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

## Creating and Managing Patients in Vault CRM

Users can create and manage Patient records within core Vault CRM with synchronized parent (Account) and child (Patient Attribute) records. This allows organizations to view and manage their patient schemas directly within core Vault CRM, without requiring a configured Patient CRM application.

**Who can use this feature?**

* End Users - Available on Browser
* [Creating Patients](#Creating)
* Business Admin Users - Available on Browser
* [Managing Patient Attributes](#Managing)
* Users do not require an additional license (If other licensing is required, use that snippet instead)

### Related Topics

[Patient CRM Overview](../Overview.htm)

[Configuring Patient CRM](../Config/ConfiguringPatientCRM.htm)

### Configuring Patients in Core Vault CRM for

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

To configure this feature:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select the **Objects** tab.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_\_v | CRE | account\_patient\_\_v | All applicable fields | Edit |
   | patient\_attribute\_\_v | CRE | n/a | All applicable fields | Edit |
5. Navigate to the **Pages** tab.
6. Grant View permission for the **New Patient Creation** page.

### Creating Patients in Core Vault CRM as

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

To create Patient records in core Vault CRM:

1. Navigate to the **New Patient Creation** page.
2. Select **Create**.
3. Populate the Create Patient page fields.
4. Select **Save**.

### Managing Patient Attributes in Core Vault CRM as

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

To view and manage Patient Attribute records:

1. Navigate to **Business Admin > Objects > Patient Attributes**.
2. Select the appropriate Patient Attribute record.
3. Optionally, select the Patient Attribute record’s corresponding edit icon to edit fields.