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, iPad, iPhone, Windows Users
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Creating Medical Inquiries from an Account Related List for
End Users
To configure this feature:
- Place the medical_inquiries__c section on the appropriate Account layout.
- Ensure the end user has Execute permission to the create_medical_inquiry__v action on the account__v object for the appropriate Permission Set.
Creating Medical Inquiries from an Account Related List as
End Users
End users can create Medical Inquires from certain Account views to avoid navigating to another part of the application. The following pages require the new_medical_inquiry__v action on the appropriate account__v layout to create a Medical Inquiry:
- Account Profile
- Account Timeline
- My Accounts
Configuring Creating Medical Inquiries from Account Views for
End Users
To configure Medical Inquiry Creation from Account Views, grant Create permission to the medical_inquiry__v object.
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 VMobile Object Configurations .
Creating Medical Inquiries from Account Views as
End Users
iPad users can select the new_medical_inquiry__v action from an Account profile, the Account Timeline, or the My Accounts list. Users can only 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.
Configuring Creating a Medical Inquiry from a Call Report for
End Users
Browser and iPad users can launch Medical Inquiries directly from a Call Report using the More Actions menu.
If a Medical Inquiry is associated with a Call, the inquiry is submitted when the Call is submitted.
To configure this feature:
- Place the Medical Inquiries related list on the appropriate account __v layout.
- Place the more_actions__c control on the appropriate call2__v layout in the buttons__c section.
Creating a Medical Inquiry from a Call Report as
End Users
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.
Configuring Creating a Medical Inquiry from CLM for
End Users
Users can create a Medical Inquiry without exiting a CLM presentation.
To configure this feature:
-
Ensure the user is configured to use Medical Inquiries.
-
Enable the MEDICAL_INQUIRY_OVERLAY__v Multichannel Setting with a value of 1.
Creating a Medical Inquiry from CLM as
End Users
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.
