Capturing Medical Standing Requests Using Documented Interest

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MSLs can use Documented Interest to create medical standing requests – agreements for an agreed-upon, renewable period of time with HCPs, allowing MSLs to proactively contact HCPs and provide information for a specific product topic, represented in CRM by a Scientific Interest record. Documented interest agreements help grow relationships between MSLs and KOLs and ensure MSLs have preapproval to proactively approach an HCP on what normally would have been a reactive discussion.

Medical Affairs users can use Documented Interest to collect scientific interest data to categorize key areas of interest by HCPs. The Scientific Interest record ties together a product and a documented interest. Medical Affairs users create Scientific Interest records in CRM. MSLs are then required to select a scientific interest when capturing a documented interest agreement (also known as a standing request).

For example, during a scheduled visit with an HCP for educational outreach on Rovustatin, an MSL determines that the HCP is interested in an ongoing clinical trial of Rovustatin for children. They ask if the HCP is interested in receiving updates related to the clinical trial. The HCP agrees and the MSL creates a Documented Interest, selecting the scientific interest related to Rovustatin for a clinical trial. For the next 12 months the MSL can select the Documented Interest within the call report.

Configuring Documented Interest

Ensure Call Reporting is configured if using call or interaction reports.

Enable the following permissions for admins.

Object	Record Type	OLS	Fields	FLS
Call2_vod	n/a	R	Documented_Interest_vod	Edit
			Call_Date_vod	Read
			zvod_Documented_Interest_vod	Edit
Documented_Interest_vod	Documented_Interest_vod	CRED	Account_vod Scientific_Interest_vod Documented_Interest_Text_vod Interest_Category _vod Calculated_Expiration_Date_vod Expiration_Date_vod Entity_Reference_Id_vod Interaction_Reference_id_vod Unlock_vod Mobile_ID_vod Mobile_Created_Datetime_vod Verbal_Acknowledgement_vod Status_vod Sharing_Group_vod	Edit
Scientific_Interest_vod	Scientific_Interest_vod	CRED	Product_vod Detail_Group_vod Active_vod Interest_Category _vod DI_Expiration_Duration_vod Sharing_Group_vod Country_Code_vod	Edit

Enable the following permissions for MSLs:

Object	Record Type	OLS	Fields	FLS
Call2_vod	n/a	R	Documented_Interest_vod	Edit
			Call_Date_vod	Read
			zvod_Documented_Interest_vod	Edit
Documented_Interest_vod	Documented_Interest_vod	CRE	Account_vod Scientific_Interest_vod Documented_Interest_Text_vod Interest_Category _vod Calculated_Expiration_Date_vod Entity_Reference_Id_vod Interaction_Reference_id_vod Unlock_vod Mobile_ID_vod Mobile_Created_Datetime_vod Verbal_Acknowledgement_vod (optional) Status_vod Sharing_Group_vod	Edit
Documented_Interest_vod	Documented_Interest_vod	CRE	Expiration_Date_vod	Read
Scientific_Interest_vod	Scientific_Interest_vod	R	Product_vod Detail_Group_vod Active_vod Interest_Category _vod DI_Expiration_Duration_vod Sharing_Group_vod Country_Code_vod	Read

Place the zvod_Documented_Interest_vod field on the appropriate Call2_vod page layout.
Enable the following top level VMOCs for the appropriate platforms:
- Scientific_Interest_vod
- Documented_Interest_vod
  - WHERE Account_vod__c IN (SELECT Id FROM Account)
  - Account Lookup Field: Account_vod_c

Admins must define the key Scientific Interests they want to track. MSLs select a Scientific Interest when creating a Documented Interest.

To create a Scientific Interest record:

Enable the Scientific_Interest_vod tab for the appropriate profiles by selecting Default On.
Select the Scientific Interest tab.
Enter a name for the Scientific Interest.
Select a Product and/or Detail Group.

Products can be filtered using Configurable Lookup.
Select one or more items from the Interest Category picklist:
- Congress Update
- Clinical Trial Update
- Safety Label Update
Enter a Duration. The default is 12 months. This sets the renewal period available to MSLs.
Select a Sharing Group. This step is optional.
Select a Country. This step is optional.
Select Save.

Using Documented Interest

MSLs can record an interaction with an HCP related to a previously captured, and unexpired, documented interest on the call report or account summary by selecting the appropriate Documented Interest.

To create a Documented Interest:

Open a Call Report.

Select Add Interest.
Select the appropriate record type. If only one record type is available, the system automatically uses that record type.

Select a Scientific Interest and at least one Interest Category. Users can select more than one Interest Category if more than one is available.

Select the Received Verbal Agreement check box if available. This step is optional.
Enter informational details regarding the Documented Interest.
Select Save.

To record a Documented Interest:

Open a Call Report or Account Summary.

Do not create a documented interest from a business account.
Select a documented interest from the Documented Interest section.
Select Save.

Documented Interest agreements can be renewed, if requested by an HCP, for an additional period, or terminated when an HCP no longer wants to be proactively informed on a specific subject. Users with FLS Read permission to the Expiration_Date _vod field on the Documented_Interest_vod object can view the expiration details of a documented interest. Users with FLS Edit permission to this field can manage the expiration details.

To manage the expiration of a Documented Interest:

Open a Call Report, or Account Summary.

Select Manage under the Documented Interest you want to update.

Select the down arrow next to the expiration date.

Select Renew to or Expire today. Renewing a Documented Interest creates a new record with a new expiration date.
Select Save.