Preview boxes

Preview boxes display on the profile to give you key details about the record.

Sample Eligibility

Sales reps in the US can use this preview box to quickly find SLN and DEA license information before visiting an HCO or HCP.

The box also identifies if the HCO or HCP has sanctions.

The preview box contains the following information:

  • Active Sample Eligible SLN Licenses - Displays the first active sample eligible SLN license and a total count for the remaining sample eligible SLN licenses.

    The following criteria determines if a license is sample eligible:

    • RXA eligible rxa_eligible__v is Eligible (E)
    • License status (license_status__v) is Active (A)
    • License type (type__v) is State (STATE)
    • Grace expiry (grace_period__v)is defined and the grace period is in the future.

    If there are no SLN numbers, the following message displays: No active sample eligible licenses.

  • States - A list of the states that the entity is eligible to sample in.

    If there are no SLN licenses for the HCP or HCO, the following message displays: No states eligible to sample.

  • DEA - A DEA license check mark displays so users can quickly know if they can ship controlled substances to an HCP.

    This row does not display if DEA licenses do not exist for the entity.

  • Sanction exists - This link displays if sanctions exist on the record; at least one sanction field is populated.

Transparency Reporting

The Transparency Reporting preview box displays the applicable US compliance data for HCOs and HCPs.

  • HCPs - NPI, DEA, Massachusetts (MA) CRI, and SLN data (no more than 4 sources)
  • HCOs - NPI, DEA and CMS Teaching Hospital data (no more than 3 sources)

Click a link to scroll to the source section on the Compliance Data page.

This preview box displays if the US Compliance feature is enabled in your Network instance and the primary country of the record is the United States (US).

This box does not display on Veeva OpenData records that have not yet been downloaded to your Network instance.

Hierarchy

In the Hierarchy preview box, you can view and access the relationships in this object's hierarchy.

You can access affiliations in the following ways:

  • Click an affiliation to open its summary card. Click the name in the card to open its profile in a new browser tab.
  • Click Open in Network Explorer to view and access the affiliations from the Network Explorer canvas.

    Tip: Right-click on the link to open Network Explorer in a new tab.

Revision History

This preview can help you quickly identify if the profile is reliable, up-to-date, and does not have underlying data issues.

The four most recent record changes and the record creation date display in the box and can be clicked to view more details.

Revision count

The count of revisions between the record creation and most recent changes identifies how often a record is changing. Frequently changing records often have underlying data issues or conflicting sources.

Click More Details to navigate to the Revision History page.

Data Sources

The Data Source preview box lists the data sources that contributed to the record. The box displays up to ten sources and provides a count for the remaining sources.

Click More Details to navigate to the Data Lineage page to review the sources in detail.

This box does not display on Veeva OpenData records that have not yet been downloaded to your Network instance.

Find Suspect Match

This preview box displays for data stewards and data managers so that they can set suspect matches for the record profile that they are viewing.

Supported records

Locally managed records only

Default values

The text field displays the name and city of the record by default; these fields are typically used to search for duplicate records.

Clear the default search terms using the Delete icon and enter a search term and/or a VID .

  • Keywords - The search results page opens so you can choose the records to complete the suspect match task.

  • VID - The Suspect Match page immediately opens to that record.

Records that have been sent to Veeva OpenData as add requests cannot be included in a suspect match task.

For more information about suspect matches, see Merging records manually.