Scenario

Use Copilot to streamline patient discharge summaries

A healthcare provider can use Copilot to streamline patient discharge by summarizing medical records, drafting clear instructions, generating checklists, and creating personalized education materials.

1. Summarize patient records

Once a patient is ready to leave a provider’s care, an agent can help summarize the patient’s medical record, recent notes, and treatment history with a prompt like, “Summarize the key events and treatments for patient [Name] during this admission.”

Copilot Studio icon

AI Agent

Benefit: Save time, ensure all relevant details are included, and reduce manual review effort.

Now, care teams can use Copilot Chat to draft clear, patient-friendly discharge instructions based on the summarized record with the prompt, “Draft discharge instructions for [Name] including medication changes and follow-up appointments.”

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Improve clarity, consistency, and patient understanding.

By asking Copilot Chat to generate a checklist of required forms and documentation, care teams can expedite the final discharge processes: “List all required discharge forms and documentation for a cardiac patient.”

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Help reduce risk of missing paperwork, supports compliance.

To close the loop on any follow-up care—either planned or emergent—the discharge team can prompt Copilot Chat to draft a summary email or message for the patient’s care team, highlighting key discharge details and next steps, “Draft an email to the care team summarizing [Name]’s discharge plan and follow-up needs.”

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Help ensure smooth handoff, keeps everyone informed.

Finally, Copilot Chat can be used to draft personalized education materials for the patient—inclusive of medication guides, lifestyle tips, important definitions, and even translations: “Create a simple guide for [Name] on managing hypertension after discharge.”

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Enhances patient engagement and outcomes.

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.