can use this feature?

Configuring Medical Interactions for

To configure this feature:

  1. Ensure Configuring Accounts is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select the Objects tab.
  5. Grant the following permissions:

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

    medx__v

    CRED

    core_object_type__v

    • created_by__v
    • created_date__v
    • modified_by__v
    • modified_date__v

    Read

    • agenda__v
    • attendee_count__v
    • attendee_list__v
    • channel__v
    • duration__v
    • end_datetime__v
    • start_datetime__v
    • title__v
    • created_by_device__v
    • last_modified_by_device__v
    • object_type__v
    • ownerid__v
    • mobile_id__v
    Optional
    • address__v
    • cancelation_reason__v
    • location__v

    Edit

    medx_attendee__v

    CRED

    core_object_type__v

    • created_by__v
    • created_date__v
    • modified_by__v
    • modified_date__v

    Read

    • medx__v
    • account__v
    • object_type__v
    • mobile_id__v

    Edit

    medx_component__v

    CRED

    core_object_type__v

    • created_by__v
    • created_date__v
    • modified_by__v
    • modified_date__v

    Read

    • medx__v
    • medx_attendee__v
    • medx_discussion__v
    • medical _insight__v
    • medical_inquiry__v
    • documented_interest__v
    • sequence__v
    • object_type__v
    • mobile_id__v

    Edit

    medx_discussion__v

    CRED

    core_object_type__v

    • created_by__v
    • created_date__v
    • modified_by__v
    • modified_date__v

    Read

    • discussion_text__v
    • response_type__v
    • object_type__v
    • medx_status__v
    • mobile_id__v

    Edit

  6. Grant Execute permission to the create_medical_interaction__v action on the account__v object.
  7. Grant Execute permission to the following actions on the medical_interaction__v object:
    • Submit
    • Cancel
    • Restore

  8. Navigate to Admin > Configuration > Objects.

    • Select account__v
    • Select the Layouts tab
    • Add the account_medx_section__v section control to the appropriate layout
    • Select Save
  9. Navigate to Admin > Users & Groups > Permission Sets.
    • Select the appropriate permission set
    • Select Pages
    • Grant View permission to the medical_interaction_detail_page__v page
    • Grant View permission to the medx_page__v page
  10. Navigate to Admin > Configuration > Tabs.
    • Create a tab for the medx__v object
    • Select Save
  11. Navigate to Admin > Users & Groups > Permission Sets.
    • Select the appropriate permission set
    • Select Tabs
    • Select Edit
    • Grant View permission to the Medical Interactions tab.
    • Select Save
  12. Navigate to Business Admin > Objects >vmobile_object_configuration__v.

  13. Ensure the following VMOCs are enabled for the appropriate mobile device:

    • medx__v
    • medx_attendee__v
    • medx_component__v
    • medx_discussion__v

Optional Configuration

The following features must be configured if using the indicated functionality:

To enable recording audio and transcripts (iPad only):

  1. Navigate to Business Admin > Objects > veeva_settings__v.
  2. Select Local Audio and Transcript from the medx_audio_and_transcript__v picklist.
  3. Select Save.

Using Medical Interactions as

Medical users can create Medical Interactions to document their meetings and discussions with healthcare professionals. Users can view Medical Interactions from the Medical Interactions tab.

Fields displaying on the Medical Interaction, Discussions, Medical Inquiries, Medical Insights, and Documented Interests recorded from the Medical Interaction display a pre-determined set of fields and are not dependent on layouts.

Viewing Medical Interactions

Users can view Medical Interactions from the Medical Interactions tab. To view only your own Medical Interactions, select the Filter toggle.

Users can change the order of Discussion, Medical Inquiry, Medical Insight, and Documented Interest entries on a Medical Interaction by selecting and dragging them in the sidebar.

Creating Medical Interactions

Users can create Medical Interactions from the following entry points:

  • From the Medical Interactions tab using the Create button
  • From the Medical Interactions section on the account detail page
  • From the account detail page using the Create Medical Interaction action. If the Medical Interaction is created from a person account, the account is set as the attendee.

To create a medical interaction:

  1. Select Create from the Medical Interactions tab.
  2. Enter a Title.
  3. Enter the Date/Time.
  4. Select the Channel:
    • In Person
    • Video
    • Phone
    • Chat or Text
    • Email
    • Other

    The Email, Chat or Text, and Other channels can be restricted. See Restricting Call Channels.

  5. Select the Location (optional).
  6. Enter the Address (optional).
  7. Select the Add button within the Attendee section to add an Attendee, then select a person account. If the account the medical interaction is created from is a person account, the person account is automatically added as an attendee.
  8. Select the Add button within the Meeting Material section to add Meeting Materials, then select a CLM Presentation. Users can upload Vault Documents as Meeting Material or launch a CLM presentation directly from a Medical Interaction. Pre-selected Meeting Materials display as the first tab in the Media library when presenting media from a Medical Interaction. See Displaying CLM Content on CRM Desktop (Windows) for configuration information.
  9. Add an Agenda (optional).

