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Institution Doctor Account Admin Console Configurations

Institution Doctor Account Admin Console Configurations

Configure Institution Doctor record types for both accounts and HCPs to align with your business logic. Restrict manual account creation or configure search to help your team manage and accurately locate Institution Doctor accounts.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
  • Configure Institution Doctor Account Record Types
    To use the Institution Doctor Accounts feature, map the record type you’ve created for Institution Doctor accounts with Account and Healthcare Provider record types shipped with the product.
  • Turn off Institution Doctor Account Creation
    Make sure that Institution Doctor accounts aren’t created in an improper format. Automatic account creation enforces your organizational rules and data governance policies.
  • Configure Institution Doctor Account Search Filter
    By default, HCO search results exclude Institution Doctor account to prevent misclassification. To help your field reps accurately locate Institution Doctor accounts, add the Institution Doctor record type to the search filter.
  • Institution Doctor Account Batch Jobs
    Batch jobs are automated processes designed to manage Institution Doctor accounts efficiently. Make sure that all Institution Doctor accounts are valid by either triggering the batch job immediately or scheduling it for later.
 
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