What information does the Medical HCP page template display?

The Medical HCP page template creates a page that helps users view HCP account level data, including medical activity, discussions, inquiries, and insights. Take a look at the slides below to see where each section of the page template is located, and a brief description of the information displayed there. You can always move sections around in the page template as you’d like.

Medical HCP Page Template

Account Overview

Most important information, including Primary Parent, whether KOL, Phone, Email, Specialty, and Preferred Address

Time Period Specification

When the activity starts (within the last 90 days)

My Activity Overview

Interactions - Count of submitted Calls created
Medical Discussions - Count of Medical Discussions created
Sent Email - Count of Sent Emails sent
Total # of Opens - Sum of Sent Emails’ # of Opens
Total # of Clicks - Sum of Sent Emails’ # of Clicks

My Recent Interactions

Five most recent Calls created, sorted by call date, from most recent to least recent

My Recent Medical Discussions

Five most recent Medical Discussions created, sorted by call date, from most recent to least recent

My Recent CLM Presentations

Five most recent CLM Presentations created, sorted by related call date

My Recent Email Templates

Five most recent Approved Documents sorted by sent date from related Sent Email records, sorted most recent to least recent

Medical Activity

Total Medical Inquiries - Count of Medical Inquiries created
Total Medical Insights - Count of Medical Insights

Recent Medical Inquiries

Five most recent Medical Inquiries, sorted by created date, from most recent to least recent

Recent Medical Insights

Five most recent Medical Insights sorted by created date, from most recent to least recent