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”Effort” level for each scenario Buy Microsoft 365 Copilot
Security Copilot
Dynamics 365
Microsoft agents Unlock productivity out of the box (Licensed AI products) 2 Extend SharePoint agents
Copilot Studio
Third-party agents Tailor your data, systems, and workflows via agents
(Low-code agents or purchased AI apps and agents) 3 Start Microsoft 365 Copilot Chat
Web-grounded agents Your first step into generative AI (Included in Microsoft 365) 1 Build Copilot Studio
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(Pro-code agents and apps) 4<br>

AI use cases forHealthcare<br>

Copilot Healthcare use cases Overview and KPIs KPIs play a crucial role in the sector, providing a compass to navigate toward success. Let's dive into KPIs for Healthcare and how AI can assist. Use case by role AI can simplify the tasks that Healthcare pros perform every day. Look at key use cases and how Copilot and agents can assist along the way. Day in the life See how real-life Healthcare pros are using AI in their day-to-day.<br>

AI use cases for Healthcare Goals and challenges The Healthcare industry is faced with finding ways to improve access to healthcare and the overall quality of care for patients while maximizing efficiency due to current and projected workforce shortages and the need to contain costs. Focus is also on finding ways to streamline research and development of new patient care while remaining compliant with regulatory requirements and maintaining data security. AI can assist with... AI assists Healthcare organizations with numerous tasks that impact critical areas like patient care, clinical efficiency, managing research, and processing claims. Healthcare roles using AI Researcher Clinician Claims Manager Medical Director<br>

Operations efficiency AI can help streamline healthcare operations by automating routine administrative tasks, optimizing workforce planning, and accelerating claims processing, which reduces costs and frees up staff to focus on patient care. AI-powered analytics enable real-time monitoring and predictive insights, helping organizations proactively manage resources, minimize errors, and improve compliance. As a result, healthcare providers can deliver more efficient, timely, and personalized services while enhancing overall operational performance. Use Cases Customer stories Description KPIs impacted Patient wait times
Claims processing time
Readmission rate
Patient satisfaction
Compliance rate
Care plan adherence
Resource utilization rate
Population health outcomes Care coordinators
Claims managers/analysts
Clinical staff
Medical directors
Pharmacy and MedTech operations managers
Revenue cycle managers Roles impacted SolutionHealth decreased time spent on documentation by 50% DOW reimagines productivity and supply chain efficiency Bader Sultan enhanced customer experience, streamline communications CooperSurgical accelerated sales productivity during global growth<br>

Research/development/trials AI can help accelerate healthcare research and development by automating data analysis, optimizing clinical trial design, and streamlining patient recruitment. AI-powered tools enable researchers to efficiently identify promising drug candidates, personalize treatment strategies, and generate real-time insights from large, complex datasets. As a result, clinical trials become faster, more adaptive, and cost-effective, ultimately improving patient outcomes and driving innovation in medicine. Use Cases Customer stories Description KPIs impacted Time to market
Clinical trial cycle time
Protocol adherence rate
Data quality and integrity
Regulatory submission rate
Publication output
Collaboration efficiency Clinical researchers
Data scientists
Regulatory specialists
Medical writers
Lab technicians
Project managers Roles impacted Shriners achieved faster testing, discovery, and development Syneos Health reduced activation time by 10% Bayer reduced comm gaps between scientists and researchers Ontada transformed 150M unstructured oncology documents<br>

Patient and member service AI is transforming patient and member services in healthcare by empowering staff with intelligent tools that enhance engagement, streamline access to information, and personalize interactions. AI-driven solutions automate routine administrative tasks, accelerate claims processing, and support care management, allowing healthcare professionals to focus more on patient needs and deliver faster, more effective service. By leveraging data and predictive analytics, AI helps organizations anticipate patient needs, improve satisfaction, and drive better health outcomes. Use Cases Customer stories Description KPIs impacted Patient satisfaction scores
First call resolution rate
Average handle time
Appointment no-show rate
Care plan adherence
Net Promoter Score
Compliance rate Patient service representatives
Care coordinators
Claims managers
Contact center agents
Nurses and clinical staff
Outreach coordinators
Quality improvement specialists Roles impacted Kry improved patient engagement UH Cutler Center is reducing time spent on admin tasks by 90% TatvaCare developed more personalized and targeted care plans Providence improved message processing times and efficiency<br>

KPI – Patient/Customer retention How AI can help increase patient/customer retention Increase long-term loyalty Increase satisfaction, trust, and experience quality Patient retention is a critical measure of continuity of care, trust, and long-term engagement with a healthcare organization. Improving this KPI means ensuring that patients feel supported between visits, return consistently for future care—ultimately strengthening clinical outcomes and organizational stability. Summarize patient histories, visit notes, and trends to personalize care plans
Generate timely check-up reminders
Produce tailored education materials
Identify risk signals proactively Ensure consistent, clear, communication across departments
Translate medial instructions into accessible language
Surface patient sentiment insights
Automate follow-through on care tasks Value Calculation Retention rate: Measure the share of patients who return for future care. Retention % = (Returning patients ÷ Total patients at start of period) x 100
Care plan adherence: Indicate if patients consistently follow care plans. Adherence % = (Patients completing recommended follow ups ÷ Total patients with assigned plans) x 100
Visit Continuity Index (VCI): Track how many consecutive visits a patient completes with the same provider or facility. VCI = Average # of sequential visits to the same facility per patient
Now show recovery rate: Measure how effectively the care team re-engages patients who miss appointments. Recovery % = (No-shows rescheduled within 30 days ÷ Total no-shows) x 100
Patient lifetime value: An estimate of long-term engagement contribution. PLV = (Average yearly visits x Years of retention x Average revenue per visit)

