Using Medical Interactions

Business Admin Users, Medical Users

To configure this feature:

Ensure Configuring Accounts is complete.
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select the Objects tab.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
account__v	R	All applicable
documented_interest__v	CRED
medical_Inquiry__v	CRED
medical_insight__v	CRED
medx__v	CRED	medx__v	created_by__v created_date__v modified_by__v modified_date__v	Read
medx__v	CRED	medx__v	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_ Optional address__v cancelation_reason__v latitude__v location__v longitude__v	Edit
medx_attendee__v	CRED	medx_attendee__v	created_by__v created_date__v modified_by__v modified_date__v	Read
medx_attendee__v	CRED	medx_attendee__v	medx__v account__v object_type__v mobile_id__v	Edit
medx_component__v	CRED	medx_component__v	created_by__v created_date__v modified_by__v modified_date__v	Read
medx_component__v	CRED	medx_component__v	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	medx_discussion__v	created_by__v created_date__v modified_by__v modified_date__v	Read
medx_discussion__v	CRED	medx_discussion__v	discussion_text__v response_type__v object_type__v medx_status__v mobile_id__v	Edit
scientific_interest__v	R	scientific_interest__v	Active DI Expiration Duration Interest Category Product Created By Created Date Last Modified By Last Modified Date Object Type Ownerid	Read
scientific_interest__v	R	scientific_interest__v	Optional Detail Group Lock Unlock	Read

Grant Execute permission to the create_medical_interaction__v action on the account__v object.
Grant Execute permission to the following actions on the medical_interaction__v object:
- Submit
- Cancel (optional)
- Restore (optional)
- Unlock (if the user is able to unlock records)
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
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
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
Navigate to Business Admin > Objects >vmobile_object_configuration__v.
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:

Configuring the Account Timeline for Medical Interaction (if using Account Timeline)
Creating and Viewing Medical Interactions from My Schedule (if using My Schedule)
Configuring the Product Catalog and optionally, Detail Groups (if using CLM)
Configuring Medical Inquiries (if using Medical Inquiries)
Key Medical Insights (if using Medical Insights)
Capturing Standing Requests for Medical Using Documented Interest (if using Documented Interests)
Tracking CLM Key Messages (if using CLM)

Configuring CLM and the following additional permissions (if using CLM):

Object	Object Permission	Object Types	Fields	Field Permission
medx_meeting_material__v	CRED	All applicable object types	All fields	Read
medx_meeting_material__v	CRED	All applicable object types	clm_presentation__v	Edit
medx_discussion_material__v	CRED	All applicable object types	medx_discussion__v medx_meeting_material__v	Edit
medx_key_message__v	CRED	All applicable object types	All fields	Edit

Medical Users

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 their Medical Interactions from the Medical Interactions tab. To view other Medical Interactions you have access to, select the Filter toggle.

Users can view medical interactions related to an account in the Medical Interactions section.

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 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:

Select Create from the Medical Interactions tab.
Enter a Title.
Enter the Date/Time.
Select the Channel:
- In Person
- Video
- Phone
- Chat or Text
- Email
- Other
The Chat or Text, Email, and Other channels can be restricted. Restricted Call Channels display as inactive in the picklist. See Restricting Call Channels.
Select the Location (optional).
Enter the Address (optional).
If an attendee has not been automatically added, select the Add button within the Attendee section to add an Attendee, then select a person account. This step is optional. Users can add Discussions and Medical Insights without an attendee.
Select the Add button within the Meeting Material section to add Meeting Materials, then select a CLM Presentation. Favorite CLM Presentations are indicated by a yellow star. Users can favorite a presentation by selecting the star.
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.
Add an Agenda (optional).
Add optional components. See the following sections for information on adding Discussions, Medical Inquiries, Medical Insights, or Documented Interests to a Medical Interaction.
Select Save.

Adding a Discussion to a Medical Interaction

Users can add a Discussion to document what is discussed in the meeting. An attendee is not required.

To add a discussion:

Select Add Discussion at the bottom of the page.
Select the response type (proactive or reactive).
Add details of the discussion.
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.

If you delete a Medical Interaction or meeting materials added to a medical interaction, related, uploaded documents are also deleted.

Viewing Medical Interactions

Medical Interactions display on the Medical Interactions tab.

Creating Medical Interactions

To create a medical interaction:

Select the Medical Interactions tab.
Select Create Medical Interaction from the more actions menu.
Enter a Title.
Select a Date/Time.
Select the Channel:
- In Person
- Video
- Phone
- Chat or Text
- Email
- Other
Select the Location (optional).
Enter the Address (optional).
Select the Add button within the Meeting Material section to add Meeting Materials, then select a CLM Presentation. Favorite CLM Presentations are indicated by a yellow star.
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.
Add an Agenda (optional).
Add optional components. See the following sections for information on adding Discussions, Medical Inquiries, Medical Insights, or Documented Interests to a Medical Interaction.
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:

Select Add Discussion at the bottom of the page.
Select the response type (proactive or reactive).
Add details of the discussion.
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.

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

To add a Medical Inquiry, Medical Insight, or Documented Interest to a Medical Interaction:

Select the appropriate button at the bottom of the page.
Select the appropriate record type if more than one is available.
Perform the following depending on the type of interaction you are adding:

When adding a Medical Inquiry, select the delivery method information and add the details of the inquiry.
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.

Select Submit once all sections are added as needed. 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.

Business Admin Users

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.

Using Medical Interactions

Configuring Medical Interactions for

Using Medical Interactions as

Unlocking Medical Interactions as

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