Associating Medical Events with Medical Interactions
Medical users can capture Medical Events and congresses as structured records on Medical Interactions to accurately track where discussions with HCPs occur. This streamlines interaction tracking and improves compliance reporting.
Who can use this feature?
- Medical Users - Browser
- Selecting a Medical Evens on Medical Interactions
- Users do not require an additional license
Configuring Associating Medical Events on Medical Interactions for
To configure this feature:
- Ensure the following are configured:
- Using Medical Interactions
- Configuring Medical Events
- Customizing the Medical Interaction Layout for the Medical Interaction header
In the current release, Medical Events are only supported on custom Medical Interaction layouts.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate Permission Set.
- Select Objects.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
address__v
R
All applicable
- name__v
- street_address_2_cda__v
- city_cda__v
- state_province__v
- postal_code_cda__v
- country__v
Read
medical_event__v
R
All applicable (or congress__v)
n/a
n/a
medx__v
R
All applicable
medical_event__v Read
(Grant Edit permission if users can update this field.)
- Navigate to Admin > Configuration > Objects > medx__v.
- Configure Criteria VQL on the medical_event__v field (for example, object_type__vr.api_name__v = 'congress__v') to restrict selection to congress records. This step is optional.
- Select the Layouts tab.
- Add the medical_event__v field to the appropriate layout in the header section. The header section must be configured for custom layouts in order for the account_plan__v field to display.
Selecting a Medical Event on Medical Interactions as
Medical users can associate medical interactions with medical events to track HCP engagement locations.
To associate a medical interaction with a medical event:
- Open or create a Medical Interaction record.
- Locate the Medical Event field in the Details header section.
- Select the field and type the name of the active medical event to filter the drop-down list alphabetically, or perform an expanded search.
- Select the desired medical event from the list.
- Complete any additional required fields.
- Save the Medical Interaction.

