MCSR license support for Vault CRM

Massachusetts Controlled Substances Registration (MCSR) licenses are mapped between Network fields and Vault CRM fields for the Network Bridge. When Vault CRM users download records, the MCSR license details will be included on Massachusetts (MA) addresses for accounts.

There are configuration steps for Vault CRM and Network.

About MCSR licenses

Massachusetts has requirements for Controlled Substance Registrations (MCSR) for HCPs.

To support this, each MA CDS license has specific address information and drug schedule information.

  • Address VID (address_vid__v)

  • Drug Schedule (drug_schedule__v)

Example

When the Network Bridge (data subscription) runs, the drug schedule information will be populated on the specified address for the MA CDS license. This is supported for Network Account Search and DCR account import.

Example

Addresses without a MCSR license

For sampling, a single MCSR license can cover all practice addresses for an HCP within the state.

MCSR: Advisory on Delivery of Samples to Massachusetts Licensed Practitioners.

When the Network Bridge (data subscription) runs, the MCSR license is populated on the HCP's active Massachusetts addresses that do not have an MCSR license.

Note: This is not yet supported for Network Account Search and DCR account import.

MCSR license used

If an HCP has multiple MCSR licenses, the one that is populated on MA addresses without a license is determined using the following criteria (in order):

  1. active license

  2. license with the most Drug Schedules (to allow the most products to be covered)

  3. license with the farthest expiration date

Example

In this example, an HCP practices at four Massachusetts addresses. Two of the addresses have MSCR licenses.

The active license with the most drug schedules (MCSR100) is populated on the MA addresses that do not have a license.

Enabling MCSR licenses in Vault CRM

Vault CRM configuration

The MCSR data is stored on the CDS fields on the address__v object.

In Vault CRM, grant the Network integration user edit permission to the CDS fields on the address__v object (including the CDS Schedule field).

Additional configuration steps are required to enable MCSR sampling validation. For details, see Vault CRM Online Help: Configuring CDS Validation for Non-Controlled and Schedule-Specific Sampling (MCSR).

Network configuration

To update all the existing Massachusetts addresses in Vault CRM, push the records through the Vault CRM Bridge.

  1. Run a query to identify the HCPs in Massachusetts (Reports > SQL Query Editor).

    Example query 

    SELECT
        DISTINCT hcp.vid__v
    FROM
        hcp INNER JOIN license
            ON (
            entity_vid__v = hcp.vid__v
            AND type_value__v = 'MA'
            AND type__v = 'CDS'
            AND license_status__v = 'A'
            AND license.record_state__v = 'VALID'
        ) INNER JOIN customkey
            ON (
            hcp.vid__v = custom_key_entity_id__v
            AND custom_key_status__v = 'A'
            AND custom_key_source_type__v LIKE '%CRM%'
        )

    Note: Change the last line of the query if your Vault CRM system name in Network doesn't include "CRM".

  2. Add the HCP VIDs to the Export by VID functionality in the Vault CRM target subscription that is used by the bridge.

The addresses will be pushed to Vault CRM the next time the Vault CRM Bridge runs.

License mapping

Network (License object)

 Vault CRM (address__v object)
Field Name Label API Name Label
expiration_date__v Expiration Date cds_expiration_date__v CDS Expiration Date
license_number__v License cds__v CDS #
license_status__v License Status cds_status__v CDS Status
drug_schedule__v Drug Schedule Details cds_schedule__v CDS Schedule
vid__v Network Entity ID network_cds_entity_id__v Network CDS Entity ID