Quick actions for capturing Medical Insights from Home, Account and Visit
Key Takeaway
Assigning a Medical Insights quick action to a profile is not enough on its own. On the Home page and the Account record page, the action appears only when InsightCaptureFromAccount is turned on in Insight Settings.
Medical Insights let field users capture observations from their interactions with HCPs and HCOs in the Life Sciences Cloud mobile app. Quick actions put a capture entry point on the Home, Account and Visit pages, so users can log an insight where the interaction happens instead of navigating to the Medical Insights page. Admins build these quick actions in the Admin Console. Whether users see one depends on the profiles selected on it and, on the Home page and Account record page, on a setting in Insight Settings.
What Medical Insights are
Teams use these links to identify trends, competitive signals and sentiment shifts. Users can create an insight from these places in the app:
- The dedicated Insights tab
- The Home page
- An Account record page
- A Visit record page
Quick actions provide the Home, Account and Visit entry points. Each one takes users to the Medical Insights page, so they spend less time navigating.