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Configure the Dynamics 365 Marketing app for Patient outreach

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Important

Effective January 30, 2025, the patient outreach solution (outbound marketing and journeys) will be retired and no longer supported.

Have questions? Reach out to us at Microsoft Cloud for Healthcare.

Applies to: Patient outreach

Patient outreach is a patient campaign management application that helps organize and automate marketing and outreach to patients. Healthcare providers can communicate with their communities and patients in a targeted, efficient way. After you deploy the Patient outreach app, you need to update the Microsoft Dynamics 365 Marketing data configuration setting. This setting configures the custom healthcare solution for use in Patient outreach.

Update configuration settings for Marketing data

  1. Sign in to Microsoft Power Apps.

  2. Select Apps.

  3. Open the Marketing model-driven app.

  4. Navigate to Settings, and then select Marketing data configuration.

  5. In Marketing Settings, select the checkbox for Condition (msemr_condition).

    Marketing data configuration for Patient outreach.

  6. Scroll down and select the checkbox for Procedure (msemr_procedure).

    Select the Procedure Marketing setting.

  7. Scroll up and select Publish Changes.

    Publish configuration changes to the Marketing app.

    You'll see a message that states your settings are saved. It might take up to half an hour for the new settings to take effect.

    Message stating that configuration settings have been saved.