Support Categories
Written by Michelle Henley
Updated at January 17th, 2024
Use Case
Support Categories define the type of support that will be provided to recipient(s) within multi-recipient request types, such as Consultant Engagements (HCP, GO, Patient) and Providing Gifts, Travel or Hospitality. (Not available for Speaker Bureau ANA requests.)
By assigning support categories at the recipient level:
- Spending can be monitored at a more granular level
- Users are helped to clearly define the types of support that we are giving in an activity across all recipients with the capability to define default amounts in the desired currency
- Approvers have clear visibility into the overall amount of each support category to be provided for an activity
- Aggregate Spend Analysis for recipients is enabled
Key Features
- Enables faster data entry by allowing support categories with default amounts to be easily assigned to recipients, rather than entering the same information across multiple recipients.
- Have automated controls to flag amounts provided to recipients that exceed two levels of limits defined within your organization's own policies
Text
Text within the Support Categories section can be edited.
An Info Icon can be added next to the Add Category button. See Info Icons for more information.
Lextegrity offers a standard list of support categories for all multi recipient requests. Support categories can be removed, added, and/or renamed as part of the implementation process.
Questionnaire
When a user clicks on Add Category and selects the type of support, the Add Category modal will open.
Questions inside the Add Category modal can also be added, removed or reworded, with exception Short Description and Default Amount. These two questions cannot be removed from any support category.
Things to Note
- Default amounts described in the support categories can be adjusted at recipient level.
- Support categories can be canceled and updated while the request is in progress. However, default amounts can not be updated for a support category after submission.
- New support categories can be added to a request while the request is in progress or after approval.
Additional Configurations
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Service Fee support category works in conjunction with FMV Profiling and is used to define the default Preparation Hour, Service Hour and Travel hours for all recipients, which are eventually used for Service fee calculation.
- Service fee is typically used by Lifesciences customers within multi-recipient requests.
- Multi-recipient requests can be configured to allow for submission with or without support categories. More information can be found here: Submit Multi-Recipient Request Configurations
- Local and Regional Limits can be assigned to support categories.
- Approvers can be triggered based on limits or type of support.