Components of a Medical Inquiry

All Medical Inquiries include inquiry text, a lookup to an account, and a delivery method. Additionally, CRM provides a Product field if the inquiry is Product-specific and signature fields if an HCP signature is required to submit the inquiry.

Account Lookup

  • iPad
  • Online Classic
  • Online Lightning
  • Windows

The Medical Inquiry feature is supported with person accounts. The Account lookup is stored in the Account_vod field on the Medical_Inquiry_vod object.

Inquiry Text

  • iPad
  • Online Classic
  • Online Lightning
  • Windows

The Inquiry Text field contains the HCP's question, stored in the Inquiry_Text_vod field.

Delivery Method

  • iPad
  • iPhone
  • Online Classic
  • Online Lightning
  • Windows

The delivery method is the method in which the HCP would like to receive a response to the Medical Inquiry. CRM contains delivery options for Email, Urgent Mail, Mail, Phone, and Fax.

When a delivery method is selected, the next step is to enter the delivery details. Delivery details are corresponding details to the delivery method selected. For example, if the delivery method is mail, the delivery detail is the HCP’s address. If the delivery method is phone, the delivery detail is the HCP’s phone number.

Mappings display relevant delivery details based on Account information and assist users in selecting delivery details. For example, if the delivery method is mail, all available addresses for the Account display as values within an Address picklist, and all address properties (address line 1, postal code, country, etc…) are concatenated into a single picklist value. The user selects the details in a single step in the UI, and the data is saved automatically to the proper fields on the Medical Inquiry record. The table below outlines each delivery method, what fields display to the user, and which fields the delivery details save to. Additional details for configuring Delivery Methods can be found in Configuring the Detail Page.

Delivery Method

Delivery Details Picklist Fields

Medical Inquiry Save Location
Mail_vod and Urgent_Mail_vod Each address record for the account is an individual row in the picklist; the following fields are concatenated to form a single picklist value.

Address.Address_Line_1

Address.Address_Line_2_vod

Address.City_vod

Address.State_vod

Address.Zip_vod

Address.Country_vod


Address_Line_1_vod

Address_Line_2_vod

City_vod

State_vod

Zip_vod

Country_vod

Email_vod

 

Picklist displays the value of:

Account.PersonEmail

OR Contact.Email

OR custom field of type Email

 

Email_vod

Fax_vod

Each individual field value is a separate row in the picklist. Picklist displays the values of:

Account.Fax, Address.Fax_vod, Address.Fax_2_vod

OR Contact.Fax

 

Fax_Number_vod

Phone_vod

Individual fields are separate rows in the picklist, which displays the values of: 

  • Account.PersonAssistantPhone
  • Account.PersonHomephone
  • Account.PersonMobilePhone
  • Account.PersonOtherPhone
  • Account.Phone
  • Address.Phone_vod
  • Address.Phone_2_vod

OR

  • Contact.Phone
  • Contact.OtherPhone
  • Contact.AssistantPhone
  • Contact.HomePhone
Phone_Number_vod

If using the Address_vod section on the Medical Inquiry page layout, custom fields are currently supported on Windows Modern only. On other platforms, only fields related to the Mail and Urgent Mail delivery methods are supported. These include Address_Line_1_vod, Address_Line_2_vod, City_vod, State_vod, Zip_vod, and Country_vod.

Medical Inquiry Audit History

  • Online Classic
  • Online Lightning

Audit History is tracked for Medical Inquiries similar to Sample Transactions and Sample Order Transactions. When a Medical Inquiry is submitted, the Previously Submitted? check box is selected using a trigger. This cannot be undone.

Every time a record is updated or deleted in the Medical_Inquiry_vod object after the Medical Inquiry is submitted, records are created in the Medical_Inquiry_Audit_vod object. Creating a Medical Inquiry does not create a record in the audit object. Audit records cannot be updated or deleted.

For example, if an administrator modifies a value on a locked and submitted Medical Inquiry, three audit records are created:

  • The first record represents the administrator selecting Unlock on the Medical Inquiry record. The previous Submitted status is stamped on the Audit record.
  • The second record represents the administrator updating and saving the value. The field's previous value is stamped to the Audit record.
  • The third record represents the previous status of the Medical Inquiry record once the administrator re-submits the inquiry. The previous Saved status is stamped on the Audit record.

To enable this feature for administrators:

  1. Grant admins Create permission to the Medical_Inquiry_Audit_vod object.
  2. Grant admins FLS read access to the Previously_Submitted_vod field on the Medical_Inquiry_Audit_vod object.
  3. Change the default text limit on the Phone_Number_vod field on the Medical_Inquiry_Audit_vod object to 40 (to match the setting for the Phone_Number_vod field on the Medical_Inquiry_vod object).