What makes up a Medical Interaction?

Let’s explore what a Medical Interaction looks like to help understand what makes it so useful to medical teams. We’ll create a Medical Interaction later in this Flightpath.

Consider Larry, a Medical Science Liaison (MSL) at Verteo BioPharma, who is meeting with Dr. Ackerman, a KOL, to discuss a new product, VERT856.

Before the meeting, Larry creates the Medical Interaction and populates the core fields:

  • Title - Introduction to VERT856

  • Date/Time - October 7, 2025. 11:00 a.m. -12:30 p.m.

  • Channel - In-Person

  • Attendees - Dr. Ackerman

  • Meeting Materials - Larry adds the VERT856 presentation

  • Agenda - Larry outlines the key discussion topics

During and/or after the meeting, Larry can add sections to help capture and unlock cross-functional benefits across other Medical CRM features. These include:

  • Discussions - Most frequently used to capture key topics discussed during a meeting. It’s a record of the scientific dialogue, including products, clinical trials, and key messages discussed.

  • Medical Inquiries - Used to capture unsolicited questions from an HCP/KOL that can’t be answered at the moment or require a more formal, compliant response from the Medical Information team. This allows for a separate, trackable record that’s automatically routed for fulfillment.

  • Key Medical Insights - Valuable pieces of information gathered from an HCP/KOL that can inform or impact the organization’s medical strategy

  • Documented Interests - Records an HCP/KOL’s explicitly stated scientific interests. This helps the organization better understand their focus areas and enables more personalized and relevant engagements in the future.