Put Microsoft Copilot to Work at Your Practice, Without Putting Patient Data at Risk
Microsoft Copilot can draft the referral letter, clear the front-desk inbox, and catch up the staff meeting your team missed, about nine hours back per person every month in the Forrester study Microsoft commissioned. Before you switch it on, ABT reviews your Microsoft 365 tenant so Copilot only ever surfaces what each person is already allowed to see. No cost. No obligation. Just a clear picture of what to tighten first.
Two Kinds of Microsoft AI for Your Practice
One helps the office run. One helps the clinician chart. ABT is the Microsoft partner that can set up both, and the readiness assessment is what makes either one safe to turn on around patient data.
Microsoft 365 Copilot
Drafts the referral letter in Word, clears the front-desk inbox in Outlook, and catches your team up on the staff meeting they missed in Teams. The everyday productivity AI for the people who keep the practice running, from the front desk to the back office.
Microsoft Dragon Copilot
With the patient's consent, it listens to the visit and drafts the clinical note for the clinician to review, along with referral letters and after-visit summaries. The charting comes off the physician's evening. Dragon Copilot is licensed per physician through a Microsoft partner like ABT, so even a small or independent practice can adopt it.
Anyone can sell you a Microsoft license. The reason practices call ABT is the harder part, turning either Copilot on safely inside a tenant that holds patient records. ABT is a Tier 1 Microsoft Cloud Solution Provider, so we can license and set up both, and the free readiness assessment is where it starts.
Six Areas. One Clear Picture of Your Copilot Readiness.
Microsoft Copilot can reach anything a user can already reach. The assessment reviews the six areas that decide whether that is safe at your practice, and hands you a prioritized list of what to tighten first.
Identity and Access
MFA coverage, Microsoft Entra ID Conditional Access, legacy authentication exposure, admin account hygiene, and guest access. Who can sign in, from where, and with what.
Permissions and Oversharing
Microsoft Copilot surfaces every file a user can already open. We map where SharePoint sites and documents are over-shared, so the front desk never surfaces a chart it was never meant to see.
Patient Data Protection
Microsoft Purview data loss prevention, sensitivity labels, and classification. What patient information can leave, and through which doors. The discipline your practice is held to.
Device Compliance
Microsoft Intune enrollment, compliance policies, patch levels, and encryption across the laptops, tablets, and phones that reach patient records.
External Sharing
SharePoint and OneDrive sharing settings, anonymous links, and Microsoft Teams guest access. Where patient information could leave the practice without anyone noticing.
AI Governance
Where staff already paste patient details into a consumer ChatGPT or a free AI tab, and how Microsoft Copilot keeps that work inside your tenant instead. Tenant containment with an audit trail you can show.
What You Get
Every assessment delivers a written report with specific findings, a readiness score, and a step-by-step list your team can act on before Copilot ever touches a patient record.
- Microsoft Secure Score snapshot with a category breakdown
- Copilot readiness score across all six areas
- A map of over-shared files and sites Copilot would surface
- Where shadow AI is already touching patient information
- Priority-ranked items to tighten before you switch Copilot on
- A plan to set up the free Microsoft Copilot trial against the right permissions
- Comparison to ABT's benchmark from 750+ financial institution tenants
Assessment Timeline
Most assessments complete within two weeks. ABT connects to your tenant through a secure, read-only Azure integration.
- Schedule assessment call (Day 1)
- ABT connects to your tenant (Day 2 to 3)
- Data collection and analysis (Day 3 to 10)
- Report delivery and review call (Day 10 to 14)
Your Staff Are Already Using AI. The Question Is Whether It Is Touching Patient Data Safely.
Most practices have people drafting notes and letters in a free AI tab on the side. The work gets done. The patient information going into consumer tools is the part nobody is governing yet.
Built for Healthcare Practices
ABT manages Microsoft 365 for regulated organizations where the cost of a data slip is measured in trust, not just dollars. The readiness assessment is calibrated for practices that hold patient records.
Medical and Specialty Practices
Multi-provider groups and specialty clinics where clinicians and front-desk staff both touch patient records. Copilot has to respect that line.
Dental and Multi-Location Groups
Practices running several locations on one Microsoft 365 tenant, where a sharing setting in one office can expose records in another.
Behavioral Health and Outpatient Clinics
Therapy, counseling, and outpatient practices holding some of the most sensitive records there are. Patient-data discipline is not optional here.
Resources for Healthcare Practices
Dragon Copilot for Physician Practices: A Deployment Guide
How to roll out Microsoft Dragon Copilot for clinical documentation without exposing patient data.
What a Healthcare Data Breach Really Costs in 2025
The numbers behind a healthcare breach, and the Microsoft 365 controls that bring the risk down.
The 2026 HIPAA Security Rule Changes, Explained
What the 2026 HIPAA Security Rule changes mean for how your practice configures Microsoft 365.
Copilot Readiness Assessment FAQ
Get Your Free Copilot Readiness Assessment
Fill out the form and an ABT engineer will contact you within one business day. The assessment is free for any healthcare practice running Microsoft 365.
ABT manages Microsoft 365 for more than 750 financial institutions and a growing healthcare practice. We set Copilot up the right way for organizations that cannot afford a data slip, and the readiness assessment is where that starts.
Our Offices
Suite 600, Irvine, CA 92614
Suite 200E, Dallas, TX 75244
Assessment Request Received
An ABT engineer will contact you within one business day to schedule your assessment.
