Adding a Disclaimer to a Medical Inquiry

Business admin users can add default disclaimer text that displays on the Medical Inquiry page. This text is often recommended or required. Customers with multi-country operations can automatically display disclaimer text on the Medical Inquiry page based on the country of an account. For organizations where one Security Profile is shared across different countries, and these countries each have unique regulations requiring specific disclaimer content, this feature enables the appropriate disclaimer text to display.

Validation Disclaimer

Adding a Disclaimer to a Medical Inquiry is released without validation. This feature requires enablement and does not affect other Vault CRM functionality. It was extensively tested by our QA team during the development and release process and will go through validation at a later date.

Who can use this feature?

  • Browser, iPad Users
  • Users do not require an additional license
  • Business Admin Users, End Users

Configuring Disclaimers for Medical Inquiries for

To configure this feature:

  1. Ensure Configuring Medical Inquiries is complete.
  2. Ensure Requiring Medical Inquiry Signatures is configured, if disclaimers are to also be displayed on the Medical Inquiry signature page on iPad.
  3. Navigate to Admin > Users & Groups > Permission Sets.
  4. Select the appropriate permission set.
  5. Select the Objects tab.
  6. Grant the following permissions:

Object

Object Permission

Object Types

Fields

Field Permission

account__v

RE

All applicable object types

country_code__v

Edit

signature_page__v

CRED

disclaimer__v
  • active__v
  • disclaimer_text__v
  • disclaimer_country__v
  • language__v
  • signature_page__v

Edit

To configure this feature:

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

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

    account__v

    R

    All applicable object types

    country__code__v

    Read

    signature_page__v

    R

    disclaimer__v

    • active__v
    • disclaimer_text__v
    • disclaimer_country__v
    • language__v
    • modified_date__v
    • signature_page__v

    Read

  6. Navigate to Admin > Configuration > Objects > medical_inquiry__v.
  7. Select the Layouts tab.
  8. Add the disclaimer_field_control__c field control to the appropriate layout.
  9. Select Save.
  10. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
  11. Enable the full sync VMOCs for the following objects for mobile devices:
    • signature_page__v
    • vcountry__v
    • vlanguage__v

Adding a Disclaimer to a Medical Inquiry as

To add default disclaimer text:

  1. Navigate to Business Admin > Objects > message__v.
  2. Select the DISCLAIMER message from the MEDICAL_INQUIRY category.
  3. Edit the Text field to add the desired disclaimer text.
  4. Select Save.

To display country-specific disclaimer text, business admin users must create Medical Inquiry-specific signature_page__v records for the desired languages:

  1. Navigate to Business Admin > Objects > signature_page__v.
  2. Create signature_page__v records using the disclaimer__v object type, for the relevant countries and desired disclaimer languages. When creating a signature_page__v record for country-specific disclaimers, complete the following fields:
    • active__v - Select the active__v check box to mark the record as active
    • disclaimer_country__v - Select the country code for the country where the disclaimer should be displayed
    • language__v - Select the disclaimer language
    • signature_page__v - Select the signature page where the disclaimer should display

Using Disclaimers on Medical Inquiries as

Disclaimer text displays on the Medical Inquiry page in the appropriate language according to the following logic:

  • If only one disclaimer exists, that disclaimer displays
  • If the disclaimer exists in more than one language and there is a match between the language__v field on the user__sys object and the language__v field on the signature_page__v object, a disclaimer in the corresponding language displays
  • If the disclaimer exists in more than one language but there is not a match between the user’s language and the signature page’s language, then the disclaimer displays in the first language based on sort order
  • If the value in the country__v field on the user's user__sys record does not match existing disclaimer records, and there are no disclaimer records with a null value for the disclaimer_country__v field, the disclaimer does not display
  • If no disclaimer record exists, the default disclaimer displays

Users can display disclaimer text on the Medical Inquiry signature page. Because signing accounts and users may speak different primary languages, signers can select the language for disclaimer text on the signature page.

Disclaimer text displays on the Medical Inquiry page in the appropriate language according to the following logic:

  • If only one disclaimer exists, that disclaimer displays
  • If the disclaimer exists in more than one language and there is a match between the language__v field on the user__sys object and the language__v field on the signature_page__v object, a disclaimer in the corresponding language displays
  • If the disclaimer exists in more than one language but there is not a match between the user’s language and the signature page’s language, then the disclaimer displays in the first language based on sort order
  • If the value in the country__v field on the user's user__sys record does not match existing disclaimer records, and there are no disclaimer records with a null value for the disclaimer_country__v field, the disclaimer does not display
  • If no disclaimer record exists, the default disclaimer displays

    • Disclaimer text also displays on the Medical Inquiry signature page if Requiring Medical Inquiry Signatures is configured. Users do not need the disclaimer_field_control__c field control on the medical_inquiry__v page layout.

    Users select the appropriate disclaimer language from the Language picklist. Language options are based on the available disclaimer languages configured for each country. Available languages display in alphabetical order by translated value.