Product detailing versus product discussions in visits
Key Takeaway
Product detailing records which products and approved messages a rep delivered, and how the healthcare professional (HCP) reacted to each message. Product discussions capture admin-defined qualitative feedback per product, with rules such as requiring a discussion or limiting it to one.
During a visit, a field rep records what was presented about each product. Visit Management stores two kinds of data for this. Product detailing is the structured record of products, messages, and reactions. Product discussions capture qualitative insights through record types and custom fields that an admin creates. The two features are set up in different places, so matching a requirement to the right feature also tells you which settings to change.
What product detailing captures
Product detailing lets reps record products, messages, and reactions during a visit. Reps detail products on the Visit Engagement page. The result is a structured record of which products were detailed, which approved messages were delivered, and how the HCP reacted to each message.
The messages a rep delivers come from product guidance. Product messages carry key points such as a drug's safety, efficacy, dosage limits, success rate, and side effects. Objectives are specific, product-related goals that a rep aims to achieve during customer engagement.
Each message lists its possible reactions as semicolon-separated values, for example Agree;Disagree;Skeptical. The rep picks a reaction from the values the admin defined.
Only brands, therapeutic areas, indications, and brand-indications support messages and objectives. You cannot add messages to other product types.
Several message fields control what reps see:
- Priority sets the display order.
- Group name groups messages.
- Group sequence orders the groups.
- Effective start and end dates set the time window for the message.
- The message must be marked "Active".
- Selecting "Hide Reaction" turns off both reaction display and reaction capture for that message.