How can I capture indication information using Product-Indication combination records?

This solution involves creating an individual product record for each product-indication combination. For example, you’d create “Restolar - Parkinson’s” and “Restolar - Alzheimer’s” as two different product records.

This solution is particularly useful if your Vault CLM content is separated by indication and reps don’t typically discuss multiple indications in a single call.

When should you use this approach?

Let’s say your organization has separate teams for different therapeutic areas. Your oncology division markets “Restolar - Lung Caner”, while your rheumatology division markets “Restolar - Arthritis.” These teams operate independently. They have their own marketing material, strategies, and rarely discuss other indications with their HCPs.

By using combination records, it keeps each team’s product catalog and CLM content separate and streamlined. The oncology rep only sees their products, and the rheumatology rep only sees theirs.

One thing to keep in mind here is reporting. You will need to plan how to roll up reporting data to see the overall performance for Restolar as a whole brand.

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 - Alzheimer's.

4. Select Done.

5. Continue to create the Call Report.