Health assistant: Provide care teams with administrative context about patients
Important
- Health assistant is only intended for use in non-critical clinical scenarios. Health assistant is not designed, intended, or made available as a medical device or to provide alerts or monitoring in critical clinical settings. You should not use health assistant with any medical device or in any time-critical scenarios.
- Your system administrator must enable health assistant before you can try it out. For prerequisites, how to enable the feature, and how to set it up, go to Configure health assistant.
Health assistant cards keep you informed with relevant context about patients. The cards are generated based on data stored in Microsoft Dynamics 365.
Health assistant is built on the assistant available in Dynamics 365 Sales. This article explains how to use health assistant. It also reviews the differences between health assistant and the assistant in Dynamics 365 Sales. For more general information, go to the following articles in the Dynamics 365 Sales documentation:
Card location
This section describes where you can see health-specific cards and provides information about the categorization of insight cards.
Patient form
By default, health-specific cards are only visible in the Health assistant widget on the patient form (see below). You will see cards that are specific to that patient. However, cards might appear in other locations, depending on your organization's configuration. For more information on these other locations, go to the Dynamics 365 Sales documentation.
Categorization
For general information about the categorization of insight cards, see the Dynamics 365 Sales documentation. The provided health-specific cards are displayed in the Insights area, but are not AI-based.
Managing cards
Currently, there is no support for users turning on or off health assistant cards. For details about administrative capabilities, go to Configure health assistant.
Cards reference
This section lists the health-specific cards available for immediate use and provides details about what each card does, how it is generated, and how you can use it. By default, these cards are displayed in the Insights area of the Health assistant widget on the patient form.
For information about the cards that are not health-specific, go to the Dynamics 365 Sales documentation.
Missed appointment
Description: Tells you that the patient missed an appointment (an appointment with the patient as the subject had status updated to No Show).
Features: Cards do not appear for appointments with a start date more than 14 days ago. Cards will no longer be displayed after 14 days.
Actions: Open the appointment record.
Diagnostic report updated
Description: Tells you that a diagnostic report for the patient was updated (a diagnostic report with the patient as the subject had its status updated).
Features: Cards will not appear if the updated status is Registered, Partial, or Preliminary. Cards will no longer be displayed after 14 days.
Actions: Open the diagnostic report record.
Limitations and known issues
- In some cases (when the appointment Subject is updated), the subtitle of the Missed appointment card will show the Subject instead of the date.
See also
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