Care management: Coordinate care plans and care teams

Care management efficiently delivers timely, targeted information to facilitate seamless, patient-centered care coordination. It also streamlines care plan creation, care plan customization, and care teams with precision.

Key capabilities for care management include:

• Clinical timeline: See a concise, sequential, and interactive view of the patient's clinical occurrences. For more information, go to Clinical timeline in unified patient view.
• Care plans: Create and assign care plans, and automate adherence to improve patient care coordination. For more information, see Care plans in care management.
• Care teams: View and collaborate with care teams to provide the best care for the patient. For more information, go to Care teams in unified patient view.
• Health analytics dashboard: View actionable charts and data to help you coordinate and manage care plans. For more information, see Health analytics.
• Virtual Clinic (retired): Provide your care team members the ability to perform virtual appointments with patients. For more information, see Virtual Clinic.

Care management creates a model-driven app within Microsoft Power Platform to provide healthcare-specific capabilities as part of Microsoft Cloud for Healthcare. To learn more about how to deploy and configure care management, go to Deploy Microsoft Cloud for Healthcare solutions and Post-deployment configurations for healthcare solutions.

To access the care management app after deployment, select Care Management from your Microsoft Dynamics 365 home page.

Get started

Care management offers a Get started experience that includes guided feature tours and links to feature documentation and learning paths. This experience helps you onboard new users and highlight new features to existing users. Administrators can control whether or not this experience appears to end users.

It also shows you optional customizations you can make to Microsoft Cloud for Healthcare, along with more resources to help with onboarding.

Take a guided tour

The Get started page offers several guided tours to help you start using care management. To begin your guided tour, select Take a tour for the feature of your interest.

Health analytics

The Health analytics section has views to help you coordinate and manage care plans. It includes the following dashboards:

• Care Plan Activities Dashboard: This dashboard shows actionable charts and data for care managers and coordinators. The dashboard includes charts for:

  • Number of active care plan activities by status
  • Past due activities by time range
  • Upcoming activities by time range

  All the charts have updated controls, including Refresh, View Records, and Expand Chart.

  

• Care Coordinator Dashboard: This dashboard shows active care plan details, appointments, and a personalized timeline.

  

Dashboards for virtual appointments

The Care Coordinator Dashboard in the care management app provides two more dashboards for virtual appointments - Scheduled Virtual Appointments and Instant Virtual Appointments. These dashboards allow users to directly access scheduled or instant visits. Both dashboards use a custom code component created using the Power Apps component framework that provides a view into the virtual visits. These virtual visits are visits that have either been scheduled in Patient access or within the scheduling functionality in Patient service center.

• Scheduled Virtual Appointments: This dashboard lets users view a list of scheduled visits. The dashboard view shows the start time, patient name, practitioner name, and appointment status. It also offers a virtual appointment button that users can select to join the visit.

  

  Within the list, the user can select the Join meeting button to enter the visit.

  Important

  Users can only select appointments that have the value Booked to enter the visit.

• Instant Virtual Appointments: This dashboard lets users view a refreshed list of patients as they join the queue for a virtual appointment within the Patient access portal. The dashboard view shows the start time, patient name, and appointment status. It also offers a virtual appointment button that users can select to join the visit.

  

Schedule appointments

You can use the following two options to schedule an appointment:

• On the scheduled virtual appointments dashboard, select the + icon to schedule a new appointment.

• From the patient's timeline view, select + New, and then select the Appointment (EMR) option from the dropdown.

  

Virtual appointment join experience

There are multiple ways to join a virtual appointment based on the preference of the caregiver. The dashboards and appointment records provide buttons that allow the caregiver to join an appointment. However, the mode in which Microsoft Teams reacts varies based on the type of the Teams client that the caregiver is using.

Join on the Microsoft Teams desktop client

When you use the Microsoft Teams desktop client, the Join meeting button launches a full-sized Teams window. To contextually view the patient record while conversing with the patient, slide the newly launched window to the side of the screen.

Note

For the best experience, use two monitors.

Join the Microsoft Teams meeting within a browser

When you select the Join meeting button when using Microsoft Teams in a browser, the user might be prompted to select the method by which they would like to join the meeting experience.

For the best experience, continue using the browser. This selection opens a window directly within the browser and Microsoft Teams prompts the user to join the meeting.

Patients

In the Patients section on the care management app, you can filter your view to see Active Patients.

Under the Active Patients view, select a patient record to view the patient details or select Edit to edit the details. The Patient form opens and shows basic patient information. It also has links to the patient’s unified view summary and profile, clinical timeline, care plans, and care teams. You can customize this form to suit your patients' care practices.

Section	Description
Unified patient view summary	Offers a holistic and complete picture of a patient's healthcare journey. This comprehensive view encompasses various aspects, including medical and interaction history and nonclinical information about the patient. For more information, see Patient summary.
Profile	The profile tab, only in the clinical form, contains additional and nonclinical information about the patient. For more information, see Patient profile.
Clinical timeline	Displays the chronological record of a patient's medical events, including conditions, encounters, medications and treatments, diagnostic tests, specialist consultations, allergies, and care plans. For more information, see Clinical timeline.
Care plans	Create and manage patient care plans, care plan activities, and care plan goals. To learn more, go to Care plans.
Care teams	Facilitates seamless collaboration and information sharing among care teams. With care coordination, providers can more effectively orchestrate care, leading to improved care transitions and reduced medical errors. For more information, see Care team.

