Creating a Medical Inquiry
Medical Inquiries can be used to track inquiries submitted by users on behalf of HCPs. Inquiries can be captured against person accounts on the Account page and from an Account Related List, when recording a Call, from CLM and from Engage. Inquiries cannot be created against a business account.
Users can create a Medical Inquiry from several different access points in CRM:
- Account Related List
- Account View
- Call Report (Browser, iPad only)
- CLM Presentation (Browser, iPad, iPhone only)
Who can use this feature?
- Browser, CRM Desktop (Windows), iPad, iPhone Users
- Users do not require an additional license
- End Users
Creating Medical Inquiries from Account Views as
End Users
- Account Profile
- Account Timeline
- My Accounts
iPad users select the new_medical_inquiry__v action from an Account profile, the Account Timeline, or the My Accounts list. Users can create Medical Inquiries from the Account Timeline if the Account Timeline is set as the default view.
Browser users can create a Medical Inquiry from the Account profile.
Creating a Medical Inquiry from a Call Report as
End Users
If a Medical Inquiry is associated with a Call, the inquiry is submitted when the Call is submitted.
Browser and iPad users can launch Medical Inquiries directly from a Call Report using the More Actions menu. When Browser and iPad users record a Call, the New Medical Inquiry option is available from the More Actions menu on the Call Report.
If the Call Report is for a Business Account, for example a hospital, the call must have at least one attendee to record a Medical Inquiry. If there is only one attendee on the call, creating a new Medical Inquiry automatically uses that attendee as the Account. For multiple attendees, the user must first select an attendee on the call before a Medical Inquiry is created.
If the Call Report is for a Person Account, that account is automatically used when creating a new Medical Inquiry, regardless of whether there are multiple attendees selected on the call. Users can change the Account to a different attendee on the Medical Inquiry.
Creating a Medical Inquiry from CLM as
End Users
Users can create a Medical Inquiry without exiting a CLM presentation.
The New Medical Inquiry option is available from the More Actions menu. When selected, a Medical Inquiry overlay displays. The overlay uses the same configuration as the standard Medical Inquiry page for buttons and behavior.
When the user finishes the Medical Inquiry and closes the overlay, they return to their previous place in the CLM presentation.
At the end of the CLM Presentation, if the Medical Inquiry is not submitted, it displays to the user for completion before the Call Report is displayed.
