# Code MedDRA Terms

Search for and apply codes from the MedDRA dictionary when processing _Inbox Items_ and _Cases_ and setting up _Datasheets_, _Study Indications_, and _Study Arm Indications_. 

Veeva Safety supports the Medical Dictionary for Regulatory Activities (MedDRA) to code medical terms for symptoms, diseases, indicators, and adverse events. The MedDRA dictionary defines medical conditions. MedDRA codes are organized by organizational levels, starting with System Organ Class (SOC). Depending on your Admin's configuration, Vault may use either LLT or PT codes or only PT codes. The code begins with the system of the body affected and becomes more specific:

* System Organ Class (SOC)
* High-Level Group Terms (HLGT)
* High-Level Terms (HLT)
* Preferred Terms (PT)
* Lowest Level Terms (LLT)

Vault includes several methods for coding MedDRA terms; each offers advantages in ease, efficiency, and level of control:

* **Auto-coding**: When a reported term exactly matches a MedDRA dictionary term or predefined MedDRA synonym, Vault automatically codes the MedDRA term. For reported terms without an exact match, you can use the _MedDRA Browser_ to search for and select the applicable term.
* **MedDRA Synonyms**: You can create and edit a MedDRA synonym list to code against company-specific MedDRA coding preferences for reported terms that do not exactly match terms in the MedDRA dictionary.
* **MedDRA Synonym Candidate Auto-Creation**: Reported terms without an exact match in the MedDRA dictionary or MedDRA synonym list can automatically become synonym candidates, which your Admin can review and activate for the MedDRA synonym list.
* **MedDRA Suggestions**: Our most advanced coding tool uses automation to code reported terms that do not exactly match the active MedDRA dictionary or your MedDRA synonym list. For example, Vault can offer MedDRA code suggestions for misspelled terms, abbreviations, ambiguous information, and multiple reported terms. Your Admin can configure this method for auto-coding and when searching for terms in the _MedDRA Browser_. Based on your Admin's configuration, Vault adds it to your MedDRA synonym candidates list when you search for a MedDRA code, contributing to more consistent coding over time.

The MedDRA dictionary version you can use when coding depends on which version was active in your Vault at the time of _Case_ creation. The <a href="/en/lr/01287/#case-meddra-version">_MedDRA Version_ field</a> of a _Case_ indicates the applicable version for that specific _Case_.

### How MedDRA Coding Works

The logic Vault uses when coding depends on if your Admin has configured MedDRA Suggestions. If your Admin has configured MedDRA Suggestions, Vault uses the following logic to code:

<a href="https://platform.veevavault.help/assets/images/saf-meddra-coding_smart.png" data-lightbox="saf-meddra-coding_smart.png" data-title="" data-alt="MedDRA Suggestions Overview">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-meddra-coding_smart.png" alt="MedDRA Suggestions Overview" style="max-width: 80%;"  />
</a>

If your Admin has not configured MedDRA Suggestions, Vault uses the following logic to code:

<a href="https://platform.veevavault.help/assets/images/saf-meddra-coding_not-smart.png" data-lightbox="saf-meddra-coding_not-smart.png" data-title="" data-alt="MedDRA Coding Overview">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-meddra-coding_not-smart.png" alt="MedDRA Coding Overview" style="max-width: 80%;"  />
</a>

### Supported Fields {#supported}

Vault supports MedDRA coding for various processes, including [_Inbox Item_ and _Case_ processing][14], [defining MedDRA criteria][13], and [defining study indications][15].

