Deploy and configure Microsoft for Healthcare solutions powered by Dynamics 365

Microsoft for Healthcare includes solutions that are built on capabilities within Microsoft Dynamics 365, Microsoft 365, Microsoft Azure, and Microsoft Power Platform.

You can deploy these solutions using the Power Platform admin center.

Prerequisites

• You must be a tenant admin, Dynamics 365 admin, or Power Platform admin to deploy Microsoft for Healthcare solutions powered by Dynamics 365.

• You must have licenses for the Microsoft for Healthcare solutions and apps that you're deploying. If your organization doesn't have the necessary licenses, you're notified during the deployment process. To learn more, see Licensing for Microsoft for Healthcare.

• Learn more in Compliance in Microsoft for Healthcare, and make sure you use services that match your requirements.

Get started

Here are the solutions that are part of Microsoft for Healthcare, along with deployment information for each solution. Keep in mind that:

• Some solutions have predeployment setup requirements.
• Some solutions require configuration or have more capabilities that you can set up after deployment.

*Dataverse, Power Apps, and Power Automate prerequisites are included in the Dynamics 365 dependency offering.

Deploy solutions

At the end of this deployment process, one or more of the following healthcare solutions or apps are installed in your environment:

• Care management
• Patient access
• Home health
• Data integration toolkit
• Unified patient view
• Unified member view
• Provider data model
• Payor data model

During the deployment process, you can configure more capabilities.

Step 1: Prepare environment

The Dynamics 365 healthcare solutions are deployed to a Microsoft Dataverse environment with a database.

In addition to a Dataverse environment with a database, you also need the following Dynamics 365 apps and Power Apps features for deploying the healthcare solutions and capabilities:

*Dataverse, Power Apps, and Power Automate prerequisites are included in the Dynamics 365 dependency offering.

A Dataverse environment is required to use the data models. If you don't have a Dataverse environment with a database, create one. Although you can create a Dataverse environment while deploying a healthcare solution, it's best to create it before installing a solution so you can install the prerequisite Dynamics 365 apps and solutions.

1. Sign in to Power Platform admin center.

2. Create a Dataverse environment with a database. For more information, see Create an environment with a database.

3. You can access your environment using the following URL: https://[myenv].crm.dynamics.com, where [myenv] is the name of your environment.

4. You can now install other dependencies.

Step 2: Deploy healthcare solutions in Power Platform admin center

To deploy healthcare solutions, use the Microsoft Power Platform admin center. This method for managing app installation uses the same administrative tools as Microsoft Dynamics 365 applications.

Before installing Microsoft for Healthcare solutions, review the list of dependencies. The deployment requires the apps to be installed in a particular order.

Each solution or application template is composed of one or more apps available in Power Platform admin center, which might have dependencies on other Microsoft solutions. The following table outlines each application template, its platform/dependencies, and the related app required for installation:

After installing the primary apps/solutions, you can also install more optional apps that include sample or reference data. The following table lists their dependencies:

You must install the healthcare apps in Power Platform admin center in the following order:

1. Healthcare foundation
2. Healthcare FHIR sync agent administration
3. Healthcare care management
4. Healthcare home health
5. Healthcare patient access portal
6. Healthcare codeable concepts - Sample data
7. Healthcare sample data
8. Healthcare home health sample data

Deploy apps

For a new solution deployment from Power Platform admin center, follow these steps:

1. Sign in to the Power Platform admin center.

2. In the left navigation menu, select Manage and then select Dynamics 365 Apps.

3. To filter the list of Dynamics 365 apps, enter Healthcare in the search input on the page header.

4. Sort by the Status column to group the list of enabled packages.

   

5. Select the package that you want to install and select the ellipsis next to the package name. For example, select the ellipsis next to the Healthcare Foundation package.

6. Select Install from the context menu.

7. In the Install Healthcare Foundation pane, select the target environment for installation. Agree to the terms of service and select Install.

