Create a Medical Insight

Last updated: Apr 17, 2026
Who can complete this task? Vault CRM Basics: Medical User

Medical insights can be created from within a medical interaction.

  1. Navigate to Medical CRM > Medical Interactions.
  2. Click a medical interaction. Screenshots step 1-2
  3. From the All Actions menu, click Edit. Screenshot step 3
  4. Click Add Medical Insight. Screenshot step 4
  5. Enter the medical insight into the free text field.
  6. Click Save. Screenshot steps 5-6