What is the Patient Journey?

Think of the Patient Journey as a roadmap for a specific product that can be customized according to a company’s specific needs.

Each Patient Journey is designed for a single product. This allows your organization to support multiple journeys if a patient is prescribed to more than one product.

You can customize the journey’s components to fit your team’s processes:

• Step Phase - The high-level stages of the journey, for example, Patient Intake, Coverage Verification, and Fulfillment. These phases are chronological as defined by Step Relationships.

• Step - The smaller milestones within each Step Phase. For example, within the Coverage Verification phase, you might have the steps Benefits Investigation and Prior Authorization.

To create a Patient Journey:

1. Navigate to Business Admin > Objects > Patient Journey.

2. Select +Create.

3. Select the Patient CRM Patient Journey type, select Continue.

4. Populate the Name, Status, and Country fields, optionally, populate additional fields.

5. Select Save.

6. Navigate to Business Admin > Objects > Patient Journey Step Phases.

7. Select +Create.

8. Populate the Name and Status field.

9. Populate the Order field with a number indicating the Step Phase's placement in the larger order.

10. Populate the Patient Journey field with the associated Patient Journey.

11. Select Save.

12. Navigate to Business Admin > Objects > Patient Journey Steps.

13. Select +Create.

14. Populate the Name and Status field.

15. Populate the Patient Journey field with the associated Patient Journey.

16. Populate the Patient Journey Step Phase with the Step Phase this Step falls under.

17. Select Save.