Synchronization of Patient Data Between SAP CRM and SAP ERP

Use

You can use this function to synchronize patient data between SAP CRM and SAP ERP. The patients replicated from SAP ERP exist in SAP CRM as individual accounts.

Below is an overview of the data synchronized:

Field in SAP CRM	Saved in Table in SAP CRM	Data Flow	Field in SAP ERP	Saved in Table in SAP ERP
Account ID	BUT000	CRM → ERP	Identification Number	BUT0ID
Institution	CRMM_ISH_PAT	CRM → ERP, ERP → CRM	Institution	NPNT
Patient	CRMM_ISH_PAT	ERP → CRM	Patient	NPNT * for patients
Patient	CRMM_ISH_PAT	ERP → CRM	Patient	NPAP * for provisional patients
Last Name	BUT000	CRM → ERP, ERP → CRM	Last Name	BUT000 * for business partners NPNT * for patients NPAP * for provisional patients
First Name	BUT000	CRM → ERP, ERP → CRM	First Name	BUT000 * for business partners NPNT * for patients NPAP * for provisional patients
Title	BUT000	CRM → ERP, ERP → CRM	Title	BUT000
Gender	BUT000	CRM → ERP, ERP → CRM	Gender	BUT000
Date of Birth	BUT000	CRM → ERP, ERP → CRM	Date of Birth	BUT000
External Patient ID	BUT0ID	ERP → CRM	External Patient ID	NPNT
Social Insurance Number	BUT0ID	ERP → CRM	Social Insurance Number	NPNT
Document Type	BUT0ID	ERP → CRM	Document Type	NPNT
Document Number	BUT0ID	ERP → CRM	Document Number	NPNT
Marital Status	BUT000	CRM → ERP, ERP → CRM	Marital Status	BUT000
Street/House Number Postal Code/City Country Region	ADRC	CRM → ERP, ERP → CRM	Street/House Number Postal Code/City Country Region	ADRC
Nationality	BUT000	CRM → ERP, ERP → CRM	Nationality	BUT000
Language	BUT000	CRM → ERP, ERP → CRM	Language	BUT000

Prerequisites

You have integrated your SAP CRM system and SAP ERP system using the CRM Middleware.

You must create subscriptions for the BUPA_MAIN and PAT_MAIN replication objects.

To do this, proceed as follows:
1. On the SAP Easy Access screen, choose Architecture and Technology Middleware Administration Console.
2. Choose the Subscription object type and then the button.
  
  The Subscription Wizard launches.
3. Follow the on-screen instructions to complete the wizard.
  
  You assign the All Business Partners (MESG) publication to the BUPA_MAIN replication object, and the PatientData publication to the PAT_MAIN replication object.
You have created institutions in Customizing for Customer Relationship Management under Industry-Specific Solutions Healthcare Master Data Business Partner Create Institutions.
To replicate identification document types and numbers, external patient IDs, and social insurance numbers from SAP ERP, you define identification types for them in Customizing for Customer Relationship Management under Industry-Specific Solutions Healthcare Master Data Business Partner Define Identification Types.

You define three identification types as follows:
- Identification type in the Type of Identification Document (ISHDCT) identification category
- Identification type in the External Patient Identification (ID) (ISHEPI) identification category
- Identification type in the Social Security Number (ISHSIN) identification category
If there has already been provisional patient data and patient data existing in your SAP ERP system before the integration, you can replicate all the data to SAP CRM by starting the initial data transfer.

Before starting the initial data transfer, you ensure that the business partner roles for patients and provisional patients in SAP CRM are the same as those in SAP ERP. The initial data transfer fails if the business partner roles in SAP CRM are different from those in SAP ERP.

To start the initial data transfer, on the SAP Easy Access screen, choose Architecture and Technology Middleware Data Exchange Initial Load Start. You use the Business Partner (BUPA_MAIN) adapter object for the initial data transfer.

Shared Memory for Patient Appointments Block

Some of the data from the SAP Patient Management that is used in the Patient Appointment block, is stored in the CRM shared memory object CL_CRM_ISH_APPT_MEMORY. By using the shared memory object, the data is downloaded initially into the shared memory object when the CRM appointment component is called and can be reused. It is, therefore, not necessary to call the RFC every time the user opens the value help to select, for example, the treatment OU.

The following fields of the Patient Appointment block use the shared memory:

Treatment OU
Rank
Scheduling Type
Departmental OU
Attending Physician
Specialty
Priority Class
Referring Physician
Visit Type
Case Category
Treatment Category

Activities

When the initial data transfer is completed, account IDs are automatically assigned to provisional patients and patients in SAP CRM. Confirmation messages with the account IDs are sent to SAP ERP through the Messaging BDoc type PAT_MAIN. In SAP ERP, the Identification Number field in the business partner master data is filled with a CRM account ID.

More Information

CRM Integration Services

Business Partners