Medical Information
IMRAD Academy · 4 weeks · 16 modules
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Week 1 · Module 1

Medical information diagnostic

Twenty-four questions on the function, the compliance boundary and the documents — and a personal study order for the next four weeks

25 min24 itemsScoredStudy plan
Your scenario
A clinician emails asking about a dose used in a published trial. You answer helpfully, attach two more papers you think will interest her, and mention a related indication in development. Three separate compliance failures in one reply — and every one of them looked like good customer service.

Why this function is worth learning

Medical information is the largest entry route into the pharmaceutical industry for science graduates, and the least taught. It is also the function where a well-meant sentence has the clearest regulatory consequence: the same information may be permissible in response to a question and prohibited if volunteered.

This course covers the enquiry lifecycle, the standard response document, off-label handling, mandatory adverse event capture, and the governance that makes the whole thing auditable.

Take the diagnostic honestly
Do not look anything up. A wrong answer is worth more than a right one here, because it is the only way to find the gap before it appears in a real response.
0 of 24 answered
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Your twelve areas — study the red ones first
Before you move on
Write down your three weakest areas. Return here after the capstone.
Next module
1.2 — Reactive, not proactive
Week 1 · Module 2

Reactive, not proactive

One distinction governs almost everything in this function. The same sentence is permissible in answer to a question and prohibited if volunteered

26 minThe boundaryScope discipline3 drills
Your scenario
You answer a question about renal dosing accurately and completely. Then, being helpful, you attach a paper on hepatic dosing that the enquirer did not ask about, and mention that a paediatric indication is under review. The first attachment widened the scope beyond the request. The second discussed an unapproved use. The answer itself was fine.

Where the line sits

MEDICAL INFORMATION (REACTIVE) • Initiated strictly on unsolicited HCP inquiry • Balanced, referenced, and non-promotional • Off-label data permitted (with limitations) • Delivered 1-on-1 directly to clinician COMMERCIAL PROMOTION (PROACTIVE) • Company-initiated outreach to prescribers • Strictly limited to approved label indication • Off-label discussion strictly illegal • Promotional calls-to-action & sales layouts Medical Information must remain structurally separate from Commercial Sales.
Figure 1.2 — The boundary. Almost nobody crosses this line by refusing to answer. People cross it by being helpful — attaching an extra paper, mentioning a related indication, anticipating the next question. The response stays reactive only while it stays inside the question that was asked.

What the function does and does not do

In scopeOut of scope
Answering unsolicited questions about approved productsRaising topics with a healthcare professional unprompted
Providing balanced, referenced scientific informationRecommending a treatment for an individual patient
Responding to off-label questions under a defined processVolunteering off-label information
Capturing adverse events and product quality complaintsAdvising a patient to start, stop or change a medicine
Maintaining a library of approved response documentsMaking comparative claims without head-to-head data
Surfacing enquiry patterns as potential signalsSupporting a sales objective
Three ways helpful people cross the line
Anticipating. “You may also want to know…” Whatever follows was not asked.

Attaching. Sending three papers when the question needed one. The extra two are unsolicited dissemination.

Reassuring. “It is very well tolerated in practice.” An unreferenced favourable characterisation is a promotional claim, however sincerely meant.

Drills

Drill 1 of 3
A clinician asks about renal dose adjustment. You answer, then add data on hepatic dosing. What is the problem?
AThe hepatic data were not requested, so providing them is proactive
BNone — the response is more complete
COnly a problem if the hepatic data are off-label
DOnly a problem if the enquirer is a consumer
Drill 2 of 3
Which of these is a legitimate medical information activity?
AEmailing a list of clinicians about a newly published trial
BAnswering a written question about a contraindication, within its scope
CPreparing talking points to help sales overcome an objection
DAdvising a clinician which of two patients should receive the product
Drill 3 of 3
An enquirer asks a narrow question, but you can see they have misunderstood something important. What do you do?
AAnswer only what was asked and say nothing
BSend comprehensive information covering everything they seem to need
CAnswer the question, and correct the misunderstanding where it bears directly on it, using label information
DDecline to answer until they ask a better question
Production drill
For each, decide reactive or proactive, and state what you would do.
1. A clinician emails asking whether the product needs dose adjustment in renal impairment.
2. The same clinician's email ends: "Also, how does it compare with the market leader?"
3. You notice five enquiries this month about the same rare adverse event.
4. A conference delegate visits the medical information stand and asks about a paediatric use that is not approved.
5. A sales colleague asks you to prepare a summary of a favourable new publication for their next call.
6. A patient calls asking whether they can take the product with grapefruit juice.
1. Reactive. Answer from the local label, referenced. Straightforward, and the model for everything else.

2. Reactive, but constrained. A comparison was asked for, so answering is permitted — but only from genuine head-to-head data. If none exists, say so plainly. Do not assemble a cross-trial comparison; that is scientifically invalid and treated as a promotional claim.

3. Neither — this is a signal. Nothing goes back to the enquirers, but the pattern goes to pharmacovigilance. Enquiry clustering is a recognised signal source and surfacing it is part of the job.

4. Reactive. An unsolicited off-label question at a congress is still unsolicited. Handle it under the off-label process: state that the use is not approved, answer only what was asked, document it. Congress does not change the rules, and being face to face makes scope discipline harder.

5. Proactive, and out of scope. Preparing material to support a sales call is not medical information. The publication may be requested through the proper promotional review route by the team that owns it.

6. Reactive, consumer. General interaction information from the patient leaflet may be provided in plain language. Do not advise this individual what to do — direct them to their prescriber or pharmacist.

The pattern: four of six are reactive and answerable. The two that are not fail for different reasons — one is a signal rather than an enquiry, the other is a request from inside the company to do promotional work. Neither is refused rudely; both are routed correctly.
Reflection
Think of a time you added something helpful to an answer that was not asked for. Would it have passed this test?
Next module
1.3 — Intake and triage
Week 1 · Module 3

Intake and triage

What you capture at the start determines what you may say, who else must be told, and whether the interaction survives an inspection

27 minEnquiry flowThree parallel duties3 drills
Your scenario
A caller asks a routine dosing question and mentions, in passing, that her patient developed a rash and that the tablets looked discoloured. You answer the dosing question well. You have just missed an adverse event report and a product quality complaint — and the caller never asked you to record either.

The enquiry flow

Enquiry arrives Intake — capture verbatim question, enquirer type, country, contact Triage Information response SRD or bespoke reply within scope of the question Adverse event? capture and forward to PV mandatory, not optional Quality complaint? forward to quality separate route A single HCP inquiry can trigger all three workflows in parallel (MI + PV + PQC). Answering the scientific question does not discharge mandatory 24-hr PV/PQC reporting.
Figure 1.3 — The enquiry flow. The three outputs are independent obligations. The commonest failure in this function is treating the information response as the whole job, because that is the part the caller asked for.

What to capture

FieldWhy it changes the response
The question, verbatimDefines the permissible scope, and proves the interaction was reactive
Enquirer typeHealthcare professional or consumer — determines language, depth and what may be provided
CountryLabels differ by market; on-label in one country may be off-label in another
Product and, if relevant, formulationDifferent presentations may have different labels
Contact detailsNeeded to respond, and for pharmacovigilance follow-up if an event was reported
Date and channelAudit trail; and response timelines are usually measured from receipt
Anything suggesting an event or defectTriggers the parallel obligations
Adverse event capture is triggered by information, not by intent
If an adverse event reaches you — in an email, in passing on a call, in a social media message, in a question about something else entirely — it must be captured and forwarded, on the pharmacovigilance timeline.

It does not matter that the caller was asking about something else. It does not matter that they did not want to make a report. It does not matter that the event seems trivial or unrelated. Failure to forward is a pharmacovigilance breach, and it is the single most common serious finding against medical information functions at inspection.

Drills

Drill 1 of 3
A caller asks about storage, then mentions her patient felt dizzy after the first dose. What must happen?
ANothing — she was asking about storage
BAsk her whether she wants to make a report first
CCapture it only if it sounds serious
DAnswer the storage question and capture the dizziness as an adverse event
Drill 2 of 3
Why is the enquirer's country captured at intake?
ABecause the approved label differs by market, changing what may be provided
BTo choose the language of the response
CFor enquiry volume statistics
DTo set the response deadline
Drill 3 of 3
The enquirer's question is rambling and unclear. What do you record?
AYour tidied-up interpretation of what they meant
BThe verbatim question, then a clarified version agreed with the enquirer
CWhatever question you can answer most usefully
DNothing — decline until they write more clearly
Production drill
Triage this call. List every obligation it creates and what you would record.
Caller: "Hello, I'm a nurse at a clinic in Manila. I've got a patient on your product, 100 mg daily. She's got worsening kidney function and I want to know if we need to reduce the dose. Also — and this is probably nothing — she came out in a rash last week, we stopped it for two days and it settled. And the last box we got, some of the tablets were chipped. Anyway, mainly I need the renal dosing."
Three parallel obligations from one call.

