To configure this feature, ensure the following features are configured:

• Configuring Patient CRM
• Defining Patient Journeys
• Managing Care Team Members

Business admin users can create and define custom objects and their associated lifecycles, then associate that object with a Patient Journey Step:

1. Navigate to Admin > Configuration > Objects.

2. Create the appropriate custom object.

   Ensure the name__v field on the custom object is system-managed.

3. Navigate to Admin > Configuration > Objects > patient_journey_step__v > Object Types.
4. Create a new object type with a name matching the custom object.
5. Grant the new object type access to all of the same fields as the adherence__v object type, except for the adherence__v field.
6. Navigate to Admin > Configuration > Objects > patient_journey_step_detail__v > Object Types.
7. Create a new object type with a name matching the custom object.
8. Grant the new object type access to all of the same fields as the adherence__v object type, except for the adherence__v field.
9. Navigate to Fields.

10. Create an Object Reference field referencing the custom object.

    Ensure the new field is made available to the newly created object type.

Creating the Custom Lifecycle

Once the object, fields, and object types have been defined, business admin users can create the appropriate custom lifecycle:

1. Navigate to Admin > Configuration > Object Lifecycles.

2. Create the appropriate lifecycle for the custom object. See Configuring Object Lifecycles for more information on creating lifecycles for objects.

   Ensure the lifecycle has matching Application Roles to support automatic Care Team assignment.

3. Navigate to Admin > Configuration > Objects.
4. Select the custom object.
5. Update the object lifecycle to the newly created lifecycle.
6. Ensure Matching Sharing Rules and/or Custom Sharing Rules are configured to appropriately share records of the custom object with Patient CRM users.
7. Navigate to Business Admin > Patient Journey Steps.
8. Edit or create the appropriate step.
9. Select the newly created object type corresponding to the custom object.
10. Select Continue.

11. Populate the following fields:

    • Patient Journey – Select the appropriate Patient Journey
    • Patient Journey Step Phase – Select the appropriate Patient Journey Step Phase
12. Select Save.

When end users and Care Team Members initiate a Patient Journey Step associated with a custom object and lifecycle, the necessary records for the custom object are automatically created and assigned appropriately.