Our solutions empower care team networks with a 360° view of patient risks and well-being through Risk-based Patient Relationship Management (PRM). Build custom surveys, gather insights from patients and caregivers, and integrate seamlessly with CRM and Collaborative EHR systems - all to deliver care that's truly coordinated, comprehensive, and centered on the people you serve.

About

Risk Analytics, Insights, and Data-Driven Decisions for Value-Based Care with Microsoft 365

Our comprehensive health cloud solution harnesses the power of the Microsoft 365 ecosystem—including Power Platform, Dynamics 365, Teams, and other tools—to unify risk-based Patient Relationship Management (PRM), CRM functionalities, and a collaborative EHR platform, ensuring seamless care team coordination.
With advanced risk assessment powered by Microsoft 365 capabilities and customized healthcare solutions, we integrate medical, social, financial, and non-medical determinants to develop a comprehensive patient risk profile. This data-driven approach transforms complex health insights into actionable intelligence, enabling care teams to make informed decisions tailored to individual patient needs.
By adopting a value-based care model, our solution enhances patient outcomes, improves care quality, and reduces healthcare costs. Through Microsoft’s secure and scalable ecosystem, combined with our tailored solutions, we empower care teams to build a sustainable, data-driven healthcare network that benefits both patients and their communities.

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Why choose PatientTeam?

Each of the following features enhances PatientTeam value proposition.

SmartCareConnect™

Streamline scheduling and enhance patient engagement with SmartCareConnect™, an intelligent booking solution powered by Microsoft Bookings and integrated with Power Apps. This platform allows patients to self-schedule appointments, select providers, and receive automated reminders via email or Microsoft Teams—helping to avoid no-shows and ensuring a seamless, user-friendly experience. With real-time calendar sync, custom workflows, and automated intake forms, SmartCareConnect™ reduces administrative burden, improves provider availability, and enhances patient satisfaction—making access to care more efficient and personalized. SmartCareConnect™ also supports inclusive, culturally responsive engagement workflows for diverse communities, leveraging Microsoft Teams, Power Automate, and Viva Engage to ensure communications are relevant, trusted, and tailored to the unique needs of all patient populations.

SmartCareHub™

Enhance virtual care delivery with the Virtual Visit module, seamlessly integrated with Microsoft Teams and Power Apps. Providers can conduct HIPAA-compliant video visits, access patient records, and document clinical notes within a unified system. With secure chat, file sharing, and real-time collaboration, this module ensures efficient remote patient engagement while maintaining compliance and data security. SmartCareHub™ streamlines the virtual care experience, offering a secure and user-friendly environment for both providers and patients. By integrating essential tools like video visits, messaging, and document sharing, the platform supports high-quality care without compromising patient privacy. It also improves care continuity by allowing providers to easily collaborate and access vital information in real time, all while adhering to strict security protocols.

SmartProgress™

Turn patient health goals into measurable progress with SmartProgress™, a personalized engagement toolkit built on Microsoft SharePoint, Dataverse, and Power BI. Designed for chronic disease management, wellness, and rehabilitation, this module empowers patients to set, track, and visualize their health goals with real-time insights and collaborative care support. With goal-setting templates, dynamic dashboards, and proactive alerts via Power Automate, SmartProgress™ keeps patients motivated and accountable. Seamless integration with Microsoft Teams ensures care teams can collaborate efficiently, monitor trends, and personalize interventions—ultimately driving better health outcomes and long-term engagement.

SmartOnboard™

Empower every patient—tech-savvy or tech-hesitant—with SmartOnboard™, a digital onboarding solution built on Microsoft 365. This module guides patients step-by-step through their digital health journey, ensuring confident engagement with their care team from day one. Powered by Power Automate, Microsoft Teams, Forms, and Outlook, SmartOnboard™ delivers automated onboarding workflows, personalized health education, secure data collection, and ongoing support—all within a HIPAA-compliant environment. By streamlining patient onboarding, this module boosts engagement, reduces no-show rates, and enhances the overall patient experience.

PatientTeam360™ : Intelligent Practice Management with Smart Apps & Custom Solutions

PatientTeam360™ is a next-generation, AI-powered Practice Management System built on the robust Microsoft 365 and Power Platform ecosystem. It leverages advanced automation and intelligent tools to modernize clinical workflows and enhance patient care.
This intelligent system seamlessly integrates essential modules such as Appointment Booking, Virtual Consultations, Care Coordination, and Outcome Tracking. By harnessing Microsoft’s secure cloud ecosystem, PatientTeam360™ enhances administrative automation, ensures compliance-driven processes, and fosters real-time collaboration—empowering healthcare providers to deliver efficient, patient-centric care anytime, anywhere.

