Using the Medical Dashboard

  • Browser (Classic, Lightning)
  • iPad
  • iPhone
  • Windows Tablet

The Medical Dashboard provides MSLs with information about communications with a stakeholder, including current and planned action items. This information helps MSLs determine future actions and plans.

For example, Larry Lakes reviews Dr. Clinton Ackerman's Medical Dashboard. On the scientific activity widget, Larry notices it has been a few weeks since Dr. Ackerman saw the scientific publications on the new trials for Cholecap Efficacy results. Larry makes a note to review and discuss the new efficacy studies in the next interaction with Dr. Ackerman.

Configuring the Medical Dashboard

To enable the Medical Dashboard for end users:

  1. Ensure Medical CRM is configured.
  2. Create or activate VMOCs for the following objects:
    • Account
    • Account_Plan_vod
    • Action_Items_vod
    • Call2_vod
    • Call_Objective_vod
    • Call_Key_Message_vod
    • Clinical_Trial
    • Event_Attendee_vod
    • Key_Stakeholder_vod
    • Medical_Event_vod
    • Medical_Inquiry_vod
    • Medical_Insights_Vod
    • Multichannel_Activity_vod
    • Multichannel_Activity_Line_vod
    • Publication
    • Sent_Email_vod
    • Stakeholder_Clinical_Trial_vod
    • Stakeholder_Publication_vod
    • Suggestions_vod
    • Task
  3. Grant end users the following permissions:
  4. Object OLS Record Types Fields FLS
    Account R n/a Do_Not_Call_vod Read
    Account_Plan_vod R n/a
    • Account_vod
    • Description_vod
    • Health_vod
    • Name
    • Status_vod
    		 Read

    Action_Items_vod

    		 R n/a
    • Account_vod
    • Due_Date_vod
    • Name
    • Start_Date_vod
    • Status_vod
    		 Read
    Call2_vod R n/a
    • Call_Datetime_vod
    • CLM_vod
    		 Read
    Call_Objective_vod R n/a
    • Account_vod
    • Completed_Flag_vod
    • From_Date_vod
    • To_Date_vod
    • Title_vod
    		 Read
    Call_Key_Message_vod R n/a
    • Account_vod
    • CLM_Presentation_vod
    • CLM_Presentation_Name_vod
    • Product_vod
    		 Read
    Clinical_Trial R n/a
    • Account
    • Date
    • Description
    		 Read
    Event_Attendee_vod R n/a
    • Account_vod
    • Attendee_vod
    • EM_Attendee_vod
    		 Read
    Key_Stakeholder_vod R n/a Account_Plan_vod Read
    Medical_Event_vod R n/a
    • Account_vod
    • Start_Date_vod
    • Start_Time_vod
    		 Read
    Medical_Inquiry_vod R n/a
    • Account_vod
    • Status_vod
    		 Read
    Medical_Insights_vod R n/a
    • Account_vod
    • Clinical_Trial_vod
    • Interaction_vod
    • Medical_Event_vod
    • Other_Source_vod
    • Publication_vod
    • Status_vod
    		 Read
    Multichannel_Activity_vod R n/a Account_vod Read
    Multichannel_Activity_Line_vod R n/a Account_vod Read
    Publication R n/a
    • Account
    • Date
    • Title
    		 Read
    Sent_Email_vod R n/a
    • Account_vod
    • Email_Sent_Date_vod
    • Opened_vod
    • Product_vod
    		 Read
    Stakeholder_Clinical_Trial_vod R n/a
    • Account_Id_vod
    • Clinical_Trial_vod
    		 Read
    Stakeholder_Publication_vod R n/a
    • Account_Id_vod
    • Publication_ID_vod
    		 Read
    Suggestions_vod R n/a
    • Account_vod
    • Dismissed_vod
    • Expiration_Date_vod
    • Marked_As_Complete_vod
    • Posted_Date_vod
    • Reason_vod
    		 Read
    Task R n/a
    • AccountID
    • Title
    		 Read
  5. Download the Medical Dashboard content zip file.
  6. Create an HTML_Report_vod record with the appropriate record type (Account_Reports_vod, KOL_Profile_vod, or Account_Profile_Override_vod) and attach the content zip file. See Creating MyInsights Recordsfor more information.

Using the Medical Dashboard

Users can navigate to an account and select the Medical Dashboard tab to view the visualization.

Depending on the user's configuration, the following widgets are available to display on the Medical Dashboard:

  • Engagement Plan - a list of all engagement plans associated with the stakeholder account
  • Interaction Summary - the activity summary for the stakeholder account based on calls, sent email, multichannel Engage activities, medical events, medical inquiries, and medical insights
  • Open Actions - open actions based on tasks, call objectives, and medical inquiries

  • Suggested Actions - open suggestions for the stakeholder account

    The Suggested Actions widget is not supported on the iPhone platform.

  • Scientific Activity - a summary of CLM presentations displayed to the stakeholder account
  • Medical Insights - all medical insight records made with the specific stakeholder account
  • External Scientific Activity - a summary from clinical trials, publications, and medical events

A progress indicator for account plans displays if users have FLS read permission to one of the following fields on the Account_Plan_vod object:

  • Percent_Complete_vod
  • Plan_Tactic_Progress_vod
  • Progress_vod

Submitted calls and their related records in the selected date range display when applicable.