Healthcare scenario: Departmental meeting
Download scenario guideAvailable with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Readmission rate
Wait times
Value benefit
Revenue growth
Cost savings
Using Copilot for departmental meetings
1. Pre-meeting preparation
Dr. Jones, a clinical leader at a large hospital, needs to manage her upcoming meetings efficiently and ensure follow-up on action items (e.g., operational metrics review).
Business Chat2
Benefit: Analyze Dr. Jones’s upcoming meetings from her calendar, extracting details such as agenda topics, attendees, and past meeting notes.
2. Intelligent reminders
Draft an email with relevant notes, important documents, and operational metrics for the upcoming discussion.
Business Chat2
Benefit: Assimilate key information and draft an email with notes and action items from the past meeting and send that with the reminder to meeting participants.
3. In-meeting support
Discuss key metrics progress (e.g., Bed Utilization Rate, Emergency Department Wait Times), remediation plan, and next steps with accountability.
Copilot in Teams
Benefit: Capture key discussion points, decisions, action items with assigned owners, and deadlines, allowing Dr. Jones to focus on active participation.
4. Post-meeting follow-up
Perform a quick comparative study on the reviewed metrics and synthesize the meeting information in an email to the attendees.
Business Chat2
Benefit: Perform quick analysis between notes and draft an email to provide meeting summaries and emphasize on items for further analysis.
5. Presentation drafts
Organize the collected information (from Teams – notes summary) and work on the presentation for the leadership team meeting.
Copilot in PowerPoint
Benefit: Apply branding guidelines, adjust layouts, and reformat text for leadership presentations.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
