Learn how to enable collecting pregnancy information on Inbox Items during Case intake.
About the Feature
Support for Pregnancy Case intake was added to Vault Safety in 23R1. Users can now collect pregnancy information on Inbox Items before Case promotion. Upon promoting to a Case, the pregnancy information is copied to the Case.
After completing the configuration on this page, Process Pregnancy, Child Information, and Parent Information Cases describes this feature in more detail for manual Inbox Items and Inbox Items imported from API.
Update the Inbox Item Layout with Pregnancy Fields
Perform the following steps to update the Inbox Item layout:
- Go to Admin > Configuration > Objects > Inbox Item > Layouts > Inbox Item Detail Page Layout.
- Select the
icon next to the Patient section. A window appears. - In the Fields dropdown, add the Pregnancy field.
- Select Done and save the page.
Grant Edit Permissions to the Inbox Item Case Pregnancy Field
Perform the following steps to add Edit permissions to the Case Intake Actions permission set:
- Go to Admin > Users & Groups > Permission Sets > Case Intake Actions > Objects.
- Select the Inbox Item object.
- In the Object Field Permissions, grant Edit access for the Pregnancy Case field.
- Select Save.
Additional Resources
Process Pregnancy, Child Information, and Parent Information Cases also provides information on collecting Pregnancy Case information during Case processing. To use this feature, you must first complete the configuration in Enable Pregnancy and Parent-Child Case Data Collection.