Easy and Convenient Online Appointment Scheduling

Easily schedule your online appointment with PatientTeam’s simple and secure booking system. Choose a time that fits your visit, view available healthcare providers, and receive instant confirmation—all in one place. Our system ensures real-time availability, so you can always find the most up-to-date times for a hassle-free booking experience. With automated confirmations and reminders, you’ll never miss a visit. Stay connected with your care team effortlessly, ensuring you get the care you need when you need it.

Schedule & Manage Your Appointment Anytime

Schedule, reschedule, or cancel your visit anytime—quickly and easily from your phone, tablet, or computer—no phone calls needed.

See Real-Time Provider Availability

Check live availability from your care team and pick a time that fits your visit. Say goodbye to double-bookings or unavailable slots.

Stay Informed with Instant Confirmations & Reminders

Get automatic email notifications, so you’re always prepared for your appointment.

Simple & Secure Video Visits

Your appointment confirmation includes a direct link to your secure video call. No apps to download—just click and connect with your provider.

Easy Scheduling for Better Care

With PatientTeam, you have the flexibility to schedule, reschedule, or cancel appointments whenever it’s convenient for you. Automatic confirmations and reminders keep both you and your provider informed, helping prevent missed appointments or scheduling conflicts. Whether you book your own visit, or your care team manages it for you, every update is tracked for a smooth and transparent experience. Stay actively involved in your care and easily schedule your visits with a simple, hassle-free booking system.

Care That Matches Your Needs

Easily find and book appointments with providers based on their area of expertise.

Smart, Simple Booking

Ensures appointments follow provider availability and clinic guidelines for a smooth booking experience.

Easy Communication

Get automatic confirmations, reminders, and follow-ups, so you never miss a visit.

Better Care, Less Hassle

Reduce wait times, avoid scheduling conflicts, and make managing your healthcare simple.

Smart Scheduling for Modern Healthcare

Simplify and optimize your scheduling process with powerful tools designed for healthcare practices. Manage services, set provider availability, and customize booking rules to align with your practice needs. Ensure seamless patient scheduling while maintaining control over appointment types, durations, and provider preferences. Block off time for days off with flexible scheduling tools. Streamline clinic operations with a powerful interface that supports phone-in, walk-in, and online appointment requests—all in one place.

Specialty-Aligned Scheduling

Configure calendars tailored to provider specialties, ensuring efficient appointment management.

Comprehensive Service Management

Define and manage different services, appointment types, and durations with ease.

Real-Time Availability Control

Set provider schedules, manage availability, and prevent double bookings.

Improved Efficiency & Patient Satisfaction

Reduce administrative burden while delivering a smooth, hassle-free scheduling experience.

Tailor Scheduling to Fit Your Practice Needs

PatientTeam offers flexible and customizable scheduling to meet the unique demands of your practice. Manage multiple booking calendars, configure provider availability, and streamline patient communication—all in one centralized platform. Optimize your scheduling workflow while ensuring a seamless experience for both providers and patients.

Multi-Calendar Management

Set up and manage multiple calendars with unique schedules, providers, and appointment types.

Flexible Availability Settings

Define provider availability, buffer times, and custom scheduling rules to align with your practice workflow.

Efficient Patient-Provider Communication

Automate confirmations, reminders, and follow-ups to reduce no-shows and improve engagement.

Seamless Integration with Microsoft 365 & Teams

Sync calendars in real time and enable direct access to virtual appointments.

Build, Automate, and Transform Healthcare Workflows

Power Apps driven development is unique ability to create tailored, secure, and scalable tools that modernize remote practice management—all while integrating effortlessly with the Microsoft ecosystem. Power Apps development center helps you create tailored applications that integrate seamlessly with Microsoft 365 and other business solutions. This model simplifies the application development process and simplify the development life cycle.

Build Custom Apps for Unique Needs

Power Apps’ low-code platform crafts purpose-built tools for patient scheduling, telehealth coordination, and administrative workflows—no advanced coding required.

Seamless Integration with Microsoft 365 Ecosystem

Power Apps comes with a rich set of tools within Microsoft 365 ecosystems like Teams, Outlook, Calendar, and Power Automate to optimize scheduling, communication, and task management, syncing data and automation with Power Automate to eliminate manual tasks and unify operations.

Low-Code Agility, Secure, Scalable Infrastructure

Power platform accelerates app creation, deployment, and sharing—no advanced coding required. HIPAA-compliant solutions backed by Microsoft’s cloud, ensuring data protection and adaptability for growing practices.

Simplify Appointment Handling & Enhance Patient Engagement

The Patient Visit Management App is designed for healthcare practitioners to efficiently manage virtual visits with their patients. It provides a clear overview of scheduled meetings, allowing providers to select an appointment and start a session instantly through Microsoft Teams or other telehealth platforms.

Instant Meeting Access

Join virtual sessions directly from the module with seamless integration to Teams or third-party apps.

Automated Scheduling & Real-Time Sync

Ensure accurate appointment details with Microsoft 365 calendar updates.