Example
Before AI, a healthcare provider retained 71% of patients annually. After automating follow-up outreach and improving care plan personalization, retention increased to 78%. Retention Increase = (78 – 71) ÷ 71 x 100 = 9.9%<br>

KPI – Readmission rate How AI can help reduce readmission rates Higher-quality, proactive care Better long-term outcomes AI enables care teams to anticipate risks earlier, intervene more effectively after discharge, and ensure patients stay on track with their recovery plans. By unlocking insights buried in clinical documentation, surfacing care gaps, and improving follow-through, Copilot can help strengthen the continuity of care. Analyze patient histories, discharge summaries, and clinical notes
Flag missed follow-ups, medication concerns, or care gaps
Draft clear, personalized discharge instructions Prompt follow-up appointments, labs, and are tasks
Reduce clinician administrative tasks
Improve communication across care teams and departments Value Calculation Readmission rate: Measure the percentage of patients who return to the hospital within a specific timeframe after discharge. (Number of readmitted patients ÷ Total discharged patients) x 100
Follow-up response time: Track how quickly care teams respond to patient questions or symptoms after discharge. Faster response times correlate with fewer avoidable readmissions. (Time saved ÷ Baseline follow-up time) x 100
Preventable readmission reduction: Evaluates how many readmissions were avoided by proactive intervention. (Preventable readmissions avoided ÷ Baseline preventable readmissions) x 100

Example
Before AI, a healthcare facility had a 30-day readmission rate of 14%. After implementing AI-powered discharge summaries and automated follow-up outreach, the rate fell to 11%.Readmission Reduction = (14 – 11) ÷ 14 x 100 = 21.4%<br>

KPI – Wait times How AI can help reduce wait times More efficient operations Improved patient experience Reducing patient wait times strengthens both operational efficiency and the overall care experience by ensuring patients receive timely, coordinated attention. By enabling teams to anticipate demand, streamline workflows, and resolve bottlenecks quickly, AI helps improve satisfaction and care outcomes. Analyze historical and real-time patient flow data to identify bottlenecks across triage, registration, or departments
Surface workload imbalances
Predict peak demand periods
Assist schedulers with prioritization Support team handoffs with consistent summaries
Provide real-time updates to care teams
Draft clear pre-visit instructions and automated reminders
Summarize patient notes in a single view Value Calculation Average wait time: Basic measure of how long patients wait before receiving care. Formula: (Total cumulative wait time ÷ Number of patients) 
Throughput efficiency: Evaluate how quickly patients move from arrival to first clinical interaction. Formula: (Patients seen on time ÷Total patients) x 100
Staffing alignment efficiency: Assess how well staffing levels align with patient volume patterns. Formula: (Wait time reduction ÷ Baseline wait time) x 100 
Queue reduction rate: Measure improvements in queue lengths following workflow automation or triage enhancements. Formula: (Reduction in average queue size ÷ Baseline queue size) x 100

Example
Before AI, average wait time in an outpatient clinic was 47 minutes. After implementing AI-assisted workflow optimization and automated triage summaries, average wait time dropped to 33 minutes. Wait time reduction = (47 – 33) ÷ 47 x 100 = 29.8%<br>

KPI – Claims processing time How AI can help expedite claims processing Faster, more accurate operations Improve cross-team efficiency Streamlining claims processing reduces administrative friction, accelerates reimbursement, and improves patient satisfaction by ensuring claims are handled quickly and accurately. With AI automating routine tasks and surfacing the right information at the right time, teams can resolve claims faster. Prioritize and automate case routing and initial reviews
Automatically retrieve relevant customer, provider, and policy data
Identify missing information or discrepancies early to prevent rework
Streamline approvals and escalations Enhance communication across teams by providing claim status summaries
Provide patients and members with clearer, more timely updates
Reduce administrative burden
Surface trends, workload distribution, and bottlenecks for faster processing Value Calculation Average claims processing time: Measures the time required to process a claim from submission to resolution. Formula: Total processing time ÷ number of claims
Operational efficiency improvement: Tracks how much processing time is reduced after automating workflows. Formula: (Time saved ÷ Baseline processing time) x 100
Error reduction rate: Evaluates improvements in accuracy by reducing manual data entry and analysis. Formula: (Reduction in reworked claims ÷ Baseline reworked claims) x 100
Throughput increase: Measure how many additional claims can be processed with the same resources.Formula: (New throughput – baseline throughput) ÷ Baseline throughput x 100

Example
Before AI, a claims department required 12 days on average to process a claim. After automating intake, summarization, and routing, the average processing time dropped to 9 days.
To measure the processing time reduction due to AI, the formula is: Processing Time Reduction = (12 – 9 ) ÷ 12 x 100 = 25%<br>

How AI can help improve product time to market Improved regulatory readiness Faster R&D and trial execution KPI – Product time to market AI helps organizations move from discovery to delivery faster by automating research synthesis, streamlining clinical trial documentation, and improving regulatory readiness. By reducing manual effort and accelerating analysis across the drug development lifecycle, teams can bring therapies to market sooner. Generate structured summaries for regulatory documents
Identify data gaps or required follow-up studies to prevent downstream delays
Assist with preparing investor updates, scientific presentations, safety filings Summarize scientific literature, trial data, and prior studies
Draft and refine clinical trial documents
Accelerate cross-functional coordination between R&D, medical, regulatory, and operational teams Value Calculation Total R&D cycle time: Measure how long it takes to move from discovery to an approved therapy.Formula: (End-to-end development duration before AI – after AI) ÷ Baseline duration x 100
Protocol development efficiency: Evaluate reductions in time spent drafting and revising clinical protocols. Formula: Time saved in document creation ÷ Baseline hours x 100
Regulatory submission cycle time: Measure how quickly regulatory packages are assembled and finalized. Formula: (Old submission preparation time - new time) ÷ Old time x 100
Scientific output acceleration: Reflect increased speed in generating literature reviews, safety summaries, and trial reports.Formula: New output rate – baseline output rate) ÷ baseline output rate x 100
Example
Before AI, regulatory submission preparation required 10 weeks. After automating document drafting, evidence gathering, and cross-referencing, submission times dropped to 7 weeks. Submission Cycle Time Reduction = (10 – 7) ÷ 10 × 100 = 30%<br>

