Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/MedIntMySchedule.htm

## Creating and Viewing Medical Interactions from My Schedule

Medical users can create Medical Interactions from My Schedule, and view those entries alongside other scheduled events, for example, Time Off Territory, streamlining their planning and execution process. Users can quickly assess their upcoming Medical engagements using color-coded calendar entries that display key information, for example, the interaction's title, location, address, and channel. If needed, users can reschedule a Medical Interaction.

**Who can use this feature?**

* Medical Users - Browser, iPad, iPhone, Windows
* [Using Medical Interactions on My Schedule](#Using)
* Users do not require an additional license

### Configuring Medical Interactions on My Schedule for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Medical Users](#)

To configure this feature:

1. Ensure [Using Medical Interactions](MedicalInteraction.htm) is configured.
2. Ensure [Configuring Call Planning](../CallPlanning/CPConfig.htm) is complete.

The following steps are required to create Medical Interactions from My Schedule if users have Create permission to both the call2\_\_v and medx\_\_v objects:

1. Navigate to **Admin > Configuration > Objects > preferences\_\_v**.

   * Select the **Layouts** tab
   * Add the **schedule\_pane\_create\_\_v** field to the appropriate layout
   * Select **Save**
2. Navigate to **Business Admin > Objects > Preferences**.

   * Select the appropriate user
   * Select **Edit**
   * Select **Medical Interaction** from the Scheduler Pane Create drop-down.
   * Select **Save**

### Using Medical Interactions on My Schedule as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Medical Users](#)

Browser
iPad
iPhone

#### Creating Medical Interactions from My Schedule

Medical users can create, view, and reschedule their Medical Interactions. Users with the appropriate permissions can also view interactions on shared calendars.

To create a Medical Interaction from the Scheduler pane:

1. Navigate to the **My Schedule** tab.
2. Select an open time slot on the calendar.
3. Select **Add Medical Interaction**.
4. Complete the information in the popover.
5. Select **Save** or **Save + Edit**.

Users can also drag and drop an account from the Scheduler pane to an appropriate timeslot. Users with permission to create both calls and medical interactions can first select the type of interaction to create.

![](../../Resources/Images/Medical/medx_sched1.png)

To reschedule a Medical Interaction from My Schedule:

1. Navigate to the **My Schedule** tab.
2. Locate the Medical Interaction you want to reschedule.
3. Drag and drop the Medical Interaction to a new date and time.

#### Viewing Medical Interactions from My Schedule

Medical users can view Medical Interactions from My Schedule. Calendar entries display the following information. The color of the entry changes based on its status (Saved and in the Past (red-orange), Saved and in the Future (dark cyan), Submitted (seafoam green), or Canceled (silver)):

* Title of the Medical Interaction
* Location and/or address of the interaction.
* Interaction Channel Icon (In Person, Video, or Phone)
* Number of attendees associated with the interaction

To view additional details, select the Medical Interaction entry on the calendar. A popover displays detailed information, including the title, date, channel, location, address, status.

If [Alternative Channels](MedicalInteractionAltChannel.htm) are configured the alternative\_channel\_\_v field displays instead of the channel\_\_v field in the Medical Interaction Header.

The attendee name is a selectable link.

Select More Details from the popover's More Actions menu to open the full Medical Interaction record in a new tab.

![](../../Resources/Images/Medical/medx_sched2.png)

#### Creating Medical Interactions from My Schedule

Medical users can create, view, and reschedule their Medical Interactions from the My Schedule tab.

![](../../Resources/Images/Medical/MedX_Schedule_iPad1.png)

Users can drag and drop an account from the Scheduler pane to an appropriate time slot. Users with permission to create both calls and medical interactions can first select the type of interaction to create.

To reschedule a Medical Interaction from My Schedule:

1. Navigate to the **My Schedule** tab.
2. Locate the Medical Interaction you want to reschedule.
3. Drag and drop the interaction to a new date and time.

#### Viewing Medical Interactions from My Schedule

Medical users can view Medical Interactions from My Schedule. Calendar entries display the following information. The color of the entry changes based on its status (Saved and in the Past (red-orange), Saved and in the Future (dark cyan), Submitted (seafoam green), or Canceled (silver)):

* Title of the Medical Interaction
* Location and/or address of the interaction.
* Interaction Channel Icon (In Person, Video, or Phone)
* Number of attendees associated with the interaction

To view additional details, select the Medical Interaction entry on the calendar. A popover displays the following detailed information:

* Title
* Date
* Channel
* Location
* Address
* Status
* Attendee name

![](../../Resources/Images/Medical/MedX_Schedule_iPad2.png)

Select Edit on the popover to open the full Medical Interaction record.

#### Creating Medical Interactions from My Schedule

Medical users can view their Medical Interactions from the My Schedule tab.

![](../../Resources/Images/Medical/MedX_iphone3.png)

Calendar entries display the following information. The color of the entry changes based on its status (Saved and in the Past (red-orange), Saved and in the Future (dark cyan), Submitted (seafoam green), or Canceled (silver)):

* Title of the Medical Interaction
* Interaction Channel Icon (In Person, Video, or Phone)
* Number of attendees associated with the interaction - select to view the attendee name

Select the Medical Interaction entry on the calendar, or select Edit from the All Actions menu, to open the Medical Interaction record to view and edit.

![](../../Resources/Images/Medical/MedX_iphone1.png)

### Related Topics

[Using Medical Interactions](MedicalInteraction.htm)

[Viewing and Searching Accounts in My Schedule](../CallPlanning/Scheduling/Viewing.htm)