Health systems weigh Microsoft 365 Copilot access reviews before patient-data use

eSoftware Associates outlined a pre-pilot access review for health systems planning to use Microsoft 365 Copilot with patient data, starting with a readiness assessment and mapping who can open patient records, shared mailboxes and department sites. The article cites a March 2026 national survey finding that 35% of clinicians used AI multiple times a day at work, while 27% of doctors and nurses knew of a formal AI governance policy at their organization.

• eSoftware Associates described an access review for health systems preparing Microsoft 365 Copilot with patient data; it begins with an AI readiness assessment and maps staff access to patient records, shared mailboxes and department sites.· 1 source
• A March 2026 national survey cited in the article found that 35% of clinicians used AI multiple times a day at work, while 27% of doctors and nurses knew of a formal AI governance policy at their organization.· 1 source
• The outlined steps include confirming Microsoft agreement coverage, deciding whether PHI staff will have web search enabled, documenting users and owners for shared locations, obtaining record-owner approval, removing unneeded permissions, applying sensitivity labels and testing intended users' access before the pilot.· 1 source