To configure this feature:

1. Ensure the following are configured:
   • Using Medical Interactions
   • Configuring Account Plans
   • Customizing the Medical Interaction Layout for the Medical Interaction header
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate Permission Set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   medx__v	CRE	medx__v	account_plan__v	Edit
   account_plan__v	R	account_plan__v	status__v	Read
   key_stakeholder__v	R	key_stakeholder__v	key_stakeholder__v	Read

6. Ensure users have Execute access to the create_medical_interaction__v action on the account_plan__v object. This step is optional.
   • Navigate to Admin > Configuration > Objects.
   • Select account_plan__v.
   • Ensure the create_medical_interaction__v is enabled for the account_plan__v object type.
7. Select medx__v.
8. Select the Layouts tab.
9. Add the account_plan__v field to the header section of the appropriate Medical Interaction layout. The header section must be configured for custom layouts in order for the account_plan__v field to display.

To select an Account Plan on a Medical Interaction:

1. Open or create a Medical Interaction.
2. Select the Account Plan field to display the drop-down menu or type the name of the plan to filter results using type-ahead search.
   • Active Account Plans display under the Suggested section if they match any interaction attendee accounts, location account, related account tactics, action items, or key stakeholders

     Account plans related to Call Objectives are not included in Suggested Account Plans.

   • All other active Account Plans display under the All section of the drop-down list
3. Select the appropriate Account Plan.
4. Complete any additional required fields.
5. Save the Medical Interaction.

Users cannot create a Medical Interaction from Account Tactics.

To create a Medical Interaction from an Account Plan:

1. Navigate to the appropriate Account Plan record.
2. Select Create Medical Interaction from the All Actions menu. The Account Plan field is automatically populated on the new Medical Interaction record.
   • If the Account Plan is associated with a business account (account__v), the Location field (medx__v.location__v) automatically populates with that account
   • If the Account Plan is associated with a person account (account__v), an attendee record (medx_attendee__v) automatically created for that account
3. Complete any additional required fields.
4. Save the Medical Interaction.