How do I find specific relationships for an account?

Let’s say you want to view the Key Stakeholders who have a specialty of Family Medicine. You find the Key Account and access Stakeholder Navigator, then select the Account Filter and Family Medicine from the Specialties filter.

When you select Apply, only accounts with a specialty of Family Medicine display.

To search for an HCP by name, select the search button and enter the HCP’s first or last name. The search functionality will only find accounts that are included in the visualization and does not include accounts that are higher or lower in the hierarchy displayed.

For parent accounts with fewer than 500 child accounts, two levels of child accounts initially load For parent accounts with more than 500 child accounts, the first level of child accounts initially loads Users can open more levels as needed

Showing Primary HCP Relationships

HCPs display under their primary parent account, even if they are associated with multiple parent accounts. To display HCPs under each of their parent accounts, you can select the Only Show Primary HCP Relationships toggle in the Settings menu.

When an HCP is linked to multiple parent accounts in the same hierarchy, an icon displays in the upper-left corner of their account tile, indicating the HCP's account is displayed multiple times within the current view.