Create Medical Summaries with Microsoft Copilot
- 3 days ago
- 3 min read
Save time, stay accurate, and streamline your litigation prep.
Organizing medical records is one of the most time-consuming tasks in litigation—and one of the most critical. With Microsoft Copilot, you can streamline this process by generating structured summaries directly from your OneDrive or SharePoint folders.
When paired with Microsoft Lists, Copilot helps you build a clear, searchable chronology of care, diagnosis, and treatment. Whether you're prepping for depositions, mediation, or trial, this workflow brings structure to chaos—without sacrificing accuracy or oversight.
What Copilot Can Do
Using Copilot with medical records stored in OneDrive or SharePoint, you can:
Generate structured medical summaries quickly
Organize data into searchable tables for litigation prep
Build chronologies of treatment, diagnoses, and procedures
Reduce time spent combing through hundreds of pages
Try This Prompt
Copy and paste into Copilot (SharePoint or OneDrive Agent):
Prompt:
“Create a medical summary using the documents in this folder. Format the summary as a table with the following columns:
1. Date of Record (format YYYY/MM/DD)
2. Record Type
3. Record Summary
4. Provider (list all providers found on the record summary)
5. Page No. (if the record is multiple pages, list all relevant pages)
6. Notes
7. Key Doc
Leave the Notes and Key Doc columns blank so I can complete them manually. Focus on treatment details, diagnoses, procedures, and any timeline-relevant medical history.”
Input Suggestions
Store documents in a clearly labeled OneDrive or SharePoint folder.
Rename files with relevant metadata (e.g., 2023-04-02_MRI_Report.pdf).
Ensure files are OCR-readable (PDFs, DOCX, TXT). In SharePoint, this is automatic.
Example Output Table
Date of Record | Record Type | Record Summary | Provider | Page No. | Notes | Key Doc |
|---|---|---|---|---|---|---|
03/15/2023 | Progress Note | Patient reported worsening back pain; prescribed PT, referred to ortho | Dr. Ramirez, PCP | 2 | ||
04/02/2023 | Imaging Report | MRI lumbar spine shows disc herniation at L5-S1 with nerve impingement | Ortho Imaging Lab | 4 | ||
04/10/2023 | Ortho Consult | Recommended surgery; advised EMG testing | Dr. H. Patel | 7 |
Ethical Tip
AI can help organize and summarize medical records, but it cannot replace human review. Always verify Copilot’s output against the original documents. Use your professional judgment to expand, annotate, and flag key records.
As legal professionals, we are ethically obligated to supervise the tools we use, ensure accuracy, and protect client confidentiality—especially when it comes to sensitive medical information.
Pro Tip
After Copilot generates the initial medical summary, manually expand the “Record Summary” and “Notes” columns with your case-specific insights. Flag important records in the “Key Doc” column.
If you’re using Microsoft Lists (with or without SharePoint), format the Key Doc column as a Yes/No field. This makes it easy to filter for crucial records later in the case.
Doing this work early not only sharpens your case analysis—it also saves hours when preparing for depositions, mediation, settlement, and trial.
👇 Download the PDF Reference Guide
I’ve created a downloadable guide with:
A plug-and-play Copilot prompt for medical summaries
Input tips for organizing records in OneDrive or SharePoint
A sample output table for context
An ethical reminder to verify every result
Final Thoughts
Medical records don’t have to be overwhelming. With the right Copilot prompt and Microsoft Lists, you can transform disorganized folders into structured, reliable chronologies. Start small, supervise carefully, and watch your prep time shrink without cutting corners.
Stay tuned for Tip #3 in the series: Catch Up After Vacation with Outlook + Copilot.
💬 Have questions or use this prompt already? I’d love to hear from you in the comments or on LinkedIn.
Misty Murray
CEO | Founder
At Arrow Consultants, we help legal professionals all over the world create better systems and build sustainable law firms using the full power of Microsoft 365. From case management to training, our mission is to make legal operations smarter, leaner, and built to last.