Accurate clinical documentation depends on more than generating a draft—it requires careful verification before anything enters the health record. This course focuses on reviewing and finalizing Dragon Copilot outputs responsibly within clinical documentation and records workflows.

Clinical Documentation & Records Management

Clinical Documentation & Records Management
This course is part of M365 Copilot and Dragon Copilot for Clinical Efficiency Professional Certificate

Instructor: Microsoft
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.
Skills you'll gain
- Data Validation
- Business
- Leadership
- Health Information Management
- Quality Assurance
- Record Keeping
- Medical Records
- Electronic Medical Record
- Health Informatics
- Health Information Management and Medical Records
- Operations Management
- Medical History Documentation
- Data Quality
- Clinical Documentation
- Document Management
Details to know

Shareable certificate
Add to your LinkedIn profile
Taught in English
Recently updated!
October 2026
See how employees at top companies are mastering in-demand skills

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

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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.




