Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/26R1.2/NewIn26R1.2PCRM.htm

# What's New in Patient CRM 26R1.2

The 26R1.2 release includes features for:

* [Patient CRM](#Patient)
* [Vault CRM](NewIn26R1.2.htm)
* Align

## Release Dates

* Sandbox Release - May 21, 2026
* Production Release - May 28, 2026

[New Fields](#New) and [New Objects](#New2) are also included.

## Patient CRM

[Five9 for Patient CRM - Available on Browser](../../PatientCRM/Config/PCRMOmniConnect.htm)

Five9 for Patient CRM streamlines communication by providing an embedded interface to answer, disconnect, hold, and transfer calls without leaving the Vault CRM application. Users benefit from real-time access to interaction history and account data while engaging with callers, which increases efficiency and improves the accuracy of communication records.

# 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.

## Patient CRM

| Platform | Description | Before | After |
| --- | --- | --- | --- |
| Browser | During new patient intake, the Clear button is replaced with the Clear All Fields button. Selecting this button displays a confirmation modal before deleting populated fields. | n/a |  |
| Browser | Selecting AI Auto-Fill when fields contain manually populated data now displays an Overwrite with AI Auto-Fill confirmation modal before deleting populated fields. | n/a |  |
| Browser | AI Auto-Fill now populates the Program Authorization and HIPAA Authorization fields during new patient intake. | n/a |  |
| Browser | Refreshing the Case Inbox now loads new inbound faxes. | n/a | n/a |
| Browser | Ongoing edits to Patient Document cards and Case Document tabs are now maintained when navigating to sibling sub-tabs. A confirmation modal displays when closing the sub-tab. | n/a |  |
| Browser | Inbound faxes used during patient intake now automatically classify with the Enrollment Form subtype upon completion. | n/a | n/a |
| Browser | The Providers and Facilities menu now includes a Remove Primary option for providers and facilities where Primary? is set to Yes, enabling users to remove primary designation directly. | n/a |  |

# 26R1.2 Feature Enablement and Availability

The following table provides an explanation of feature enablement and user impact.

| Patient CRM Feature Availability and Enablement | | | | | | | |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Feature | User  Visible  Change | Configuration Required | Browser | CRM Desktop (Windows) | iPad | iPhone | Windows |
| [Five9 for Patient CRM - Available on Browser](../../PatientCRM/Config/PCRMOmniConnect.htm) | No | Yes |  |  |  |  |  |

# New Objects

No new objects were added in Patient CRM 26R1.2.

# New Fields

No new fields were added in Patient CRM 26R1.2.