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

## Patient CRM Overview

Vault Patient CRM is a customer relationship management application with patient journey capabilities and a patient-centric data model to compliantly manage Protected Health Information & Personally Identifiable Information (PHI/PII) data and patient services programs on the Vault Platform.

Patient CRM:

Enables comprehensive patient support through detailed journey tracking

Monitors treatment progression

Provides personalized intervention management

Generates real-world data insights

This functionality supports pharmaceutical companies in optimizing therapeutic outcomes, advancing precision medicine initiatives, and improving patient adherence through data-driven analysis of individual patient experiences.

Users require a Patient CRM License. See [Vault CRM Licensing Overview](../Getting_Started/Licenses.htm) for more information.

Not all features are available on all platforms. For a list of available platforms for each feature, see [Platform Functionality](../Platforms.htm).

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

Patient CRM has several types of users, each with unique roles and activities:

* Business Admin Users
* Define Patient Journeys for products
* End Users
* Process Patient Intake Forms
* Create cases
* Edit patient records to progress Patient Journeys

### Related Topics

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

[Defining Patient Journeys](Config/PatientJourneys.htm)

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

[Introduction to Patient CRM Flightpath](https://vaultcrmflightpath.veeva.com/doc/Content/PatientCRM/PatientCRMIntro/1-Intro.htm)