Training course – AI Agents – Healthcare

AI Agents for Healthcare Professionals

Agentic AI for business teams: understand AI agents, automate workflows safely and keep control with human-in-the-loop and governance.

Duration
6 hours, one session
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“AI Agents for Healthcare Professionals” is a hands-on course for roles such as Physicians in hospitals and practices, Nurses and nursing managers and Hospital and practice managers. Rather than learning AI Agents in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Healthcare.

AI agents go a step beyond conventional chat assistants: they plan sub-tasks, use tools such as search, files or business applications and complete multi-step work largely on their own. In this compact course you will learn how agents are built, how they differ from chatbots and traditional automation, and which tasks genuinely justify their use. Widely used platforms serve as practical examples, including Microsoft Copilot Studio, custom GPTs and Claude with projects and tool connections.

In the hands-on sessions you design agent workflows for tasks from your own area of work, from triaging requests through research and drafting to handing results over to business systems. You decide where a person reviews and approves, which permissions an agent receives and how errors are detected. A dedicated block covers governance, data protection and accountability, so that your agents not only work but remain controllable, traceable and defensible within your organisation.

Hospitals, practices, care homes and health insurers struggle with staff shortages and a heavy documentation burden that takes valuable time away from patients. Generative AI can provide targeted relief: AI assistants help draft discharge letters and reports, summarise guidelines and studies, write patient information in plain language and support quality reports, rosters and administrative tasks. Automation speeds up appointment management, enquiry handling and internal communication. At the same time, the strictest requirements apply: health data is specially protected, medical confidentiality and professional rules must be observed, and software with a medical purpose may qualify as a medical device. AI in healthcare must therefore distinguish clearly between administrative support and clinical decisions, be operated securely and remain under the responsibility of qualified professionals.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Physicians in hospitals and practices
  • Nurses and nursing managers
  • Hospital and practice managers
  • Clinical coding and medical controlling staff
  • Quality management and administration in healthcare facilities

Typical challenges we address

  • Coping with heavy documentation alongside patient care
  • Keeping up with current guidelines and evidence
  • Informing patients clearly and in several languages
  • Running administrative, quality and billing processes with limited staff

What you will be able to do

  • You can explain how AI agents are structured and clearly distinguish them from chatbots and classic automation.
  • You can select a suitable agent platform for your requirements using transparent criteria.
  • You can design an agent workflow for a real process in your area and build a working prototype.
  • You can define human-in-the-loop checkpoints, test cases and escalation rules.
  • Use AI to reduce the burden of documentation, patient information and administration.
  • Distinguish confidently between administrative AI applications and regulated medical devices.
  • Protect patient data in line with the GDPR, medical confidentiality and professional rules.

Course outline

Module 1 What makes an AI agent
  • Agent building blocks: language model, instructions, knowledge, tools and memory
  • How agents differ from chatbots, macros and classic workflow automation
  • Levels of autonomy: from suggestion-making assistants to agents that act independently
  • Realistically judging which tasks suit agents and which do not
Module 2 Platform overview: Copilot Studio, GPTs and Claude
  • Microsoft Copilot Studio: agents grounded in company data and connected to Microsoft 365
  • Custom GPTs: configuring instructions, knowledge files and actions
  • Claude with projects, knowledge bases and tool access via the Model Context Protocol
  • Selection criteria: data access, integrations, administration and licensing
Module 3 Designing and building agent workflows
  • Breaking tasks into steps and defining hand-offs between agent and human
  • Writing system instructions, examples and knowledge sources for consistent output
  • Connecting tools: search, documents, email, spreadsheets and business applications
  • Building a prototype agent for a real process from your own area
Module 4 Human-in-the-loop, quality and error handling
  • Setting approval steps, escalation rules and thresholds for human review
  • Test cases, evaluation criteria and spot checks for quality assurance
  • Common failure modes: wrong tool choice, endless loops and fabricated facts
  • Using structured user feedback to improve the agent over time
Module 5 Governance, security and roll-out
  • Roles and responsibilities across business units, IT, data protection and works council
  • Least-privilege permissions, logging and protection against prompt injection
  • Positioning under the EU AI Act and GDPR: transparency, documentation and data flows
  • From pilot agent to production: operation, maintenance and measuring success
Module 6 Practice lab: Healthcare
  • Drafting letters and reports
  • Summarising guidelines and studies
  • Patient information
  • Nursing documentation support
  • Quality and administrative documents
  • Enquiry and appointment management
Module 7 Data protection, quality & transfer to daily work
  • Health data is a special category under Article 9 GDPR and subject to medical confidentiality, in Germany under Section 203 of the Criminal Code; it may only be processed in approved, contractually secured environments. Software with a medical purpose, such as diagnostic or therapy support, can be a medical device under the MDR and is then high-risk AI under the EU AI Act.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Drafting letters and reports

