What's New in Patient CRM 25R3.0
The 25R3.0 release includes features for:
The 25R3.0 release includes features from the following Vault CRM minor releases:
Release Dates
- Sandbox Release - November 20, 2025
- Production Release - December 4, 2025
New Fields and New Objects are also included.
Patient CRM
Searching in the Case Inbox Tab in Patient CRM - Available on Browser
To more efficiently search for cases, tasks, and Patient Journeys in Patient CRM, users can search across a variety of attributes directly within the My Cases, My Tasks, and My Patient Journeys views in the Case Inbox tab.
Displaying Preferred Case Details in Patient CRM - Available on Browser
To streamline workflows and boost productivity, organizations can choose to display additional Preferred Case Details fields to end users. This additional information empowers users to triage, route, and resolve issues faster.
User Visible and Behavior Changes
Most new functionality requires some configuration, however users are able to use the following functionality immediately. Select the thumbnail to view a larger image.
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Platform |
Description |
Before |
After |
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Browser |
To provide easy access to full case details, a Case Details tab is available in the center pane of the Case Console. Fields display according to the Case object layout. |
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Browser |
For clarity and readability, Patient CRM labels are updated to remove the word Case, with the exception of Case Details. |
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Browser |
To enable users to view and upload documents relevant to their cases, a Documents tab displays in full case views. |
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25R3.0 Feature Enablement and Availability
The following table provides an explanation of feature enablement and user impact.
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Vault CRM Feature Availability and Enablement |
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|---|---|---|---|---|---|---|---|
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Feature |
User |
Configuration |
Browser |
CRM Desktop |
iPad |
iPhone |
Windows (Beta) |
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Searching in the Case Inbox Tab in Patient CRM - Available on Browser |
No | Yes |
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Displaying Preferred Case Details in Patient CRM - Available on Browser |
No | Yes |
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New Objects
The table below contains all new objects added in Patient CRM 25R3.0.
| Object Name | Object Label | Description |
|---|---|---|
| case_material__v | Case Material | Stores the case materials for a case. |
New Fields
The table below contains all fields added in Patient CRM 25R3.0. The fields are organized by object.
| Object | Field Name | Field Label | Description | Type |
|---|---|---|---|---|
| case_material__v | case__v | Case | The case the case material is associated with. | Object |
| case_material__v | document__v | Document | The document associated to the case. | Object |
| case_material__v | document_unbound__v | Document (unbound) | n/a | Number |
| case_material__v | link__sys | Link | n/a | Text |
| case_material__v | name__v | Name | n/a | Text |
| case_material__v | status__v | Status | The status of the record. | Picklist |
| console_application_settings__v | preferred_case_details__v | Preferred Case Details | Double semicolon delimited list that identifies up to 6 Case Object fields. | Text |
