Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/MedicalHCPTemplate.htm

## Using the Medical HCP Template

The Medical HCP template helps content creators to quickly create an X-Page that allows end users to view HCP account-level data, including medical activity, discussions, inquiries, and insights, all in one place. Content creators can customize the template using X-Pages Studio.

For information on using X-Pages Studio templates and configuring content creators to use templates, see [Using X-Pages Studio Template Library](Templates.htm).

**Who can use this feature?**

* Content Creators - Browser
* [Using the Medical HCP Template](#Using)
* End Users - Browser, iPad, iPhone, Windows
* [Using the Medical HCP Template](#Using)
* Users do not require an additional license

### Configuring the Medical HCP Template for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature, ensure [Configuring X-Pages Studio](../StudioConfigure.htm) is complete and the user has deployment permissions.

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

To configure this feature:

1. Ensure [Configuring X-Pages](../../X_PagesConfig.htm) 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 |

### Using the Medical HCP Template as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

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](../DeployPage.htm) the new page using X-Pages Studio.

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

![](../../../../Resources/Images/X-PagesStudio/Templates/Medical Stakeholder.png)

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

### Related Topics

[Using the Medical Territory Template](MedicalTerritoryTemplate.htm)