Using the Medical HCP Page Template

The Medical HCP page template helps content creators to quickly create a MyInsights page that allows end users to view HCP account-level data, including medical activity, discussions, inquiries, and insights, all in one place. Content creators can customize the page template using MyInsights Studio.

For information on using MyInsights Studio page templates and configuring content creators to use page templates, see Using Page Templates.

Who Can Use This Feature?

  • Platforms – Browser
  • Licensing – Available to users with MyInsights
  • Users – End Users

Configuring the Medical HCP Page Template

End users

To configure this feature for end users:

  1. Ensure MyInsights is configured for end users.

  2. Grant the following permissions:

    Object

    OLS

    Record Types

    Field

    FLS

    Call2_vod

    R

    n/a

    Account_vod

    CLM_vod

    Call_Channel_vod

    Call_Date_vod

    Call_Datetime_vod

    Status_vod

    Read

    Medical_Discussion_vod

    R

    n/a

    Call_Date_vod

    Account_vod

    Product_vod

    Discussion_vod

    Read

    Sent_Email_vod

    R

    n/a

    Account_vod

    Email_Sent_Date_vod

    Approved_Email_Template_vod

    Click_Count_vod

    Open_Count_vod

    Read

    HTML_Report_vod

    R
    • Account_Reports_vod
    • KOL_Profile_vod
    • Account_Profile_Override_vod

      You only need to grant access to the record type for the page you want to deploy.

    n/a

    n/a

    Account

    R

    n/a

    KOL_vod

    Phone

  3. Specialty_1_vod

    4. Primary_Parent_vod

    Read

    Address_vod

    R

    n/a

    Address_line_2_vod

    City_vod

    State_vod

    Zip_vod

    Read

    TSF_vod

    R

    n/a

    Account_vod

    Address_vod

    Territory_vod

    Read

    Call2_Key_Message_vod

    R

    n/a

    Call2_vod

    Call_Date_vod

    Clm_Presentation_vod

    Read

    Approved_Document_vod

    R

    n/a

    n/a

    n/a

    Medical_Inquiry_vod

    R

    n/a

    Account_vod

    Status_vod

    Product

  4. Inquiry_Text
    		5.

    Read

    Medical_Insight_vod

    R

    n/a

    Date_vod

    Account_vod

    Summary_vod

    Status_vod

    Read

    Clm_Presentation_vod

    R

    n/a

    n/a

    n/a

Using the Medical HCP Page Template

Download the page template here.

Before any customization, end users can view information in the following sections for the current HCP:

  • Time Period Specification - When the activity starts (within the last 90 days)
  • Account Overview - Most important information, including Primary Parent, whether KOL, Phone, Email, Specialty, and Preferred Address
  • My Activity Overview:
  • My Interactions - Count of submitted Calls created
  • My Medical Discussions - Count of Medical Discussions created
  • My Sent Emails - Count of Sent Emails sent
  • Total # of Opens - Sum of Sent Emails’ # of Opens
  • Total # of Clicks - Sum of Sent Emails’ # of Clicks
  • Medical Activity:
  • Medical Inquiries - Count of Medical Inquiries created
  • Medical Insights - Count of Medical Insights
  • My Recent Interactions - Five most recent Calls created, sorted by call date, from most recent to least recent
  • My Recent Medical Discussions - Five most recent Medical Discussions created, sorted by call date, from most recent to least recent
  • My Recent CLM Presentations - Five most recent CLM Presentations created, sorted by related call date
  • Recent Medical Inquiries -Five most recent Medical Inquiries, sorted by created date, from most recent to least recent
  • Recent Medical Insights - Five most recent Medical Insights sorted by created date, from most recent to least recent
  • My Recent Email Templates - Five most recent Approved Documents sorted by sent date from related Sent Email records, sorted most recent to least recent