Reduce manual data entry, save time, and ensure data accuracy by generating Institutional Doctor (Ins Doc) accounts automatically. Standardize account names and maintain data integrity with a custom naming template.
Where: This feature is available in:
- Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
- Life Sciences Cloud mobile app for iOS (iPad only).
How: When creating an affiliation record, set the Institutional Doctor Affiliation field to true. To generate Ins Doc accounts at scale, upload affiliation records in bulk.