How does the Patient Adherence process work?

The core of Patient Adherence is a cycle of patient outreach and documentation.

  1. Enrollment - A patient is enrolled in check-in as part of their Patient Journey.

  2. Assignment - A Patient Educator is assigned to the patient.

  3. Automatic Scheduling - Patient CRM schedules the first check-in based on the check-in enrollment date, as defined by the CRM admin

  4. Check-In Completion - The Patient Educator completes and documents their check-in, closing the Adherence record.

  5. Rolling Creation - Patient CRM automatically schedules the next check-in as long as the Patient Journey is active.

What are the key types of records?

To manage Patient Adherence effectively, Patient CRM uses three types of records:

  • Adherence Record - Linked to the Patient Journey and stores the overall enrollment status and assigned Patient Educator

  • Check-In Detail Record - Stores an individual check-in’s details, for example, date, status, or notes

  • Check-In Activity Record - A system-managed log of all events populating the Activity Feed, for example, completed calls and cadence changes. Values are stamped at the time of creation, preserving an accurate historical record.