#### Inbox Items & Cases {#inbox-items-cases}

For _Inbox Items_ and _Cases_, reported and coded terms display in both English and, when applicable, the selected local language. You can code MedDRA terms for the following fields:

* <a href="/en/lr/01285/">_Inbox Items_</a> 
  * _Products_ section: _Indication_<sup id="fnref:1" role="doc-noteref"><a href="#fn:1" class="footnote" rel="footnote">1</a></sup>
  * _Events_ section: _Event_<sup id="fnref:1" role="doc-noteref"><a href="#fn:1" class="footnote" rel="footnote">1</a></sup>
* <a href="/en/lr/01287/">_Cases_</a>
  * _Case Products_: _Indication (Reported)_<sup id="fnref:1" role="doc-noteref"><a href="#fn:1" class="footnote" rel="footnote">1</a></sup>
  * _Case Adverse Events_: _Event (Reported)_
  * _Case Diagnosis_: _Name (MedDRA)_<sup id="fnref:2" role="doc-noteref"><a href="#fn:2" class="footnote" rel="footnote">2</a></sup>
  * _Case Cause of Death_: _Cause (Reported)_
  * _Case Medical History_: _Condition/Procedure_
  * _Case Drug History_: _Indication (LLT)_ and _Reaction (LLT)_
  * _Case Test Results_: _Test Name (Reported)_

1. <a id="fn:1"></a>For [multilingual MedDRA coding][10] in a supported local language, the language drop-down defaults to the <a href="/en/lr/01285/#report">_Localization_ value</a> of the _Inbox Item_ and cannot be changed. For <a href="/en/lr/01285/#events">_Events_</a> on _Inbox Items_, this only applies to _Medical History & Concurrent Conditions_ types.<a href="#fnref:1" class="reversefootnote" role="doc-backlink"></a>
2. <a id="fn:2"></a>For [multilingual MedDRA coding][10], the _Name (MedDRA)_ field value for _Case Diagnoses_ displays only in English and not the local language.<a href="#fnref:2" class="reversefootnote" role="doc-backlink"></a>

#### MedDRA Criteria {#criteria}

You can code MedDRA terms in the following fields when defining MedDRA criteria:

* The _MedDRA Criteria_ field on _Datasheet Criteria_ for <a href="/en/lr/01198/">_Datasheets_ to determine expectedness</a>
* The _MedDRA Criteria_ field on _Watchlist Criteria_ for <a href="/en/lr/01192/">_Watchlists_ to monitor Adverse Events of Special Interest (AESI) </a>
* The _MedDRA Term_ field on _MedDRA Criteria_ for <a href="/en/lr/01189/">non-hierarchical _MedDRA Queries_ and sub-queries</a>

#### Study Indications {#studies}

You can code MedDRA terms in the following fields when defining study indications:

* The _Indication_ field on <a href="/en/lr/840046/">_Study Arms_</a>
* The _Indication_ field on <a href="/en/lr/01216/#add-a-study-indication">_Study Indications_</a>

## Prerequisites

Before you can use this feature in your Vault, your Admin must complete the following:

* To match reported terms to MedDRA synonyms, your Admin must enable <a href="/en/lr/01383/">MedDRA Synonyms</a> and <a href="/en/lr/01188/">define synonyms</a>.
  * Optional: Enable <a href="/en/lr/01365/">MedDRA Synonym Field Exclusion and Candidate Auto-Creation</a>.
* To utilize automation-based coding, your Admin must enable <a href="/en/lr/01310/">MedDRA Suggestions</a>.
* To code multilingual MedDRA terms:
  *  Your Admin must enable <a href="/en/lr/01400/">Multilingual MedDRA</a> and set up the <a href="/en/lr/01187/">MedDRA dictionary</a>.
  *  Your Vault must use the <a href="/en/lr/01187/#central-meddra">centralized MedDRA dictionary</a>.

## Code a MedDRA Term {#code}

You can code MedDRA terms [automatically][4] or use the [_MedDRA Browser_][1] to find a term. When Vault finds a match to the entered term or any predefined synonym, the MedDRA term and code appear below the field, and Vault displays a message indicating that the auto-code was successful.  If you coded a term under its primary SOC, Vault displays an asterisk (*) next to the selected term. Otherwise, Vault displays a _NON-PRIMARY_ (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-tag-non-primary.png" alt="Non-Primary Tag" style=" width: 4rem;" />) tag next to the term. You can select **Clear Selection** to remove the field value and coded term.

