Dynamics 365 healthcare accelerator Patient Scheduling and Screening template

The Dynamics 365 healthcare accelerator Patient Scheduling and Screening template enables healthcare organizations to address large volumes of anxious patients with higher efficiency. It provides access to a portal with information about COVID-19, an easy-to-use self-assessment tool for patients to determine risk, and an automated process for booking and performing COVID-19 screening.

The solution is easily implemented, allowing quick scale and automation of crisis-specific workloads. The timely availability of this accelerator brings together a seamless workflow for patients, call center agents, clinical technicians, and providers, enabling them to meet the rapidly growing needs of assessment and testing. The Patient Scheduling and Screening template is an easy-to-integrate solution that sits on top of an existing Patient Platform.

Healthcare accelerator Patient Scheduling and Screening template

The main components of the Patient Scheduling and Screening template are:

  • Clinical data used for segmentation and triage: Leverage patient population's historical clinical data to perform automated segmentation of high-risk patients.

  • Customer-branded Patient Portal and Self-Assessment tools: The Healthbot COVID-19 template infused into the portal serves as an intermediary, to automate high-level triage and determine if a patient should be transferred to the call center agent for test scheduling.

  • Omnichannel tools for call center agents: Leverage Omnichannel for Customer Service capabilities to provide next steps to high-risk patients, such as viewing previous clinical information, sending knowledge base articles, and booking screening appointments.

  • Automation of appointment booking and check-in with use of QR/bar codes: Pre-built automation where patients can receive a notification with details of the appointment and an accompanying QR/bar code for entry at the testing center.

  • Purpose-built patient screening automation: Purpose-built testing app to provide a quick and simple way of locating a patient and performing testing.

Demo: Quick overview

Watch a quick overview of the Patient Scheduling and Screening template.

Licensing requirements

  • Core Solution: Power Apps license
  • Patient Outreach: Dynamics Marketing App
  • Patient Triage: Microsoft Healthbot Service
  • Omnichannel Call Center: Dynamics Customer Service App, Productivity Pack, Omnichannel for Customer Service

Contact your local Microsoft account representative for questions related to licensing.

For more information, see Licensing overview for Power Platform and Dynamics 365 licensing guide.

Issues and feedback

  • To report an issue with the Patient Scheduling and Screening sample app template, visit this link.

  • If you would like to engage with us to build on the accelerator, visit this link.

Next step

Deploy and configure the Patient Scheduling and Screening template.


This template is a sample and may be used with Microsoft Dynamics and Microsoft Power Apps only for dissemination of reference information and facilitating communication between individuals and health care providers. This template and related services are not intended or made available for use as a medical device, clinical support, diagnostic tool, or other technology intended to be used in the diagnosis, cure, mitigation, treatment, or prevention of disease or other conditions, and no license or right is granted by Microsoft to use the template and related services for such purposes. This template and related services are not designed or intended to be a substitute for professional medical advice, diagnosis, treatment, or judgement and should not be used as such. This template and related services should not be used for emergencies and does not support emergency communications. Customer bears the sole risk and responsibility for any use of this template and related services, including incorporation into any product or service intended for medical or clinical use, and for providing end users with appropriate warnings about using your implementation of the template and related services. Microsoft does not warrant that the template or related services or any materials provided in connection therewith will be sufficient for any medical purposes or meet the health or medical requirements of any person.