Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/Config/ConfiguringPatientCRM.htm

## Configuring Patient CRM

Before using Patient CRM, you should understand the components, and then configure the functionality for all users.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Components](#)

#### The Patient Attribute Object

While the account\_\_v object is the primary container for basic patient information, the patient\_attribute\_\_v object contains patient-specific information that enables patients to be processed in Patient Journeys, including sensitive or protected information critical to Patient CRM.

#### Patient Journeys

A Patient Journey refers to the flow of a patient within Patient CRM, from intake to fulfillment. Each journey is specific to one product and is highly customizable based on organizational need.

#### Patient Intake Forms

Patient intake forms are forms filled out for potential patients while in a practitioner's office for Patient CRM and submitted through a variety of methods. Currently, the only supported method for submitting a patient intake form is via fax, but more methods are planned in future releases. End users view patient intake forms and create patients based on the submitted information, which in turn creates a patient journey for the appropriate product.

### Configuring Patient CRM for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure Patient CRM for end users:

1. Ensure [Consent Capture](../../Multichannel/ConsentCapture/CCConfiguration.htm) is configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object Label (API) | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | Account (account\_\_v) | CRE | account\_patient\_\_v | All | Read |
   | Address (address\_\_v) | CRE | All | * city\_cda\_\_v * country\_\_v * fax\_cda\_\_v * fax\_2\_\_v * name\_\_v * postal\_code\_cda\_\_v * state\_province\_\_v | Read |
   | Adherence (adherence\_\_v) | CRE | adherence\_\_v | All | Edit |
   | Case (case\_\_v) | CRE | patient\_center\_case\_\_v | All | Edit |
   | Case Comment (case\_comment\_\_v) | CRE | n/a | All | Edit |
   | Conversation (case\_conversation\_\_v) | CRED | * * collaboration\_\_v   * email\_\_v   * fax\_\_v   * phone\_\_v   * veeva\_call\_\_v | All | Edit |
   | Case Note (case\_note\_\_v) | CRE | n/a | All | Edit |
   | Case Queue (case\_queue\_\_v) | CRE | n/a | All | Edit |
   | Case Timeline (case\_timeline\_\_v) | CRE | * case\_detail\_\_v * state\_change\_\_v * conversation\_\_v * comment\_\_v * note\_\_v | All | Edit |
   | Channel Assignment (channel\_assignment\_\_v) | CRE | * fax\_\_v * email\_\_v | All | Edit |
   | Consent Type (consent\_type\_\_v) | CRE | * approved\_email\_\_v * clm\_\_v | All | Edit |
   | Console Application Settings (console\_application\_settings\_\_v) | CRE | patient\_center\_\_v | All | Edit |
   | Country (country\_\_v) | R | n/a | n/a | n/a |
   | Coverage Verification (coverage\_verification\_\_v) | CRE | coverage\_verification\_\_v | All | Edit |
   | Domain (domain\_\_v) | R | n/a | All | Read |
   | Email Address (email\_address\_\_v) | R | n/a | All | Read |
   | Fulfillment (fulfillment\_\_v) | CRE | fulfillment\_\_v | All | Edit |
   | Locale (locale\_\_sys) | R | n/a | admin\_key\_\_sys | Read |
   | Message Node (message\_node\_\_v) | R | n/a | n/a | n/a |
   |
   | Note Comment (note\_comment\_\_v) | CRE | n/a | All | Edit |
   | Note Integration (note\_integration\_\_v) | CRE | onenote\_\_v | All | Edit |
   | Veeva Omnichannel (omniconnect\_integration\_\_v) | CRE | * amazon\_connect\_\_v * base\_\_v * five9\_\_v * genesys\_cloud\_\_v * microsoft\_phone\_\_v * standalone\_phone\_\_v | All | Edit |
   | Patient Attribute (patient\_attribute\_\_v) | CRE | n/a | All | Edit |
   | Patient Insurance (patient\_insurance\_\_v) | CRE | n/a | All | Edit |
   | Patient Journey (patient\_journey\_\_v) | CRE | patient\_crm\_patient\_journey\_\_v | All | Edit |
   | Patient Journey Association (patient\_journey\_association\_\_v) | CRE | n/a | All | Edit |
   | Patient Journey Step (patient\_journey\_step\_\_v) | CRE | * patient\_crm\_patient\_intake\_\_v * patient\_crm\_case\_\_v * patient\_crm\_coverage\_verification\_\_v * patient\_crm\_fulfillment\_\_v * patient\_crm\_adherence\_\_v | All | Edit |
   | Patient Journey Step Detail (patient\_journey\_step\_detail\_\_v) | CRE | * patient\_crm\_case\_\_v * patient\_crm\_patient\_intake\_\_v * patient\_crm\_coverage\_verification\_\_v * patient\_crm\_fulfillment\_\_v * patient\_crm\_adherence\_\_v | All | Edit |
   | Patient Journey Step Phase (patient\_journey\_step\_phase\_\_v) | CRE | patient\_crm\_patient\_journey\_step\_phase\_\_v | All | Edit |
   | Patient Journey Step Phase Detail (patient\_journey\_step\_phase\_detail\_\_v) | CRE | patient\_journey\_step\_phase\_detail\_\_v | All | Edit |
   | Patient Journey Step Relationship (patient\_journey\_step\_relationship\_\_v) | CRE | pcrm\_patient\_journey\_step\_relationship\_\_v | All | Edit |
   | Patient Prescription (patient\_prescription\_\_v) | CRE | n/a | All | Edit |
   | Product Catalog (product\_\_v) | CRE | n/a | All | Edit |
   | Received Email (received\_email\_\_v) | CRE | service\_center\_\_v | All | Edit |
   | Sent Email (sent\_email\_\_v) | R | console\_application\_settings\_\_v | All | Read |
   | Sent Fax (sent\_fax\_\_v) | CRED | patient\_crm\_\_v | All | Edit |
   | User (user\_\_sys) | R | n/a | n/a | n/a |
   | User Territory (user\_territory\_\_v) | R | n/a | n/a | n/a |
   | User to Channel (user\_to\_channel\_\_v) | R | n/a | n/a | n/a |
6. Navigate to the **Application** tab.
7. Select the following check boxes:
   * All Workflow
   * All Workflow Admin
   * Access API
   * Access
   * View User Profile
   * Show Create Button
   * All Document Actions
   * All Document Read
   * All Document Create
8. Navigate to the **Tabs** tab.
9. Grant access to the **Patient CRM** tab collection.
10. Grant access to the following tabs:
    * Library
    * Patient Center
    * Patients
11. Navigate to the **Pages** tab.
12. Grant access to the following pages:
    * Patient Center
    * New Patient Creation
13. Navigate to **Admin > Configuration > Objects > patient\_journey\_\_v > Layouts**.
14. Place the following fields on the appropriate layouts:
    * collect\_communication\_consents\_\_v
    * collect\_patient\_journey\_details\_\_v
    * collect\_patient\_journey\_affiliation\_\_v
    * collect\_insurance\_information\_\_v
    * collect\_prescription\_information\_\_v
15. Ensure [Matching Sharing Rules](https://platform.veevavault.help/en/lr/36122/) or [Custom Sharing Rules](https://platform.veevavault.help/en/gr/25494/) are configured to appropriately share records of the following objects with Patient CRM users:
    * account\_patient\_\_v
    * patient\_journey\_association\_\_v

