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Using Microsoft Teams to Manage Care Requests What’s the problem?In situations of increased need, we can expect an influx of newrequests that stress the often-organic care processes of many churches
How can we streamline the process and provide a means to: • submit requests for help, simply, • triage incoming requests, • assign tasks to care team members, • track progress? First things first• Do you already have a system in place? Can it expand to support the current need? • Use what you have first if possible• Does you ChMS have the ability to manage task assignments? • Consider whether you can get it running fast enough
Perfect world…• When we come back to some normalcy, create day-to-day processes from everyday care that can easily scale up in times of demand
• Let's not recreate the wheel every time the scenario changes
• Just execute the plan "at scale" Focus of this workshop• Tracking incoming requests, assigning them, tracking them• Match people who have a need with people who can meet a need• Watch a quick introduction video here Post to Crisis Care Team triage channel Create a Task in Planner Coordinator Assign to Team Lead Update status in PlannerStart with a Intake Create Planner diagram of Form Task Create additionalthe process tasks as needed Track in One Note (Section Per Case) Notify Triage person of new entry Tools Create Create a new TeamWhat we’llaccomplish Invite Invite people to our Team Create Create a group form in our Crisis Care Team Create Create a One Note and Planner in our Crisis Care Team Create A Power Automate Flow to notify team members of new requests and Create start a new task
Structure of a Microsoft Team Document Library General Channel Folder General Channel Notebook 1 Team : 1 Office 365 Group Team Mailbox Create a Team• Click here to watch How To video• Click here to log into Teams Create a form• Click here to watch How To Video• Click here to launch Microsoft Forms or use Launcher/waffle• Create a shared form Add a Planner totrack tasks• Click here to watch How To video• Add a planner to your “triage” channel• Explore the “buckets” and options for categorizing things
Using Microsoft Teams to Manage Care Requests. What’s the problem? Structure of a Microsoft Team Document Library General Channel Folder 1 Team : 1 Office 365 Group
Use Outlook to set up reminders to follow up with experts and patients. Securely share your health plan with your patient in Teams so everyone is viewing the latest treatment findings. Bring the entire medical team together to securely create and track a patient care plan. Keep patient history, lab results, and clinical notes secure.
For starters, you can create and personalize care plans and manage care team members, and schedule and coordinate home visits. And you can customize Microsoft collaboration tools based on the needs of your medical staff.
That’s why, today, we are announcing new capabilities coming soon to Microsoft 365 that empower care teams to securely collaborate and communicate, helping clinicians and administrators perform their jobs more effectively.
Reduce costs and risks and increase customer loyalty by connecting Dynamics 365, Microsoft Power Platform, Microsoft 365, and Azure using Microsoft Teams for Healthcare. Get Teams along with Office apps, file storage sharing, email, and other capabilities.