Track engagements with healthcare professionals (HCPs) within the context of an affiliated healthcare organization (HCO). Automatically generate Institutional Doctor (Ins Doc) accounts from affiliation records to save time, reduce manual data entry, and ensure data accuracy. Use refined search to identify accurately Ins Doc accounts.
- Generate Institutional Doctor Accounts Automatically
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. - Get a Unified View of All Account Activities
Sales reps can now see the complete activity history of a related Institutional Doctor (Ins Doc) on the Healthcare Professional (HCP) and Healthcare Organization (HCO) account pages. Dedicated related lists on the HCP or HCO accounts help Sales reps quickly go to a related Ins Doc account if necessary. - Manage Insights, Inquiries, and Visits for Institutional Doctor Accounts
Sales reps can now record insights, track inquiries, and schedule visits for an Institutional Doctor (Ins Doc) account. Reps can access an Ins Doc account's inquiries and insights on the Ins Doc account page. They can also use Calendar to schedule visits. - Identify Institutional Doctor Accounts Accurately
To prevent misclassification, Salesforce excludes Institutional Doctor (Ins Doc) records from healthcare organization (HCO) search results by default. Configure a search filter to help sales rep accurately locate Ins Doc accounts. To uphold data governance, restrict sales reps from manually creating Ins Doc accounts or deleting active affiliations.