Medical Inquiries

Here's a summary of the key capabilities of Medical Inquiries.

• Improves response times and HCP satisfaction through an efficient inquiry process.
• Offers intuitive web and mobile interfaces for easy submission, documentation attachment, and status tracking.
• Features robust workflows and queues for prompt inquiry assignment.
• Enhances security and data integrity with a dedicated data model and role-based access permissions.
• Reduces noncompliance risks with an effective approval process for non-standard responses.
• Enforces organizational policies, such as mandatory signatures, with custom validation rules.
• Manages different statuses, actions, and records for each stage and role.

• Get Your Org Ready for Medical Inquiries
  ​​Before you set up Medical Inquiry in Life Sciences Cloud, make sure you have the required user profiles, licenses, and permission sets.
• Define Statuses for Medical Inquiries
  ​​Medical inquiries move through a series of steps from creation to closure. To get a clear understanding of the progress and assignment of requests, it’s critical to track the real-time status of inquiries. Define appropriate status values to help your sales representatives and medical science liaisons use the Medical Inquiry workflow efficiently.
• Set Up the Inquiry Record Page for Medical Inquiries
  Add tabs and Lightning components to the Inquiry record page so that your sales representatives can easily create and submit medical inquiry requests, and medical science liaisons can submit their response to the inquiry questions.
• Configure Action Buttons on the Inquiry Record Page
  Help your users handle medical inquiries in an efficient and timely manner by customizing the target action of the New and Edit buttons on the Inquiry record page. This setup configures a multi-object Lightning component that enables users to manage both inquiry and case records in one go.
• Set Up the Account Record Page for Medical Inquiries
  Add tabs and Lightning components to the Account record page so that your sales representatives and medical science liaisons can easily manage and track all inquiries related to the healthcare professional.
• Configure Action Buttons on the Account Record Page
  Let users create medical inquiries directly from the Account record page rather than navigating to the Inquiry page. Add a button on the Account record page and make it easier for the sales representatives to get a better context of the healthcare professional while creating the inquiry.
• Configure Support Process and Record Types for the Medical Inquiry Workflow
  Create support process and record types for the objects used in the medical inquiry workflow. Assign profiles and page layouts to the record types to determine which one apply when users create, edit, or view records.
• Define Sharing Settings for Medical Inquiries
  Promote effective management of medical inquiries by configuring sharing settings for the Inquiry Question object. This configuration makes sure that the inquiry question and its associated parent case have the same sharing settings.
• Create a Custom Field for Medical Inquiries
  Set up a formula-derived custom field on the Inquiry object to capture your unique business data for medical inquiries. The field helps to achieve conditional display of action buttons based on the user profile or persona. This configuration promotes a seamless workflow by ensuring that sales representatives can only draft, sign, and submit medical inquiries whereas medical science liaisons can only assign and respond to the inquiries.
• Set Up Workflow Actions for Medical Inquiry Management
  Define relevant workflow actions for tasks that users must perform in the medical inquiry process, such as inquiry submission, assignment, and more. With the help of workflow actions, you can show contextual action buttons on the Inquiry record detail page depending on the current stage of the inquiry workflow. For example, the Submit button appears when the inquiry is ready to be submitted by the sales representative.
• Set Up the Workflow Stages to Manage Medical Inquiries
  Enhance efficiency, maintain compliance, and promote data integrity with configurable workflow paths. The workflow outlines the journey of an object through various stages and helps you manage the different statuses, actions, and record permissions. For the medical inquiry process, set up a workflow path based on the Inquiry object and its different stages.
• Batch Jobs for Medical Inquiries
  Batch jobs are automated processes designed to share and manage multiple medical inquiry records consistently and efficiently. Save time, reduce the risk of manual errors, and maintain the integrity and reliability of inquiry data by using the MIRF Share Management job.