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?

  • Browser, iPad Users
  • Users do not require an additional license
  • Business Admin Users, Medical Users

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_discussion__v

    CRED

    All applicable object types 

    • created_by__v
    • created_date__v
    • modified_by__v
    • modified_date__v

    Read

    • discussion_text__v
    • response_type__v
    • object_type__v
    • mobile_id__v

    Edit

    medical_interaction__v

    CRED

    medical_interaction__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
    • 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

    medical_interaction_attendee__v

    • created_by__v
    • created_date__v
    • modified_by__v
    • modified_date__v

    Read

    • medical_interaction__v
    • account__v
    • object_type__v
    • mobile_id__v

    Edit

    medx_component__v

    CRED

    medical_interaction_component__v

    • created_by__v
    • created_date__v
    • modified_by__v
    • modified_date__v

    Read

    • medical_interaction__v
    • medical_interaction_attendee__v
    • discussion__v
    • medical _insight__v
    • medical_inquiry__v
    • documented_interest__v
    • sequence__v
    • object_type__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 > Users & Groups > Permission Sets.
    • Select the appropriate permission set
    • Select Pages
    • Grant view permission to the medical_interaction_detail_page__v page

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 Transcript and Audio 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.

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
    • Message
    • Email
    • Other

    The Email, Message, 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. Browser users can upload Vault Documents as Meeting Materials. Medical 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 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.

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

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.

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.

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
    • Message
    • Email
    • Other

    The Email, Message, 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).

Medical users can record audio and generate a transcript of a Medical Interaction after obtaining consent from the attendee. The consent datetime is recorded on the medx_attendee__v 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.

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.

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