To configure this feature, ensure Configuring X-Pages Studio is complete and the user has deployment permissions.

To configure this feature:

1. Ensure Configuring X-Pages 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
   call2__v	R	n/a	account__v clm__v call_channel__v call_date__v call_datetime__v status__v	Read
   medical_discussion__v	R	n/a	call_date__v account__v product__v discussion__v interaction__v	Read
   sent_email__v	R	n/a	account__v email_sent_date__v approved_email_template__v click_count__v open_count__v	Read
   html_report__v	R	account_reports__v kol_profile__v account_profile_override__v You only need to grant access to the record type for the page you want to deploy.	n/a	n/a
   account__v	R	n/a	kol_cda__v mobile_phone_cda__v email_cda__v specialty_1__v primary_parent__v	Read
   address__v	R	n/a	street_address_1_cda__v street_address_2_cda__v city_cda__v state_province__v postal_code_cda__v	Read
   tsf__v	R	n/a	account__v address__v territory__v	Read
   call2_key_message__v	R	n/a	call2__v call_date__v clm_presentation__v	Read
   approved_document__v	R	n/a	n/a	n/a
   medical_inquiry__v	R	n/a	account__v status__v product__v inquiry_text__v	Read
   medical_insight__v	R	n/a	date__v account__v summary__v status__v	Read
   clm_presentation__v	R	n/a	n/a	n/a

To use the Medical HCP template:

1. Log into X-Pages Studio.
2. Select the Studio Templates tab.
3. Select the Medical HCP template.
4. Select Use Template.
5. Customize the new page as needed. This step is optional.
6. Deploy the new page using X-Pages Studio.

Before any customization, end users can view information in the following sections for the current HCP:

• Time Period Specification - When the activity starts (within the last 90 days)
• Account Overview - Most important information, including Primary Parent, whether KOL, Phone, Email, Specialty, and Preferred Address
• My Activity Overview:
• My Interactions - Count of submitted Calls created
• My Medical Discussions - Count of Medical Discussions created
• My Sent Emails - Count of Sent Emails sent
• Total # of Opens - Sum of Sent Emails’ # of Opens
• Total # of Clicks - Sum of Sent Emails’ # of Clicks
• Medical Activity:
• Medical Inquiries - Count of Medical Inquiries created
• Medical Insights - Count of Medical Insights
• My Recent Interactions - Five most recent Calls created, sorted by call date, from most recent to least recent
• My Recent Medical Discussions - Five most recent Medical Discussions created, sorted by call date, from most recent to least recent
• My Recent CLM Presentations - Five most recent CLM Presentations created, sorted by related call date
• Recent Medical Inquiries -Five most recent Medical Inquiries, sorted by created date, from most recent to least recent
• Recent Medical Insights - Five most recent Medical Insights sorted by created date, from most recent to least recent
• My Recent Email Templates - Five most recent Approved Documents sorted by sent date from related Sent Email records, sorted most recent to least recent