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            Create and Submit a Medical Inquiry

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            3. Administer Life Sciences Cloud

            Create and Submit a Medical Inquiry

            As a sales representative, use the straightforward and easy-to-navigate Medical Inquiries feature to create and submit accurate and comprehensive concerns and questions from healthcare professionals. Use the web or mobile interface to log initial inquiries, add relevant files and images for context, and monitor case progress while on the move. Maintain compliance and adhere to your organization’s policies, regulations, and custom checks by adding mandatory signatures and attachments during inquiry submission.

            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.
            User Permissions Needed
            To create and submit a medical inquiry:

            Life Sciences Core

            AND

            Life Sciences Field Sales Representative
            1. From the App Launcher, go to Inquiries.
            2. Click New.
              The New Inquiry window appears.
            3. From the Case list, click New Case.
            4. On the New Case window, enter the case details, such as the account of the healthcare professional, origin, and description.
            5. Save your changes.
              The Case list shows the ID of the new case.
            6. On the New Inquiry window, specify the inquiry details. Make sure that the inquiry type is set to Medical Inquiry.
            7. Save your changes.
              Medical Inquiries creates the inquiry record, and the Inquiry record page appears. The status and the account of the inquiry are set to the values in the associated case.
            8. Add a question to the inquiry.
              1. On the Questions tab, click New.
                The New Inquiry Question window appears. The case and inquiry are auto-populated.
              2. Enter the inquiry question and additional comments.
              3. Save your changes.
            9. Add your signature to the inquiry question.
              1. On the Inquiry record page, click Add Signature.
              2. On the Review & Sign window, enter your signature and click Accept.
                The status of the inquiry changes to Signed.
            10. Add the healthcare professional’s preferred response mode.
              1. On the Inquiry record page, click Add Response Preference.
              2. On the Select Response Preference window, select a contact point address, contact point email, or contact point phone.
              3. Save your changes.
                The Response Contact Point Record ID field shows the selected mode of response.
            11. Add attachments and topics, if required.
            12. Click Submit.
              The status of the inquiry changes to Submitted. The inquiry is moved to the medical science liaison’s queue, who then reviews and responds to the questions.

            See Also

             
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