How can I capture indication information using Detail Groups?

Using Detail Groups offers a great deal of flexibility. Think of Detail Groups as a way to create specific categories for your products based on indications.

With this approach, a single record is used for the product, and separate Detail Groups for each indication. For example, Restolar could be linked to two different Detail Groups - Parkinson’s and Alzheimer's. As another example, an Animal Health organization may detail a product by species - Cattle and Equine.

A key benefit of this method is that it works across several areas in Vault CRM, including Calls, Product Metrics, Surveys, and Consent Capture. Using Detail Groups also allows for product-first (top-down) or indication-first (bottom-up) organization.

When should you use this approach?

Let’s say your commercial strategy is organized by indication, rather than product. For example, your team working on Alzheimer’s needs to see all related data and activity in one place, regardless of the product discussed.

This solution is flexible enough to allow for top-down and bottom-up organization. While it requires more planning and administration work to set up, it provides the power and flexibility for complex strategies that extend beyond the Call Report.

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 from the Parkinson's Detail Group.

4. Select Restolar from the Alzheimer's Detail Group.

5. Select Done.

6. Continue to create the Call Report.