Microsoft Scenario Library Healthcare Health Provider – Enhance care management

Available with: Microsoft 365 Copilot

Healthcare scenario: Health Provider – Enhance care management

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Scenario

Use Copilot to enhance care management

Empower healthcare providers to centralize patient information, personalize care, streamline communication, analyze outcomes, and automate routine tasks—dramatically improving care management efficiency and patient experience.

1. Centralize patient information

Clinicians and care managers are empowered to instantly query patient notes, access credible medical information, receive smart documentation suggestions, and unlock actionable insights from conversational data—all in one workflow.

Copilot Studio icon

AI Agent

Benefit: Ensure all relevant information is accessible and up-to-date for the care team, reducing time spent searching across systems.

Providers prompt Copilot to draft discharge instructions or patient education materials. Copilot can pull in clinical guidelines, recent notes, and patient preferences, then format for compliance and clarity.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Save time on documentation, improve consistency, and enable rapid personalization for each patient.

Summarize meeting notes, action items, and care updates, then drafts emails or Teams messages to keep all stakeholders informed. Copilot can automate reminders for follow-ups and flag unresolved issues.

Microsoft Teams icon

Copilot in Teams

Benefit: Streamline communication, reduces manual errors, and ensures continuity of care across shifts and departments.

Care managers use Copilot to analyze patient outcomes, readmission rates, and satisfaction scores. Copilot can generate dashboards, visualize trends, and suggest areas for improvement.

Power BI icon

Copilot in Power BI

Benefit: Enable data-driven decision-making, help identify gaps in care, and support continuous quality improvement.

Dragon Copilot helps clinicians automate clinical and non-clinical tasks—from summarizing notes and evidence, to prepping orders and drafting referral letters and after visit summaries. Clinicians can get help drafting referral letters and generating patient-friendly after-visit summaries.

Copilot Studio icon

AI Agent

Benefit: Streamline clinical workflows by automatically capturing a wide range of orders during clinician-patient conversations—giving clinicians a quicky refresher on key facts, curated diagnosis evidence before finalizing notes.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve product time to market

The time spent on drug research and trials. Reducing time to market can reduce costs and accelerate revenues.
Boost productivity
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

How Copilot can help to reduce claims processing time

This KPI measures the average time to process a claim and can impact patient satisfaction.
Respond to a claim
  • Create richer, faster responses to claims
  • Have Copilot assist with drafting and summarizing emails
  • Simplify finding information for claims responses

How Copilot can help to reduce wait times

This measures the average time a patient waits before receiving care. It’s calculated by dividing the total wait time by the number of patients.
Reduce waiting
  • Address more queries in less time
  • Personalize solutions
  • Improve staff availability based on automated capacity-based scheduling
  • Diagnose problems faster

How Copilot can help to reduce readmission rates

This measures the percentage of patients who are readmitted to the hospital within a specific time frame after being discharged.
Reduce churn
  • Address more queries in less time
  • Personalize solutions
  • Improve staff availability based on automated capacity-based scheduling
  • Diagnose problems faster

How can Copilot improve patient retention

This KPI measures the percentage of patients who return to the same healthcare facility for future care.
Reduce churn
  • Address more queries in less time
  • Personalize solutions
  • Improve staff availability based on automated capacity-based scheduling
  • Diagnose problems faster

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-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.