<a href="https://platform.veevavault.help/assets/images/saf-meddra-code.png" data-lightbox="saf-meddra-code.png" data-title="" data-alt="MedDRA Code">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-meddra-code.png" alt="MedDRA Code" style="max-width: 55%;"  />
</a>

When coding [MedDRA criteria][13], the matched term and level appear in bold and all of the less specific hierarchical levels are listed below.

<a href="https://platform.veevavault.help/assets/images/saf-meddra-levels.png" data-lightbox="saf-meddra-levels.png" data-title="" data-alt="MedDRA Code with all levels">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-meddra-levels.png" alt="MedDRA Code with all levels" style="max-width: 55%;"  />
</a>

Once saved, Vault displays the coded MedDRA term. Hover over the underlined term to view details in a hovercard. 

<a href="https://platform.veevavault.help/assets/images/saf-meddra-hovercard.png" data-lightbox="saf-meddra-hovercard.png" data-title="" data-alt="MedDRA Hovercard">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-meddra-hovercard.png" alt="MedDRA Hovercard" style="max-width: 55%;"  />
</a>

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: When coding <a href="#criteria">MedDRA criteria</a>, the hovercard displays the primary SOC only if you coded at the LLT or PT level. If you coded any other level of the hierarchy, the hovercard does not display the primary SOC.</p>
    </div>
  </div>
</div>



### Auto-Code a MedDRA Term {#auto-code}

To auto-code a term based on the reported text:

1. In the [supported field][5], enter the medical term as the source reported it.
2. Select **Auto-code**.

If Vault finds a match, it appears below the field. When coding [MedDRA criteria][13], Vault attempts to match the term to the least specific level of the [hierarchy][6], searching in priority order of SOC, HLGT, HLT, PT, and then LLT. Depending on your Admin's configuration, Vault may suggest a MedDRA code that closely matches the value you entered in the field and, in some cases, auto-code the suggested match. If you change the reported term after you code it, Vault displays a message that the reported term is modified.

If Vault does not find a match or if you don't want to proceed with the matched term, you can use the [_MedDRA Browser_][1] to select a term. If Vault doesn't find a high-confidence match, the browser opens when you select **Auto-code**.

### Browse for a MedDRA Term {#browse-for-a-meddra-term}

You can use the _MedDRA Browser_ to browse for a specific term in the MedDRA dictionary. When you open the browser, Vault filters the listed results by the value you entered in the field before opening the browser. When you search for a term, the _MedDRA Browser_ only searches for terms at the LLT level. Depending on your Admin's configuration, MedDRA coding suggestions appear first in the results. Otherwise, if an exact LLT match exists, that appears at the top of the results. Additional results are returned in order of closest match alphabetically. When coding [MedDRA criteria][13], the browser displays results in order of closest match alphabetically. The results section of the browser has columns for each [MedDRA organizational level][6]. 

Depending on your Admin's configuration, Vault may suggest possible matches if the reported term is not an exact match to a term in the MedDRA dictionary. Double (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-green-chevrons.png" alt="Green Chevrons" style=" width: 1rem;" />) or single (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-green-chevron.png" alt="Green Chevron" style=" width: 1rem;" />) green chevron icons next to suggested terms indicate the confidence level for the suggestion.

