Microsoft Teams Templates: Healthcare

Microsoft teams is the unified communication and productivity platform from Microsoft. Though the tool has been around since 2017, some recent updates have added new capabilities and features worth looking at. One of those features is the template feature – specifically healthcare templates. Today, I’ll introduce a couple of templates which Microsoft recently designed specifically for streamlining the setup of healthcare organization teams. But first, I’ll discuss why a template is useful for teams in general.

What is a template?

A template is a predefined setup provided by Microsoft for creating Teams and Channels based on an organization’s structure and function. The main feature of templates, which make the configurations useful, are the channel settings for a team. A channel configuration in a team sets up groups of members. In healthcare, that might be a group of nurses who work in radiology.

Some channels are created regardless of whether they are specified or not, and some of those channels will be favorited automatically when you use a template. Some examples of automatically created channels are the Announcements channel and HR channel in the Ward template. Besides predefined channels, administrators can choose to add custom channels which may be favorited as well. This gives admins the flexibility to use templates in a way that is consistent with their unique organization.

When a team is created using a template in Teams, you may specify that apps should be installed for the team. The process is as simple as referencing the app’s id when you issue a template into Teams. This helps all team members have access to the same pool of apps in the team channel.

Healthcare Templates

I created some basic template examples in teams to illustrate why templates are useful. The first team I created was a Test Ward which has a channel for nurses and doctors in specific halls.

Ward Template

The channels General, Announcements, Huddles, Rounds, Staffing, and Training were generated automatically by the template. I manually added the A Hall and B Hall channels from the Microsoft supplied template to show customizability.

For my two custom channels I setup the following. I had the A Hall channel marked as a favorite, while the B Hall channel is not marked as a favorite. When users are initially added, B Hall will be hidden, while A Hall will be visible in the list of favorite channels. The main channel for the Test Ward is the General channel which would be useful for distributing information and resources to all members of the ward.

For now, I’m going to focus on the A Hall channel. When a user enters the A Hall channel it will look like this:


I added some tabs which included a PowerPoint presentation of policies and procedures specific to A Hall nurses and doctors. I also included a schedule for members to follow.


Hospital Template

The Hospital template is much like the ward template, except automatically generated channels include Announcements, Compliance, Custodial, Human Resources, and Pharmacy. It is designed to be the organizational head from which wards descend. The Hospital team would be a good place for resources and information which pertain to all wards and sections of a hospital to be available. Here is an example of a hospital team being created with a template:


Having both a ward and hospital team setup for users automatically helps keep teams a simple and effective place for users to get things done. Let’s say a user belongs to A Hall in the Test Hospital. That user can get information pertaining only to his team in A Hall’s channel and still read posts and get files from the Test Hospital’s Department A channel, which is the head department of A Hall.

Why Use a Template?

The primary benefit of using a Microsoft Teams Template is consistency. When deploying many teams across an organization, a Template allows the administrator to create teams with a consistent format. The structure provided by the template allows for easy utilization of all teams features, removes human error, and speeds Team generation.

The costliness of setting up teams and figuring out what went wrong when creating a team can be quite large depending on the size of an organization. With templates, you can be confident that the teams you create will be uniform and operable as soon as they are created. That means saving time and, in turn, money.

In summary, templates should be used whenever you need to create a team of users who need resources like other teams in an organization. It is simply too easy to make mistakes when creating teams without templates and having the ability to automatically include apps into teams means your teams will have the right tools to get the job done. Mobile mentor can help your organization set up their teams in a consistent and logical fashion using customized templates which include everything your teams need to make the most of Microsoft Teams.