Excel Add-In for Vault CRM

Build 25.0.9434

PatientJourneys

Represents the high-level progression of a patient through treatment or care stages.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the patient journey record in the system, used as a primary key to track and reference individual journeys.

Patient Journey Type String True

The type of patient journey being tracked, categorizing the journey based on specific criteria such as treatment, diagnosis, or care stages.

Global ID String True

A globally unique identifier assigned to the patient journey record, typically used for integration with other systems and data sources.

Link String False

A hyperlink or URL that links to the full details of the patient journey, providing easy access to related resources or external references.

Name String False

The name or title assigned to the patient journey, which may represent a specific case, program, or study associated with the journey.

Status String False

The current status of the patient journey, such as active, completed, in-progress, or pending, indicating its progress and stage.

Created By String True

The user or system responsible for creating the patient journey record, helping track the originator for auditing and tracking purposes.

Created Date Datetime True

The date and time when the patient journey record was created, providing a timestamp for when the journey was initiated in the system.

Last Modified By String True

The user or system responsible for the last modification of the patient journey record, essential for tracking changes over time.

Last Modified Date Datetime True

The date and time when the patient journey was last modified, allowing users to see when the record was last updated or edited.

Description String False

A textual description of the patient journey, providing context or additional details to explain the record, such as the patient's experience or history.

Patient Journey Status String False

The specific status associated with the journey, indicating milestones, stages, or the overall health of the patient journey at any given point.

Legacy CRM Id String False

The identifier used in the legacy Customer Relationship Management (CRM) system to reference the patient journey, facilitating data migration or integration.

Account Plan String False

The account plan associated with the patient journey, detailing the strategies, goals, and action items related to the journey and its management.

Account String False

The account associated with the patient journey, which may represent a healthcare provider, organization, or individual managing the journey.

Product String False

The product(s) linked to the patient journey, which could include pharmaceuticals, medical devices, or treatments relevant to the patient's journey.

Owner String False

The user or system responsible for the ownership and management of the patient journey record, usually a team member or department.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9434