Overview of patient outreach analytics in healthcare data solutions

Important

Microsoft is evolving the delivery model for healthcare data solutions in Microsoft Fabric. Beginning August 3, 2026, a downloadable source code and documentation package is available for customers to create customer-managed implementations. Support for the current managed healthcare data solutions in Microsoft Fabric ends on December 31, 2027. Starting October 1, 2026, only existing customers can deploy the current managed solution by using the instructions in this documentation. New customers should use the downloadable package instead. Existing customers can continue using the current managed solution while planning their transition. The complete source code, documentation, and deployment guides for the healthcare data solutions in Microsoft Fabric are now available in the Microsoft Download Center.

Patient outreach analytics in healthcare data solutions provides a configurable Power BI report that unifies critical data to enhance patient engagement strategies. This feature enables your healthcare organization to analyze the effectiveness of outreach efforts on appointment scheduling.

It includes the following key features:

  • Unified data sources: Combines appointment information from clinical data sources with patient journey data from Dynamics 365 Customer Insights - Journeys to deliver comprehensive insights.

  • Centralized analytics: Offers a single dashboard that simplifies the extraction of meaningful analytical insights, addressing the common challenge of scattered data across multiple systems and dashboards.

  • Actionable insights: Enables you to assess:

    • Success of patient journeys in influencing appointments.
    • Effectiveness of various channels (such as email, SMS, and push notifications) in driving patient engagement.
    • Performance of service lines and locations, highlighting areas that excel or need more support.
  • Enhanced decision-making: Empowers healthcare providers to make data-driven decisions that optimize outreach strategies and improve clinical appointment outcomes.

The capability streamlines the process of discovering valuable insights related to marketing engagements and their influence on clinical appointments. This enhancement ultimately supports better patient outreach and care.

A diagram displaying the data flow for patient outreach analytics.

Patient outreach analytics is an optional capability under healthcare data solutions in Microsoft Fabric. You have the flexibility to decide whether or not to use it, depending on your specific needs or scenarios.

To learn how to deploy, configure, and use the capability, see: