When to use Medical Insights versus product discussions and surveys
Key Takeaway
Use Medical Insights to capture and share observations from HCP and HCO engagements, including conversations outside a visit, through quick actions on the Home and Account pages. Product discussions belong to a visit's Product Detailing card. Surveys collect answers to a consistent set of questions for analysis.
Field teams have three separate ways to record what they learn from healthcare professionals (HCPs) and healthcare organizations (HCOs). Medical Insights captures insights from engagements and shares them across territory teams. Product discussions capture qualitative notes about a specific product during a visit. Surveys collect answers to structured questionnaires for analysis. Choosing between them comes down to whether there is a visit, whether the note is about a specific product, and whether you need the same questions answered for analysis.
Capturing and viewing Medical Insights
Medical Insights gives field teams a structured way to capture and share insights from their engagements with HCPs and HCOs. The feature is built for collaboration. A unified feed supports peer-to-peer upvoting and hierarchical filtering, so territory teams can find the most relevant insights quickly and act on them together.
Users capture insights through quick actions on the Home, Account, and Visit pages. Because the Home and Account pages aren't tied to a visit, users can record an insight there even when no visit took place. When a user captures an insight from a Visit, the insight automatically picks up the relevant Account and Product data, which reduces manual entry.
Medical Insights appear on Account and Visit record pages through the "Related List - Life Sciences" component. They also appear in the "Medical Insights Feed" tab, both in the Life Sciences Commercial app on the web and in the mobile app. Users get a consistent experience in the browser and on mobile.