Requiring Medical Discussions on the Call Report
To reduce potential compliance risks resulting from incomplete or inaccurate call reports, users can be required to create at least one Medical Discussion to submit a call report. Requiring Medical Discussions also helps provide a more complete picture of past HCP interactions for other Vault CRM users to use in call planning and future discussions with HCPs.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users
Configuring Required Medical Discussion for
End Users
To enable this feature:
- Ensure the following configuration is complete:
- Set the require_medical_discussions__v Veeva Setting to 1. The default setting, 0, indicates that Medical Discussions are not required.
When this feature is enabled, users can still submit call reports with empty Medical Discussion fields.
Using Required Medical Discussions as
End Users
If a user attempts to submit a call report without creating at least one Medical Discussion, an error message displays. On unsupported platforms, users can still submit call reports without creating a Medical Discussion. If there are multiple object types for Medical Discussions, users only need to create one Medical Discussion of any object type before submitting.
Considerations
- If pre-existing, saved calls have the medical_discussion_section__v app section on the call2__v page layout but do not have Medical Discussions added, users must add at least one Medical Discussion before submitting the call report
- If the Attendees Optional section attribute is enabled on the call2__v page layout and a user does not add any attendees to a group call with unique activities, the error message for required Medical Discussions does not display and the user can submit the call without capturing a medical discussion
- If the Person Account Attendees section attribute is enabled on the call2__v page layout, a Medical Discussion record is created for the primary account and each attendee on person account and group calls
