Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingCases/AssociatedCases.htm

## Associated Cases in Patient CRM

End users can view the Associated Cases section of a Patient Journey for a complete list of cases related to the same product as the journey. This ensures ad hoc interactions and non-journey related cases are still visible within Patient CRM, providing a robust picture of the patient’s relationship with the product.

**Who can use this feature?**

* End Users – Browser
* [Viewing Associated Cases](#Viewing)
* Users require a Patient CRM License

### Configuring Associated Cases for

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

To configure this feature:

1. Ensure [Configuring Patient CRM](../Config/ConfiguringPatientCRM.htm) is complete.
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 | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | Case (case\_\_v) | R | patient\_crm\_\_v | is\_ad\_hoc\_\_v | Edit |
   | * case\_subject\_\_v * state\_\_v * case\_owner\_\_v * product\_\_v | Read |
   | Patient Journey (patient\_journey\_\_v) | R | n/a | product\_\_v | Read |

### Viewing Associated Cases as

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

To view cases associated with a patient, navigate to the Associated Cases section of the appropriate Patient Detail page.

![](../../../Resources/Images/PatientCRM/AssociatedCases.png)

This section automatically populates with cases where the product of the case matches the product of the associated Patient Journey, even if the case is not linked to a specific journey phase.

### Related Topics

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

[Searching in the Case Inbox Tab in Patient CRM](CaseInboxTabSearch.htm)