Care Management Design Checklist

How have you configured Microsoft Care Management App?

Use the post-deployment configuration for healthcare solutions powered by Dynamics 365 to ensure that you complete the configuration steps in the recommended order.
Start simple and enable one scenario at a time. Run the record, report, and reduce cycle, and then expand to a new scenario.
Use the post deployment configuration for Care Management: Coordinate care plans and care teams.
Define the solution landscape in terms of reporting needs and consider the level of granularity that you’ll need for reporting purposes.
Use connectors to business systems or other sources to enable a continuous stream of data.
Segment your organization access by role or department and copy roles to each business unit.
Review the overview of the Data integration toolkit, to connect with FHIR standard framework.

How have you extended Microsoft Care Management App?

As part of your test strategy, validate the extensions to ensure they don’t negatively impact the user experience, responsiveness, performance, and how the solution behaves across different devices and platforms.
Ensure the extensions honor security, privacy, and compliance requirements. Ensure extensions are scalable, tested for high volume, and capable of handling peaks.
Align extensions with application lifecycle management (ALM) automated processes so you can build and deploy them efficiently and rapidly.
Ensure code and customizations follow only the documented supported techniques. Don’t use deprecated features and techniques.

How have you set your reporting and analytics strategy for Microsoft Care Management App?

Take advantage of default reporting and embedded intelligence capabilities in the app.
Map out your organizational data estate to develop a holistic view of different data sources, the type of data they hold, and the schema used.
Define your analytics strategy and the tools to support it. Ensure your approach meets current and future reporting requirements while considering the data volumes and different sources of data.
Align to Common Data Model to take advantage of the standardized business applications schema for better interoperability across systems.
Understand the security implications when exporting data from the app to external analytical data stores. Plan for how to protect and secure your data. Provide data access only to those who truly need it.
Align the reporting and analytics to your broader master data management strategy.
Use modern data and business intelligence platforms such as Azure Synapse Analytics and Power BI to build enterprise data solutions.

How have you secured your applications?

Be sure to set up the business unit structure properly to segment access to data and the user interface based on user responsibilities or sub-organization internal boundaries.
Use non-default roles with caution and ensure backend processes don't fail due to privilege issues. For more information about user role segmentation, go to Set up user roles and access management.
Configure auditing, logging, and monitoring for services in use of Microsoft Care Management app wherever business requires. You should evaluate the performance and storage cost implications of unnecessary logging.

How have you considered privacy and compliance in your design?

Identify regulatory requirements in countries/regions where operations exist.
Review compliance requirements and validate the alignment with the compliance offerings planned for Microsoft Cloud for Healthcare.
Review data privacy, for license terms for Microsoft Cloud for Healthcare, Azure, Microsoft Dynamics 365 and Microsoft Power Platform, go to Online Service Terms and Microsoft Privacy Statement. To learn about the Microsoft Cloud for Healthcare and applicable regulatory compliance, data protection, and privacy terms and conditions, go to Compliance in Microsoft Cloud for Healthcare.

Next steps