Requiring Medical Discussions on the Call Report

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To ensure call reports are complete, users can be required to capture at least one Medical Discussion to submit a call report. Requiring Medical Discussions reduces potential compliance risks resulting from incomplete or inaccurate call reports. It also helps provide a more complete picture of past HCP interactions for other CRM users to use in call planning and future discussions with HCPs.

For example, Larry Lakes, an MSL, meets with Dr. Clinton Ackerman to discuss the efficacy of Cholecap versus Restolar. Larry must add details for at least one Medical Discussion to submit a call report for their meeting. In the Medical Discussion section of the call report, Larry summarizes their meeting and notes that the doctor is interested in hearing more about Cholecap efficacy. When another MSL visits Dr. Ackerman, she knows to review the efficacy of Cholecap in her discussions with Dr. Ackerman.

Considerations

  • If there are any pre-existing, saved calls in an org that have zvod_Medical_Discussion_vod on the call page layout but do not have Medical Discussions added, users must add at least one Medical Discussion before submitting the call report
  • If there are multiple record types for Medical Discussions, users only need to create one Medical Discussion of any record type before submitting
  • If the --ao section signal (Attendees Optional) is added to the call page layout and a user does not add any attendees to a group call with unique activities, the error message for required Medical Discussions does not display and the user can submit the call without capturing a medical discussion

Prerequisites

Configuration for Required Medical Discussions

To require Medical Discussions on the Call Report, set the REQUIRE_MEDICAL_DISCUSSIONS_vod Veeva Setting to 1. The default setting, 0, indicates that Medical Discussions are not required.

Using Required Medical Discussions

If a user attempts to submit a call report without creating at least one Medical Discussion, an error message displays. On unsupported platforms, users can still submit call reports without creating a Medical Discussion.

If Unique Activities are enabled, users must capture a Medical Discussion for each attendee on the call.

When this feature is enabled, users can still submit call reports with empty Medical Discussion fields. To ensure the appropriate fields are complete, admins can make fields required on the Medical_Discussion_vod page layout.

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