Insight layouts, field sets and related lists on Account and Visit records
Key Takeaway
On the Account record page, point the Related List - Life Sciences component at the Medical Insight Account object, with a field set that includes Reason Type. Each HCP or HCO record then lists its linked insights and its role in each one.
Medical Insights gives field teams a structured way to capture and share insights from their engagements with HCPs and HCOs. For users to see those insights in context, an admin configures three things: the Medical Insight Layout and its related lists, field sets that define the insight fields shown, and a Related List - Life Sciences component on the Account and Visit record pages that uses those field sets. With this setup, users see relevant medical insights data on Account and Visit records. The customized pages, field sets and related lists give a consistent experience in the browser and on the mobile app. All of this configuration requires the Life Sciences Commercial Admin permission set.
Which object each related list reads
The Account and Visit related lists read different objects. The Visit list reads Medical Insight records directly, filtered by VisitId. The Account list reads Medical Insight Account records.
The Reason Type field on the Medical Insight Account object records why each account is linked to an insight, such as Primary Stakeholder or Decision Maker. Reason Type is most useful when several accounts are associated with a single insight.
Because the Account list reads Medical Insight Account, its field set can include Reason Type. So each HCP or HCO record shows the insights linked to it, along with why it is linked to each one.
A rep named Priya captures an insight from a Visit: "Infusion centers want shorter dosing schedules." The insight is linked to two accounts: Dr. Tom Alvarez with Reason Type Primary Stakeholder, and Lakeside Infusion Center with Reason Type Decision Maker. Those two links are two Medical Insight Account records. When a manager opens Dr. Alvarez's Account record page, the Medical Insights related list shows a row with Name, Medical Insight and Reason Type, so the manager sees Primary Stakeholder next to the insight. When Priya opens the Visit record page, the Medical Insights related list shows the Medical Insight record itself, with Name, Source Type and Content.