Enable Pregnancy Case Intake

With the 23R1 release, Veeva Safety supports collecting pregnancy information on Inbox Items during intake. Vault maps the pregnancy information to promoted Cases. After you have configured this feature, see Process Pregnancy Cases, Child Information & Parent Information for more information.

Prerequisite

To use this feature, you must first enable Pregnancy and Parent-Child Case Data Collection.

Update the Inbox Item Layout with Pregnancy Fields

To update the Inbox Item layout:

  1. Navigate to Admin > Configuration > Objects > Inbox Item > Layouts > Inbox Item Detail Page Layout.
  2. Select the edit-icon icon next to the Patient section.
  3. In the Fields drop-down, add the Pregnancy field.
  4. Select Done and save the page.

Grant Edit Permissions to the Inbox Item Case Pregnancy Field

To add Edit permissions to the Case Intake Actions permission set:

  1. Navigate to Admin > Users & Groups > Permission Sets > Case Intake Actions > Objects.
  2. Select the Inbox Item object.
  3. In Object Field Permissions, grant Edit access for the Pregnancy Case field.
  4. Select Save.