Microsoft

Clinical Documentation & Records Management

Microsoft

Clinical Documentation & Records Management

 Microsoft

Instructor: Microsoft

Included with Coursera PlusLearn more

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

4 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

4 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Configure and execute Dragon Copilot ambient capture workflows for defined outpatient visit types.

  • Analyze Dragon Copilot draft outputs to verify accuracy against source conversations before EHR finalization.

  • Evaluate Dragon Copilot note quality for completeness, clinical relevance, and workflow fit.

  • Apply responsible use practices when integrating AI-generated content into health records workflows.

Details to know

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Recently updated!

October 2026

Assessments

8 assignments¹

AI Graded see disclaimer
Taught in English

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Build your Health Informatics expertise

This course is part of the M365 Copilot and Dragon Copilot for Clinical Efficiency Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Microsoft

There are 4 modules in this course

This module covers how to configure and execute Dragon Copilot ambient capture workflows for defined outpatient visit types—from initiating the capture session through generating a complete draft encounter note. Learners will be able to set up Dragon Copilot for a scheduled outpatient visit and produce a draft note ready for verification. This skill is essential for clinical operations staff who manage AI-generated documentation pipelines at scale.

What's included

2 videos2 readings2 assignments

This module develops the analytical skill of verifying Dragon Copilot-generated draft sections—history, assessment, and plan—against the source clinician-patient conversation to confirm accuracy before EHR finalization. Learners will be able to systematically compare draft content to known conversation content and identify discrepancies requiring correction. This verification capability is critical for preventing documentation errors from becoming part of the permanent patient record.

What's included

1 video3 readings2 assignments

This module builds the evaluative judgment to assess Dragon Copilot note quality across three dimensions—completeness, clinical relevance, and workflow fit—as notes recur across multiple documentation scenarios over time. Learners will be able to apply a quality evaluation framework to identify patterns, rate overall note quality, and provide actionable feedback to improve templates and workflows. This capability enables health administration professionals to move beyond individual note review toward systematic quality management of AI-generated documentation.

What's included

1 video2 readings3 assignments

In this project, you verify and finalize a complete Dragon Copilot documentation package, executing the full workflow from ambient capture configuration through source-conversation verification to quality evaluation for a multi-note batch representing a realistic half-day clinic session, including three encounters (configuration for all three; verification for two). You'll produce a finalized documentation package that demonstrates your ability to configure, verify, and evaluate AI-generated clinical notes at operational volume. This deliverable mirrors the daily work of clinical documentation staff who manage Dragon Copilot output quality in real healthcare settings.

What's included

3 readings1 assignment

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Instructor

 Microsoft
464 Courses2,956,032 learners

Offered by

Microsoft

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.