The role of PatientTeam is to empower healthcare organizations by harnessing Microsoft 365 capabilities to streamline patient engagement, virtual care, and data-driven decision-making. Our structured approach ensures efficiency, compliance, and full solution ownership—free from vendor lock-in. We specialize in configuring, customizing, and extending Microsoft 365 to enhance operational workflows and enable seamless collaboration across healthcare teams. Through professional services engagements, we assist providers in envisioning, strategizing, and implementing tailored digital health solutions that align with their unique needs.

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Microsoft 365 Engage Model: Unlocking Healthcare Innovation

At Netspective, we help healthcare organizations unlock the full potential of Microsoft 365 to streamline operations, enhance patient engagement, and drive digital transformation. Our Microsoft 365 Engage Model enables seamless workflow automation, virtual care management, and compliance-driven healthcare solutions by leveraging Power Platform, Dynamics 365, Teams, SharePoint, and other Microsoft tools.
Unlike off-the-shelf software products, we do not offer prepackaged solutions or SaaS applications. Instead, we work collaboratively with customers to configure, customize, and extend Microsoft 365 components, ensuring each solution is tailored to their unique clinical, operational, and regulatory needs. How We Drive Digital Transformation in Healthcare

Strategic Ideation & Capability Exploration – PatientTeam.com serves as an innovation hub, helping healthcare organizations discover new possibilities within Microsoft 365.

Solution Demonstration & Hands-on Experience – demo.PatientTeam.com showcases real-world implementations, allowing HDOs to visualize customized solutions before adoption.

Custom Configuration & Deployment – We design and implement scalable, secure, and compliant Microsoft 365-based solutions for care coordination, patient engagement, and administrative efficiency.

Professional Services-Driven Approach – Our T&M and fixed-cost engagement model ensures complete flexibility, transparency, and cost-efficiency, empowering HDOs to ideate, implement, and scale solutions that maximize the value of their Microsoft 365 investments.

Ongoing Optimization & Support – Our services include continuous enhancement, ensuring long-term value and adaptability as healthcare needs evolve.

By working with Netspective, healthcare organizations can confidently modernize their digital health ecosystem, improving care coordination, operational efficiency, and patient outcomes—all within their existing Microsoft 365 infrastructure. Let’s build the future of healthcare together.

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Microsoft 365 Engage Model: Unlocking Healthcare Innovation

The “Art of the Possible” with Microsoft 365

PatientTeam MS365 Onboarding and Customizations enables healthcare organizations to explore 'what's possible' with Microsoft 365 through PatientTeam.com, a strategic hub showcasing innovative capabilities for patient engagement, virtual care, and workflow automation. demo.PatientTeam.com brings these ideas to life, demonstrating 'how it works' with real-world implementations of MS365 solutions. Rather than offering a prebuilt product, Netspective provides a vision and hands-on demonstration of MS365’s potential through professional services. Together, these platforms empower healthcare organizations to envision, strategize, and implement tailored digital transformations, with Netspective delivering expert configuration and customization services to maximize their MS365 investments.

Our Engagement Process

Our engagement process is designed to provide healthcare organizations with a structured, transparent, and efficient approach to leveraging Microsoft 365 for digital transformation. From initial discovery to full implementation, we ensure that clients retain complete ownership of their customized solutions while benefiting from our expertise in MS365 configuration and workflow automation. Each step is tailored to align with organizational goals, ensuring a smooth transition from ideation to execution with ongoing support for long-term success.

Building Trust & Initial Engagement

Clients explore our expertise through patientteam.com and demo.patientteam.com, showcasing our capabilities and industry experience. If interested, we initiate discussions about their needs and potential Microsoft 365 solutions.

Signing a Professional Services Agreement (PSA)

Before any work begins, clients sign a Professional Services Agreement (PSA) that outlines the scope, expectations, and legal framework for engagement.

Discovery & Requirements Gathering

We conduct design strategy sessions and requirements workshops to understand client needs. Documentation captures functional requirements, technical constraints, and user workflows.

Estimating Effort & Licensing Needs

We provide detailed estimates covering required MS365 licenses, time for design and configuration, quality assurance, deployment strategy, and training for end users and administrators.

Professional Services & Intellectual Property Ownership

All Microsoft 365 work is billable under professional services. Clients retain full intellectual property ownership with no vendor lock-in, allowing them to manage and modify their solutions freely.

