Creating X-Pages in Patient CRM

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Creating X-Pages in Patient CRM

X-Pages in Patient CRM allows organizations to surface external patient, patient journey, or clinical data directly within the Patient Center Case console view. By integrating custom data visualizations, Patient Center users can view parallel data alongside case records, reducing context switching and streamlining patient support.

Who can use this feature?

Content Creators - Browser
Creating Patient CRM X-Pages
Content Creators - Browser
Viewing X-Pages in the Case View
Users require a Patient CRM License

Configuring X-Pages in Patient CRM for

Content Creators

To configure this feature:

Ensure the following are complete:
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select Objects > html_report__v.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
html_report__v	CRED	patient_center_case_tab__v	case_category_tab_visibility__v created_by__v created_date__v description__v review_before_submit__v external_id__v global_id__sys html_report_status__v object_type__v id modified_by__v modified_date__v link__sys object_recordtype__v object_type__v ownerid__v page_url__v platform__v profile__v publish_process_timestamp__v name__v sharing_group__v status__v publish_status_details__v studio_id__v studio_version__v	Edit

Navigate to the Object Action Permissions section.
Ensure the Execute permission is granted to the Publish object action for the appropriate object type(s).
Navigate to Admin > Configuration > Objects > html_report__v > Object Types tab > Actions.
Ensure the Publish permission is enabled for the appropriate object type actions.

Creating Patient CRM X-Pages as

Content Creators

Content creators use X-Pages Studio to create, edit, and publish X-Pages for Patient Center. X-Pages display as their own tabs in the Case view.

To create a Patient CRM X-Page in X-Pages Studio:

Sign into X-Pages Studio.
Select New Page from the X-Pages Studio home page to open the New Page modal:
- Page Name - Enter the page name as it should display to users
  When creating Patient Center Case Tab type X-Pages, use concise titles as the Case Tab only displays the first 20 characters.
- Description - Optional context to help identify the page
- Page Type - Select the appropriate entry point, or where the page will display:
  - Patient Center Overview
  - Patient Center Case Tab
- Team - Select the appropriate team
- Test User - Select a test user to preview content. The test user’s permissions are used for the data palette and layout.
- Test Record - Select the case or account record to use when previewing data
Select Create.
Use the Data tab to specify the information displayed on the page. See Adding Data to X-Pages in X-Pages Studio for more information.
Navigate to the Layout tab to customize and arrange the visual layout of the data elements. See Defining X-Page Layouts for more information.
Navigate to the Preview tab to confirm the X-Page’s data and layout.
Navigate to the Deploy tab to publish the X-Page to the appropriate connected Vaults. See Deploying Pages to Vault CRM in X-Pages Studio for more information.