1. Medical information response. Renal dose adjustment for the product. Answer from the Philippine approved label — not the SmPC, not the USPI. Provide the label position, referenced. Scope is renal dosing and nothing else.

2. Adverse event report. A rash, with a positive dechallenge (settled on withdrawal). This is an adverse event and must be captured and forwarded to pharmacovigilance on the required timeline. “This is probably nothing” does not remove the obligation — and a positive dechallenge is clinically informative.

3. Product quality complaint. Chipped tablets. Separate route to quality, with batch number and pack details if obtainable.

What you record at intake:
· Question verbatim, as spoken
· Enquirer type: healthcare professional (nurse)
· Country: Philippines — determines which label applies
· Product, strength and regimen: 100 mg daily
· Contact details — needed for the response and for pharmacovigilance follow-up on the rash
· Date, time and channel
· Flags raised: AE yes, PQC yes

What you say before ending the call: that you will send the renal dosing information; that the rash will be reported to the safety team, who may contact her for further detail; and that the tablet defect will go to quality, for which you need the batch number. Ask for the batch number now — it is much harder to obtain later.

The trap: the caller explicitly deprioritised both reportable items — “probably nothing”, “anyway, mainly I need the renal dosing”. Following the caller’s priorities is exactly how these get missed, and it is the commonest inspection finding against this function.
Reflection
In your own emails and calls, how often does someone mention a side effect in passing while asking about something else? Would you have caught it?
Next module
1.4 — Sources and the evidence hierarchy
Week 1 · Module 4

Sources and the evidence hierarchy

Which source answers which question, in what order, and how unpublished data may legitimately be used

25 minHierarchyData on file3 drills
Your scenario
You answer a question about efficacy using the pivotal trial publication. Correct data, good reference. But the question was about the approved dose in a market where a lower dose is authorised — and the label, not the trial, was the answer.

The hierarchy

Approved label Peer-reviewed publications pivotal trials first Secondary literature reviews, meta-analyses, guidelines Congress abstracts and posters preliminary; may be superseded Data on file only where nothing published exists; source retained START HERE LAST RESORT
Figure 1.4 — The hierarchy. Work downward, and only as far as you need to. For a question about approved use, the label is usually the complete answer and nothing below it is required. Reaching for a publication when the label answers the question is how the wrong market's dose ends up in a response.

Which source for which question

QuestionSource
Approved indication, dose, contraindication, warningThe label for that market. Nothing else is definitive.
Efficacy results of a specific trialThe primary publication of that trial
Where the product sits in treatment guidelinesThe guideline itself, quoted accurately and without interpretation
A use not in the labelPublished evidence, under the off-label process
Something with no published evidence at allData on file, if a controlled process exists; otherwise say no data are available
Comparison with another productHead-to-head trials only, or state that none exist
“No data are available” is a legitimate answer
If nothing exists to answer the question, say so. It is accurate, it is useful, and it protects the enquirer from an inference you have manufactured.

What is not acceptable is assembling an answer from adjacent evidence and presenting it as though it addressed the question — cross-trial comparisons, extrapolation from a different population, or a mechanism argument standing in for clinical data.

Drills

Drill 1 of 3
A clinician in one market asks the approved dose. The pivotal trial used a higher dose. What do you provide?
AThe trial dose, with the publication as reference
BBoth, without distinguishing them
CThe dose in that market’s approved label
DThe dose in the company core data sheet
Drill 2 of 3
No published data address the question, but an internal analysis does. What is the correct approach?
AUse it and cite the nearest publication
BProvide it without a reference
CExtrapolate from a related population instead
DReference it as data on file with the source retained, or state that no data are available
Drill 3 of 3
The only evidence is a congress abstract from two years ago. How should it be used?
ACited as an abstract, flagged as preliminary, after checking for a subsequent full publication
BAs equivalent to a full publication
CNot at all — abstracts are never usable
DAs data on file
Production drill
For each enquiry, name the source you would use and say why the obvious alternative is wrong.
1. "Is the product contraindicated in pregnancy?"
2. "What was the response rate in the pivotal trial?"
3. "Is it recommended in the current national treatment guideline?"
4. "How does it compare with the market leader on progression-free survival?"
5. "Is there any experience in patients on dialysis?"
6. "A colleague mentioned a 200 mg dose — is that right?" (Label dose is 100 mg; 200 mg was a trial arm.)
1. The label for that market. Not the publication — contraindications are a labelling matter and can differ between markets even for the same product.

2. The primary publication of that trial. Not the label — a label carries approved-use information, not full trial results, and usually not the response rate.

3. The guideline itself, quoted accurately. Not a company summary of the guideline, and no interpretation of what the recommendation implies.

4. Head-to-head data if any exist; otherwise state that none exist. Not a comparison assembled from two separate trials — different populations, different eras, different endpoints. Cross-trial comparison is scientifically invalid and is treated as a promotional claim.

5. Published evidence if any; otherwise data on file, or state that no data are available. Not extrapolation from moderate renal impairment — dialysis is a different question, and inferring an answer would manufacture evidence.

6. The label — and this is an off-label enquiry. The approved dose is 100 mg. 200 mg was studied but is not approved, so the response states the approved dose, notes that 200 mg is not approved, and is handled under the off-label process. Do not simply confirm the trial dose because it appears in a publication.

The pattern: three of six are answered by the label, and in two of those the publication is a tempting wrong answer. Question 6 is the one that catches people — the dose is real, published and studied, and providing it as though it were approved is off-label information given without recognising it as such.
Reflection
For a product you know, could you state its approved indication and dose in two different markets from memory? If not, that is the habit to build.
Next week
2.1 — The standard response document
Week 2 · Module 1

The standard response document

The core deliverable of the function — pre-approved, balanced, referenced, and written so that every enquirer gets the same answer

26 minSRD anatomy3 drills
Your scenario
Three colleagues answer the same question in the same week. One quotes the label, one quotes a trial, one adds a reassuring sentence about tolerability. Three different answers to one question — which is the problem the standard response document exists to solve.

Anatomy

1 · THE QUESTION Stated as a clear title. The document answers this and nothing wider. 2 · SUMMARY ANSWER Three to five sentences. Must stand alone — most readers go no further. MOST READ 3 · BACKGROUND Only what is needed to interpret the answer. Not a product overview. 4 · SUPPORTING DATA Key trials in order of hierarchy: pivotal clinical trials first, then secondary. 5 · SAFETY CONTEXT Relevant adverse events and contraindications from the approved label. 6 · REFERENCES Full citations for every claim and study cited in sections 2 to 5.
Figure 2.1 — SRD structure. The summary carries the document, because most recipients read nothing else. The disclaimers and version block is what makes the document defensible at inspection — it is also the section writers most often treat as boilerplate and get wrong.
The summary test
Cover everything below section 2 and read only the summary. Does it answer the question, accurately, with its important limitations?

If the answer only becomes balanced once the reader reaches the supporting data, the summary is not doing its job — and for most of your readership, the summary is the document.

Bespoke responses

When no SRD covers the question, a bespoke response is written — same structure, same rules, but subject to review before it goes out, and usually flagged for conversion into a new SRD if the question recurs.

Use an existing SRD whenWrite bespoke when
The question matches an approved documentNo SRD covers the question
The market and label are the sameThe question is market-specific and no local version exists
The enquirer type matchesThe enquirer is a consumer and only an HCP version exists
The document is currentThe SRD is out of date against a recent label change

Drills

Drill 1 of 3
Which summary is adequate?
A“Please see the supporting data below for details of renal dosing.”
B“The approved label recommends a reduced dose of 50 mg daily in moderate renal impairment (creatinine clearance 30–59 mL/min). No dosing recommendation is available for creatinine clearance below 30 mL/min, as such patients were excluded from the clinical programme.”
C“The product is well tolerated in renal impairment and dose adjustment is rarely needed.”
D“Dosing should be determined by the treating physician.”
Drill 2 of 3
An SRD exists for the question, but the label changed last month and the document has not been updated. What do you do?
ASend the SRD — it is approved
BAmend the SRD yourself and send it
CWrite a bespoke response from the current label and flag the SRD for update
DTell the enquirer to wait for the update
Drill 3 of 3
What belongs in the background section?
AA general overview of the product and its indications
BA summary of the whole clinical development programme
CCompetitor context, for comparison
DOnly the context needed to interpret this specific answer
SRD Architecture Multi-Therapeutic Standard Response Letter (SRL) Matrix

Standard Response Documents (SRDs) must follow a rigid, scientifically balanced 5-part architecture (Executive Summary, Approved Label Information, Clinical Trial Evidence, Safety Context, and References):

Therapeutic Area & Inquiry Type Unsolicited HCP Question Compliant Medical Information Response Strategy
Cardiology (Anticoagulation) "Can Drug X (DOAC) be co-administered with strong P-gp / CYP3A4 inhibitors in elderly patients?" Cite Section 7 (Drug Interactions) and Section 12.3 (Pharmacokinetics) of USPI/SmPC. Summarize clinical PK interaction trials and dose reduction algorithms without recommending off-label combination outside label boundaries.
Oncology (Targeted Therapy) "What data exist for using Drug Y beyond progression in EGFR T790M-negative NSCLC?" Open with clear off-label disclaimer: "Drug Y is not indicated for T790M-negative disease." Summarize published Phase II/III negative or exploratory trials objectively, including adverse event rates and lack of overall survival advantage.
Immunology (Biologics) "What is the risk of anti-drug antibodies (ADA) when switching from reference biologic to biosimilar?" Present randomized switching trial immunogenicity data (ADA incidence, neutralizing antibody titers, loss of efficacy rates) using balanced tabular comparison.
Production drill
Write the question title and summary answer for this SRD.
Enquiry: "Does your product need dose adjustment in hepatic impairment?"