<a href="https://platform.veevavault.help/assets/images/saf-meddra-browse.png" data-lightbox="saf-meddra-browse.png" data-title="" data-alt="MedDRA Browser with Suggestions">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-meddra-browse.png" alt="MedDRA Browser with Suggestions" style="max-width: 90%;"  />
</a>

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: If configured by your Admin, when you select and confirm a MedDRA coding suggestion, Vault adds the reported term to the synonym candidate list.</p>
    </div>
  </div>
</div>



#### Use the MedDRA Browser {#meddra-browser}

You can browse the MedDRA dictionary to find a term. To do this:

1. Next to the [supported][5] field, select the **Advanced Search** (<img class="inline" src="https://platform.veevavault.help/assets/images/icon-binoculars.png" alt="Binoculars Icon" style="" />) icon to open the _MedDRA Browser_.
2. In the browser, you can do any of the following to search for the applicable term:
   * Browse the MedDRA hierarchy using the _Terms Hierarchy_ pane to navigate through the levels.
   * When coding [MedDRA criteria][13], use the hierarchy level drop-down (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-meddra-dropdown.png" alt="hierarchy level drop-down" style=" width: 6rem;" />) to the left of the search bar to filter the results by the selected level.
   * Filter terms by any level in the hierarchy. Select a term in the pane and then select **Apply**. Defined filters display at the top of the browser.
     * To change the filter, select another term and select **Apply** again.
     * To clear the filter, select the **X** icon next to the filter.
   * Filter results to include only terms that are part of a primary SOC by selecting the **Only Primary SOC** checkbox.
   * Search for a specific term by entering some or all of the term in the search bar and then select the **Search** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-execute-search.png" alt="Magnifying glass icon" style="" />) icon.
     * Page through the results using the **Next Page** (**>**) and **Previous Page** (**<**) icons at the bottom-right of the browser.
3. Select the term you want to code.
4. Select **Confirm**.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: The browser displays up to 5,000 search results.</p>
    </div>
  </div>
</div>



## Code A Multilingual MedDRA Term {#multilingual-meddra}

For [_Inbox Items_ and _Cases_][14], you can auto-code or browse for a term in [supported fields][5] in any <a href="/en/lr/01187/#languages">supported language</a>. Switch to a supported language by selecting it from the language drop-down next to the **Auto-code** button. On _Inbox Item_ fields, the drop-down defaults to the local language of the <a href="/en/lr/01285/#report">_Localization_ value</a>. If the _Localization_ field is blank, you can only code in English. 

When Vault finds a match to the entered term or any predefined synonym, you'll see a message indicating the auto-code was successful. The MedDRA term and code appear below the field in the selected language and English. Hover over either underlined term to view details in a [hovercard][12] in the corresponding language. You can select **Clear Selection** to remove the field values and coded terms. 

<a href="https://platform.veevavault.help/assets/images/saf-meddra-code-mulit.png" data-lightbox="saf-meddra-code-mulit.png" data-title="" data-alt="Successful MedDRA Auto-Code">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-meddra-code-mulit.png" alt="Successful MedDRA Auto-Code" style="max-width: 55%;"  />
</a>

You cannot auto-code unsupported languages. If you selected an unsupported language, Vault displays a question mark (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon-question.png" alt="Question Mark Icon" style="" />) icon to indicate that the selected language is not supported by MedDRA and the _Meddra Browser_ defaults to English. 

### How to Code a Multilingual Term

To code terms in any <a href="/en/lr/01187/#languages">supported language</a>:

1. Navigate to the [supported field][5].
2. From the language drop-down, select a supported language. For certain fields<sup id="fnref:1" role="doc-noteref"><a href="#fn:1" class="footnote" rel="footnote">1</a></sup>, the drop-down defaults to the _Localization_ value of the _Inbox Item_ and cannot be changed.
3. Enter the reported event in the applicable field:
   * In the supported field, enter the term in the selected language.
   * In the **ENGLISH** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-dual-language-local-intake-english-field-label.png" alt="English" style=" width: 4rem;" />) field below the supported field, enter the English translation. You must enter a value here if you selected an unsupported language.
4. Select **Auto-code**. This button is inactive if you selected an unsupported language and did not enter a term in the _English_ field. 

