Creating Medical Inquiries for Child Accounts

Users can create medical inquiries for child accounts instead of the parent account to more easily maintain the relationship between a business account and a person account. The business account’s location is stamped on the medical inquiry to allow the field user to easily verify the correct child account is used.

Medical Science Liaisons (MSLs) can fulfill medical inquiries for child accounts using the same method as for parent accounts.

For example, a user is detailing products for an HCP who works at multiple hospitals. The HCP requests medical information during the call, so the user creates a Medical Inquiry from the call report. The field user enters the relevant information, associates the hospital at which the user visits the HCP, and saves the Medical Inquiry. The information is visible on the signature page for the HCP to confirm.

Who can use this feature?

Configuring Child Accounts for Medical Inquiries for

To configure this feature:

  1. Ensure Configuring Medical Inquiry is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select Objects.
  5. Grant the following permissions:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permissions

    medical_inquiry__v

    CRED

    medical_inquiry__v

    		child_account__vchild_account_id__vlocation__vlocation_id__v

    Edit

    medical_inquiry_fulfillment__v

    CRE

    All appropriate object types

    		child_account__vlocation__v

    Edit

  6. Navigate to Admin > Users & Groups > Permission Sets.

    • Select the appropriate permission set
    • Select Objects
    • Select account__v
    • Grant Execute permission to the create_medical_inquiry__v object action

  1. Navigate to Business Admin > Objects > veeva_settings__v.

    • Select the Enable Child Account check box
    • Select the Disable Call Location None check box
    • Select Save

  2. Navigate to Admin > Configuration > Objects.

    • Select medical_inquiry__v
    • Select Layouts
    • Place the location__v field on the appropriate layout

Using Child Accounts with Medical Inquiries as

Users cannot create a Medical Inquiry from the Child Account Hierarchy, from the Medical Inquiry tab, or for a child account where the relationship is between a business account and a business account.

Only iPad users can create a Medical Inquiry from a CLM presentation.

When creating a Medical Inquiry:

  • For a person account from My Accounts or an account-related list:
  • Users can search for and select the appropriate HCO from the Location field
  • The list of HCOs displays the name of the HCO, an account identifier, and an address to assist users in identifying and selecting the correct location
  • The Location field is editable until the record is saved
  • From all other entry points:
  • The location for the parent (business) account is pre-populated on the Medical Inquiry and is not editable.

Related Topics

Creating a Medical Inquiry

Call Reporting with Child Accounts

Medical Inquiry Fulfillment