Quickly surface the latest trends, best practices, and guidance for healthcare staffing and coordination, ensuring managers stay up to speed. Start Microsoft 365 Copilot Chat Sample prompt: “Summarize recent web articles, relevant newspapers, and healthcare periodicals about staffing challenges and shift management in healthcare.” 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. Team brainstorm projects and tasks 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. 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.” Draft a survey for onsite employees 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. Sample prompt: “Suggest a list of projects and the key tasks for each that the team to improve shift coverage and update staffing policies.“ Prepare a summary for leadership 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. Sample prompt: “Translate the onsite employee survey into Spanish and French and customize the language examples to be culturally relevant.” Translate and customize the survey 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. Sample prompt: “Summarize the main staffing challenges and solutions from /meetingnotes and /surveyresults for a leadership report.” Value benefit KPIs impacted Health provider Review workforce needs and planning Copilot Chat1 in Word Copilot Chat1 Copilot Chat1 in Word Copilot Chat1 Copilot Chat1<br>

Provide your clinicians with an AI assistant to simplify tasks and free up time for patient interactions. Buy Microsoft 365 Copilot Benefit: Catch up on your day and manage appointments from your calendar, ensuring follow-up on past action items. Manage appointments Prompt Copilot to summarize your upcoming patient appointments. Summarize departmental meeting After a departmental meeting, perform a quick comparative study on the reviewed metrics. Benefit: Quickly draft an email with notes and action items from the past meeting. Update team on new metrics Draft an email for your team with relevant notes, important documents, and operational metrics from the discussion. Benefit: Perform quick analysis between notes and summarize the changes to the performance metrics in a table. Prepare for a conference Prepare a compelling white paper for an upcoming medical conference on innovative surgical techniques for minimally invasive procedures and has limited time. Benefit: Reduce time for research about drug interactions, side effects, and more with Copilot locating important documents. Find prescribing information Before prescribing new medication to a patient, ask Copilot to locate the Prescribing Information (PI) document. Benefit: Assimilate relevant research materials, existing collateral, case studies, and other content on the topic from existing repositories. Value benefit KPIs impacted Health provider Enhance clinician efficiency Copilot Chat1 Copilot Chat2 Copilot Chat2 Copilot in Teams Copilot in Word<br>

Hospital administrators can use AI to help manage staff planning, communication, tracking, and reporting. Buy Microsoft 365 Copilot Benefit: Analyze trends and identify patterns in nurse call-offs, patient volumes, skill sets, and workload distribution across different departments and specialties. Data analysis A hospital’s clinical leader faces challenges in managing their nursing staff effectively due to high turnover, scheduling complexities, and skill gaps and wants proactive workforce planning measures. Optimal shift planning Using data from the enterprise resourcing application, design balanced schedules that consider individual preferences, skill sets, and workload distribution for real-time and predicted need. Benefit: Draft communication to provide the workforce with updates on staffing and scheduling. Streamline communication Communicate with staff on the updated shift plans, staffing needs, and other operational requirements. Benefit: Explore flexible scheduling options such short shifts or part-time roles to attract and retain nurses seeking work-life balance. Administrative efficiency reporting Report on staffing costs, overtime hours, and nurse-to-patient ratios, freeing up time for strategic decision-making. Benefit: Analyze the KPI data and create customized visuals to identify improvement areas. Performance tracking Track Key Performance Indicators (KPIs) such as overtime hours, peak interval staffing levels, and skill utilization to identify areas for individual and team improvement. Benefit: Generate visuals and summaries to effectively communicate staffing insights to hospital management. Value benefit KPIs impacted Health provider Optimize workforce planning Copilot Chat2 Copilot in Excel Copilot in Excel Copilot in Excel Copilot in PowerPoint<br>

People involved in clinical research can use AI to find and summarize content to make their work easier and improve grant applications. Buy Microsoft 365 Copilot Benefit: Get a head start on analyzing research by leveraging Copilot to synthesize and categorize data across the web. Compile research Prompt Copilot to compile the latest research on immunotherapy for lung cancer from the past year and categorize studies by drug efficacy, side effects, and patient quality of life. Compare with current trials Ask Copilot to cross-reference the studies with current clinical trials. Copilot compares the studies with your organization’s internal trial database, presenting a matched list of trials. Benefit: Save time reviewing research and help ensure that all research practices comply with industry regulations and required guidelines. Check regulations Use Copilot to locate applicable FDA and HIPAA regulations for your research so you can verify that your research methodologies are compliant. Benefit: Review current clinical trials to identify potential overlaps and gaps that could inform future research directions. Revise application Paste the application draft into a Word document. Use Copilot in Word to rewrite the project overview and conclusion. Benefit: Reduce time drafting grant applications and ensure alignment with required formatting. Draft a grant application With new insights, prompt Copilot to draft a grant application based on your research findings. Copilot formats the response according to the grant’s requirements. Benefit: Revise and rewrite documents quickly with Copilot in Word revisions. Value benefit KPIs impacted Organize and manage research knowledge Health provider Copilot in Word Copilot Chat2 Copilot Chat2 Copilot Chat1 Copilot Chat1<br>

