What's New in Patient CRM 26R2.2
This topic provides information about the Patient CRM 26R2.2 release, including important dates and release announcements.
All dates listed are subject to change.
Release Dates
- September 3, 2026 – Release Notes available
- September 10, 2026 – Sandbox Release
- September 17, 2026 – Production Release
New Fields and New Objects are also included.
Patient CRM
This release gives Patient CRM users more flexibility to reflect how care unfolds. Concurrent and Optional journey step phases allow multiple stages of a care program to run at the same time, or proceed as optional, helping keep a patient’s progress moving smoothly through their care plan. Adherence tracking also becomes more adaptable, with users now able to edit and update notes as new information comes in.
Concurrent and Optional Journey Phases - Available on Browser
Concurrent and optional Journey Phase Steps allow multiple stages of a care program to remain active simultaneously or run as optional, preventing operational bottlenecks from stalling a patient’s progress.
Editable Adherence Notes - Available on Browser
Patient CRM users can now edit and update Adherence check-in notes.
User Visible and Behavior Changes (UVCs)
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 |
Section headers are removed from the right-panel when viewing a Patient Journey. |
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Browser |
Existing Adherence notes have a corresponding Pencil icon to edit notes. |
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Browser |
When a Patient Journey Phase is eligible to start, the button text now displays, Start, instead of, Advance. |
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26R2.2 Feature Enablement and Availability
The following table provides an explanation of feature enablement and user impact.
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Patient CRM Feature Availability and Enablement |
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|---|---|---|---|---|---|---|---|
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Feature |
User |
Configuration |
Browser |
CRM Desktop |
iPad |
iPhone |
Windows |
| Concurrent and Optional Journey Phases - Available on Browser | No | Yes |
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Yes |
No |
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New Fields
The table below contains all fields added in Patient CRM 26R2.2. The fields are organized by object.
| Object | Field | Field Label | Description | Type |
|---|---|---|---|---|
| check_in_activity__v | activity_comment_edited_date__v | Activity Comment Edited Date | Indicates When the original check-in note was most recently edited. | DateTime |
| patient_journey_step_phase__v | allowed_concurrent_phases__v | Allowed Concurrent Phases | The Patient Journey Step Phase record IDs of the phases that are eligible to run concurrently with this phase. Format = ID;;ID;;ID | String |
| patient_journey_step_phase__v | require_phase_completion_before_start__v | Require Phase Completion Before Start | The Patient Journey Step Phase record IDs of the phases that must be completed before this phase is eligible to be started. Format = ID;;ID;;ID | String |