Available:
· Label section 4.2: no adjustment in mild impairment (Child-Pugh A); reduce to 50 mg daily in moderate (Child-Pugh B); not recommended in severe (Child-Pugh C).
· Label section 5.2: exposure increased approximately 1.8-fold in moderate impairment.
· Publication: dedicated hepatic impairment PK study, n = 24, no patients with Child-Pugh C.
· No efficacy data in hepatic impairment.
Title: Dose adjustment of [product] in patients with hepatic impairment

Summary answer:

“The approved label recommends no dose adjustment in mild hepatic impairment (Child-Pugh A). In moderate impairment (Child-Pugh B), the dose should be reduced to 50 mg once daily, reflecting an approximately 1.8-fold increase in exposure observed in a dedicated pharmacokinetic study. Use is not recommended in severe hepatic impairment (Child-Pugh C), in whom the product has not been studied. No efficacy data are available in patients with hepatic impairment.”

Five things this summary does:
1. Answers all three severity categories, because the question did not specify one.
2. Gives the reason for the moderate-impairment reduction, so the recommendation is interpretable rather than arbitrary.
3. States why severe is not recommended — not studied — rather than leaving the reader to infer a safety finding.
4. Discloses the absence of efficacy data. The enquirer asked about dosing, but a clinician making this decision needs to know efficacy is unstudied here. This is what balanced means, and omitting it would make the summary read more favourably than the evidence supports.
5. Stands alone. Nothing below section 2 is needed to act on it.

What is deliberately absent: the PK study n = 24 and its design belong in supporting data, not the summary. And no reassurance about tolerability — that was not asked and is not evidenced here.
Reflection
Take any SRD you have access to. Cover everything below the summary. Does the summary answer the question on its own?
Next module
2.2 — Writing the response
Week 2 · Module 2

Writing the response

Balanced, factual, non-promotional — three words that are easy to agree with and hard to execute under pressure to be helpful

26 minRegisterPromotional tells3 drills
Your scenario
Your response is accurate in every particular. Review rejects it. The comments name four phrases: excellent tolerability, the preferred option, importantly, and only 4% discontinued. None of the data were wrong. Every one of those four was a judgement dressed as a fact.

The promotional tells

Promotional
Factual
excellent tolerabilityunreferenced judgement
grade 3 or higher events occurred in 147/389 patients (37.8%)
only 4% discontinuedonly editorialises the number
4% (16/389) discontinued because of an adverse event
the preferred option in this setting
approved for use in this setting; treatment selection is a matter for the prescriber
importantly · notably · encouragingly
delete — the reader decides what is important
demonstrated a clear benefit
the primary endpoint was met (HR 0.66, 95% CI 0.53–0.82)
superior to alternativesno head-to-head data
no head-to-head comparative data are available
well established in clinical practice
approved in [year]; cited in [guideline], section [x]
Balance is not hedging
A balanced response includes the limitations and the contrary data that bear on the question. It does not mean burying the answer in qualifications, and it does not mean refusing to state what the evidence shows.

If the primary endpoint was met in a randomised trial, say so plainly and give the effect size. If a use is unstudied, say that plainly too. Balance is accuracy in both directions.
The four-word search
Before any response leaves your desk, search it for only, importantly, well, and clearly.

Almost every hit is either an editorialising adverb to delete or an unreferenced judgement to replace with a number. This search takes thirty seconds and removes the most common review finding against medical information responses.

Drills

Drill 1 of 3
Which sentence would pass review?
A“Adverse events led to discontinuation in 16/389 patients (4.1%).”
B“Only 4% of patients discontinued, reflecting an excellent safety profile.”
C“Discontinuation was low at 4%.”
D“Discontinuation due to adverse events was rare.”
Drill 2 of 3
The enquirer asks whether the product works in elderly patients. The subgroup was small and the interaction not significant. What do you write?
A“The product works equally well in elderly patients.”
B“In the prespecified subgroup aged 65 and over (n = 190), the hazard ratio was 0.77 (95% CI 0.57–1.04); no significant interaction by age was observed (interaction p = 0.58). The trial was not powered for subgroup comparisons.”
C“No information is available for elderly patients.”
D“The product appears less effective in elderly patients.”
Drill 3 of 3
The answer to the question is genuinely favourable to the product. How do you write it?
AUnderstate it, to avoid appearing promotional
BState it and add emphasis, since it is true
CState it plainly with the numbers, and include the limitations that bear on the question
DAdd an unrelated caveat to balance it out
Production drill
Rewrite this response body. There are ten problems.
"The product has an excellent efficacy profile in this setting. Importantly, the pivotal trial showed a clear benefit, with only 34% of patients experiencing progression. Tolerability was very good and discontinuation was rare. It is now well established as the preferred option and compares favourably with alternatives. Notably, elderly patients did just as well. In our experience the product is rarely associated with significant toxicity."
Rewrite:

“In the pivotal randomised, placebo-controlled trial, the primary endpoint of progression-free survival was met: median progression-free survival was 8.9 months versus 5.2 months (HR 0.66, 95% CI 0.53–0.82; p < 0.001). Grade 3 or higher adverse events occurred in 147/389 patients (37.8%) versus 121/388 (31.2%), and adverse events led to discontinuation in 31/389 patients (8.0%). In the prespecified subgroup aged 65 and over (n = 190), the hazard ratio was 0.77 (95% CI 0.57–1.04); no significant interaction by age was observed (interaction p = 0.58), and the trial was not powered for subgroup comparisons. No head-to-head comparative data with other agents are available.”

The ten problems:
1. excellent efficacy profile — unreferenced judgement.
2. Importantly — editorialising adverb.
3. a clear benefit — replaced with the effect size and interval.
4. only 34% — only editorialises; and progression rate is not the endpoint that was met.
5. tolerability was very good — judgement; replaced with rates and denominators.
6. discontinuation was rare — rare has a defined frequency meaning in labelling; give the number.
7. well established as the preferred option — a positioning claim, outside the function’s scope.
8. compares favourably with alternatives — a comparative claim with no head-to-head data. Replaced with the accurate statement that none exist.
9. Notably, elderly patients did just as well — overstates a non-significant interaction in a subgroup the trial was not powered for.
10. In our experience the product is rarely associated with significant toxicity — anecdote presented as evidence, unreferenced, and from an institutional voice that has no standing here.

Note the rewrite is not longer. Everything removed was judgement; everything added was a number that was available all along.
Reflection
Run the four-word search on the last professional email you sent. How many hits?
Next module
2.3 — Referencing and data on file
Week 2 · Module 3

Referencing and data on file

Every statement traceable to a source the enquirer could in principle obtain — and the controlled route for data that exist nowhere published

24 minTraceabilityData on file3 drills
Your scenario
An inspector picks a response sent eight months ago and asks for the source of one sentence in it. The sentence is accurate. Nobody can find where it came from. That is the finding — not the content, the traceability.

The rules

RuleWhy
Every factual statement carries a referenceAn unreferenced statement cannot be verified or defended
References are to obtainable sourcesThe enquirer must be able to go to the source; internal table numbers are meaningless to them
Label references cite the section and versionLabels change; the version fixes what was true when you sent it
Abstracts are identified as abstractsPreliminary data may be superseded by the full publication
Data on file carries an identifier and is retainedIt must be retrievable years later
Nothing is cited that you have not readCiting from a secondary summary propagates errors
Data on file, properly done
Legitimate when: no published source exists; the underlying analysis is retained and retrievable; it carries a unique identifier; it has been through the approval process; and it is clearly labelled as unpublished company data.

Never acceptable: citing it as though published; using it to support a claim the published data do not carry; referencing it by internal table number; or providing it when a published source exists and simply was not found.