AI can help with meeting effectiveness from preparation, to in-meeting coaching, to follow ups. Buy Microsoft 365 Copilot Benefit: Analyze Dr. Jones's upcoming meetings from her calendar, extracting details such as agenda topics, attendees, and past meeting notes. Pre-meeting preparation Dr. Jones, a clinical leader at a large hospital, needs to manage her upcoming meetings efficiently and ensure follow-up on action items (e.g., operational metrics review). Intelligent reminders Draft an email with relevant notes, important documents, and operational metrics for the upcoming discussion. Benefit: Capture key discussion points, decisions, action items with assigned owners, and deadlines, allowing Dr. Jones to focus on active participation. In-meeting support Discuss key metrics progress (e.g., Bed Utilization Rate, Emergency Department Wait Times), remediation plan, and next steps with accountability. Benefit: Assimilate key information and draft an email with notes and action items from the past meeting and send that with the reminder to meeting participants. Presentation drafts Organize the collected information (from Teams – notes summary) and work on the presentation for the leadership team meeting. Benefit: Perform quick analysis between notes and draft an email to provide meeting summaries and emphasize on items for further analysis. Post-meeting follow-up Perform a quick comparative study on the reviewed metrics and synthesize the meeting information in an email to the attendees. Benefit: Apply branding guidelines, adjust layouts, and reformat text for leadership presentations. Value benefit KPIs impacted Departmental meeting Health provider Copilot Chat2 Copilot Chat2 Copilot Chat2 Copilot in Teams Copilot in PowerPoint<br>

Preparing content for a medical conference can take a lot of time out of an already full schedule. Reduce the time required by using Copilot for research and drafting. Buy Microsoft 365 Copilot Benefit: Assimilate relevant research materials, existing collateral, case studies, and other content on the topic from existing repositories. Content assimilation Dr. Emily, a busy clinical leader, needs to prepare a compelling presentation for an upcoming medical conference on innovative surgical techniques for minimally invasive procedures and has limited time. Content outline development Draft a summary of the key points and content for the presentation in a Word document – such as information on surgical techniques, patient outcomes, and case studies. Benefit: Utilize preferred presentation styles (identified from previous presentations) to automatically generate draft slides in PowerPoint. Slide generation Create an initial presentation with the structural components to include accurate, reliable, and relevant content. Benefit: Outline the key points of Dr. Emily’s presentation, including the purpose, methodology, results, and conclusion. Talk track finalization Prepare and refine the talk tracks for the medical conference based on the finalized deck. Benefit: Refine the content within the slides, adding details, incorporating relevant data and visuals, ensuring accuracy, clarity, branding, and professional standards. Content enhancement Review the completed presentation, ensure that the vital information are redacted and make necessary revisions. Benefit: Generate multiple talk tracks and personalize them with support on structural guidance, language assistance, communication style, and content optimization. Value benefit KPIs impacted Medical conference perspectives creation Health provider Copilot Chat2 Copilot in PowerPoint Copilot in Word Copilot in PowerPoint Copilot in Word<br>

Empower healthcare providers to centralize patient information, personalize care, streamline communication, analyze outcomes, and automate routine tasks—dramatically improving care management efficiency and patient experience. Buy Microsoft 365 Copilot Benefit: Ensure all relevant information is accessible and up-to-date for the care team, reducing time spent searching across systems. Centralize patient information Clinicians and care managers are empowered to instantly query patient notes, access credible medical information, receive smart documentation suggestions, and unlock actionable insights from conversational data—all in one workflow. Draft and personalize care plans Providers prompt Copilot to draft discharge instructions or patient education materials. Copilot can pull in clinical guidelines, recent notes, and patient preferences, then format for compliance and clarity. Benefit: Streamline communication, reduces manual errors, and ensures continuity of care across shifts and departments. Coordinate communication and handoffs Summarize meeting notes, action items, and care updates, then drafts emails or Teams messages to keep all stakeholders informed. Copilot can automate reminders for follow-ups and flag unresolved issues. Benefit: Save time on documentation, improve consistency, and enable rapid personalization for each patient. Automate routine administrative tasks Dragon Copilot helps clinicians automate clinical and non-clinical tasks—from summarizing notes and evidence, to prepping orders and drafting referral letters and after visit summaries. Clinicians can get help drafting referral letters and generating patient-friendly after-visit summaries. Benefit: Enable data-driven decision-making, help identify gaps in care, and support continuous quality improvement. Analyze data and track outcomes Care managers use Copilot to analyze patient outcomes, readmission rates, and satisfaction scores. Copilot can generate dashboards, visualize trends, and suggest areas for improvement. Benefit: Streamline clinical workflows by automatically capturing a wide range of orders during clinician-patient conversations—giving clinicians a quicky refresher on key facts, curated diagnosis evidence before finalizing notes. Value benefit KPIs impacted Enhance care management Health provider Copilot Chat2 Copilot in Teams Copilot in Power BI Employee satisfaction Dragon Copilot Dragon Copilot<br>

A healthcare provider can use Copilot to streamline patient discharge by summarizing medical records, drafting clear instructions, generating checklists, and creating personalized education materials. Extend Microsoft 365 Copilot and Copilot Studio Benefit: Save time, ensure all relevant details are included, and reduce manual review effort. 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.” Draft discharge instructions 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.” Benefit: Help reduce risk of missing paperwork, supports compliance. Checklist for required documentation 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.” Benefit: Improve clarity, consistency, and patient understanding. Patient education content 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.” Benefit: Help ensure smooth handoff, keeps everyone informed. Summarize communication for care team 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.” Benefit: Enhances patient engagement and outcomes. Value benefit Health Provider Streamline patient discharge summaries Copilot Chat2 Copilot Chat2 Copilot Chat2 Copilot Chat2 KPIs impacted AI Agent3
+ Connection to EMR System<br>

Empower clinical researchers and healthcare providers to accelerate evidence-based research, streamline collaboration, and unlock actionable insights from complex datasets—without advanced data science skills. Accelerate clinical research Build Microsoft 365 Copilot and Copilot Studio Health Provider Benefit: Save time creating research documents with detailed reports that provide insights and comparisons across complex documents.

