Creating and Managing Patients in Vault CRM
Users can create and manage Patient records within core Vault CRM with synchronized parent (Account) and child (Patient Attribute) records. This allows organizations to view and manage their patient schemas directly within core Vault CRM, without requiring a configured Patient CRM application.
Who can use this feature?
- End Users - Available on Browser
- Creating Patients
- Business Admin Users - Available on Browser
- Managing Patient Attributes
- Users do not require an additional license (If other licensing is required, use that snippet instead)
Configuring Patients in Core Vault CRM for
All Users
To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Object Object Permission Object Types Fields Field Permission account__v CRE account_patient__v All applicable fields Edit patient_attribute__v CRE n/a All applicable fields Edit - Navigate to the Pages tab.
- Grant View permission for the New Patient Creation page.
