Capture Medical Insights

View Insights

View and interact with existing insights shared by other colleagues in the same role to stay informed. Find relevant insights quickly using the search bar by name or keyword. Filter and sort insights using tags to focus on what's most relevant to your context. Identify opportunities and potential risks within recent observations using Insights.

Note : When you select child tags while filtering insights, the parent tags are automatically selected. However, selecting a parent tag doesn’t automatically select its child tags.

Maximize the strategic value of captured insights by keeping them up to date, validating their importance, and making them accessible across related records for engagement planning:

• Upvote an insight using the icon to indicate that it’s important and relevant.
• Link insights to account and visit records to make the consolidated intelligence available on the relevant records where engagement planning occurs.
• Open an insight to view details, such as source type, related accounts, related products, and upvote activity.
• Edit or delete insights that you created if details change or are no longer relevant.

Capture Insights

Create a new insight from key touch points during HCP and HCO interactions including the dedicated Insights tab, app’s Home page, Accounts or Visits record page. Enrich your insights by associating it with specific products, accounts, and hierarchical tags, while supplementing details such as name, source type, and visit aids deeper analysis.

Note : To create insights from the visit page, make sure you add the account in the visit information.

Note If you capture insights from an account, the account in the insight record is auto populated. If you capture insights from a visit page, the visit in the insight record is auto populated.