Get started with Researcher Preclinical research Using the Researcher agent, a clinician can automatically summarize recent publications, clinical trial updates, and internal research memos into a structured report to bring the team up to speed. Collaborative protocol design Use Copilot in Word to generate drafts for the study protocol from a template and the preclinical research reports. The clinicians can prompt Copilot to add content and make updates as required. Benefit: Quickly generate clear questions and instructions. Generate checklists and questionnaires Use Copilot to generate checklists and questionnaires to be used during the study. Copilot can help refine steps and questions to ensure clarity. Benefit: Speeds up protocol development and ensures regulatory alignment. Benefit: Improve report quality to speed approvals and get better insights. Prepare close out reports and documentation Use Copilot to prepare the final regulatory documentation using templates in Word. Prepare the internal close out reports in Word using Researcher to combine insights across documents. Data analysis and visualization Next the team analyzes patient datasets, trial results, and biomarker correlations using a custom agent to generate deep model-driven hypotheses and insights. Benefit: Copilot can help everyone get their message out with clear language and then check against compliance standards. Create recruitment materials Use Copilot to help generate recruitment materials with compelling descriptions and images. Benefit: Accelerate data-driven hypothesis generation with custom ML models and visualizations. Researcher Copilot in Word KPIs impacted Value benefit Copilot Chat2 Copilot Chat2 Data hypothesis agent3
+ Connection to patient datasets Copilot in Word<br>

Leveraging Microsoft 365 Copilot and agents, MedTech supply chain managers can automate routine tasks, enhance collaboration, and gain real-time insights—resulting in a more resilient, efficient, and continuously improving supply chain. MedTech Extend Microsoft 365 Copilot and Copilot Studio Augment supply chain management Benefit: Rapidly identifies supply risks and urgent needs without manual searching, enabling proactive inventory management. Morning inventory check A MedTech supply chain manager, starts the day by prompting Copilot Chat to summarize overnight inventory updates from emails, Teams messages, and shared files. Automated order generation Next an agent automatically generates purchase orders for items flagged as low in stock. The agent connects to the ERP system, drafts orders, and routes them for approval—all within Teams. Benefit: Accelerates issue resolution, and improves supplier communication, minimizing disruption to operations. Supplier coordination and issue resolution When a supplier delay notification arrives midday, Copilot summarizes related communications and drafts a message to the supplier requesting expedited shipping and alternative options. Benefit: Streamlines order creation, reduces manual effort, and ensures timely replenishment of critical supplies. Benefit: Promotes a culture of continuous improvement by streamlining feedback collection, action planning, and team alignment—helping the organization adapt quickly and drive ongoing supply chain excellence. Collaborative review Finally, Copilot highlights suggestions for process improvements, and drafts an action plan, ensuring that all insights and recommendations are captured and distributed to stakeholders for follow-up. End-of-Day performance reporting Copilot in Excel can visualize key metrics—such as order fulfillment rate, average delivery time, and inventory turnover—helping generate charts, spot trends, and summarize insights, making it easy to share a data-driven report with leadership. Benefit: Provides real-time visibility into shipment progress, enabling quick response to delays or exceptions. Real-time shipment tracking A Copilot Studio agent can be activated to track inbound shipments, aggregating status updates from logistics partners and presenting a dashboard in Teams. Benefit: Transforms raw supply chain data into actionable insights and visualizations, enabling faster, more informed decision-making and continuous process improvement. Copilot Chat2 Order Management Agent3
+ Connection to ERP system
+ Connection to Microsoft Teams Copilot in Outlook Shipment Tracking Agent3
+ Connection to Microsoft Teams Copilot in Excel Copilot Chat2 Value benefit KPIs impacted<br>

Provide personalized care through connected devices MedTech Microsoft 365 Copilot and Copilot Studio Extend By integrating Microsoft 365 Copilot, and Copilot Studio agents, MedTech teams can personalize diabetes care through connected devices—enabling real-time monitoring, proactive outreach, and collaborative, data-driven improvements in patient outcomes. KPIs impacted Value benefit Monitor patients A diabetes care coordinator starts the day by activating a Copilot Studio agent connected to a database of patients’ smart glucose monitors and insulin pump readings. The agent aggregates overnight readings, device alerts, and usage patterns into a secure dashboard. Benefit: Provides real-time visibility into patient health metrics, enabling proactive care and early intervention. Summarize patient trends Copilot summarizes trends in glucose levels, insulin usage, and device alerts for each patient. This highlights out-of-range readings and flags patients who may need immediate attention or a care plan adjustment. Benefit: Accelerates risk identification and supports timely, personalized outreach to patients. Draft personalized patient communications Then, Copilot can be used draft tailored messages for patients, such as reminders to calibrate devices, encouragement for those meeting their targets, or instructions for troubleshooting device issues. Benefit: Improves patient engagement and adherence by delivering relevant, actionable guidance. Collaborative review with clinical team The care coordinator can share patient results securely in Copilot in Teams to help endocrinologists organize feedback, annotate patient records, and assign follow-up actions and Copilot-generated summaries. Benefit: Enhances cross-functional collaboration and ensures coordinated, high-quality care. Reporting and continuous improvement Then, the care coordinator uses Copilot in Excel to analyze aggregated device data, visualize trends in patient outcomes, and generate a report for leadership on care effectiveness and device utilization. Benefit: Transforms raw device data into actionable insights, supporting continuous improvement and strategic decision-making. Device Integration Agent3
+ Connection to EMR System Copilot Chat2 Copilot in Outlook Copilot in Teams Copilot in Excel<br>

