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.

Note: The full Network-Vault integration for MCSR licenses will be available in Vault CRM's 25R1.0 release.

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 Vault CRM bridge runs, the drug schedule information is populated only on the specified address for the MA CDS 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 new CDS Schedule field).

Additional information will be available when Vault CRM 25R1.0 is released in Spring 2025. See the Vault CRM Online Help for release dates.

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.

When Vault CRM supports MCSR data, it will be included on records when users download HCPs using Network Account Search.

License mapping

To review the MCSR license mappings, see Vault CRM license mappings.