Available with: Microsoft 365 Copilot and Copilot Studio
Healthcare scenario: Health Provider – Streamline patient discharge summaries
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.
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.”
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 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 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 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 365 Copilot Chat2
Benefit: Enhances patient engagement and outcomes.
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.
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