Create a Medical Interaction

Create a Medical Interaction via Calendar

1. Navigate to Medical CRM > My Schedule.
2. Click a timeslot, then click Add Medical Interaction.
3. Enter a Name.
4. Select the Date and Duration.
5. Select the Channel.
6. Click + to add an Attendee.
7. Select the appropriate account, then click Close.
8. Click Save.

Create a Medical Interaction via Scheduler

1. Navigate to Medical CRM > My Schedule.
2. Click the Scheduler to pull out the tab.
3. Drag and drop the account to the calendar at the desired time.
4. Click the medical interaction > Actions () > Edit.
5. Make any desired edits, such as changing the Name, Duration adding Meeting Materials or an Agenda, Discussions or Medical Insights.
6. Click Save.