Copilot Chat enables healthcare organizations to rapidly create, refine, and share tailored educational materials for members, improving onboarding, satisfaction, and understanding while reducing manual effort and support burden. Start Microsoft 365 Copilot Chat Sample prompt: “Source recent web articles and reviews about virtual healthcare and benefits onboarding.” Research market trends A marketing specialist prompts Copilot Chat to summarize recent market trends, public reviews, and best practices about new member onboarding. This quickly surfaces the most relevant questions and concerns to better ensure educational materials will address real needs. Identify key topics and FAQs To get help analyzing the summarized communications and highlight any recurring topics, concerns, and FAQs. Copilot Chat helps pinpoint the most common areas of confusion or interest, making it easier to determine where to focus educational efforts. Sample prompt: “Draft a simple FAQ for new members about accessing the benefits portal.” Draft tailored educational content Using the identified topics, the marketer asks Copilot Chat for assistance creating a simple, easy-to-understand FAQ or educational guide. It can help enable rapid creation of clear, accessible materials that directly answer member questions, improving onboarding and reducing support requests. Sample prompt: “What are the top five issues and themes, according to online sources?” Share and track member engagement Finally, the marketer uses Copilot Chat to draft an email sharing the new educational materials with members. This streamlines distribution and feedback collection, supporting continuous improvement of educational resources and boosting member satisfaction. Sample prompt: “Rewrite the FAQ to be friendly and accessible for senior members.” Review and refine content To ensure educational materials are personalized and easy to understand, the specialist requests Copilot Chat to clarify language, personalize examples, translate into a new language, or adjust tone for specific member segments (e.g., seniors, families, chronic care patients). Sample prompt: “Draft an email to new members introducing the virtual care FAQ.” Value benefit KPIs impacted Payor Personalize member education materials Copilot Chat1 Copilot Chat1 Copilot Chat1 Copilot Chat1 Copilot Chat1<br>

Insurance companies can use AI to automate claims processing across interpreting claims forms, drafting responses and updating databases. Build Copilot Studio/GitHub and Azure AI Foundry Benefit: Saves time for claims adjudicator in understanding claims details. Get incoming claims context Use an AI Agent to cross-check provider details noted on pended claims against internal system records. Generate reports Generate a report on pended claims with missing fields, discrepancies with provider match, flagged fields, along with the name of the submitting provider for each pended claim. Benefit: Speeds up the claims review process by providing concise, relevant information. Draft letters For pended claims with missing fields, flagged fields, or that contain discrepancies with provider matching, use the agent to draft a letter requesting additional and/or updated information from providers. Benefit: Assists claims team in understanding claims details by providing relevant insights. Prepare for re-adjudication Once the claim is submitted for re-adjudication, use the AI Agent to search and retrieve relevant policy documents to the assist re-adjudication team with decision making. Benefit: Automating updates increases accuracy and reduce the time required for claims processing. Update provider information If the Claims team receives updated provider information, use an AI Agent to update the provider management system. Benefit: Provides quick access to policy documents, aiding in accurate and timely claim adjudication. Value benefit KPIs impacted Speed claims processing Payor Claims Agent3
+ Connection to Claims Management System
+ Connection to Provider Management System Claims Agent3
+ Connection to Claims Management System
+ Connection to Provider Management System Claims Agent3
+ Connection to Claims Management System
+ Connection to Provider Management System Claims Agent3
+ Connection to Document Management System Claims Agent3
+ Connection to Claims Management System
+ Connection to Provider Management System<br>

