Upvoting, tag filtering and linking for insight collaboration
Key Takeaway
Linking an insight to an account or visit record makes it available on that record, where teams plan engagements. Upvoting signals that an insight is important, but it doesn't control where the insight appears.
Medical Insights let field users capture what they observe in interactions with HCPs and HCOs in the Life Sciences Cloud mobile app. Colleagues see these insights in a shared, structured feed. Three collaboration tools make the feed useful. Upvoting marks an insight as important. Linking attaches an insight to the account and visit records where engagement planning happens. Tags (Subjects) let users filter the feed to what is relevant.
Medical Insights and the feed
Medical Insights organize field observations by linking them to accounts, products, and structured tags. The result is a feed instead of scattered notes, so teams can identify trends, competitive signals, and sentiment shifts.
Users can view and interact with insights shared by colleagues in the same role. To find a specific insight, they search by name or keyword in the search bar. To focus the feed, they filter and sort it using tags. Opening an insight shows its source type, related accounts, related products, and upvote activity.