How can I capture indication information using Product Discussions?

This is a common method for capturing indication-level data on the Call Report. This solution aligns with standard Vault CRM functionality, making it easy to set up and use.

When a rep details a product (presents the product to an HCP), they can select the discussed indication from a pre-approved list.

When should you use this approach?

Let’s say your organization is launching a new product, Relievent, which is approved for multiple indications. You need a straightforward way to record the indications your reps discussed with their HCPs.

This solution is ideal because it’s a built-in Vault CRM feature. For reps, this means one extra step when filling out a Call Report, that is to select the indication. For your organization, this means you’re capturing clean data without complicated setup or maintenance.

Let’s see what this looks like when creating a Call Report:

1. Select the account's corresponding Record a Call button.

2. Select Add Other in the Call Details section.

3. Select Restolar.

4. Expand the Indication drop-down in the Product Discussion section.

5. Select Parkinson's.

6. Continue to create the Call Report.