All Medical Inquiries include a lookup to an account, inquiry text, and a delivery method. Additionally, Vault CRM provides a Product field if the inquiry is product-specific and signature fields if an HCP signature is required to submit the inquiry.

Account Lookup

The Medical Inquiry feature is supported with person accounts. The Account lookup is stored in the account__v field on the medical_inquiry__v object.

Inquiry and Delivery Method Information

The delivery_method_section__c section allows end users to enter the HCP's question and method to receive a reply to the Medical Inquiry.

To configure this module:

1. Ensure Configuring Accounts is complete.
2. EnsureConfiguring Call Reporting is complete.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Select Objects
6. Grant users the following permissions:
   

   Object	Object Permissions	Object Types	Fields	Field Permissions
   medical_inquiry__v	CRED	medical_inquiry__v	signature__v signature_date__v medical_inquiry_status__v field	Edit

7. Grant Execute permission to the submit__v object action on the medical_inquiry__v object.
8. Grant View permission to the delivery_method_section__v and medical_inquiry_save__v object control on the medical_inquiry__v object.
9. Grant Execute permission to the create_medical_inquiry__v action on the account__v object.
10. Navigate to Admin > Configuration > Objects > call2__v.
11. Grant execute permission to the create_medical_inquiry__v object action on the call2__v object.
12. Navigate to Objects > call2__v > Layouts.
13. Select the appropriate layout.
14. Place the more_actions__c control on the layout in the buttons__c section.
15. Select Objects > medical_inquiry__v > Layouts.
16. Select the appropriate layout.
17. Edit the medical_inquiry_status__v field and select the Display As Read-Only check box.
18. Navigate to Objects > account__v > Layouts.
19. Select the appropriate layout.
20. Add the medical_inquiries__c related object section to the layout.
21. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
22. Enable the appropriate VMOCs for medical_inquiry__v.
23. Navigate to Admin > Configuration > Tabs and create a tab for the medical_inquiry__v object. This step is optional.
24. Enable the MEDICAL_INQUIRY_OVERLAY__v Veeva Setting with a value of 1 to create Medical Inquiries from CLM. This step is optional.

VMOCs for Medical Inquiry on iPad or iPhone are not needed for Medical Inquiries if the Include Related Objects check box is selected on the Account object VMOC for iPad or iPhone, and Medical Inquiry is configured as a related list on the Account detail page. For more information, see Using a Top Level Sync VMOC.