Get started with patient engagement

Enhance patient engagement with your healthcare organization by using patient outreach tools, a patient service center, and the patient portal in Microsoft Cloud for Healthcare. Empower your care teams and patients to schedule and launch virtual appointments.

Personalized care

Create personalized experiences to engage patients in care decisions with secure, individualized encounters to help them stay engaged in their health and wellness journey.

Patient access solution

Provide patients with access to their health information, appointment scheduling, and more through the Patient portal app.

  • With Patient access, a patient can find contact information for a doctor, schedule an appointment, chat with a doctor, and view their clinical data. More information: Patient access: Provide access for personalized care

  • Azure Health Data Services brings together all your clinical data in one place allowing you to see a full picture of your health record. This enables you to view all the information you need to make the right health decisions and choices. More information: Azure Health Data Services

  • Azure Health Bot allows patients to schedule appointments easily and securely. Patients can interact with the bot by using text or voice in a self-service manner. Health Bot implements natural language understanding and artificial intelligence (AI) technologies to understand the patient's intent and provide accurate information. More information: Azure Health Bot

Patient Service Center solution

Engage with your patients through chat and monitor automatic conversations through the Azure Health Bot. Service agents can help your patients with information and setting up appointments. Patient Service Center provides the following administrator and patient functions:

  • The Microsoft Cloud for Healthcare administrator uses the Omnichannel for Customer Service app to monitor and manage patient interactions and communications.

  • Patients use the Patient portal app to schedule appointments, view care information, and communicate with healthcare staff. Communications options include chat and Health Bot. More information: Patient service center: Support patients with patient insights

  • Azure Health Data Services enables rapid exchange of data through Fast Healthcare Interoperability Resources (FHIR) API, and it enables organizations to ingest and view PHI data. This gives providers a better understanding of the clinical background and care plans for patients to allow for optimized patient engagement. More information: Azure Health Data Services

  • Azure Health Bot combines built-in medical intelligence with natural language capabilities, extensibility tools, and compliance constructs, allowing healthcare organizations to give patients access to trusted and relevant healthcare services and information. More information: Azure Health Bot

Patient outreach solution

Patient outreach is a patient campaign management app that helps organize and automate marketing and outreach to patients. It enables healthcare providers to communicate with their communities and patients in a targeted, efficient way. Providers can use their choice of email, text, regular mail, or a combination, to provide healthcare information to specific groups of patients and community members.

  • The Patient outreach app provides a template that leverages industry standards for patient segmentation and campaign management, helping you reach patients with specific conditions in a more targeted manner. To view Patient outreach, select Patient outreach from your Microsoft Dynamics 365 home page. More information: Patient outreach: Reach out to patients for personalized care

  • Azure Health Data Services allows providers to consolidate the healthcare information about their patients and look at specific groups and community members as needed. It provides for ingestion of protected health information (PHI) data in an easy and seamless manner. More information: Azure Health Data Services

  • Azure Health Bot empowers healthcare organizations to build and deploy their own compliant, AI-powered virtual health assistants, enabling patients to access and triage issues with a symptom checker, and then find appropriate and nearby care. More information: Azure Health Bot

Patient insights

Get a 360-degree view of every patient to rapidly analyze data unique to each case so clinicians can coordinate effectively on treatment plans for higher patient satisfaction.

Unified patient view solution

Surface patient data in Dynamics, including demographic information and clinical data. Provide your users with a unified view of relevant patient information. Leverage two forms and security roles, pre-configured for clinical and administrative user groups that you can extend to fit your organization’s specific needs.

More information: Unified patient view (preview): Interact with patient information

The patient trends (preview) feature includes an AI model in Dynamics 365 Customer Insights for predicting whether patients will miss their next appointment, in addition to templates for measures in Customer Insights. This solution can help you generate insights from disparate data sources to better understand your patient population.

More information: Get started with patient trends (preview)

Virtual health

Bring patients and clinicians together with high-quality audio, video, and screen sharing in a meeting experience to help support your virtual care workflows.

Virtual Visits solution

In-person doctor appointments can be challenging, especially for patients with mobility issues, a compromised immune system, or living in areas with a shortage of clinicians or healthcare facilities. Video conferencing provides a way for clinicians to provide high-quality, personalized, and affordable consultations. Using the complete meetings platform in Microsoft Teams, providers can schedule, manage, and conduct virtual appointments with patients, such as a surgery follow-up. If your organization already uses an Electronic Health Record (EHR) system, you can integrate Teams for a seamless experience for your appointments. If you aren't using a supported EHR system, you can use the Virtual Appointments app or Bookings app in Teams to schedule, manage, and host your appointments in Teams.

Virtual Visits with Microsoft Cloud for Healthcare.

You can:

To see example architecture for a Virtual Visits solution based on Microsoft Cloud for Healthcare, go to the Azure Architecture Center.

Virtual Clinic for Patient access (deprecated)


Effective 31st March 2021, the Virtual Clinic solution is deprecated, and won't be available for deployment via the Microsoft Cloud Solution Center. The solution will be fully supported until its retirement in October 2023.

All the Virtual Clinic capabilities are integrated into the Care management and Healthcare Administration applications.

Virtual Clinic allows patients to access scheduled and instant appointments that are created within the Patient access portal or through the appointment scheduling option in Patient service center. The model-driven app provides patients with the ability to perform the following actions:

  • View dashboards that provide a list of scheduled and instant virtual appointments.
  • Join virtual appointments directly from within a dashboard.
  • Provide appointment details to a caregiver for a specific virtual appointment.
  • Access holistic patient view and embedded care management tools during an appointment.

For more information, go to Virtual Clinic.

Secure end-to-end pipelines for PHI data – Azure Health Data Services

To improve patient engagement, provide better care plans, and access to clinical data, your team needs to have access to disparate healthcare records stored in multiple systems. Azure Health Data Services enables rapid exchange of data through Fast Healthcare Interoperability Resources (FHIR) APIs, backed by a managed platform as a service (PaaS) offering in the cloud. It makes it easier for anyone working with health data to ingest, manage, and persist PHI data in the cloud.

More information: Azure Health Data Services

Reference architecture

Learn more about successful, robust cloud deployments in the Microsoft Cloud for Healthcare reference architecture center.

See also

What is Microsoft Cloud for Healthcare?
Set up and configure Microsoft Cloud for Healthcare