How can I capture indication information using Product and indication as separate records?

This approach involves creating records for the product and each indication separately. For example, Restolar would be one record, and Parkinson’s would be another record. During a call, each of these can be added and detailed separately.

The main advantage of this method is the clear separation between general product discussions and conversations about a specific indication.

So, on a Call Report, you might add the Restolar product as you discussed its safety profile with an HCP. Then, as a separate entry on the same call, you add the Parkinson’s indication as you also discussed clinical data.

When should you use this approach?

Consider a Medical Science Liaison (MSL) who typically has two types of conversations. They could have a general discussion about Restolar, covering topics like its chemical properties or safety profile. Other times, they have specific conversations about clinical trial data for Restolar in Parkinson’s patients.

Creating separate records allows for a clear separation between the two distinct conversations in your reporting, and provides clear data on the context of the call. It requires users to add both records to the call, so a validation rule may be needed to enforce this,

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

2. Select Add Other in the Call Details section.

3. Select Parkinson's.

4. Select Restolar.

5. Select Done.

6. Continue to create the Call Report.