Creating Patients in Patient CRM
Patient information in Patient CRM is split across the account__v and patient_attribute__v objects. These two objects work in conjunction with one another to provide a comprehensive view of a patient in Patient CRM. End users can create patients, including both of their associated records, in one simplified action, reducing manual effort and ensuring data integrity.
Who can use this feature?
- Browser Users
- Users require a Patient CRM License
- End Users
Configuring Creating Patients in Patient CRM for
End Users
To configure this feature, ensure Configuring Patient CRM is complete.
Creating Patients as
End Users
To create patients:
- Navigate to the Patient Attributes tab.
- Select Create.
- Populate all appropriate fields, including the patients name, address, and any Personally Identifiable Information (PII) and Protected Health Information (PHI).
- Select Save.
Both the patient_attribute__v and its parent account__v records are created.