Drills

Drill 1 of 3
How should a label reference appear?
A“[Product] label”
B“Label, section 4.2”
CNo reference needed — label content is common knowledge
D“[Product] Summary of Product Characteristics, section 4.2, version dated [date]”
Drill 2 of 3
You want to cite a finding you read about in a review article, not in the original paper. What do you do?
AObtain and read the original first; otherwise cite the review as the source
BCite the original paper
CCite both without distinguishing
DUse the finding without a reference
Drill 3 of 3
A published paper answers the question, but an internal analysis is more favourable. Which do you use?
AThe internal analysis, as data on file
BThe published paper — data on file is for questions with no published source
CBoth, letting the enquirer choose
DWhichever is more recent
Production drill
For each statement, write the reference you would attach, or say what is wrong.
1. "The recommended dose is 100 mg once daily."
2. "Median progression-free survival was 8.9 months."
3. "The product is contraindicated in severe hepatic impairment."
4. "In an internal pooled analysis of three trials, the rate was 6.2%."
5. "The agent is recommended as a second-line option in the national guideline."
6. "In clinical practice the product is generally well tolerated."
1. Label, section 4.2 (posology), with market and version date. Not the trial publication — the approved dose is a labelling matter.

2. Primary publication of that trial: authors, journal, year, volume, pages. Specify which trial and which analysis if more than one exists.

3. Label, section 4.3 (contraindications), with market and version date. Note that contraindications can differ between markets, so the market must be stated.

4. Data on file, with a unique identifier and a retained retrievable source. But first check whether a published pooled analysis exists — if it does, use that instead.

5. The guideline itself: issuing body, title, version or year, and the specific section. Not a company summary of the guideline, and quoted rather than paraphrased in a way that shifts the recommendation.

6. Not referenceable, and should not appear. In clinical practice and generally well tolerated are an unreferenced favourable judgement. Replace with adverse event rates and denominators from a cited source.

The pattern: five of six are straightforward once you know which document type answers which question. The sixth is the one that gets written anyway, because it feels like helpful reassurance rather than a claim.
Reflection
Take a response you have written. Can every factual sentence be traced to a source you have personally read?
Next module
2.4 — The SRD clinic
Week 2 · Module 4

The SRD clinic

A full standard response document from an enquiry and a source set, scored against a sixteen-point rubric

45 minFull document16-point rubricSelf-scored
Your scenario
This is the assessment. An enquiry, a source set, and forty-five minutes to produce a document that would pass review.
How to do this
Timer at 45 minutes. Write the full six-section document as you would submit it for review. Do not read the rubric first.
The brief
Write the complete standard response document.
Enquiry, verbatim: "I have a 71-year-old woman with moderate renal impairment starting your product. Is any dose adjustment needed, and is there any efficacy data in this group?"
Enquirer: consultant physician, United Kingdom.

Sources available:
· SmPC section 4.2: no adjustment in mild renal impairment (CrCl 60–89 mL/min); reduce to 50 mg daily in moderate (CrCl 30–59); not recommended in severe (CrCl <30).
· SmPC section 5.2: exposure increased ~1.6-fold in moderate impairment.
· SmPC section 4.2: no dose adjustment required on the basis of age alone.
· Pivotal trial publication: n = 402, excluded CrCl <30. Prespecified renal subgroup: moderate impairment n = 88, HR 0.71 (95% CI 0.44–1.15); interaction p = 0.62. Trial not powered for subgroup comparison.
· Prespecified age subgroup ≥65: n = 190, HR 0.77 (0.57–1.04); interaction p = 0.58.
· Dedicated renal PK study, published, n = 32.
· No prospective efficacy study in renal impairment.
Model standard response document

1. Question
Dose adjustment and available efficacy data for [product] in patients with moderate renal impairment.

2. Summary answer
“The approved label recommends reducing the dose to 50 mg once daily in patients with moderate renal impairment (creatinine clearance 30–59 mL/min), reflecting an approximately 1.6-fold increase in exposure. No dose adjustment is required on the basis of age alone. In the pivotal randomised trial, 88 patients with moderate renal impairment were included in a prespecified subgroup analysis; the hazard ratio for the primary endpoint was 0.71 (95% CI 0.44–1.15), with no significant interaction by renal function (interaction p = 0.62). The trial was not powered for subgroup comparisons, and no prospective efficacy study has been conducted in patients with renal impairment.”

3. Background
Brief: renal elimination pathway and why exposure rises in moderate impairment. Nothing about the product beyond that.

4. Supporting data
Dedicated renal pharmacokinetic study (n = 32) with the exposure findings; the pivotal trial design, population and primary result; the renal and age subgroup results with intervals and interaction p values; explicit statement that patients with creatinine clearance below 30 mL/min were excluded from the trial.

5. References
SmPC sections 4.2 and 5.2 with version date; pivotal trial publication; renal PK study publication.

6. Disclaimers and version
Not individual clinical advice; treatment decisions rest with the prescriber. Document version and date. No off-label statement required — everything asked and answered is within the approved label.



Rubric — 16 points

Structure (4)
1. All six sections present
2. Summary stands alone and answers both parts of the question
3. Background limited to what the answer needs
4. Version and date present

Scope (3)
5. Both parts answered — dosing and efficacy. The enquiry had two questions.
6. Nothing volunteered beyond them — no hepatic dosing, no other indications
7. Age addressed, because the enquirer specified a 71-year-old — the question contained it implicitly

Accuracy and balance (6)
8. UK SmPC used, matching the enquirer’s market
9. Exposure increase given as the reason for the dose reduction
10. Subgroup result reported with n, interval and interaction p value
11. Stated that the trial was not powered for subgroup comparison
12. Stated that no prospective efficacy study exists in renal impairment — the honest answer to the second question
13. No promotional language: no only, importantly, well tolerated, reassuring

Referencing (3)
14. Every statement referenced
15. SmPC cited with section and version
16. Subgroup data attributed to the publication, not presented as label content

Scoring
13–16 — pass. This would go through review.
9–12 — close. Note which block you lost points in.
Under 9 — redo 2.1 to 2.3 before retrying.

The three that separate people: item 5, because the second question is easy to lose behind the first; item 12, because “no prospective efficacy study exists” feels like an unhelpful answer and is in fact the most useful sentence in the document; and item 7, because the enquirer never asked about age — they stated it, and a good response notices the difference.
Reflection
Which rubric block cost you most — structure, scope, balance or referencing?
Next week
3.1 — Off-label enquiries
Week 3 · Module 1

Off-label enquiries

Permitted, conditional, and tightly bounded. The area where the function carries most risk and where the rules are most precise

28 minFive conditionsScope discipline3 drills
Your scenario
A clinician asks about a paediatric use that is not approved. You answer carefully, state that the use is unapproved, and provide the two published studies. Then you add a sentence saying a paediatric submission is planned. Everything up to that sentence was compliant. That sentence is pre-launch promotion of an unapproved indication.

The five conditions

#ConditionWhat it means in practice
1The request is genuinely unsolicitedNothing you or a colleague said prompted it. A question invited by a representative is not unsolicited.
2The response is strictly limited to the questionNo additional studies, no adjacent indications, no future plans
3The unapproved status is stated explicitlyIn the response itself, not only in a footer
4The response is balanced and non-promotionalNegative and equivocal data included; no favourable characterisation
5The interaction is documented as off-labelSeparately tracked; volume is itself a monitored signal
The three things that turn a compliant response into promotion
Volunteering more. A second study, a related use, a mechanism argument the enquirer did not ask for.

Mentioning the pipeline. That a submission is planned, that a trial is ongoing, that approval is expected. Any of these is pre-launch communication about an unapproved use.

Characterising favourably. “The data are encouraging” converts a balanced summary of unapproved-use evidence into an endorsement of it.
Why off-label volume is tracked
A rising number of off-label enquiries about one use is monitored, and for two reasons.

It may indicate genuine unmet clinical need, which is legitimate intelligence for the medical function.

It may also indicate that somebody in the field is prompting the questions — which would mean the enquiries are not unsolicited and the whole chain is non-compliant. Tracking exists partly to detect that.

Drills

Drill 1 of 3
A representative tells a clinician "our medical information team can tell you about use in [unapproved indication]", and the clinician then enquires. Is this unsolicited?
AYes — the clinician sent the enquiry
BYes, provided the enquiry is in writing
CNo — the company prompted it, so the off-label exemption does not apply
DYes, if the clinician was genuinely interested
Drill 2 of 3
An off-label response is being drafted. Which sentence must NOT appear?
A“This use is not included in the approved label.”
B“In a published study of 46 patients, the response rate was 31%; the study was single-arm and uncontrolled.”
C“Treatment decisions remain a matter for the prescribing physician.”
D“A regulatory submission for this indication is planned.”
Drill 3 of 3
The only evidence for an off-label use is negative. What do you provide?
AThe negative evidence, with the unapproved status stated
BNothing, since there is no supportive evidence
CThe negative evidence plus supportive data from another population
DA referral to the commercial team
Production drill
Write the off-label response summary. Then list what you deliberately left out.
Enquiry: "Any data on using your product in adolescents aged 12–17?"
Enquirer: paediatrician, unsolicited email.
Approved: adults 18 and over only.

