How can I customize Key Medical Insights?

Admins can add custom fields to Key Medical Insights. For example, tagging helps to categorize insights for further analysis. By adding a section on the page layout for tagging with picklists, you can allow for more in-depth reporting.

There are several ways you can customize Key Medical Insights, for example, admins can use profile permissions to only allow specific groups, such as Medical Teams, to access and use Key Medical Insights.

Here are some other ways to customize Key Medical Insights

Adding tag fields with picklists

Tagging helps to categorize insights for further analysis. Once a tag field is added to the page layout by the admin, users can tag the KMI appropriately This can enable the business to run reports and perform analysis of the types of KMIs that are coming in from the field.