Institution Doctor Accounts for HCP-at-HCO tracking
Key Takeaway
To track an HCP's visits, inquiries and insights separately at each HCO, turn on the Institution Doctor Accounts feature and select "Institutional Doctor Affiliation" on each Provider Affiliation. Salesforce then automatically creates one Institution Doctor account for each HCP-HCO pairing.
An Institution Doctor account represents one healthcare professional's (HCP) relationship with one specific healthcare organization (HCO). In countries like Japan, tracking HCP interactions at the HCO level is a best practice. With Institution Doctor accounts, field reps log their work against the HCP-at-institution pairing instead of against the HCP alone.
What an Institution Doctor account holds
Each Institution Doctor account covers a single HCP-HCO pairing. An HCP who practices at two hospitals can therefore have two Institution Doctor accounts, one for each hospital.
Field reps capture all activities for a pairing in its Institution Doctor account, including visits, inquiries and insights. Institution Doctor accounts are available both on the web and on mobile devices.
The feature is available in Lightning Experience in Enterprise and Unlimited Editions with Life Sciences Cloud, the Life Sciences Cloud for Customer Engagement Add-on license and the Life Sciences Customer Engagement managed package.