What exists:
· One published open-label study, n = 38, ages 12–17, response rate 29%, no new safety signals; single-arm, uncontrolled.
· One published case series, n = 7, mixed outcomes.
· A Phase III adolescent trial is ongoing; a submission is planned for next year.
· Adult efficacy data are strong.
· A related product in the class is approved from age 16.
Summary answer:

“[Product] is approved for use in adults aged 18 years and over. Use in adolescents aged 12 to 17 years is not included in the approved label.

Two published reports describe use in this age group. In an open-label, single-arm study of 38 adolescents, the objective response rate was 29%; the study was uncontrolled, and no new safety signals were identified. A case series of seven patients reported mixed outcomes. No randomised controlled data are available in this population.

Treatment decisions remain a matter for the prescribing physician.”

What was deliberately left out, and why:

1. The ongoing Phase III trial and the planned submission. Not asked about, and communicating a planned indication is pre-launch promotion of an unapproved use. This is the most tempting omission to get wrong, because it feels like useful information for a paediatrician deciding what to do.

2. The adult efficacy data. Strong, approved, and irrelevant — the question was about adolescents. Including it would imply extrapolation the evidence does not support.

3. The related product approved from age 16. A different product, and mentioning it is both outside the question and a class-level inference with no evidential basis for this product.

What was deliberately included: the case series with mixed outcomes, and the explicit statement that no randomised data exist. Both make the answer less favourable, and both are required for it to be balanced.

Documentation: logged as an off-label enquiry, separately tracked. If adolescent enquiries cluster over the coming months, that pattern goes to the medical team — and, if the pattern looks prompted rather than spontaneous, to compliance.
Reflection
Of the three items left out above, which would you have been most tempted to include? That is your risk area.
Most people say the pipeline trial, because withholding it feels like withholding something the clinician needs.
Next module
3.2 — Adverse events and complaints
Week 3 · Module 2

Adverse events and complaints

The obligation that is triggered by information reaching you, not by anyone asking you to act on it — and the commonest serious inspection finding against this function

27 minFour elementsRecognition3 drills
Your scenario
An inspector reviews a year of enquiries and finds four calls where a side effect was mentioned and no adverse event report was raised. None of the callers asked to make a report. All four are findings, and they are the kind that escalate.

The four minimum elements

A valid adverse event report requires four elements. If any is missing, the case is followed up — but the report is still raised, and the effort to obtain the missing element is documented.

ElementNotes
An identifiable patientDoes not require a name. Initials, age, sex or “my patient” can suffice.
An identifiable reporterThe person telling you. Anonymous reports still get raised, with follow-up attempted.
A suspect productYour product, named or clearly identifiable.
An eventAny untoward occurrence. No causal judgement is required from you.
What does not affect the obligation
The caller saying it is probably nothing · the caller not wanting to report · the event sounding trivial · the event sounding clearly unrelated · the call being about something else entirely · the information arriving in a social media comment, a congress conversation, a market research response, or a literature article.

If it reaches you, it is captured and forwarded, on the required timeline. Causality and seriousness are assessed downstream by people qualified to do it. Your job is recognition and transmission.

Three things that look similar and are not

TypeExampleRoute
Adverse event“My patient developed a rash.”Pharmacovigilance, on the AE timeline
Product quality complaint“The tablets were discoloured.”Quality, with batch details
Special situationUse in pregnancy, overdose, medication error, off-label use with an outcome, lack of effectPharmacovigilance, even with no adverse event attached
Special situations catch people out
A caller says: “My patient took two doses by mistake — she’s fine, I just wanted to check what to do.”

There is no adverse event. There is a medication error, and in most pharmacovigilance systems that is a reportable special situation in its own right. The same applies to a report of exposure in pregnancy with a normal outcome, or a report that the product simply did not work.

“Nothing bad happened” does not mean nothing is reportable.

Drills

Drill 1 of 3
A caller says "my patient took a double dose by accident, but she's fine." What is reportable?
ANothing — no adverse event occurred
BThe medication error, as a special situation
CA product quality complaint
DOnly if the caller asks you to report it
Drill 2 of 3
A social media comment on a company post says "this drug gave my mother terrible headaches". What must happen?
ANothing — social media comments are not reports
BDelete the comment
CCapture and forward it — all four minimum elements are present
DOnly report it if the commenter consents
Drill 3 of 3
A caller reports an event but refuses to give any contact details. What do you do?
ADiscard it — the reporter is not identifiable
BRefuse to answer their question until they provide details
CRecord a placeholder reporter
DRaise the report with what you have, documenting the refusal and the follow-up attempt
Safety & Quality Mandate The 24-Hour Dual-Triage Workflow for MedInfo Specialists

Every Medical Information professional is a statutory frontline sensor for Pharmacovigilance and Quality Assurance. When an HCP calls with an inquiry that reveals an adverse event or defective vial:

Regulatory Flow Trigger Event & Four Minimum Data Elements Mandatory SLA & Hand-Off
Adverse Event (AE / SAE) Any untoward medical occurrence reported during product use, regardless of causality. Requires: (1) Identifiable Patient, (2) Identifiable Reporter, (3) Suspect Drug, (4) Adverse Event. Must be logged into Global Safety Database within 24 hours (1 business day) of initial contact. Clock starts on the day MedInfo receives the inquiry.
Product Quality Complaint (PQC) Particulate matter, cracked vial, malfunctioning autoinjector pen, illegible batch label, suspected counterfeit. Quarantine batch/lot number, request return of sample for QA investigation, forward to Global QA / Complaints team within 24 hours.
Production drill
Classify each. State what is reportable, to whom, and what you would say to the caller.
1. "My patient's liver enzymes went up. We stopped the drug and they came down."
2. "The blister foil was torn on three packs in the last box."
3. "I've had a patient on it for eight weeks and honestly it's just not working."
4. "My sister is pregnant and has been taking it — she didn't realise. Baby seems fine."
5. "What's the shelf life once opened?"
6. "A colleague mentioned some patients get a metallic taste. Is that a known thing?"
1. Adverse event. Transaminase elevation with a positive dechallenge. All four elements present. To pharmacovigilance. Tell the caller the safety team will record it and may contact them.

2. Product quality complaint. To quality, with batch number, expiry and pack details — ask for these now, they are hard to get later. No adverse event unless a patient was harmed.

3. Special situation — lack of effect. Reportable to pharmacovigilance in most systems. Easy to miss, because it sounds like dissatisfaction rather than a safety report. Also answer any information question they have about expected time to response.

4. Special situation — exposure in pregnancy. Reportable even with a normal outcome to date, and follow-up will be sought on the pregnancy outcome. Note the reporter is a family member, not a healthcare professional; consumer-appropriate language, and direct her sister to her own clinician.

5. Information enquiry only. Nothing reportable. Answer from the label.

6. Information enquiry, with care. No identifiable patient and no specific case — this is a general question, not a report, so it is not an adverse event. Answer from the label's undesirable effects section. But if the caller then says “actually I have a patient with it,” that becomes a report — and this is exactly how a general question turns into one mid-conversation.

The pattern: six calls, four reportable, and only one of the four is a straightforward adverse event. Items 3 and 4 are the ones missed most often, because nothing bad appears to have happened.
Reflection
Which of the six would you have classified as "just an enquiry"? Note it — that is the category you will miss in practice.
Next module
3.3 — Comparative and pipeline questions
Week 3 · Module 3

Comparative and pipeline questions

Two question types where the honest answer is usually that the evidence does not exist — and where manufacturing one is the standard failure

25 minCross-trial comparisonPre-approval limits3 drills
Your scenario
A clinician asks how your product compares with the market leader. You have a trial showing a hazard ratio of 0.66 and their published trial shows 0.74. You must not put those two numbers next to each other. Different populations, different eras, different endpoint definitions — the comparison is not merely unapproved, it is invalid.

Why cross-trial comparison fails

DifferenceEffect on the comparison
Different populationsEligibility, stage, prior therapy and prognosis all differ
Different erasSupportive care, imaging and standard of care change over time
Different endpoint definitionsAssessment intervals and response criteria may not match
Different comparatorsA hazard ratio is against that trial's control arm, not an absolute quantity
Different analysis conventionsCensoring rules, populations and estimands differ
What you may say
If head-to-head data exist: report them, with design, population and result, balanced.

If a formal indirect treatment comparison has been published: it may be cited, identified as an indirect comparison, with its limitations stated. It is not equivalent to a head-to-head trial.

If neither exists: “No head-to-head comparative data are available.” That sentence is accurate, complete and defensible, and it is the correct answer far more often than people expect.