#### Configuring Console Application Settings

Every Vault CRM instance using Patient CRM needs a console\_application\_settings\_\_v record, which controls various aspects of the module’s appearance:

1. Navigate to **Business Admin > Objects > console\_application\_settings\_\_v**.
2. Edit the existing record, or create a new one if one does not already exist.
3. Populate the following fields:
   * allow\_outbound\_communiations\_\_v - Enable to allow users to send outbound faxes to case-affiliated fax numbers
   * allow\_unverified\_outbound\_communications\_\_v - Enable to allow users to send outbound faxes to manually entered fax numbers
   * patient\_fields\_\_v – Enter a double-semicolon separated list of patient\_attribute\_\_v fields to display on the Patient Details page. Fields display in the order listed.
   * patient\_prescription\_card\_fields\_\_v – Enter a double-semicolon separated list of up to ten patient\_prescription\_\_v fields to display on the Patient Details page
   * patient\_insurance\_card\_fields\_\_v – Enter a double-semicolon separated list of up to ten patient\_insurance\_\_v fields to display on the Patient Details page
   * [preferred\_case\_details\_\_v](../ManagingCases/PreferredCaseDetails.htm) - Enter a double-semicolon separated list of case\_\_v field names to display case details in the My Cases case preview pane, for example, Case Owner, Product, or Category.. Use the format, case\_\_v.field\_\_v;;case\_\_v.field\_\_v.
   * patient\_journey\_detail\_fields\_\_v – Enter a double-semicolon separated list of up to ten patient\_journey\_association\_\_v fields to display in the Key Journey Details helper tab
   * hcp\_result\_card\_fields\_\_v – Enter a double-semicolon separated list of up to ten account\_\_v fields to display in the Providers section of the Providers and Facilities helper tab
   * hco\_result\_card\_fields\_\_v– Enter a double-semicolon separated list of up to ten account\_\_v fields to display in the Facilities section of the Providers and Facilities helper tab
4. Select **Save**.

### Related Topics

[Defining Patient Journeys](PatientJourneys.htm)

[Using Patient Intake Forms](../ManagingPatients/PatientIntakeForms.htm)

[Viewing Patient Details](../ManagingPatients/ViewPatientDetails.htm)

[Managing Patient HIPAA and Program Authorizations](../ManagingPatients/Authorizations.htm)