Get started with Microsoft Teams Patients

Get started with Microsoft Teams Patients

Overview of Patients

Patient care teams can curate and review lists of patients for rounds, interdisciplinary team meetings, and more with Patients. This version of Patients supports manual entry of patient information into lists and allows for export as .xlsx files.

Open Patients

If Patients is available and installed on your team, you’ll find it in the General channel as a tab. Select the tab to open Patients. If Patients is not set up, please contact your team owner.

Set up Patients for the first time

Important: Only team owners can add the Patients app to a team.

Patients can currently be added only to the General channel of a team. (If you need to create the team where you want to use Patients, see Create a team from scratch, then come back here.

Once you have the team where you want to use Patients, follow these steps:

  1. Click Store button Apps in the bottom-left corner of Teams.

  2. Search for “Patients” and select it from the results.

  3. Select Add to a team.

  4. Add the name of the team or channel where you want to install Patients.

  5. Select Set up a tab.

  6. If you want to post about Patients, check the box next to Post to the channel about this tab, then select Save.

Create a patient list

Once you’ve added Patients to your team or channel, you can create a patient list.

  1. Select the team whose General channel you'd like to add Patients to. 

  2. In the Add fields screen, you’ll see four default fields: Name, Medical Record Number (MRN), Location, and Date of Birth. You can edit, delete, rearrange, and add additional fields. Any fields here will become columns in the patient list. They’ll appear in the order they’re entered. Rearrange fields by dragging and dropping with the drag handle, or by using the provided keyboard shortcuts (CTRL + Shift/CMD + Up/Down).

  3. Next, customize the Title and three Subtitles. The Title will display at the top of the patient details view and the Subtitles display just below. This allows for identifying patients at a glance.

  4. Select Next, double check that the fields are arranged how you want them, then select Confirm.

Add a field to a patient list

  • Select Add button Add field and choose either Patients text icon Text or Patients multiple choice icon Multiple choice.

    • If you chose Patients text icon Text, fill in the field and select Enter or click Add button Add field to add another field.

    • If you chose Patients multiple choice icon Multiple choice, enter the desired options by selecting Add button Add item.

Tip: You can add colors to multiple-choice options by selecting Patients square icon at the left of each item.  

Add patients to a patient list 

  1. Select Add button Add patient.

    Image depicts + Add patient in the Microsoft Teams Patients app

  2. Enter the patient’s name in the Name field.

  3. Enter any other relevant information in the remaining fields.

  4. Select Save at the top right.

Tip: Bold or italicize the text in any text field by hovering over it and selecting More options button More options.

Remove a patient from a list

  1. Hover over the patient entry, just to the right of the leftmost column, then select More options button More options > Remove.

    Image depicts how to remove a patient in the Microsoft Teams Patients app

This will remove the patient entry and all its data from the list.

Add or change the columns in a patient list

  1. Select   More options button More options > Edit fields.

    Image focuses on + Add field in the Microsoft Teams Patients app

  2.  Select + Add field and choose between text or multiple choice fields.

  3. To rearrange columns, use the Patients drag handle icon drag handles or the quick keys (CTRL + Shift/CMD + Up/Down), then select Patients okay icon Done.

Switch between patient lists

Select the Patients chevron icon next to the title of the patient list you’re looking at, then select the list you want to move to.

Delete a patient list

  1. Select the Patients chevron icon at the upper left area of the app.

  2. Hover over the entry for the list you want to delete, then select More options button More options > Delete button Remove.

    Removing a patients list from the Microsoft Teams Patients app

    Note: Currently, you can only delete lists that are not Set as default. To delete the default list, create a new list and set it as default first.  

 Edit patient information

  1. Locate and select the patient’s entry in the appropriate list, and then click Edit.

  2. Enter any new information into the correct fields.

  3. Select Save.

From there, select the Patients x icon to the right of the Edit button to get back to the patient list view.

Overview

Patient care teams can curate and review lists of patients for rounds, interdisciplinary team meetings, and more with Patients. This version of Patients supports manual entry of patient information into lists.

Open Patients

If Patients is available and installed on your team, you’ll find it in the General channel. Tap More at the top of the channel and then tap Patients. If the app is not yet set up, contact your team owner.

Add a field to a patient list

To add fields to a list, go to the desktop version of Patients.

Add patients to a patient list

  1. Go to the patient list you want, then tap Add button Add patient.

  2. Enter the patient’s information into the relevant fields and then tap Save.

Remove a patient from a list

Tap on the entry for the patient, scroll to the bottom of the patient details, then tap  Delete button Remove.

Add or change the columns in a patient list

To add or change columns, go to the desktop version of Patients.

Switch between patient lists

Tap the dropdown menu at the top left, then tap the list you want to view.

Delete a patient list

  1. Tap the dropdown menu at the top left.

  2. Next to the list you want to delete, tap More options button More options > Remove.

Edit patient information

In the list view, tap the entry for the patient whose information you want to edit, then tap Save.

Delete a patient

Tap the dropdown menu at the top left of the entry for the patient and tap  Delete button Remove.

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