Enable patients to access the Patient Access portal

Business User
Functional Consultant
Microsoft Cloud for Healthcare
Industry Solutions

Provide patients with access to their health data, appointment scheduling, and information through the Patient Access portal and the Patient Service Center.

Learning objectives

In this module, you'll:

  • Set up and navigate the Patient Access portal.
  • Create and set up agent scripts to show in the Productivity pane.
  • Create and set up knowledge articles.
  • Experience an escalation scenario from the Healthcare Patient Portal through Microsoft Azure Health Bot into Patient Service Center.


  • Training environment preparation
  • Knowledge of Azure Health Bot
  • Knowledge of Omnichannel for Dynamics 365 Customer Service
  • Knowledge of the Customer self-service portal in Microsoft Power Apps