The Patient Attribute Object

While the account__v object is the primary container for basic patient information, the patient_attribute__v object contains patient-specific information that enables patients to be processed in Patient Journeys, including sensitive or protected information critical to Patient CRM.

Patient Journeys

A Patient Journey refers to the flow of a patient within Patient CRM, from intake to fulfillment. Each journey is specific to one product and is highly customizable based on organizational need.

Patient Intake Forms

Patient intake forms are forms filled out for potential patients while in a practitioners office for Patient CRM and submitted through a variety of methods. Currently, the only supported method for submitting a patient intake form is via fax, but more methods are planned in future releases. End users view patient intake forms and create patients based on the submitted information, which in turn creates a patient journey for the appropriate product.

To configure Patient CRM for end users:

1. Ensure Consent Capture is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	CRE	account_patient__v	All	Read
   adherence__v	CRE	adherence__v	All	Edit
   case__v	CRE	patient_center_case__v	All	Edit
   case_comment__v	CRE	n/a	All	Edit
   case_note__v	CRE	n/a	All	Edit
   case_queue__v	CRE	n/a	All	Edit
   case_timeline__v	CRE	case_detail__v state_change__v conversation__v comment__v note__v	All	Edit
   channel_assignment__v	CRE	fax__v email__v	All	Edit
   consent_type__v	CRE	approved_email__v clm__v	All	Edit
   console_application_settings__v	CRE	patient_center__v	All	Edit
   conversation__v	CRE	phone__v email__v veeva_call__v collaboration__v	All	Edit
   country__v	R	n/a	n/a	n/a
   coverage_verification__v	CRE	coverage_verification__v	All	Edit
   domain__v	R	n/a	All	Read
   email_address__v	R	n/a	All	Read
   fulfillment__v	CRE	fulfillment__v	All	Edit
   microsoft_authorization__v	CRE	n/a	All	Edit
   note_comment__v	CRE	n/a	All	Edit
   note_integration__v	CRE	onenote__v	All	Edit
   omniconnect_integration__v	CRE	amazon_connect__v genesys_cloud__v	All	Edit
   patient_attribute__v	CRE	n/a	All	Edit
   patient_insurance__v	CRE	n/a	All	Edit
   patient_journey__v	CRE	patient_crm_patient_journey__v	All	Edit
   patient_journey_association__v	CRE	n/a	All	Edit
   patient_journey_step__v	CRE	patient_crm_patient_intake__v patient_crm_case__v patient_crm_coverage_verification__v patient_crm_fulfillment__v patient_crm_adherence__v	All	Edit
   patient_journey_step_detail__v	CRE	patient_crm_case__v patient_crm_patient_intake__v patient_crm_coverage_verification__v patient_crm_fulfillment__v patient_crm_adherence__v	All	Edit
   patient_journey_step_phase__v	CRE	patient_crm_patient_journey_step_phase__v	All	Edit
   patient_journey_step_phase_detail__v	CRE	patient_journey_step_phase_detail__v	All	Edit
   patient_journey_step_relationship__v	CRE	pcrm_patient_journey_step_relationship__v	All	Edit
   patient_prescription__v	CRE	n/a	All	Edit
   product_catalog__v	CRE	n/a	All	Edit
   received_email__v	CRE	service_center__v	All	Edit
   user_to_channel__v	R	n/a	n/a	n/a

6. Navigate to the Application tab.

7. Select the following check boxes:

   • All Workflow
   • All Workflow Admin
   • Access API
   • Access
   • View User Profile
   • Show Create Button
   • All Document Actions
   • All Document Read
   • All Document Create
8. Navigate to the Tabs tab.
9. Grant access to the Patient CRM tab collection.

10. Grant access to the following tabs:

    • Library
    • Patient Center
    • Patients
11. Navigate to the Pages tab.

12. Grant access to the following pages:

    • Patient Center
    • New Patient Creation

Configuring Sharing Rules

To ensure only the appropriate Patient CRM records display to Patient CRM users, admins must create several sharing rules that apply specifically to Patient CRM users:

1. Navigate to Admin > Users & Groups > Groups.
2. Create a new Group named Patient CRM Group.
3. Add the security profile used for Patient CRM to this group.
4. Navigate to Admin > Configuration > Objects > account__v > Object Types > account_patient__v.
5. Ensure the Active check box is selected.
6. Navigate to the Details tab on the account__v object.
7. Select the Enable Custom Sharing Rules check box.

8. Navigate to the Sharing Rules tab on the object.

   The browser page may need to be refreshed to display this tab.

9. Select + Create.
10. Populate the following fields:

• Label – The sharing rule’s label
• Name – The sharing rule’s name

• Criterial VQL – Populate with the following:

  object_type__v = 'OOT00000001G019'

  See Using Criteria VQL to Filter Records for more information.

1. Select Save.
2. Select Add in the Roles section of the new sharing rule.
3. Add the group created in Step 2 to the Viewer role.
4. Navigate to Admin > Configuration > Objects > patient_journey_association__v > Details.
5. Select the Enable Custom Sharing Rules check box.

6. Navigate to the Sharing Rules tab on the object.

   The browser page may need to be refreshed to display this tab.

7. Select + Create.

8. Populate the following fields:

   • Label – The sharing rule’s label
   • Name – The sharing rule’s name

   • Criterial VQL – Populate with the following:

     name__v !=''

     See Using Criteria VQL to Filter Records for more information.

9. Select Save.
10. Select Add in the Roles section of the new sharing rule.
11. Add the group created in Step 2 to the Editor role.

Configuring Console Application Settings

Every Vault CRM instance using Patient CRM needs a console_application_settings__v record, which controls various aspects of the module’s appearance:

1. Navigate to Business Admin > Objects > console_application_settings__v.
2. Edit the existing record, or create a new one of one does not already exist.

3. Populate the following fields:

   • patient_fields__v – Enter a double-semicolon separated list of patient_attribute__v fields to display on the Patient Details page. Fields display in the order listed.
   • patient_prescription_card_fields__v – Enter a double-semicolon separated list of up to ten patient_prescription__v fields to display display on the Patient Details page
   • patient_insurance_card_fields__v – Enter a double-semicolon separated list of up to ten patient_insurance__v fields to display on the Patient Details page
4. Select Save.