   

8. The installation might take some time to complete. During installation, the Status column displays the installation status.

9. To validate the installation, open your environment in the Power Platform admin center.

10. Select Manage from the left navigation menu and select Environments.

11. Select your environment and select Detailed view on the toolbar.

    

12. In the Resources area, select Dynamics 365 apps.

13. To filter the list of Dynamics 365 apps, enter Healthcare in the search input on the page header.

14. The Status column displays the current status of the installation.

    Status	Description
    Installing	Package deployment is in progress
    Installed	Package installed successfully
    Installation failed	Package installation failed

15. If an error occurs during installation, select the Installation failed link to view the error details.

16. In the following example, the Healthcare Codeable Concepts - Sample Data package was deployed before the Healthcare Foundation package.

    

17. Select Retry installation to restart the package installation.

18. The status column updates to Installing. After successful installation, the status updates to Installed.

19. Repeat these steps to install all the other packages based on your requirement.

After you finish deploying the solutions, you might need to complete extra steps to finish configuring them. For information about post-deployment configuration for each solution, see Configure solutions.

Step 3: Add users and assign security roles

To use the healthcare apps you deployed, users in your organization need the Healthcare User role and other appropriate security roles.

1. Sign in to the Power Platform admin center.

2. Select your environment, and then select See all under Users.

   

3. On the Users page, add users to your environment and assign them the Healthcare User security role. For more information, see Add users to an environment.

   Depending on the solution you deployed, assign more security roles so users can use the individual apps. The Healthcare User and Healthcare Non-Clinical User roles provide access to different forms and tables. For more information, see Configure patient view.

   Solution	Security role
   Care management	Basic User Healthcare User or Healthcare Non-Clinical User Healthcare care plan template administrator (if you use care plans) Sync admin for FHIR Healthcare User (if you use the Data integration toolkit or any of its components)
   Care team member	Field Service – Resource Healthcare User or Healthcare Non-Clinical User Sync admin for FHIR Healthcare User (if you use the Data integration toolkit or any of its components)
   Data integration toolkit	See Data integration toolkit security roles

Configure solutions

Some solutions require configuration after deployment and others have more capabilities that you can set up to enhance the solution. You can also configure other capabilities to enhance your solutions. For example, you can integrate with Microsoft Teams, sync clinical data in your disparate systems with Azure Health Data Services, and so on.

For all solutions, you should consider:

• Connecting to Azure Health Data Services. For more information about how to connect to your electronic medical records (EMR) Fast Healthcare Interoperability Resources (FHIR) data, go to Overview of Data integration toolkit.

• Configuring Microsoft Teams Healthcare solutions to enable virtual collaboration.

Here are the post-deployment configurations specific to each solution:

Optionally, you can also configure these capabilities to enhance your healthcare solutions:

• Integrate with Microsoft 365 services
• Configure 360-degree patient view using Customer Insights

Set up Microsoft 365

You need the following features from Microsoft 365:

To set up these features and capabilities, you should:

1. Check licensing

Ensure that you have Microsoft 365, added Microsoft for Healthcare, and checked your licensing. For more information about Microsoft 365 and Microsoft Teams for Healthcare organizations, see Get started with Microsoft 365 for Healthcare organizations.

2. Integrate Teams with Electronic Health Records (EHR)

The Microsoft Teams Electronic Healthcare Record (EHR) connector makes it easy for clinicians to launch a virtual patient appointment or consultation with another provider in Teams. Instead of navigating traditionally fragmented systems, clinicians can use the streamlined communication and collaboration features of Teams, so they can focus on providing the best possible care. If you have an EHR system already, you can connect Teams with that EHR system.

Go to the Microsoft 365 admin center to integrate Teams with your Oracle EHR system or Epic EHR system.

