Patient Journey Data Model

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The Patient Journey data model can be used to create patient journeys that describe the series of steps a patient will normally experience as they navigate the healthcare system for a given condition or treatment, not their individual journey. These journeys can be created generically for a product, or they can be tailored for a specific account. This data model allows you to do the following:

  • Define steps representing the various interaction points or milestones for the patient journey
  • Group journey steps in broader phases representing stages of the journey, such as Diagnosis, Treatment, or Monitoring.
  • Associate a step in a journey with data in CRM to call out that a step is related to a specific Account, Key Stakeholder, or Account Plan strategy. This is especially helpful when defining account-level patient journeys, as this can help expose things like referral patterns through an organization, and be used to visualize how aspects of an Account Plan impact the different stages of a patient journey within an account.

For example, Bob Brown, a Brand Manager for Verteo BioPharma, wants to create a patient journey visualization that his team members can use to detail what a typical patient might go through if they were to be prescribed Cholecap. He defines the steps for diagnosis, treatment, and monitoring. Finally, he creates a visualization that displays the journey stages.

Creating a Visualization Using the Journey Data Model

Customers can create their own visualizations for these journeys, or if you need help integrating patient journeys with your specific business requirements, contact your Account Partner. If MyInsights is used to create a visualization to view and manage the patient journey, then you can define where in Veeva CRM you want to display the visualization, such as within an Account Plan, Account page, or the Home Page and on which platforms.

Implementing the customer journey data model is up to each organization. This is an example of how the data model can be implemented.

Data Model - Objects

Object Label

Object Name

Object Description
Patient Journey Patient_Journey_vod High-level information about a patient journey.
Patient Journey Step Patient_Journey_Step_vod An individual step within a patient journey.
Patient Journey Step Relationship Patient_Journey_Step_Relationship_vod The relationships between steps within a patient journey.
Patient Journey Step Phase Patient_Journey_Step_Phase_vod Groupings of steps that all relate to a specific phase within a patient journey.
Patient Journey Step Detail Patient_Journey_Step_Detail_vod Details for a given step within a journey, such as the accounts or strategies associated with a step.

Data Model - Fields

Object Name

Field Label

Field Name

Data Type

Field Description
Patient_Journey_vod Name Name Text  
Patient_Journey_vod Description Description_vod Text Description of the patient journey.
Patient_Journey_vod Product Product_vod Lookup (Product Catalog) Product associated with the patient journey.
Patient_Journey_vod Account Plan Account_Plan_vod Lookup (Account Plan) Account plan associated with the patient journey.
Patient_Journey_vod Account Account_vod Lookup (Account) Account associated with the patient journey.
Patient_Journey_vod Status Status_vod Picklist Status of the patient journey.
Patient_Journey_Step_Phase_vod Name Name Text  
Patient_Journey_Step_Phase_vod Description Description_vod Text Description of the patient journey step phases.
Patient_Journey_Step_Phase_vod Order Order_vod Number Order of the patient journey step phase in relation to the other phases associated with the same patient journey.
Patient_Journey_Step_Phase_vod Status Status_vod Picklist Status of the patient journey step phase.
Patient_Journey_Step_Phase_vod Patient Journey Patient_Journey_vod Master - Detail Patient journey that contains the patient journey step phase.
Patient_Journey_Step_vod Name Name Text  
Patient_Journey_Step_vod Description Description_vod Text Description of the patient journey step.
Patient_Journey_Step_vod Patient Journey Step Phase Patient_Journey_Step_Phase_vod Lookup (Patient Journey Phase) Patient journey step phase associated with the patient journey step.
Patient_Journey_Step_vod Patient Journey Patient_Journey_vod Master - Detail Patient journey that contains the patient journey step.
Patient_Journey_Step_vod Status Status_vod Picklist Status of the patient journey step.
Patient_Journey_Step_Detail_vod Name Name Text  
Patient_Journey_Step_Detail_vod Description Description_vod Text Description of the patient journey step detail.
Patient_Journey_Step_Detail_vod Account Account_vod Lookup (Account) Account associated with the patient journey step detail.
Patient_Journey_Step_Detail_vod Key Stakeholder Key_Stakeholder_vod Lookup (Key Stakeholder) Key stakeholder associated with the patient journey step detail.
Patient_Journey_Step_Detail_vod Plan Tactic Plan_Tactic_vod Lookup (Plan Tactic) Plan tactic associated with the patient journey step detail.
Patient_Journey_Step_Detail_vod Account Tactic Account_Tactic_vod Lookup (Account Tactic) Account tactic associated with the patient journey step detail.
Patient_Journey_Step_Detail_vod Goal Goal_vod Lookup (Goal) Goal associated with the patient journey step detail.
Patient_Journey_Step_Detail_vod Status Status_vod Picklist Status of the patient journey step detail.
Patient_Journey_Step_Detail_vod Patient Journey Step Patient_Journey_Step_vod Master - Detail Patient journey step containing the patient journey step detail.
Patient_Journey_Step_Relationship_vod Name Name Text - autonumber  
Patient_Journey_Step_Relationship_vod Status Status_vod Picklist Status of the patient journey step relationship.
Patient_Journey_Step_Relationship_vod From Step From_Step_vod Lookup Step where the patient journey step relationship starts.
Patient_Journey_Step_Relationship_vod To Step To_Step_vod Lookup Step where the patient journey step relationship ends.