Using the Medical Territory Page Template
The Medical Territory page template helps content creators to quickly create a MyInsights page that allows end users to view operational and historical data across HCPs and KOLs at the territory level, 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 Territory Page Template
End users
To configure this feature for end users:
-
Ensure MyInsights is configured.
-
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
Click_Count_vod
Open_Count_vod
Read
HTML_Report_vod
R
- Territory Insights_vod
- Territory Insights_Default_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
ID
KOL_vod
Read
Call2_Key_Message_vod
R
n/a
Call2_vod
- Call_Date_vod
- Clm_Presentation_vod
Read
Medical_Inquiry_vod
R
n/a
Account_vod
Status_vod
Product
- Inquiry_Text
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 Territory Page Template
Download the Medical Territory Page Template.
Before any customization, users can view information in the following sections:
- Time Period Specification - When the activity starts (within the last 90 days)
- KOL/All HCP Dropdown - Select between KOLs and All HCPs, depending on the data you want to see
- My Activity Overview:
- My KOL/HCP Reach:
- Percentage - Percentage of the KOL or HCP Account records seen over the count of all KOL or HCP Accounts
- Fraction - Count of KOL or HCP Account records seen over the count of all KOL or HCP Accounts
- My Interactions - Count of submitted Call records created
- My Medical Discussions - Count of Medical Discussions created
- My Sent Emails - Count of Sent Email created
- Total # of Opens - Sum of Opens from Sent Emails
- Total # of Clicks - Sum of Clicks from Sent Emails
- Medical Activity:
- Medical Inquiries - Total Medical Inquiries created or assigned
- Medical Insights - Total Medical Insights created
- My Recent Interactions - Five most recent parent 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 Top CLM Presentations - Top five CLM Presentations with most related call detail records, from most to least
- Recent Medical Inquiries - Five most recent Medical Inquiries created or assigned, sorted by created date, from most recent to least recent
- Recent Medical Insights - Five most recent Medical Insights created or assigned, sorted by created date, from most recent to least recent
- My Top Seen KOLs/HCPs - Top five Accounts seen with the most related call records, sorted most to least. After related call records, sorted by number of emails, from most to least.
- My Least Seen KOLs/HCPs - Top five Accounts with the least related call records, sorted least to most. After related call records, sorted by number of emails, from least to most.
- My Most Recently Seen KOLs/HCPs - Top five Accounts with the most recent call record, from most recent to least recent
- My Least Recently Seen KOLs/HCPs - Top five Accounts with the least recent call record, from least recent to most recent
