How do users complete Medical Interactions?

Medical Interactions are designed to be flexible records of a conversation with HCPs and KOLs. While some information is entered before the meeting, much of the interaction is dynamically captured as the meeting progresses.

Let’s continue our scenario with Larry and Dr. Ackerman and see how we can complete a Medical Interaction. Larry has already pre-populated the core fields and is now meeting with Dr. Ackerman.

Select the saved Medical Interaction from the My Schedule tab.
Select and expand the sidebar.
Select the quote icon to display the meeting’s audio player and transcript file.
Select a quote from the transcript.
Select Add Discussion.
Populate the Discussion section with the HCP’s question, and select the Response Type.
Select Add Medical Inquiry.
Enter the HCP’s Medical Inquiry.
Specify the Delivery Method.
Select the Table of Contents icon in the sidebar to display the content.
Swipe left on the unwanted section and select Delete.
Select the All Actions icon.
Select Submit.

If a user needs to edit a submitted Medical Interaction, an authorized Business Admin can unlock the record, reverting it to the Saved status allowing users to make edits. Associated Medical Inquiries or Documented Interests must be unlocked individually.