  10. Add optional components. See the following sections for information on adding Discussions, Medical Inquiries, Medical Insights, or Documented Interests to a Medical Interaction.
  11. Select Save.

Adding a Discussion to a Medical Interaction

Users can add a Discussion to document what is discussed in the meeting.

To add a discussion:

  1. Select Add Discussion at the bottom of the page.
  2. Select the response type (proactive or reactive).
  3. Add details of the discussion.
  4. Add meeting materials to indicate if the discussion occurred in association with a specific piece of content. Users can select from existing Material Materials, CLM Presentations, or upload Vault documents as meeting materials.

Adding Medical Inquiries, Medical Insights, or Documented Interests to a Medical Interaction

Users can add Medical Inquiries, Medical Insights, and Documented Interests to a Medical Interaction by selecting the appropriate button at the bottom of the page:

  • When adding a Medical Inquiry, select the delivery method information and add the details of the inquiry. An attendee is required.
  • When adding a Medical Insight, add the details of the insight
  • When adding a Documented Interest, select the Scientific Interest, Interest Categories, and add the details of the documented interest. An attendee is required.

The order of Discussion, Medical Inquiry, Medical Insight, and Documented Interest entries can be changed on the Medical Interaction by selecting and dragging them in the sidebar.

When all sections are added as needed, select Submit. Submitting locks the Medical interaction and all of the associated sections.

Viewing Medical Interactions

Medical Interactions display on the Medical Interactions tab.

Creating Medical Interactions

To create a medical interaction:

  1. Select the Medical Interactions tab.
  2. Select Create Medical Interaction from the more actions menu.
  3. Enter a Title.
  4. Select a Date/Time.
  5. Select the Channel:
    • In Person
    • Video
    • Phone
    • Chat or Text
    • Email
    • Other

    The Chat or Text, Email, and Other channels can be restricted. See Restricting Call Channels.

  6. Select the Location (optional).
  7. Enter the Address (optional).
  8. Select the Add button within the Attendee section to add an Attendee, then select a person account.
  9. Select the Add button within the Meeting Material section to add Meeting Materials, then select a CLM Presentation. Users can launch a CLM presentation directly from a Medical Interaction. Pre-selected Meeting Materials display as the first tab in the Media library when presenting media from a Medical Interaction. See Displaying CLM Content on Mobile Devices for configuration information.
  10. Add an Agenda (optional).
  11. Add optional components. See the following sections for information on adding Discussions, Medical Inquiries, Medical Insights, or Documented Interests to a Medical Interaction.
  12. Select Save.

Adding a Discussion to a Medical Interaction

Users can add a Discussion to document what is discussed in the meeting.

To add a discussion:

  1. Select Add Discussion at the bottom of the page.
  2. Select the response type (proactive or reactive).
  3. Add details of the discussion.
  4. Add meeting materials to indicate if the discussion occurred in association with a specific piece of content. Users can select from existing Material Materials, CLM Presentations, or upload documents (optional).

Adding Medical Inquiries, Medical Insights, or Documented Interests to a Medical Interaction

Users can add Medical Inquiries, Medical Insights, and Documented Interests to a Medical Interaction by selecting the appropriate button at the bottom of the page:

  • When adding a Medical Inquiry, select the delivery method information and add the details of the inquiry. An attendee is required.
  • When adding a Medical Insight, add the details of the insight
  • When adding a Documented Interest, select the Scientific Interest, Interest Categories, and add the details of the documented interest. An attendee is required.

When all sections are added as needed, select Submit. Submitting locks the Medical interaction and all of the associated sections.

Launching CLM Presentations

Users can launch a CLM presentation directly from a Medical Interaction. Pre-selected Meeting Materials display as the first tab in the Media library when presenting media from a Medical Interaction. Key messages can be tracked.

See Displaying CLM Content on Mobile Devices for configuration information.

Recording Meeting Audio with Transcript

Medical users can record audio and generate a transcript of a Medical Interaction after obtaining consent from the attendee. To start recording, select Record.

The audio and transcript are available in the sidebar for reference when filling out the Medical Interaction. When the Medical Interaction is submitted, the audio and transcript are deleted from the device. The audio and transcript are never synced to the database.

Unlocking Medical Interactions as

Business admin users can unlock a submitted medical interaction if they have unlock permission. Once unlocked, the Medical Interaction returns to Saved status.

Associated Medical Inquiries, Medical Insights, and Documented Interests are not unlocked with the Medical Interaction and must be unlocked independently.

Related Topics

CLM Overview

Medical Inquiries Overview

Key Medical Insights