Care plans

Care plan creation and management are an integral part of care management. To optimize the process, we have redesigned and simplified the care plan control experience for users.

• Care plans: The improved care plan experience offers a new, simplified, and optimized interface for performing care plan creation activities.

  To create a new blank care plan,

  1. Navigate to the patient's Care plans tab.

  2. From the + New care plan option set, select Blank.

  3. Enter the details in the new care plan form.

  4. Select Save or Save & Close to save the care plan.

  To create a new care plan using a template,

  1. Navigate to the patient's Care plans tab.

  2. From the + New care plan option set, select From template.

  3. You can view the list of published templates available for selection.

     

  4. Select the required templates and enter the care plan details.

     

  5. Select Create Draft to save the care plan.

• Care plan goals: With the improved experience, care plan goals can be viewed and created within the care plan interface.

  1. Expand the care plan.
  2. Select + New Goal to open a form to enter details for the care plan goal.
  3. Select Save or Save & Close to save the care plan goal.

• Care plan activities: With the improved experience, care plan activities can be viewed and created within the care plan interface.

  1. Expand any goal under Goals and Activities.
  2. Select + Activity to open a form to enter details for the care plan activities.
  3. Select Save or Save & Close to save the care plan activity.

Care plan templates

In the Care plan templates section, you can create templates that streamline the creation of a care plan.

To create a new care plan template, select + New on the command bar, enter all the necessary information, and select Save. You can add associated care plan goal templates and care plan activity templates in the Goals & Activities tab.

You can also import care plan templates directly into Microsoft Cloud for Healthcare. On the command bar, select Import Templates. This action opens a dialog that allows you to import a care plan template.

Provider directory

In the Provider directory, you can view, create, and manage practitioners, organizational accounts, and location records.

Practitioners

In the Practitioners section, you can filter your view to see Active Practitioners.

Under Active Practitioners, select a record to view the practitioner details. This action opens a form that displays basic practitioner information, patient interactions, and clinical details (including appointments and procedures).

On the practitioner form, select Related to see the activities and categories you can select to display on the form.

Organizations

In the Organizations section, you can filter your view to see different account types such as Active Accounts and All Accounts.

To view account details, select a listed account, and then select a tab on the heading bar. You can also select a listed account in the Account Name column to open the account directly.

To create a new account for an organization,

1. Select + New on the command bar to create an account for an organization.
2. Select the arrow in the new account section to choose the account type.
3. On the Summary tab, enter an account name, and then fill in the information you want for the account.
4. Select Save or Save & Close to save the account.

Locations

In the Locations section, you can view the location records for a medical organization.

From the list of location records, select a record to view the location details. You can also select the Related tab to select a related activity or category to add as a tab on the form.

To create a new location record for a medical organization,

1. Select + New on the command bar.
2. On the General tab, enter a name for the location and fill in the information you want for the location.
3. Select Save or Save & Close to save the location.

Clinical data

Within the Clinical data section, you can view, create, and manage patient observations, encounters, patient procedures, and appointments.

Observations

In the Observations area, select a view such as Active Observations or Inactive Observations to view the list of patient observations. Selecting an observation record opens a form that displays the observation details.

You can also create a new observation record in the Observations area.

Encounters

In the Encounters area, you can select different views to see a list of patient encounters in different states, such as Active Encounters and Inactive Encounters. You can select a listed record to view the encounter details and also create new encounter records.

Procedures

The Procedures area displays the list of patient procedures, categorized and filtered by procedure state. You can also view the details of each procedure record and create new procedure records.

Appointments

The Appointments (EMR) area lists all the patient appointments, categorized and filtered by appointment state. You can view the details of each appointment and also create new patient appointments.

Care management for payors

Microsoft Cloud for Healthcare 2023 release wave 2 enables the care management experience for healthcare payors. Payors now have access to personalized care management capabilities, empowering them to efficiently oversee and optimize the care provided to their members. Payors can also track health trends, and implement proactive interventions to improve health outcomes.

In addition to supporting existing care management capabilities, the updated payor experience also offers the following features for users:

• Introduction of a new security role called Care Manager for enhanced access control and management within the care management system.
• Sitemap changes customized to align with use-cases specific to payors.
• Refined views and forms to reference individuals as Members.
• Refined views and forms to reference organizations and accounts as payors.

Administrators can control the provider and payor experience for users. To learn more about how to configure care management for payors, go to Configure care management for payors.

Members

In the Members section on the care management app, you can filter your view to see Active Members and Inactive Members.

Under the Active Members view, select a record to view the member details or select Edit to edit the details. Selecting a member record opens a form that has basic member information and links to the member's summary, profile, and clinical details. You can customize this form to suit your members' care practices.

Payor directory

In the Payor directory, you can view, create, and manage organizational accounts and location records.

Virtual Clinic

Note

Effective October 2023, the Virtual Clinic solution has been officially retired. The solution is no longer supported and won't be available for deployment via the Microsoft Cloud Solution Center.

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

Virtual Clinic is a model-driven app that allows users to access scheduled and instant visits that have been created within the Patient access portal or through the appointment scheduling option within Patient service center. It lets users perform the following actions:

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

See also

What is Microsoft Cloud for Healthcare?
Basic navigation in a model-driven app
Configure care management for payors
Configure Virtual Clinic
Use unified patient view