Pre-approval questions

May be providedMay not
Confirmation that a trial exists, if publicly registeredEfficacy or safety claims for the unapproved product
Publicly disclosed trial design from the registryExpected approval or launch timing
Published data, identified as investigational useComparative positioning against approved products
Referral to the registry recordAny statement implying future availability
The scientific exchange defence does not stretch
“It was a scientific discussion” is not a defence for discussing efficacy of an unapproved product, or for volunteering pipeline information. Pre-approval communication is one of the most closely scrutinised areas in the industry, and the boundary does not move because the conversation was collegial.

Drills

Drill 1 of 3
A clinician asks how your product compares with a competitor. No head-to-head trial exists. What do you provide?
AA statement that no head-to-head comparative data are available
BThe hazard ratios from both trials, side by side
CYour own indirect comparison of the two trials
DA referral to the sales team
Drill 2 of 3
An enquirer asks when a product in development will be available. What may you say?
AThe expected approval date
BThat a trial is publicly registered, with a pointer to the registry record
CInterim efficacy data from the ongoing trial
DHow it is expected to compare with current therapy
Drill 3 of 3
A published network meta-analysis includes your product and the competitor. May you cite it?
AYes, as equivalent to head-to-head evidence
BNo — indirect comparisons may never be cited
CYes, identified as an indirect comparison with its limitations stated
DOnly if it favours your product
Production drill
Write the response summary for each enquiry.
1. "How does your product compare with [competitor] on progression-free survival?" No head-to-head trial. A published network meta-analysis exists, showing no significant difference.

2. "I heard you have a next-generation compound in Phase III — what can you tell me?" Trial is registered publicly. No published data. Submission planned.

3. "Is your product better tolerated than [competitor]?" No head-to-head data. Your trial: grade ≥3 in 37.8%. Their published trial: 41%.
1. “No head-to-head randomised trial has compared [product] with [competitor]. A published network meta-analysis including both agents reported no statistically significant difference in progression-free survival. As an indirect comparison, this analysis is subject to the limitations of differing trial populations and designs, and should not be interpreted as equivalent to a head-to-head comparison. [Reference]”

2. “A Phase III trial of [compound] is registered on [registry], reference [number], where the publicly available study design and eligibility criteria can be reviewed. No efficacy or safety data are available for this investigational compound, and it is not approved for use in any indication.”
What is left out: the planned submission. Not asked about, and stating it communicates expected future availability.

3. “No head-to-head randomised trial has compared the tolerability of [product] with [competitor], and the rates observed in separate trials cannot be validly compared because the populations, eras and adverse event reporting conventions differ. In the pivotal trial of [product], grade 3 or higher adverse events occurred in 147/389 patients (37.8%) versus 121/388 (31.2%) with placebo. [Reference]”

Why response 3 is the hardest of the three: your number, 37.8%, is lower than theirs, 41%. It is genuinely tempting to place them side by side and let the reader draw the conclusion — without stating any comparison yourself. That is still a cross-trial comparison, constructed by juxtaposition rather than by sentence. The correct response gives your data against its own comparator and states explicitly why the two trials cannot be compared.
Reflection
Have you seen two trials' numbers placed side by side in a document, with no explicit comparison made? Did it read as a comparison anyway?
Juxtaposition is a claim. Reviewers treat it as one.
Next module
3.4 — Audience tailoring
Week 3 · Module 4

Audience tailoring

The same question from a consultant and from a patient produces two different documents — and only one of them may contain anything resembling clinical advice

25 minHCP vs consumerPlain language3 drills
Your scenario
A patient calls asking whether she can take her tablet with grapefruit juice. You give her the interaction information from the label, accurately. She then asks whether she should reduce her dose. Everything up to that point was fine. The next sentence must not be an answer.

What changes

Healthcare professionalConsumer or patient
LanguageClinical terminology, trial data, statisticsPlain language; everyday words; short sentences
DepthDesign, population, effect sizes, intervalsWhat it means, without the machinery
DosingLabel dosing and adjustments as writtenGeneral label information only; never individual advice
Off-labelPermitted under the processHandled with much greater caution; usually redirected to their prescriber
ClosingTreatment decisions rest with the prescriberAlways directs them to their own doctor or pharmacist
Adverse eventsCaptured and forwardedCaptured and forwarded, and they are advised to speak to their clinician
The line that never moves
You may provide information. You may not advise an individual on their treatment.

“The label says the dose should be reduced in moderate renal impairment” is information.
“You should reduce your dose” is clinical advice, and it is outside the function entirely regardless of who is asking.

With a consumer this line is reached faster, because their questions are naturally about themselves.
Plain language is not less accurate
Translating for a patient means removing jargon, not removing content. A warning that is softened until it no longer warns is a worse failure than one that was too technical.

“Hepatotoxicity has been reported” becomes “Some people have had liver problems while taking this medicine. Tell your doctor straight away if your skin or the whites of your eyes turn yellow.” Simpler words, more actionable, same warning.

Drills

Drill 1 of 3
A patient asks whether she should stop the medicine because of a side effect. What do you say?
A“Yes, stop it and see your doctor.”
B“No, that side effect is common — keep taking it.”
CSend the full standard response document
DExplain you cannot advise on her treatment, direct her to her prescriber promptly, and capture the side effect as an adverse event
Drill 2 of 3
Which is the correct plain-language version of "hepatotoxicity, including fatal cases, has been reported"?
A“Serious liver problems have happened with this medicine, and in rare cases these have been fatal. Tell your doctor straight away if your skin or the whites of your eyes turn yellow, or if you feel very tired or sick.”
B“Some people have had liver problems.”
C“Hepatotoxicity has been reported, including fatal cases.”
D“Your doctor will monitor you.”
Drill 3 of 3
A consumer asks a question for which only a healthcare professional SRD exists. What do you do?
ASend the HCP version
BWrite a bespoke plain-language response through review, and flag that a consumer version is needed
CDecline, since no suitable document exists
DSimplify the HCP version yourself and send it
Production drill
Write both versions of the answer to the same question.
Question: "Are there any food or drink interactions with this medicine?"

Label content: co-administration with grapefruit juice increases exposure approximately 2.1-fold via CYP3A4 inhibition; concomitant use should be avoided. No clinically relevant interaction with food generally; may be taken with or without food.

Version A: consultant physician.
Version B: a patient taking the medicine.
Version A — healthcare professional

“[Product] may be administered with or without food; no clinically relevant food effect has been identified. Concomitant grapefruit juice should be avoided: co-administration increases exposure approximately 2.1-fold through inhibition of CYP3A4. [SmPC section 4.5, version dated (date)]”

Version B — patient

“You can take this medicine with or without food — it does not matter whether you have eaten.

However, you should not drink grapefruit juice or eat grapefruit while taking it. Grapefruit can raise the amount of the medicine in your body, which may make side effects more likely.

If you have already had grapefruit, or if you have questions about anything else you eat or drink, please speak to your doctor or pharmacist. They know your full medical history and can advise you properly.”

Four differences that matter:
1. CYP3A4 and 2.1-fold are gone from version B — the mechanism and magnitude help a prescriber and mean nothing to a patient. The consequence is retained.
2. Version B adds grapefruit the fruit, not only the juice. A patient reading “juice” may reasonably conclude the fruit is fine.
3. Version B anticipates the obvious next situation — what if I already have — and routes it to a clinician rather than answering it.
4. Version B closes by directing her to her own prescriber. Every consumer response does.

What is the same in both: the warning itself. Version B is simpler and more specific, not weaker. If a plain-language version leaves the reader less clear about what to avoid, it has failed.
Reflection
Take a clinical sentence from a label and write the patient version. Did you lose any of the warning?
Next week
4.1 — Global and local
Week 4 · Module 1

Global and local

A globally approved document is not usable anywhere until someone has checked it against the local label — and translation is the smallest part of that check

25 minAdaptationLabel differences3 drills
Your scenario
A global SRD is translated and issued locally. It states the approved dose as 100 mg. In this market the authorised dose is 75 mg. The translation was perfect. Nobody checked the content against the local label, and every enquirer who received it was given an off-label dose as though it were approved.

What must be checked

ElementWhy it can differ locally
IndicationApproved lines of therapy, populations and disease stages vary by market
Dose and scheduleDifferent doses are authorised in different markets
Contraindications and warningsNational authorities can add restrictions
Formulation and presentationStrengths and pack sizes differ; some presentations are not marketed
On-label status of the answerContent that is on-label globally may be off-label locally, changing which process applies
Regulatory and code requirementsRequired disclaimers and adverse event reporting statements differ
Reference availabilityA cited publication or guideline may not be relevant locally
Adaptation is not translation
Translation converts language. Adaptation checks content against the local label and local requirements, and is a medical and regulatory review — not a linguistic one.

The local affiliate is accountable for what is provided in its market. A globally approved document confers no local approval, and “it came from global” is not a defence at a local inspection.
The status flip
The commonest and most consequential difference: a use that is on-label in one market is off-label in another.

