Microsoft Scenario Library Healthcare Health Provider – Review workforce needs and planning

Available with: Microsoft 365 Copilot Chat

Healthcare scenario: Health Provider – Review workforce needs and planning

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Scenario

Use Copilot to review workforce needs and planning

Quickly surface the latest trends, best practices, and guidance for healthcare staffing and coordination, ensuring managers stay up to speed.

1. Gather recent trends and guidance

A nurse manager uses Copilot Chat to research recent web articles, industry reports, and best practices about healthcare staffing. This provides quick help staying up to speed on what matters most by quickly surfacing the latest updates through inboxes and chats.

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Sample prompt: “Summarize recent web articles, relevant newspapers, and healthcare periodicals about staffing challenges and shift management in healthcare.”

During the next meeting, the staffing team can use the summarized research to begin brainstorming actions to improve shift management. Copilot Chat surfaces actionable insights that reflect industry standards to improve communication and reduce confusion about top priorities.

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Sample prompt: “Suggest a list of projects and the key tasks for each that the team to improve shift coverage and update staffing policies.“

One of the actions Copilot Chat recommended was to gather feedback from onsite employees. The leadership team can efficiently draft research plans to collect actionable feedback—all while ensuring survey questions are relevant, unbiased, and informed by the latest trends and expert guidance on the web.

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Sample prompt: “Draft a short survey for our healthcare staff to understand workplace satisfaction, pros and cons in of existing policies, and beliefs about current shift coverage.”

Once the preliminary survey draft is approved, the nurse manager will need to customize some fields and questions for various departments and shifts. This incudes translating and adapting the survey content for different languages to ensure surveys are clear, inclusive, and tailored to the needs of all employees.

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Sample prompt: “Translate the onsite employee survey into Spanish and French and customize the language examples to be culturally relevant.”

At the end of the week, the manager needs to report up. Copilot Chat can help produce a polished summary that highlights the research, the action items, and survey research for future policies—supporting transparency and strategic decision-making.

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Microsoft 365 Copilot Chat1

Sample prompt: “Summarize the main staffing challenges and solutions from /meetingnotes and /surveyresults for a leadership report.”

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.