Blog Post

Healthcare and Life Sciences Blog
3 MIN READ

Bringing Organizational Knowledge into the Clinical Workflow

BertHoorne's avatar
BertHoorne
Icon for Microsoft rankMicrosoft
Mar 05, 2026

This blog is co-authored by Hadas Bitran, Partner GM, Health AI, Microsoft Health & Life Sciences

Every day, clinicians spend valuable time looking for information that lives in different places. An email thread from a specialist colleague. A Microsoft Teams discussion about a complex case. Updated organizational processes buried in SharePoint or OneDrive. This information provides context that could be critical to their workflows or help inform their decisions. But that context is not part of their clinical workflow.

The result? Clinicians are forced to break their clinical workflow, searching manually across organizational resources, and mentally combining scattered data points, all while a patient is waiting. This isn't a knowledge problem. It's a retrieval problem. And it's costing time, focus, cognitive burden and clinical confidence every single day.

That's exactly the gap we're closing by bringing clinical intelligence and your organization's knowledge into one seamless, workflow-native experience.

Clinical workflow, now with your organizational context

Within Dragon Copilot, clinicians will be able to securely surface relevant information across Microsoft 365, without leaving the clinical workflow:

  • Email: retrieve relevant information that was exchanged with patients, colleagues or from specialist correspondence, referral communications, or care coordination threads.

    find me the email from Dr. Ting that mentioned the latest research about this mutation.
    In this example, the chat functionality in Dragon Copilot uses the patient and encounter context to resolve the referenced mutation, then leverages Microsoft 365 Copilot behind the scenes to locate the email from Dr. Ting that mentions it.

  • Microsoft Teams: surface information from Microsoft Teams chats that the clinician had with colleagues, discussions or group chat conversations.

    The patient is traveling to Florida. Identify dialysis centers near the patient’s destination based on information shared by Dr. Salomon in Microsoft Teams and provide practical travel guidelines I can share with the patient.
    In this example, Dragon Copilot uses trusted sources for travel guidelines and Microsoft 365 Copilot to retrieve relevant Microsoft Teams messages from Dr. Salomon, identifying nearby dialysis centers in Florida.

  • SharePoint and OneDrive: access organizational knowledge on demand: HR policies, facility procedures, compliance guidelines, shift schedules, and more

    Who is on call for nephrology tonight and who is covering tomorrow morning?

    In this example, Dragon Copilot leverages Microsoft 365 Copilot behind the scenes to locate the most up‑to‑date Excel file with upcoming shift and coverage information from the hospital’s SharePoint, and surfaces the answer directly in the conversation, without disrupting the clinician’s workflow.

     

 

With Microsoft 365 Copilot, work context is available directly inside Dragon Copilot, clinicians can choose if, and when to access their work information. Within Dragon Copilot, they can ask questions in natural language and receive the most relevant information, grounded in patient context, from trusted clinical sources and their Microsoft 365 data. One conversational flow. Full clinical and work context. No tab switching, no manual searching, no lost focus.

Trusted by design, built for healthcare

Security and privacy are built in from the ground up. Information is always accessed on behalf of the individual user, fully respecting existing Microsoft 365 identity and access management, compliance, and privacy controls, meaning clinicians see only what they're authorized to see, and that Dragon Copilot will only use their work context if the clinician consented to it. This also means no new security risks to manage, and no changes to how your organization governs access to information.

For healthcare organizations where data sensitivity, regulatory compliance, and patient privacy are non-negotiable, this better-together experience is designed to meet that bar from day one.

Join the Private Preview

If you're a Dragon Copilot customer, and your organization is using Microsoft 365 Copilot, we invite you to be among the first to experience this new capability. Register now for early access to the private preview and play a role in shaping the future of clinical workflow intelligence.

Register for private preview

Updated Mar 05, 2026
Version 5.0
No CommentsBe the first to comment