When that happens, the whole handling changes — the off-label process applies, the unapproved status must be stated, and the interaction is tracked separately. A translated document carries none of that, because in the source market none of it was needed.

Drills

Drill 1 of 3
A global SRD is to be used locally. What is checked first?
ATranslation accuracy
BWhether the global version is current
CWhether the content is consistent with the local approved label
DWhether the formatting matches local templates
Drill 2 of 3
The global SRD answers an on-label question. In your market the indication is not approved. What changes?
ANothing — the content is the same
BThe enquiry cannot be answered at all
CAdd a footnote and send it unchanged
DIt becomes an off-label enquiry locally, with all that follows
Drill 3 of 3
Who approves a locally adapted SRD?
AThe local medical function, under local governance
BThe global team that owns the original
CThe translation vendor
DNobody — global approval carries over
Production drill
List every adaptation issue, and say what the local document must do differently.
Global SRD: "Dose adjustment of [product] in renal impairment." States: 100 mg standard dose; reduce to 50 mg in moderate impairment; approved for first- and second-line use; cites the pivotal publication and the global CCDS.

Local label in your market: standard dose 75 mg; reduce to 50 mg in moderate impairment; approved for second line only; carries an additional national warning on hepatic monitoring; the 100 mg strength is not marketed.
Six adaptation issues:

1. Standard dose differs. Global says 100 mg; locally 75 mg is authorised. The document must state 75 mg. This alone makes the translated global version unusable.

2. The 100 mg strength is not marketed here. Any reference to it must be removed, not merely converted — it is not obtainable.

3. Indication is narrower. First-line use is approved globally and not locally. If an enquiry concerns first-line use it is off-label in this market, and the local document must not present it as approved.

4. An additional national warning exists on hepatic monitoring. It is absent from the global document and must be included, because it is part of the local approved position.

5. The CCDS citation must go. The company core data sheet is an internal reference and is not the approved label in any market. The local label is cited instead.

6. Reduced dose happens to match at 50 mg — but that must be confirmed against the local label rather than assumed, and the confirmation documented.

What the local document must do: state 75 mg as the standard dose; remove all reference to the 100 mg strength; limit the approved indication to second line and flag first-line enquiries as off-label; add the national hepatic monitoring warning; cite the local label with section and version; and go through local medical review and approval before use.

The one that would do most harm: issue 1. A perfectly translated document telling clinicians the approved dose is 100 mg, in a market where 75 mg is authorised and 100 mg is not even available, provides off-label dosing as though it were approved — to every enquirer, repeatedly, until someone notices.
Reflection
For a product you know, is the indication identical in two markets you could name? How would you check?
Next module
4.2 — Governance and metrics
Week 4 · Module 2

Governance and metrics

Version control, archiving, review cycles and the numbers the function reports — what makes the whole operation defensible at inspection

25 minVersion controlSignals3 drills
Your scenario
An inspector asks a simple question: what exactly was provided to enquirers about this contraindication between March and August last year? Answering requires knowing which SRD version was current on each date and having an archived copy of each. If that cannot be reconstructed, the answer is a finding.

Governance requirements

RequirementWhy
Version number and date on every documentEstablishes what was current on any given date
Archived superseded versionsReconstructing what was provided historically
Defined review cycleDocuments drift out of alignment with the label; annual review is typical, with immediate review on label change
Named reviewers and approversAccountability for content, medical accuracy and compliance
Full enquiry recordQuestion, response, date, enquirer, documents provided
Retention for the defined periodRegulatory retention requirements apply and vary by market
Trigger to review on label changeA label change makes affected documents wrong immediately, not at the next annual cycle
Two questions inspectors actually ask
“Show me what you sent this enquirer.” Requires the enquiry record and an archived copy of the exact version provided.

“This label changed in March. When did your response documents change?” Requires a documented link between label changes and document review. A gap here means enquirers were given superseded information, and the length of the gap is the size of the finding.

Metrics that mean something

MetricWhat it is actually telling you
Enquiry volume by product and topicWhere clinical uncertainty sits; where materials may be unclear
Enquiries about a specific adverse eventPossible emerging safety signal — goes to pharmacovigilance
Off-label enquiry volume by indicationUnmet need — or that someone in the field is prompting questions
Proportion answered by existing SRDLibrary coverage; a falling proportion means the library is behind
Time to responseService quality, usually against a defined standard
Repeat questions with no SRDThe list of documents to write next
The function is a signal source
Medical information sits closer to real-world use than almost any other function. A cluster of questions about one adverse event, or a sudden rise in off-label enquiries for one indication, is genuine intelligence.

Surfacing it is part of the job, not an optional extra — and pharmacovigilance systems formally recognise enquiry patterns as a signal source.

Drills

Drill 1 of 3
The label changes. What happens to affected SRDs?
AThey are reviewed at the next annual cycle
BThey are reviewed immediately; bespoke responses are used until updates are approved
CThey continue in use with a note attached
DThey are withdrawn permanently
Drill 2 of 3
Which pattern warrants escalation to pharmacovigilance?
AA rise in total enquiry volume
BLonger average response times
CA cluster of enquiries about one specific adverse event
DA fall in the proportion answered by existing SRDs
Drill 3 of 3
An inspector asks what was provided to a named enquirer eleven months ago. What must exist?
AThe current version of the SRD
BA note of what would normally be sent
CThe recollection of the person who answered
DThe enquiry record plus an archived copy of the version provided on that date
Production drill
Review this quarter's data. State what each finding means and what you would do.
Q3 medical information data, one product:
· Total enquiries 412, up from 260 in Q2.
· 31 enquiries about peripheral neuropathy, up from 4 in Q2. Label lists it as common.
· Off-label enquiries about paediatric use: 22, up from 3 in Q2, all from one region.
· 68% answered by existing SRD, down from 84%.
· Mean response time 4.1 days against a 3-day standard.
· Three enquiries this quarter mentioned a side effect in passing; two AE reports were raised.
1. Volume up 58%. Context needed — a launch, a guideline change, a publication, or a competitor withdrawal. Not a concern in itself, but it explains the response-time miss.

2. Neuropathy enquiries up from 4 to 31. Escalate to pharmacovigilance now. The event is labelled as common, but an eightfold rise in questions about one event is exactly the pattern signal detection looks for — it may indicate a higher real-world frequency or greater severity than the label conveys.

3. Paediatric off-label enquiries up from 3 to 22, all from one region. Two possible explanations and both need action. It may be genuine unmet need — intelligence for the medical team. It may be that someone in that region is prompting the questions, in which case the enquiries are not unsolicited and the whole chain is non-compliant. Escalate to compliance as well as medical. The geographic concentration is what makes this suspicious rather than merely interesting.

4. SRD coverage down from 84% to 68%. The library is behind the questions being asked. Identify the recurring bespoke topics and commission new SRDs — and this is also partly causing finding 5.

5. Response time 4.1 days against a 3-day standard. Consistent with volume up and coverage down; more bespoke writing takes longer. Addressing finding 4 will partly fix this.

6. Three passing mentions, two AE reports. Investigate the third immediately. Either it was correctly assessed as not meeting the criteria and that assessment is documented, or an adverse event was missed. This is the smallest number on the page and the most serious.

The order of priority: finding 6 first, because a missed AE is a regulatory breach. Then 2 and 3, both escalations. Then 4, which fixes 5. The headline number — volume up 58% — is the least important thing here.
Reflection
Of the six findings, which would you have led with? Most people lead with volume — the least actionable one.
Next module
4.3 — Channels and escalation
Week 4 · Module 3

Channels and escalation

Call, email, congress stand, social media — the rules do not change with the channel, but the pressure to break them does

24 minChannel pressureEscalation3 drills
Your scenario
On the congress stand, face to face, a clinician asks a question you cannot fully answer. He is friendly, senior, and waiting. Every incentive in the moment pushes you toward saying more than you should — which is why the congress stand is where scope discipline most often fails.

Channels and their pressures

ChannelSpecific pressureDiscipline required
TelephoneReal time; no chance to check before speakingIt is always acceptable to say you will confirm and call back. Capture verbatim as you go.
EmailEasy to attach more than was asked forAttach only what answers the question. Every extra document is unsolicited dissemination.
Congress standFace to face, senior enquirers, social momentumSame rules. Take the enquiry and follow up in writing rather than improvising.
Social mediaPublic, fast, and adverse events arrive unannouncedNever answer a clinical question publicly. Move it to a private channel; capture any adverse event.
Via a field colleaguePressure to answer quickly and helpfully for a customerVerify the enquiry was genuinely unsolicited. Respond to the enquirer, not through the representative where possible.
The sentence that solves most of these
“That is a good question — let me confirm the answer and come back to you in writing.”

