What's New in Patient CRM 25R2.0
The 25R2.0 release includes features for:
Release Dates
- Sandbox Release - August 7, 2025
- Production Release - August 21, 2025
New Fields and New Objects are also included.
Creating Patients in Patient CRM - Available on Browser
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.
Using Patient Intake Forms - Available on Browser
Once potential patients fill out and submit the appropriate patient intake form, end users can process the form via a standardized enrollment process to begin the case associated with the patient journey. This information is captured directly within the Patient Center tab, reducing intake time and improving the accuracy of patient data.
Viewing Patient Details - Available on Browser
End users can view a patient’s information via the Patient Details tab. This tab serves as a comprehensive view of the patient’s information, their progress on the Patient Journeys they may be involved in, as well as prescription and insurance details.
Advancing Patient Journeys - Available on Browser
Patient journeys have phases and steps within those phases that must be completed by end users to advance the patient in Patient CRM. End users can view, review, and advance patient journeys either from the patient or from an associated case.
Discontinuing Patient Journeys - Available on Browser
A variety of factors may prevent a patient from completing a Patient Journey. In these cases, end users can discontinue the patient journey and have the stage and step the discontinuation occurred in reflected on the patient's detail page.
Completing Patient Journeys - Available on Browser
Patient Journeys can end as patients complete the defined journey steps.
Monitoring Patient Journey Statistics - Available on Browser
End users can use the Patient Center Overview tab to quickly view statistics about a specific Patient Journey, including monitoring patient volumes, adherence, and unresolved escalations.
Flightpath
Flightpath is an educational tool where you'll find overviews and examples to walk you through how to leverage Patient CRM features and functionality:
25R2.0 Feature Enablement and Availability
The following table provides an explanation of feature enablement and user impact.
|
Patient CRM Feature Availability and Enablement |
||||||
|---|---|---|---|---|---|---|
|
Feature |
User |
Configuration |
Browser |
CRM Desktop |
iPad |
iPhone |
|
No |
Yes |
|
|
|
|
|
|
No |
Yes |
|
|
|
|
|
|
No |
Yes |
|
|
|
|
|
|
No |
Yes |
|
|
|
|
|
|
No |
Yes |
|
|
|
|
|
|
No |
Yes |
|
|
|
|
|
|
Monitoring Patient Journey Statistics - Available on Browser |
No |
Yes |
|
|
|
|
New Objects
The table below contains all new objects added in Patient CRM 25R2.0.
|
Object |
Label |
Description |
|---|---|---|
|
|
New Fields
The table below contains all fields added in Patient CRM 25R2.0. The fields are organized by object.
|
Object |
Field Name |
Field Label |
Description |
Type |
|---|---|---|---|---|
| adherence__v | enrolled_in_adherence__v | Enrolled in Adherence | This field enables the user to determine that the patient is enrolled in adherence, this value is needed to calculate the patient adherence rate. | Yes/No |
| patient_attribute__v | vcountry__v | Country | Country value | Object |
| patient_journey_association__v | enrolled__v | Enrolled | Captures Patient Journey Associations records with a Lifecycle State = Active/Enrolled; For X-Pages use | Yes/No |
| patient_journey_association__v | in_therapy__v | In Therapy | Auto-populates to Yes when the the Patient Journey Step Phase indicated as the entered therapeutic phase ('Enter Therapeutic Phase' = Yes) record is created. | Yes/No |
| patient_journey_association__v | in_therapy_start_date__v | In Therapy Start Date | Auto-populates with the datetime stamp when the the Patient Journey Step Phase indicated as the entered therapeutic phase is created and the In-Therapy field is set to Yes. | DateTime |
| patient_journey_association__v | is_discontinued__v | Is Discontinued | Captures Patient Journey Associations records with a Lifecycle State = Discontinued. | Yes/No |
| patient_journey_association__v | time_to_therapy_days__v | Time To Therapy (Days) | Stores the number of days from patient enrollment to therapy; For X-Pages use. | Number |
| patient_journey_step_phase__v | enter_therapeutic_phase__v | Enter Therapeutic Phase | This field enables the user to determine which step (1) reflects that the patient has entered therapy, this value is needed to calculate the average length of time (days) for patients from journey enrollment to the start of therapy. | Yes/No |
| patient_journey_step_phase_detail__v | step_phase_completion_date__v | Step Phase Completion Date | This field auto-populates the date/timestamp (UTC) when a Patient Journey Step Phase Detail 'Step Status' = Complete, this value is needed to calculate the average time patients spend in a phase. | DateTime |
| patient_journey_step_phase_detail__v | time_in_phase_days__v | Time in Phase (Days) | This field stores the number of days spent within the phase; For X-Pages use. | Number |
