Creating Medical Inquiries for Child Accounts

  • Browser
  • iPad
  • iPhone

Users can create medical inquiries for child accounts. By creating the medical inquiry for a child account instead of the parent, users can more easily maintain the relationship between the Business Account and Person Account. The business location is stamped on the medical inquiry to allow the field user to easily verify the correct child account is used.

For example, a user is detailing products for an HCP who works at multiple hospitals. The HCP requests medical information during the call, so the user creates a Medical Inquiry from the call report. The field user enters the relevant information, associates the hospital at which the user visits the HCP, and saves the Medical Inquiry. The information is visible on the signature page for the HCP to confirm.

Enabling Child Accounts for Medical Inquiries

  1. Ensure Medical Inquiry is configured.
  2. Grant the following permissions for end users:

    Object

    OLS

    Record Type

    Field

    FLS

    Medical_Inquiry_vod

    n/a

    n/a

    • Child_Account_vod
    • Child_Account_Id_vod
    • Location_vod
    • Location_Id_vod

    Edit

    Medical_Inquiry_Audit_vod

    n/a

    n/a

    • Child_Account_vod
    • Location_vod

    Edit

    Medical_Inquiry_Fulfillment_vod

    n/a

    n/a

    • Child_Account_vod
    • Location_vod

    Edit

  3. Select the Enable_Child_Account_vod Veeva Setting check box.
  4. Place the Location_vod field on the Medical_Inquiry_vod object page layout.
  5. Place the New Medical Inquiry button on the appropriate Account object page layout.

Using Child Accounts with Medical Inquiries

When creating a Medical Inquiry for a person account from My Accounts or an account-related list, users can search for and select the appropriate HCO from the Location field. The list of HCOs displays the name of the HCO, an account identifier, and an address to assist users in identifying and selecting the correct location. The Location field is editable until the record is saved.

When creating a Medical Inquiry from all other entry points, the location for the parent (business) account is pre-populated on the Medical Inquiry and is not editable.

Only iPad users can create a Medical Inquiry from a CLM presentation.

Users cannot create a Medical Inquiry from the Child Account Hierarchy, from the Medical Inquiry tab, or for a Child Account where the relationship is between a Business Account and a Business Account.

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