It is honest, it is professional, it buys you the ability to check the label and the process, and it converts an improvised verbal answer into a documented written one. Nobody has ever thought less of a medical information professional for saying it.

When to escalate

SituationEscalate to
Adverse event, special situation, or complaintPharmacovigilance or quality, on the required timeline
A question implying imminent patient harmMedical lead, immediately — do not wait for the normal process
Signs that an off-label enquiry was prompted by the companyCompliance
A media, legal or regulatory enquiryCommunications, legal or regulatory — never answered by medical information
A request to provide something you believe is non-compliantYour manager, in writing
A pattern across enquiriesPharmacovigilance and the medical lead

Drills

Drill 1 of 3
A journalist calls asking about a safety issue with the product. What do you do?
ARoute it to communications without answering
BAnswer from the label, as you would for a clinician
CRefuse to take the call
DSend the standard response document
Drill 2 of 3
On a congress stand, a clinician asks a question you cannot fully answer. What do you say?
AGive your best answer from memory
BTake the enquiry and confirm in writing afterwards
CDirect them to the representative on the stand
DSay you cannot discuss it
Drill 3 of 3
A public social media comment asks a clinical dosing question. What is the correct response?
AAnswer publicly from the label
BIgnore it — social media is not a valid channel
CReply publicly inviting them to a private channel, then handle it normally
DDelete the comment
Production drill
For each, state the channel issue, the immediate action, and any escalation.
1. A field colleague forwards an email: "My customer wants the data on [unapproved indication] — can you send something? I told him you'd have it."
2. A caller says her husband took a whole month's supply at once two hours ago.
3. A congress delegate asks for a copy of a slide from a competitor's presentation.
4. A regulator's office emails asking for the response you provided to a named clinician.
5. A public post says "been on this 3 months, hair falling out, anyone else?"
1. Not unsolicited. “I told him you’d have it” means the company prompted the enquiry, so the off-label exemption does not apply. Action: do not provide the material. Explain why to the colleague, and if the customer wishes to enquire directly and unprompted, handle it then. Escalate to compliance — a representative directing customers toward off-label information is an issue in itself.

2. Potential overdose, possibly ongoing patient risk. Action: advise her to contact emergency services or take him to hospital immediately — that is signposting to urgent care, not clinical advice, and it is appropriate. Capture as an adverse event and special situation. Escalate to the medical lead immediately; do not wait for the normal timeline.

3. Not a medical information enquiry. A competitor’s slide is not company material and is not yours to distribute. Action: direct them to the presenting author or the congress organisers. No escalation needed.

4. Not answered by medical information. Action: route to regulatory affairs immediately and do not respond directly. Assemble the enquiry record and the archived document version, since they will be needed — but the response goes through regulatory.

5. Adverse event in a public post. Identifiable patient (the poster), identifiable reporter (same person), suspect product, and an event. All four elements present. Action: capture and forward to pharmacovigilance; reply publicly only to invite them to a private channel; do not answer clinically in public and do not delete the post.

The pattern: only one of the five is a normal enquiry, and it is the one you decline. Two require immediate escalation on different routes, one goes to compliance, and one is not your function at all. This is closer to a real week than the drills that precede it.
Reflection
Which channel would you find hardest to hold the line on? Name it — that is where to rehearse the confirm-in-writing sentence.
Next module
4.4 — Capstone and exit assessment
Week 4 · Module 4

Capstone and exit assessment

One enquiry containing eighteen distinct obligations and traps. The task is to handle it correctly end to end

50 min18 pointsFull rubricRetake diagnostic
Your scenario
This is the assessment agencies and pharmaceutical affiliates actually set: not a definition test, but one messy enquiry handled properly. Pass mark: 14 of 18.
How to do this
Timer at 50 minutes. Produce three things: the intake record, the response summary, and the escalation list. Do not read the rubric first.
The enquiry
Handle it end to end.
Email received, unsolicited, from a consultant haematologist in Brazil:

"Dear team — I saw your representative last week and she suggested I write to you about using [product] in patients under 18, as we have several adolescents who have failed standard therapy. Could you send me whatever data you have?

Separately: one of my adult patients on the 100 mg dose developed severe mouth ulcers after six weeks. We stopped and they resolved. I've restarted at a lower dose and they haven't come back. Is this a known effect?

Also, the last shipment we received had two vials with cracked seals — we discarded them.

And finally, how does this compare with [competitor]? My pharmacy committee is asking. — Dr [name], [hospital], São Paulo"

What you have:
· Brazilian label: approved adults 18+, 75 mg standard dose (not 100 mg). Mucositis listed as a common adverse reaction.
· One published open-label adolescent study, n = 38, response rate 29%, uncontrolled.
· Ongoing Phase III adolescent trial, registered; submission planned.
· No head-to-head trial with the competitor. A published network meta-analysis exists.
· Global SRD on adolescent use exists, written for a market where the 100 mg dose is approved.
The eighteen points

Intake and classification (5)
1. Recorded the question verbatim, all four parts.
2. Enquirer type: healthcare professional. Country: Brazil — which determines the label.
3. Identified four separate matters in one email: off-label enquiry, adverse event, quality complaint, comparative question.
4. Flagged the enquiry as off-label for the adolescent part.
5. Flagged that the enquiry was prompted by a representative — the single most important observation in the whole case.

The adolescent question (4)
6. Recognised it is NOT unsolicited. “Your representative suggested I write to you” means the company initiated it, so the off-label exemption does not apply. The data must not be sent on this basis.
7. Explained this to the enquirer courteously, without implying he did anything wrong.
8. Did not mention the ongoing trial or the planned submission.
9. Did not use the global SRD — it is written for a 100 mg market and is wrong for Brazil.

The adverse event (4)
10. Captured mucositis as an adverse event and forwarded to pharmacovigilance. All four minimum elements present.
11. Recognised the positive dechallenge and rechallenge pattern — resolved on stopping, not recurred at lower dose — and recorded it, as it is clinically informative.
12. Answered the actual question: mucositis is listed as a common adverse reaction in the Brazilian label, with reference.
13. Noticed the patient is on 100 mg, which is not the approved Brazilian dose (75 mg). This is off-label dosing, and it must be flagged in the response and in the safety report.

The complaint and the comparison (3)
14. Cracked vial seals raised as a product quality complaint, with a request for batch numbers — noting the vials were discarded, so obtain details quickly.
15. Comparative question: stated that no head-to-head data exist; cited the network meta-analysis identified as an indirect comparison with its limitations.
16. Did not place the two trials’ numbers side by side.

Escalation (2)
17. Escalated to compliance regarding the representative prompting an off-label enquiry.
18. Escalated the adverse event to pharmacovigilance and the complaint to quality, on their respective timelines.



Model response summary

“Thank you for your enquiry.

On mucositis: severe mouth ulcers are consistent with mucositis, which is listed as a common adverse reaction in the Brazilian product information [reference, section, version]. I have passed the details of your patient to our safety team, who may contact you for further information. I note from your message that this patient was receiving 100 mg; the approved dose in Brazil is 75 mg once daily [reference].

On use in patients under 18: [product] is approved in Brazil for adults aged 18 and over only. I understand our representative suggested you contact us on this topic. As information on unapproved uses can only be provided in response to an enquiry you have raised independently, I am not able to send materials on this basis. If you would like to raise the question directly, please write to us and we will respond.

On the comparative question: no head-to-head randomised trial has compared [product] with [competitor]. A published network meta-analysis including both agents is available [reference]; as an indirect comparison it is subject to the limitations of differing trial populations and designs.

On the vials: I have raised a product quality report. Could you provide the batch numbers and expiry dates from the affected packs?”

Scoring
14–18 — pass. You handled a genuinely difficult enquiry correctly, including the two points most people miss.
9–13 — close. Note which block you lost points in and redo that module.
Under 9 — work through Week 3 again before retrying.

The two that separate people: points 6 and 13. Almost everyone answers the adolescent question helpfully, because the clinician has real patients and a real problem — and the single sentence about the representative makes it non-compliant. And almost nobody notices that 100 mg is not the approved Brazilian dose, because the enquirer mentioned it in passing while asking about something else entirely.

Retake the diagnostic

Return to Module 1.1 and take the 24-item diagnostic again. Your first score is the baseline; the difference is the only honest measure of what changed.

What to do next
Four habits. Capture the question verbatim before you start thinking about the answer. Check the country before checking anything else. Read the whole enquiry for adverse events and complaints before answering any of it. And when you are unsure, say you will confirm and come back in writing.

Then pair it with the foundations. Reading Source Documents teaches you where the answers live; Statistics teaches you what the numbers mean; Scientific English teaches you the sentences. This course teaches you what you are permitted to say, to whom, and when.
Final reflection
Your diagnostic score at the start, and now. Which module changed how you would handle an enquiry most?
You have completed the course
Medical Information Writing
IMRAD Academy — Read like a scientist. Write like a professional. Medical Information Writing · v1.0