Patient service center: Support patients with patient insights

Engage with your patients in the way they want, by using chat, and monitor automatic conversations through the Microsoft Azure Health Bot service. Service agents can help your patients with information and setting up appointments.

Key capabilities for Patient service center include:

  • Monitor patient conversations: An ongoing conversations dashboard provides information on the conversations that are handled by the agents and integrated bots.

  • Agent scripts: Leverage provider-specific agent scripts to address patient issues.

  • Monitor effectiveness: Conversation intelligence provides insights to service center managers on agent performance.

  • Follow up: Send follow-up surveys on patient satisfaction, reminders on appointments, and more.

  • Appointment scheduling: Schedule or reschedule appointments during conversations with patients.

Patient service center builds on Dynamics 365 Customer Service and its Digital Messaging Add-in to add healthcare-specific capabilities to Microsoft Cloud for Healthcare. Learn more about how to use Dynamics 365 Customer Service and how to deploy and configure Patient service center.

Connect Patient service center to Patient access to create a direct channel for your patients and configure Microsoft Azure Health Bot to automate conversations.

To access Patient service center, select Patient service center from your Microsoft Dynamics 365 home page after deployment.

Select a dashboard

To select a dashboard to view, select the arrow next to Dashboard Selector.

Omnichannel dashboard selector.

To create a new dashboard, select New and select Dynamics 365 Dashboard. To learn how to create a dashboard, go to Create model-driven app dashboards.

Care Coordinator Dashboard.

Add an item or dashboard to a tab

To add an item or dashboard to a new tab in Patient service center, select Open sitemap item to a new tab, the plus symbol (+), and select an item.

Add tab to Patient service center.

Escalation from Microsoft Azure Health Bot in Patient service center

To configure escalation from the Microsoft Azure Health Bot service into Patient service center, go to Enable a bot to escalate and end conversation.

Upon receiving the escalation from the Azure Health Bot service, Patient service center receives a notification of an incoming chat request within the solution. Upon selecting Accept, you can view the full patient view for the transferred patient or consumer. The configurable Patient view provides a full view of the following in the context of a patient:

  • Patient Demographic Data

  • Patient Clinical Timeline

  • Patient Care Plan Development Tool

  • Patient Care Team Collaboration Tool

To learn how to use each Patient view component, go to Use Care management.

Patient service center patient summary.

Agent scripts

In Microsoft Cloud for Healthcare solutions powered by Dynamics 365, Patient service center is often the patient's first line of direct communication with an organization. The agents and caregivers need to deal with continuous updates both to products and processes, making it difficult to ensure appropriate steps are being followed during patient service. Even after agents have been rigorously trained, recurrent human errors and delays in service delivery occur due to a lack of guidance in real-time customer scenarios. These issues lead to lower productivity and thus negatively affect patient and consumer satisfaction levels. To avoid errors and ensure that processes are adhered to, agents and caregivers need guidance.

Agent scripts provide guidance to agents and caregivers about what to do when they get a patient or consumer issue. The scripts ensure that only accurate, organization-endorsed information is being shared, while also safeguarding the organization regarding issues of legal compliance. Agent scripts help organizations to be unified and effective while also handling patients and customers faster and more efficiently.

Agent scripts reduce the human errors involved in the process, because agents know which actions they need to perform next while they interact with a patient or customer, which enables them to adhere to business process. This guidance, in turn, leads agents to provide quick resolutions for the issue (low average handling time) and improve satisfaction.

For more information about administering and configuring agent guidance, go to Guide agents with scripts. Note that the scheduling wizard is triggered by a macro and can be launched from an agent script.

Knowledge management

In healthcare, it is imperative to provide patients and consumers with information that will help them make informed health decisions. Through knowledge management in Patient service center, agents and caregivers can proactively send patients and consumers knowledge and wellness content within the context of addressing a patient issue in Patient service center.

You can add a knowledge article to a new tab in Patient service center. Select Open sitemap item to a new tab, the plus symbol (+), and select Knowledge Articles.

For more information about the administration and configuration of knowledge base articles that can be sent in Patient service center, go to Share knowledge articles in Omnichannel for Customer Service.

Knowledge management in Patient service center.

Scheduling

Schedule or reschedule appointments during conversations with patients. The scheduling wizard filters available slots to help you book appointments.

Schedule an appointment

On the patient form, select Schedule Appointment on the command bar.

Entry point for the scheduling wizard in the patient form.

The patient scheduling wizard guides you through the following required steps:

  1. Select a specialty or a provider from the patient's care team.

    Selecting a specialty or provider in the scheduling wizard.

  2. Select the appointment type.

    Selecting an appointment type in the scheduling wizard.

  3. Select the appointment location. You can search by ZIP Code. Note that location is needed for both clinic and virtual appointments.

    Selecting a location in the scheduling wizard.

  4. Select the slot for the appointment. Select a date to bring up slots on that date and on future dates. Note that only appointment slots with a Status of Free will be shown by the wizard.

    Selecting a time in the scheduling wizard.

  5. Add a reason (required) and more details (optional). The reason field will update the Subject field of the appointment, and the additional details field will update the Comment field of the appointment.

    Adding reason and details in the scheduling wizard.

  6. Review the appointment details and select Schedule appointment. After booking an appointment, the selected slot's Status is changed to Busy. An appointment record will also be created. A scheduled clinic appointment will have a Status of Booked. A scheduled virtual appointment will have a Status of Pending until a meeting link is generated, after which it will also have a Status of Booked. Go to this article for details on configuring how a meeting link is generated.

    Reviewing information in the scheduling wizard.

  7. Select whether the email confirmation will be sent to the patient's primary email address. Go to this article for details on configuring the confirmation emails.

    Confirmation screen and email notifications in the scheduling wizard.

  8. Select Done to send the email confirmation.

    Send the email confirmation.

Reschedule an appointment

If an appointment needs to be rescheduled, open the appointment and select Reschedule Appointment on the command bar.

Note

An appointment cannot be rescheduled if it is missing any of the following fields: location, practitioner, or appointment channel (clinic or virtual).

Entry point for the rescheduling wizard in the patient form.

The patient rescheduling wizard guides you through the following required steps to update the appointment time, after prefiltering the slots based on the current practitioner, location, and appointment channel. Note that the details of each step are the same as in the scheduling wizard, unless otherwise noted.

  1. Select the slot for the appointment.

    Selecting a time in the rescheduling wizard.

  2. Update the reason (optional) or update the additional details (optional). Changing the reason field will update the Subject field of the appointment, and changing the additional details field will update the Comment field of the appointment.

    Updating the reason and details in the rescheduling wizard.

  3. Review the appointment details and select Reschedule appointment.

    Reviewing information in the rescheduling wizard.

  4. Select whether an email confirmation will be sent to the patient's primary email address.

    Send email confirmation to patient.

  5. Select Done to send the email confirmation.

    Notification of sending email confirmation.

See also

Basic navigation in a model-driven app
Introduction to Omnichannel for Customer Service
Agents using Omnichannel for Customer Service app
Deploy healthcare solutions
Configure healthcare solutions