An AI assistant in an approved environment structures findings and progress notes into a draft discharge letter or report, which the responsible physician fully reviews and corrects.

Summarising guidelines and studies

AI summarises guideline recommendations, studies and product information and compares key statements, as a starting point for continuing education and with references to the original sources for verification.

Patient information

Clinical content is turned into clear patient information, plain-language supplements to consent materials and leaflets in several languages, which are medically reviewed and approved.

Nursing documentation support

AI helps turn bullet points into structured nursing reports and handovers, draft care plans and harmonise wording, while the nurse remains responsible.

Quality and administrative documents

Procedures, hygiene plans, quality reports and training materials are created and updated with AI support, without the need for any patient data.

Enquiry and appointment management

Automations sort incoming enquiries from patients and referring physicians, answer standard organisational questions and prepare appointment suggestions, while medical questions go to qualified staff.

Prerequisites

You should already use an AI assistant such as ChatGPT, Copilot or Claude on a regular basis. No programming skills are required. You work in a healthcare organisation, in a clinical, nursing, administrative or management role.

Technical requirements

You will need a laptop with an up-to-date browser. Ideally you have access to at least one agent platform such as Copilot Studio, ChatGPT with GPTs or Claude; practice accounts can be provided if needed.

Data protection & compliance

Health data is a special category under Article 9 GDPR and subject to medical confidentiality, in Germany under Section 203 of the Criminal Code; it may only be processed in approved, contractually secured environments. Software with a medical purpose, such as diagnostic or therapy support, can be a medical device under the MDR and is then high-risk AI under the EU AI Act.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Thu, 10 December 2026 6 hrs Request
  • Salzburg Tue, 15 December 2026 6 hrs Request
  • Berlin Thu, 10 December 2026 6 hrs Request
  • Augsburg Thu, 10 December 2026 6 hrs Request
  • Hanover Thu, 10 December 2026 6 hrs Request
  • Bremen Thu, 10 December 2026 6 hrs Request
  • Stuttgart Thu, 10 December 2026 6 hrs Request
  • Kaiserslautern Tue, 15 December 2026 6 hrs Request
  • Online Wed, 16 December 2026 6 hrs Request

Frequently asked questions

Do I need programming skills to build AI agents?

No. The platforms used on the course rely on visual interfaces, plain-language instructions and ready-made connectors. You learn to specify agents precisely from a business perspective, connect tools and test workflows. Where deeper technical integration would be needed, you will know which requirements to put to your IT team.

Which platform will we use during the course?

The course is vendor-neutral and uses Microsoft Copilot Studio, custom GPTs and Claude as examples. You build your prototype on the platform that is available or planned in your organisation. The principles of workflow design, control and governance you learn carry over to other agent solutions as well.

How do I stop an agent from acting without control?

Through deliberate design: agents receive only the minimum permissions they need, critical actions such as sending, booking or deleting require human approval, and every step is logged. In addition, you define test cases and escalation rules. These are exactly the control mechanisms you develop for your own use case during the course.

May patient data be processed in AI tools?

Only in environments approved by your organisation, secured under data protection law and compatible with medical confidentiality. Publicly available consumer tools are unsuitable. Many use cases, such as quality documents or patient information, need no patient data at all. We show you how to get started safely.

When does AI software become a medical device?

The intended purpose is decisive: software intended for diagnosis, monitoring or therapy decisions for individual patients can fall under the MDR. General text and administrative support usually does not. In the course you learn to recognise this boundary and keep clinical decisions with qualified professionals.

How much does “AI Agents for Healthcare Professionals” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

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