Training course – Microsoft 365 Copilot – Healthcare

Microsoft 365 Copilot for Healthcare Professionals

Use Microsoft 365 Copilot and Copilot Chat in Word, Excel, PowerPoint, Outlook and Teams productively, securely and in line with permissions.

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

This course connects Microsoft 365 Copilot with the everyday processes of Healthcare. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

Microsoft 365 Copilot brings AI right into the applications where your daily work happens: Word, Excel, PowerPoint, Outlook and Teams. What sets it apart from publicly available chatbots is its grounding in your organisation's data via Microsoft Graph – Copilot can draw on the emails, meetings, chats and documents you already have access to. In this practical day you learn to use that connection deliberately: drafting content from existing files, summarising inboxes and long threads, following up on meetings and generating presentations from Word documents.

You also learn how the licensed Copilot differs from Copilot Chat, when web-grounded and when work-grounded answers make sense, and how to use both prebuilt and your own agents. A central topic is the permission model: Copilot only surfaces what you are allowed to see, so sharing settings in SharePoint, OneDrive and Teams directly determine the quality and security of results. You leave with tested prompts for every Office application and a clear understanding of responsible use within your tenant.

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 use Copilot in Word, Excel, PowerPoint, Outlook and Teams for your recurring tasks.
  • You write prompts that draw on existing files, emails and meetings as context.
  • You distinguish between Microsoft 365 Copilot and Copilot Chat and choose the right mode.
  • You use prebuilt agents and create a simple agent of your own for your team.
  • 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 Copilot fundamentals and Microsoft Graph
  • Microsoft 365 Copilot and Copilot Chat: capabilities and licensing
  • Grounding in organisational data through Microsoft Graph
  • Switching between web and work context and referencing specific files
  • Prompt structure with goal, context, source and expectations
Module 2 Word and PowerPoint
  • Drafting from existing documents, notes and emails
  • Rewriting, shortening, adjusting tone and summarising text
  • Generating presentations from Word documents or outlines
  • Refining slides, adding speaker notes and sharpening key messages
Module 3 Excel and data analysis
  • Querying tables, spotting trends and highlighting outliers
  • Getting suggestions for formulas, calculated columns and conditional formatting
  • Creating charts and pivot analyses from natural language
  • Sanity-checking results and ensuring data quality
Module 4 Outlook, Teams and agents
  • Summarising long email threads and drafting replies
  • Summarising Teams meetings and extracting action items and open questions
  • Using Copilot Pages and Notebooks for collaborative work
  • Using prebuilt agents and creating your own with Agent Builder
Module 5 Permissions, data protection and governance
  • The permission model: Copilot only shows what you can access
  • Identifying oversharing in SharePoint, OneDrive and Teams
  • Sensitivity labels, data boundaries and GDPR considerations
  • Usage policies, team adoption and measuring impact
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

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. You work in a healthcare organisation, in a clinical, nursing, administrative or management role.

Technical requirements

A laptop with access to Microsoft 365 via your work account; a Microsoft 365 Copilot licence is ideal for all exercises, while Copilot Chat covers part of the content.

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 Mon, 14 December 2026 6 hrs Request
  • Salzburg Wed, 16 December 2026 6 hrs Request
  • Berlin Tue, 15 December 2026 6 hrs Request
  • Augsburg Wed, 16 December 2026 6 hrs Request
  • Hanover Thu, 10 December 2026 6 hrs Request
  • Bremen Mon, 14 December 2026 6 hrs Request
  • Stuttgart Tue, 15 December 2026 6 hrs Request
  • Kaiserslautern Wed, 16 December 2026 6 hrs Request
  • Online Fri, 11 December 2026 6 hrs Request

Frequently asked questions

What is the difference between Microsoft 365 Copilot and Copilot Chat?

Copilot Chat is available to many work accounts without an additional licence and answers mainly from web content and uploaded files. The licensed Microsoft 365 Copilot also reaches your emails, meetings and documents through Microsoft Graph and is built directly into Word, Excel, PowerPoint, Outlook and Teams.

Can Copilot see my colleagues' confidential files?

Copilot respects existing permissions and only surfaces content you can already access yourself. Problems arise when files are shared too broadly – with the entire organisation, for instance. In the course you learn how to spot such oversharing and how to fix it properly together with your IT team.

Do I need prompting experience for this course?

No. We start with the fundamentals of good prompts and practise them directly in the Office applications. What matters is that you are comfortable using Word, Excel, PowerPoint, Outlook and Teams day to day. Everything else – from referencing files to working with agents – we build up step by step through realistic tasks.

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 “Microsoft 365 Copilot 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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