Insurance companies can reduce the effort spent on prior authorization processes including helping collaboration and drafting communications. Build Microsoft 365 Copilot and Copilot Studio Benefit: Reduces manual effort and ensures comprehensive data extraction for accurate decision-making. Summarize request Use an AI Agent to summarize relevant information for the incoming PA request by analyzing relevant information from prior authorization forms, medical records, and coverage policy documents. Validate PA request Use an AI Agent to compare and validate identified services against prior authorization guidelines by extracting information from medical records and coverage policy documents. Benefit: UM team can collaboratively review a comprehensive summary, thus reducing time in understanding member’s prior history. Collaborative review Utilization Management (UM) team members use Copilot Pages to collaboratively review/ refine and have interactive discussions on summarized information on incoming PA request. Benefit: Helps ensure compliance with guidelines and improves the accuracy of service validation. Draft decision letter Upon final decision being made, use the agent to draft an authorization letter in the member's preferred language based on the suggested template to include a member summary, and appropriate denial codes, etc. Benefit: Streamlines the decision-making process and ensures consistency in authorization decisions. Decision support for PA request Use the agent to offer detailed considerations designed to assist UM team members with decision making around approval, denial, or pend status. This can be based on specified rules and guidelines and past decisions on similar cases. Benefit: Enhances member experience by providing communication in their preferred language and required timeline. Value benefit KPIs impacted Simplify Prior Authorization (PA) Payor AI Agent3
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Insurance companied can use AI in their appeals process to manage content and create documentation. Manage appeals Build Microsoft 365 Copilot and Copilot Studio Payor Benefit: Saves time for the appeal and grievances (A&G) Analyst and ensures critical information is easily accessible. Get requested appeal context Use an AI Agent to analyze requested appeal documents, medical records, and supporting documents such as clinical guidelines and policy terms. Gather pre-clinical research Use an AI Agent to summarize lengthy documents (analyzed in step 1) to create comprehensive case summaries, highlighting key points for review. Benefit: Enhances clarity and comprehension about the appeals, reduces time, leading to more accurate resolutions. Share case information Use Copilot Pages to generate a note to the A&G Analyst(s) outlining the summarized information. A&G Analysts can review/ refine the summary and add their insights and updates. Benefit: Assists A&G Analysts in understanding the case by providing relevant insights. Benefit: Saves time creating documentation. Appeals documentation Use Copilot Pages to maintain a durable record of all discussions, decisions, and supporting documents, which can be easily referenced in future appeals or audits. Share resolution suggestions Use an AI Agent to generate resolution suggestions and provide a ranked list of suggestions with supporting rationale for each option with A&G team for comprehensive review. Benefit: Reduces the probability of human error by A&G Analysts by leveraging these insights. Decision-making support Use an AI Agent to analyze similar past cases, clinical guidelines, and policy terms to assist in decision-making. Benefit: Assist the A&G Analysts in consistent and accurate decision making. Value benefit KPIs impacted Claims processing time Cost savings AI Agent3
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Use AI to provide a personalized experience for members when accessing content. Build Microsoft 365 Copilot and Copilot Studio Benefit: Provides a comprehensive analysis of member data to understand the pain-points, thus empowering care mangers by providing relevant member insights. Analyze member information Have an AI Agent to gather and analyze member’s health record, demographic information, coverage policies, and associated guidelines to understand member preferences and needs. Generate engagement questions Use Copilot Chat to generate questions that an outreach coordinator can use to engage with targeted member groups. Benefit: Ensures members receive timely and personalized reminders, improving adherence to preventive care schedules and therapies. Share personalized preventive care reminders Use an AI Agent to generate and share personalized reminders for preventive care visits, screenings, vaccinations, medication refills, and adherence. Benefit: Facilitates meaningful interactions by providing tailored questions that incentivize member engagement. Create member education content Use an AI Agent to assist managers in generating personalized educational content for members based on analyzed data. Benefit: Reduces burden on care manager by providing detailed insights derived through a comprehensive analysis on SDOH. Analyze SDOH information Use an AI Agent to analyze information from Medicare, Medicaid, or commercial policy coverage and other member-provided information to identify social determinants of health (SDOH) recommendations for members. Benefit: Assist care managers in generating personalized educational content. Value benefit KPIs impacted Curate member education materials Payor AI Agent3
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Quickly search, retrieve, and organize market insights, competitor campaigns, and customer feedback to help marketing teams efficiently move from market research to content creation and launch—saving time and improving quality. Start Microsoft 365 Copilot Chat Sample prompt: “Gather the latest market trends, competitor activities, and customer sentiment related to our industry. Summarize the most relevant news, blogs, and reports from the past month Gather market insights A marketing specialist begins by prompting Copilot Chat to surface the latest market trends, competitor activities, and customer sentiment on the web. Copilot scours the web for news, blogs, and more to assemble a comprehensive snapshot of the landscape. Develop messaging and creative concepts Armed with fresh insights, the specialist pivots to brainstorming. Copilot Chat helps distill key findings into messaging themes, value propositions, and creative hooks. This enables the specialist to draft—using data gathered and provided by Copilot Chat. Sample prompt: “Draft a 200-word campaign brief for our new product launch. Then, create a first draft of a product sheet and a LinkedIn post tailored to our target audience.” Draft marketing materials Copilot Chat can help generate first drafts of campaign briefs, product sheets, social media posts, and email templates. Each draft is tailored to the intended audience and channel, leveraging Copilot’s ability to adapt tone, format, and messaging. Sample prompt: “Help me distill the key findings into three messaging themes and value propositions for our new campaign. Suggest creative hooks or taglines that align with these themes.” Finalize content Finally, once all drafting is updated and complete, Copilot Chat can be used to organize content and craft an email to land finalized documents via Outlook with the right internal stakeholders. Sample prompt: “Create a checklist of all finalized marketing assets, including the campaign brief, product sheet, and social posts.” Review and get ready for collaborations After the team iterates on content, Copilot can suggest improvements, flag inconsistencies, and help align materials with regulatory and brand guidelines. This collaborative cycle ensures that every asset is polished and ready for launch. Sample prompt: “Draft an email to stakeholders requesting feedback and approval on the materials.” Value benefit KPIs impacted Pharma Accelerate creation of marketing content Copilot Chat1 Copilot Chat in Word1 Copilot Chat in Word1 Copilot Chat in Outlook1 Copilot Chat1<br>