Vault searches for the reported term within the MedDRA dictionary in the applicable language. If Vault finds a match, the MedDRA term and code appear below the field.  <a id="non-j-current"></a>If the match corresponds to a <a href="/en/lr/01301/#meddra-j-currency">non-current Japanese term</a>, Vault displays the Japanese term differently depending on the object on which the field is coded:

* **Inbox Item**: Displays a dash (`-`) 
* **Case**: Displays the Japanese term

In both instances, Vault displays a _NON-CURRENT_ (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-non-current-tag.png" alt="Non-Current Tag" style=" width: 6rem;" />) tag next to the value. The equivalent non-English term and code are still active in the MedDRA dictionary.

If Vault does not find a match, you can use the multilingual _MedDRA Browser_ to find the term:

 1. Select the **Advanced Search** (<img class="inline" src="https://platform.veevavault.help/assets/images/icon-binoculars.png" alt="Binoculars-Icon" style="" />) icon to open the [_MedDRA Browser_][9]. When the browser opens, it displays terms in the selected supported language or English, depending on the field in which you entered the term and [your language settings][16].
   * If you selected **Japanese** from the language drop-down and entered a Japanese term, the **Only Current Terms** checkbox is selected when you open the browser, which displays only current Japanese MedDRA terms. You can unselect the checkbox to include non-current terms. When you do this, a _NON-CURRENT_ (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-non-current-tag.png" alt="Non-Current Tag" style=" width: 6rem;" />) tag displays next to non-current LLT terms, regardless of the term's Japanese MedDRA version. However, you must select a current term to confirm your selection and code the term.
2. Optional: To change the _MedDRA Browser_ language to display terms in English or the selected supported language:
   * Select the browser's **Actions** menu, then select the applicable language to display the equivalent term in the selected language.
   * <a id="language-settings"></a>To always open the multilingual _MedDRA Browser_ in English, select the **Default to English** checkbox. When selected, Vault opens the multilingual _MedDRA Browser_ in English for any [supported _Case_ fields][14].
3. Use the [_MedDRA Browser_][9] to code the term.

 <div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: If you select an English term that corresponds to a non-current Japanese term, Vault displays the Japanese term as <a href="/en/lr/01164/#non-j-current">non-current</a>.</p>
    </div>
  </div>
</div>



## Recode a MedDRA Term {#recode}

Vault warns you to recode a term if its MedDRA version is not in sync with the MedDRA version on the _Case_. This situation can occur in the following scenarios:

* Importing a _Case_ with multiple MedDRA versions.
* Manually changing the MedDRA version of a _Case_.
* Creating a follow-up _Case_ with _Active MedDRA Version_ enabled.
* Creating an _Inbox Item_ with a specific active MedDRA version and changing that version before promoting it to a _Case_.

Vault's MedDRA update logic ensures that most terms will not require recoding. However, some MedDRA changes may require recoding, such as a MedDRA term becoming non-current. For more information, refer to your MedDRA-provided documentation. When you need to recode a term, the _RECODE_ (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-recode-meddra-badge.png" alt="Recode Tag" style=" width: 4rem;" />) tag displays next to it in the _Events_ section of the _Inbox Item_. You can browse for a new term in the [_MedDRA Browser_][1] to recode the term. The term that requires recoding appears at the top of the results list in the browser with a _RECODE_ tag.

### Bulk Recode MedDRA-Coded Terms on Cases

When a new central MedDRA dictionary is activated in your Vault, hierarchy changes to MedDRA-coded terms are immediately reflected on active _Cases_ and _Inbox Items_. In addition, Vault supports fast and accurate bulk recoding of non-current MedDRA-coded terms on _Cases_. For more information, see <a href="/en/lr/01183/">Bulk Recode MedDRA-Coded Terms</a>.


[1]: #browse-for-a-meddra-term
[3]: #japanese-terms
[4]: #auto-code
[5]: #supported
[6]: #about
[9]: #meddra-browser
[10]: #multilingual-meddra
[12]: #code
[13]: #criteria
[14]: #inbox-items-cases
[15]: #studies
[16]: #language-settings