Integrated Communication Tools

Connect with patients effortlessly using built-in telehealth solutions.

Integration with Leading EHR Systems

Seamlessly connect with major Electronic Health Record (EHR) systems, including Epic, Cerner, Meditech, Athenahealth, and Allscripts, ensuring secure data exchange, automated workflows, and streamlined patient management. This integration enhances interoperability, enabling care teams to access and update patient records directly within their Power Apps-driven solutions.

Optimized Virtual Visit Workflow

The Virtual Visit Session enables practitioners to conduct seamless virtual appointments while managing patient details, notes, and tasks—all from a single interface. This app feature simplifies remote patient interactions by integrating scheduling, note-taking, clinical drawing, taking photos and task management into a single interface. This ensures a smooth and organized experience for practitioners conducting virtual visits.

One-Tap Visit Completion

Finish and securely save patient notes and attachments with a single click for efficient workflow completion.

Real-Time Visit Tracking

Monitor ongoing virtual appointments with a built-in session timer and live visit details, optimizing time management and patient flow.

Integrated Communication & Patient Coordination

Easily manage patient participation, send emails, and coordinate follow-up care—all within the visit interface.

Clinical Documentation & Follow-Up Tasking

Add visit notes, update patient records, and assign follow-up tasks directly within the system, ensuring continuity of care and compliance with best practices.

Effortless Patient Record Management and Exchange

The Document Transfer feature enables practitioners to efficiently save and share visit summaries, notes, attachments, and tasks across multiple platforms. This ensures seamless documentation and follow-up for virtual visits. This module simplifies post-visit workflows by offering multiple export options, enhancing collaboration and documentation efficiency. Additionally, it supports integration with Electronic Health Record (EHR) systems using FHIR (Fast Healthcare Interoperability Resources), enabling secure and standardized data exchange with major EHR platforms. This ensures that clinical documentation, visit summaries, and follow-up actions are automatically synced with patient records, reducing administrative workload and improving care coordination.

Export to OneNote

Automatically save visit notes, attachments, and tasks to OneNote for future reference.

Email Summary to Attendees

Share visit details, including notes and attachments, with participants via email.

Task Synchronization with Office Planner

Keep track of follow-ups by syncing tasks directly with Office Planner.

Seamless Data Exchange and Integration

Integrate with leading EHRs (Epic, Cerner, Meditech, Athenahealth, etc.), claims management platforms (Availity, Change Healthcare, Waystar), and third-party applications using FHIR, HL7, and RESTful APIs to enable real-time data sharing, automated workflows, and interoperability across healthcare systems.

Streamlined Task Management for Virtual Visits

The Task Assignment feature enables providers to efficiently manage follow-ups and care coordination directly within the virtual visit workflow. By ensuring accountability and seamless task tracking, this feature enhances productivity and improves patient outcomes through structured, well-documented follow-up actions.

Create Actionable Follow-Up Tasks

Easily define and document tasks related to the visit, such as updating patient records, ordering labs, or scheduling follow-up appointments.

Set Due Dates for Timely Completion

Assign deadlines to ensure follow-ups, referrals, and care plan updates are completed on time.

Assign Tasks to Care Team Members

Designate specific responsibilities to providers, nurses, medical assistants, or administrative staff within the care team.

Integrated Care Coordination Workflow

Tasks sync seamlessly with Microsoft Planner, ensuring physicians, nurses, and ancillary staff can efficiently track and complete assigned tasks while maintaining an organized workflow.

AI-Powered Healthcare Automation for Smarter Workflows

Healthcare organizations face increasing administrative burdens, with manual processes, fragmented systems, and inefficient coordination leading to revenue loss and care gaps. Despite spending billions of dollars annually on staffing and operations, many healthcare providers still struggle with unintegrated workflows, missed outreach opportunities, and high operational costs.
With Microsoft 365, AI-driven automation, and Robotic Process Automation (RPA), providers can eliminate repetitive tasks, streamline administrative workflows, and improve patient engagement without adding manual workload. Automated workflows, AI-driven insights, and intelligent process automation empower care teams to focus on delivering high-quality patient care while reducing inefficiencies.

Effortless Patient Scheduling

Easily automate appointment booking, reminders, and follow-ups using Power Automate, Azure Communication Services, and RPA, ensuring a seamless patient experience.

AI-Driven Patient Engagement

Leverage Power Virtual Agents, Azure AI, and RPA to provide multilingual, automated patient outreach, reducing no-shows and improving engagement.

Seamless Data Integration

Sync patient records from Epic, Cerner, eClinicalWorks, and other EHRs using FHIR-based Microsoft integrations and RPA, enabling real-time care coordination.

Automated Workflow Optimization

Use AI-powered task management, Microsoft Planner, Power Automate, and RPA to assign, track, and complete administrative workflows efficiently.