Copilot can help drug researchers find information and collaborate with colleagues. Accelerate drug discovery, research, and development Buy Microsoft 365 Copilot Pharma Benefit: Retrieve and summarize relevant chats, emails, and documents that may be referenced in the identification process faster Find relevant information A scientist uses Copilot to gather information to investigate molecules that are associated with a particular disease or health concern. Gather pre-clinical research Use Copilot to gather information to be used when assessing lead compounds before trials. Benefit: Coordinate meetings, activities, and file sharing with toxicology teams. Organize Investigational New Drug (IND) study Use Copilot to help with meetings and communications for an IND study to generate additional data needed for IND application such as toxicology studies. Benefit: Summarize papers and other documentation and flag relevant research information. Benefit: Facilitate communication and coordination with other teams during the regulatory submission process and share/locate attachments easily. Coordinate IND application Assist with the process of submitting an IND application and addressing inquiries from regulatory agencies. Prepare regulatory documentation Prepare documentation required for regulatory submissions. Benefit: Communicate, summarize, and generate action items for collaboration with formulation scientists and manufacturing teams. Collaborate on formulation Collaborate with other scientists and manufacturing teams to develop stable formulation of the drug for clinical use. Benefit: Generate document by turning data into natural language and combining several source documents. Value benefit KPIs impacted Product time to market Revenue growth Cost savings Copilot Chat2 Copilot in Word Copilot Chat2 Copilot Chat2 Copilot Chat2 Copilot in Teams<br>

Use Copilot to help organize and conduct clinical trials to reduce the time and effort required. Streamline clinical trial development and submission Buy Microsoft 365 Copilot Pharma Benefit: Rapidly create a protocol document first draft from a few source documents. Get ideas for protocols The clinical researcher uses Copilot to get ideas for the study protocol document. Selection and training Organize clinical team discussions to select the site, coordinate patient recruitment, and ensure proper training for trial. Benefit: Quickly update a prior consent form with appropriate information for desired clinical trial. Informed consent Clinical team member creates form to obtain consent from study patients. Benefit: Retrieve and summarize relevant chats, emails, and documents that may be referenced for selection and training faster. Benefit: Coordinate with communications team for external reporting and share/locate attachments easily. Publication and communication Clinical team seeks regulatory approval to market product. Closeout and reporting Clinical team collaborates to create a clinical study presentation. Benefit: Create metrics and visualizations to track clinical trial performance/key milestones. Data collection and management Clinical researcher gathers and analyzes trial data. Benefit: Apply branding guidelines, adjust layouts, and reformat text for stakeholder presentations. Value benefit KPIs impacted Copilot in Word Copilot in PowerPoint Copilot Chat2 Copilot Chat2 Product time to market Customer satisfaction Revenue growth Cost savings Copilot in Word Copilot in Excel<br>

Use imaging analysis to drive drug discovery Pharma Microsoft 365 Copilot and Copilot Studio Extend By combining Microsoft 365 Copilot, Copilot Studio agents, and Copilot in Excel, pharma researchers can automate imaging analysis, enhance collaboration, and integrate multimodal data—driving more efficient, insightful, and innovative drug discovery. Morning data gathering A pharma researcher starts the day by prompting Copilot Chat to summarize all recent emails, Teams messages, and shared files related to new medical imaging studies. Benefit: Quickly surfaces the latest imaging data and research updates, saving time and ensuring no critical information is missed. Market research Use Researcher to summarize recent market trends, competitor products, and extract breakthroughs relevant to drug efficacy. Benefit: Stay ahead of the competition by leveraging up-to-date market intelligence, ensuring your products meet current consumer demands and industry standards.

Get started with Researcher Collaborative review and annotation Copilot in Teams to facilitate a collaborative review session with radiologists and data scientists. Copilot summarizes team feedback, highlights annotated images, and organizes key findings for further investigation. Benefit: Enhances cross-functional collaboration, ensures all expert insights are captured, and streamlines the annotation process. Integrate imaging insights with drug candidate data A Copilot Studio agent that connects to the organization’s imaging repository and analyzes large sets of MRI and CT scans, flagging anomalies and extracting quantitative features relevant to drug efficacy. Benefit: Enables holistic analysis, uncovers actionable relationships, and supports data-driven decisions for drug development. Reporting and decision support At the end of the day, the researcher opens the integrated dataset in Excel and uses Copilot in Excel to generate charts, summarize trends, and draft a report for the drug discovery team and leadership. Benefit: Transforms complex data into clear, actionable insights, supporting faster decision-making and accelerating the drug discovery pipeline. Copilot Chat2 Imaging Analysis Agent3 Copilot in Teams Copilot in Excel Value benefit KPIs impacted Researcher<br>

Pharma | A day in the life of a Quality Assurance Manager Buy Microsoft 365 Copilot 8:00 am – Retrieve documents Megan starts her day completing an action item to recertify on GMP for a series of SOPs. She uses Copilot to help get ready. Benefit: Quickly retrieve relevant SOP documents for review. 8:15 am – Analyze data Megan receives a call that an issue in the facility has occurred and a quality investigation is required. Benefit: Analyze prior deviations for root causes and research prior CAPAs. 9:00 am – Create training Megan leads a training session for staff on quality standards, SOPs, and regulatory requirements. She needs to create PowerPoint presentations for the trainings. PowerPoint Agent can quickly create drafts. Benefit: Create training materials and presentations from an existing template.
Get started with Word, Excel, and PowerPoint Agents 11:00 am – Get data insights Megan uses Agent Mode in Excel to help track and analyze KPIs related to quality, such as defect rates and compliance metrics. Benefit: Go deeper with data and easily visualize insights to share them with the rest of the team. 2:00 pm – Build presentation Megan is scheduled to present on quality issues to the leadership team. She uses PowerPoint Agent to turn her reports into a PowerPoint presentation. Benefit: Spend less time building presentations and more time on making sure messages are clear.
Get started with Word, Excel, and PowerPoint Agents 4:00 pm – Summarize communications Megan wraps up her day by checking emails and chats for any urgent issues. Benefit: Summarize and prioritize communications, highlighting urgent tasks and follow-ups. Megan
is a Quality Assurance Manager Save about 40 minutes per day Benefits Copilot Chat2 Copilot Chat2 PowerPoint Agent Agent Mode in Excel PowerPoint Agent<br>