3. Configure secure messaging

Messaging policies are used to control which chat and channel messaging features are available to users in Teams. These policies are part of the overall deployment of secure messaging for healthcare organizations such as hospitals, clinics, or doctor's offices, where having a message picked up and acted upon in a timely manner is crucial, as is knowing when crucial messages are read.

For more information, see Messaging policies for healthcare organizations in Teams.

4. Deploy Teams policy packages

A policy package in Teams is a collection of predefined policies and policy settings that you can assign to users who have similar roles in your organization. Policy packages simplify, streamline, and help provide consistency when managing policies. You can customize the settings of the policies in the package to suit the needs of your users. When you change the settings of policies in a policy package, all users who are assigned to that package get the updated settings.

For more information, see Manage policy packages in Teams.

5. Deploy team templates

Team templates in Teams allow you to quickly and easily create teams by providing a predefined template of settings, channels, and preinstalled apps. For healthcare organizations, templates can be especially powerful, as they provide structure for users to become oriented with how to use Teams effectively. Templates also allow administrators to deploy consistent teams across their organizations.

For more information, see Use healthcare team templates.

6. Enable the Shifts app in Teams (optional)

You can schedule your internal staff using the Shifts app in Teams. Staff members and managers can manage schedules and keep in touch, even on mobile devices.

For more information, see Manage the Shifts app for your organization in Microsoft Teams.

7. Enable the Lists app in Teams (optional)

The Lists app in Teams helps users in your healthcare organization track information, organize work, and manage workflows. With Lists, you can track data such as issues, inventory, patients, and more using customizable views, rules, and alerts to keep everyone on the team in sync. The Lists app includes a Patients list template created for healthcare.

For more information, see Manage the Lists app for your organization in Microsoft Teams.

Set up Azure capabilities

Set up the following Azure capabilities to use in Microsoft for Healthcare:

• Azure Health Data Services: Azure Health Data Services lets you quickly connect existing PHI data sources, such as EHRs and research databases. Create new opportunities with analytics, machine learning, and actionable intelligence across your health data.

  It powers the following capabilities in Microsoft for Healthcare:

  • Remote patient monitoring
  • Clinical analytics
  • Operational analytics
  • Data management

  Azure Health Data Services can also help enhance the following solutions in Microsoft for Healthcare:

  • Care management
  • Patient access
  • Data integration toolkit

  For more information, see Deploy Azure Health Data Services.

• Text Analytics for health: Accelerate unstructured data insights and supercharge interoperability between healthcare organizations. For more information, see Text Analytics for health.

• Azure IoT for healthcare: Improve patient outcomes, streamline clinical operations, and optimize your healthcare manufacturing and supply chain with seamless, smart, and highly secure IoT technology. For more information, see Tutorial: Deploy and review the continuous patient monitoring application template.

• Health document intelligence: Extract information from health documents and images to automate and digitize your business processes, enrich knowledge mining, and build solutions with Azure AI Document Intelligence. For more information, see Azure AI Document Intelligence.

Manage Microsoft Teams licenses

Manage access to Teams at the user level by assigning or removing a Teams license in the Microsoft 365 admin center. By default, when a licensing plan (for example, Microsoft 365 Enterprise E3) is assigned to a user, a Teams license is automatically assigned, and the user is enabled for Teams. For more information, see Manage Teams licenses.

You can then set up teams and channels for your health teams and information workers. Admins can set them up in the Teams client or the Microsoft Teams admin center. When you set up a team, you can add users and assign them user roles.

Teams has two user roles: owner and member. By default, a user who creates a new team is granted owner status. Team owners can make any member of their team a co-owner. Having multiple team owners lets you share the responsibilities of managing settings and membership, including invitations. For more information, see Overview of teams and channels in Microsoft Teams and Assign team owners and members in Microsoft Teams admin center.

For an overview of deploying Teams, see Microsoft Teams deployment overview.

Related information

• Licensing for Microsoft for Healthcare solutions powered by Dynamics 365