Ongoing Support and Sustaining Engineering

Clients can opt for a monthly maintenance plan for ongoing support, improvements, troubleshooting, and minor enhancements on a continual basis.

Typical Engagement for Small HDOs

For small healthcare delivery organizations (HDOs), our engagement model is designed to be flexible, collaborative, and iterative, ensuring that solutions align with their specific needs and operational goals. Our structured yet adaptive approach ensures that small HDOs can effectively leverage Microsoft 365 for optimized workflows, improved patient engagement, and seamless digital transformation. Below is a general flow of interactions:

Initial Inquiry and Discussion

The client reaches out with their needs and goals. We conduct an initial consultation to assess their current Microsoft 365 setup, pain points, and desired outcomes.

Scope Definition and Proposal

We refine the client’s requirements and create a scope document outlining key deliverables. A proposal is prepared, detailing estimated timelines, costs, and licensing needs.

Agreement and Project Kickoff

The client signs the Professional Services Agreement (PSA), formalizing the engagement. We schedule an initial design strategy session to align expectations and define a roadmap.

Iterative Development and Customization

We configure and customize Microsoft 365 components based on the client’s specific needs. Regular feedback sessions ensure adjustments can be made early. Prototypes or staged deployments allow for client review and testing before finalization.

Integration and Testing

We integrate Microsoft 365 with the client’s existing systems, ensuring seamless data flow and interoperability. Thorough QA testing is conducted, with the client involved in user acceptance testing (UAT) to validate functionality.

Deployment and Training

Once finalized, we proceed with a structured deployment plan. Training sessions ensure end users and administrators are well-versed in using the new system. A post-launch support window addresses any immediate issues or refinements.

Ongoing Maintenance and Support

Clients can opt into a monthly maintenance plan for sustaining engineering and periodic improvements. Regular check-ins allow for continued collaboration and feature enhancements based on evolving needs.

Comprehensive Microsoft 365 Configuration and Customization

Our Microsoft 365 services go beyond basic setup to provide tailored solutions that align with your organization’s operational needs. Whether configuring out-of-the-box features, customizing workflows, or developing advanced integrations, we ensure that Microsoft 365 enhances efficiency, security, and compliance.
Our approach ensures full client ownership with no vendor lock-in, delivering tailored, secure, and scalable Microsoft 365 solutions. With HIPAA compliance and ongoing optimization, we support long-term efficiency and growth.

Configuring Microsoft 365

We set up Microsoft 365 components to fit your business and operational requirements, including user roles, permissions, data policies, security settings, compliance rules, and governance structures. Our team ensures seamless integration with your IT infrastructure by connecting authentication systems and identity management solutions.

Customizing Microsoft 365

Beyond configuration, we tailor Microsoft 365 tools to match specific workflows and user needs. By adjusting interfaces, creating custom fields, modifying permissions, and automating workflows, we enhance usability and efficiency. Using Power Automate, Power Apps, and SharePoint, we extend capabilities without custom code development.

Developing on Microsoft 365’s No-Code Infrastructure

Microsoft 365’s low-code/no-code ecosystem enables rapid process automation and application development. We leverage Power Platform tools—Power Apps, Power Automate, and Power BI—to create applications, dashboards, and automated workflows that streamline operations, enhance data accessibility, and support data-driven decision-making.

Developing Bespoke Capabilities Outside of Microsoft 365

For advanced requirements beyond Microsoft 365’s built-in capabilities, we develop custom applications, APIs, and microservices that integrate seamlessly within the Microsoft ecosystem. Using Azure, .NET, JavaScript, and enterprise technologies, we build scalable solutions tailored to unique business needs.

Integrating Microsoft 365 with Customer Systems

Microsoft 365 solutions often need to interact with external systems such as EHRs, CRM platforms, financial applications, and third-party SaaS services. We use Microsoft Graph API, Power Automate, and custom middleware solutions to establish secure and efficient data exchanges, ensuring interoperability and scalability.

Training and Go-Live Support

Adoption success depends on effective training and go-live support. We conduct live training sessions, usability testing, and workflow validation to ensure readiness before deployment. Post-launch hypercare support helps users transition smoothly to full-scale operations.

Ongoing Maintenance and Support

Our monthly maintenance plans provide ongoing support, system optimizations, and security updates to ensure continued efficiency and compliance. We assist with troubleshooting, minor enhancements, and adapting solutions as business needs evolve.

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