Start here · 2-minute action
Quick Start
Find it
Where to find it
Use this resource center homepage or the tool chooser at the top of the site.
Use it
Use it for
Match the task to the tool: Zoom AI for meetings, Copilot Chat for files and drafting, Doximity GPT for clinical language, and Epic AI inside approved Epic workflows.
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Try first
Which approved AI tool should I use for this task?
Do not use it for
Avoid
Public AI tools for PHI; unapproved workflows; treating AI output as final authority.
Best for
- Anyone new to AI tools
- Managers supporting adoption
- Clinicians and staff looking for a safe starting point
Safety reminder
Use approved access paths, review AI output, and verify clinical details before acting.
Tool chooser
| If you need to… | Start with… | Why |
|---|
| Summarize a meeting or catch up after joining late | Zoom AI Companion | Built into approved UCSDH Zoom workflows. |
| Summarize, draft, compare, or analyze files | Copilot Chat | Best for general productivity, file upload, web search, and data tasks. |
| Draft clinical language, patient education, letters, or dot phrases | Doximity GPT | Designed for clinician-oriented drafting. |
| Review chart context or draft patient-message replies inside Epic | Epic AI features | Use Chart Summary and ART only inside approved Epic workflows. |
| Translate patient-care communication | Approved translation services | Do not use general AI tools for patient-care translation unless explicitly approved. |
Universal safety rules
Safety
Use approved access paths
Sign in with UC San Diego Health credentials when working with sensitive information.
Safety
Review before using
Treat AI as a draft or orientation aid, not the final answer.
Safety
Verify clinical details
Check key information in the chart or source material before acting.
Safety
Escalate urgent issues
AI should not delay triage, urgent care, or escalation workflows.
Help improve this guide
See something that needs updating? Submit a question, correction, or workflow example.
Submit feedback →Evergreen guide
Copilot Chat: Draft, Summarize, Compare, and Analyze
Use Copilot Chat for general productivity, file-based work, web research, and data tasks.
Start here · 2-minute action
Quick Start
Find it
Where to find it
Use Teams Desktop or go to copilot.health.ucsd.edu. Sign in with your @health.ucsd.edu account and look for the green shield / Enterprise Data Protection indicator.
Use it
Use it for
Summarizing files, drafting messages, comparing materials, web research, calculations, and data analysis.
Copy this
Try first
Summarize this in five bullets and tell me what needs action.
Do not use it for
Avoid
Patient-care translation; personal/non-UCSDH accounts; assuming Copilot can see files you did not upload.
Best for
- Policies
- Reports
- Spreadsheets
- Vendor comparisons
- Staff announcements
- Project updates
Safety reminder
Use approved access paths, review AI output, and verify clinical details before acting.
Step-by-step access
- Open Teams Desktop and go to Apps, or open copilot.health.ucsd.edu.
- Search for or open Copilot Chat.
- Sign in with your UCSDH account.
- Confirm the protected experience indicator.
- Upload or paste the source material you want Copilot Chat to use.
Practical use cases
Professional correspondence
Draft emails, project updates, and action plans from rough notes or uploaded documents.
Document summarization
Summarize policies, reports, handouts, contracts, or agendas.
Comparison work
Compare proposals, vendor materials, or web information and generate a table of risks and questions.
Data tasks
Use Python support for calculations, trend review, and synthetic data generation when appropriate.
Prompts that work
Try this
Summarize this uploaded policy for department leaders in five bullets. Include what changed, who is affected, and recommended next steps.
Try this
Compare this vendor proposal against the vendor website. Create a table with similarities, differences, risks, and follow-up questions.
Help improve this guide
See something that needs updating? Submit a question, correction, or workflow example.
Submit feedback →Evergreen guide
Doximity GPT for Clinical Drafting
Use Doximity GPT for clinician-oriented drafting, patient education drafts, letters, and templates.
Start here · 2-minute action
Quick Start
Find it
Where to find it
Go to gpt.health.ucsd.edu. Sign in through UCSDH SSO and confirm you are using the UCSDH-associated Doximity account.
Use it
Use it for
Clinical drafts, patient education drafts, dot phrases, letters, appeals, and pasted clinical summaries.
Copy this
Try first
Draft patient instructions at a sixth-grade reading level using this care plan: [paste care plan].
Do not use it for
Avoid
Patient-care translation; personal Doximity accounts; document upload; replacing chart review or clinical judgment.
Best for
- Clinical drafting
- Patient education drafts
- Letters and appeals
- Dot phrases
- Sign-out summaries
- Teaching materials
Safety reminder
Use approved access paths, review AI output, and verify clinical details before acting.
Key capabilities
Clinical language
Turn pasted clinical context into organized, review-ready language.
Patient education
Create plain-language drafts that clinicians review for accuracy and reading level.
Letters and appeals
Draft prior authorization appeals, clearance letters, or professional correspondence.
Templates and dot phrases
Structure note templates and reusable documentation language.
Important limitations
- Paste only the relevant excerpt; document upload may not be available.
- Do not use Doximity GPT for patient-care translation.
- Review all patient-facing drafts for medication names, doses, dates, return precautions, and follow-up instructions.
Prompts that work
Try this
Summarize this transfer note for an accepting hospitalist. Include active problems, key treatments, pending studies, consultant recommendations, and immediate safety concerns: [paste note].
Try this
Create an EHR dot phrase for ESRD management. Include dialysis, volume status, electrolytes, anemia, bone-mineral disease, medications, and follow-up.
Help improve this guide
See something that needs updating? Submit a question, correction, or workflow example.
Submit feedback →
Start here · 2-minute action
Quick Start
Find it
Where to find it
Open Epic and use only AI features that appear inside approved UCSDH Epic workflows. Depending on rollout, this may include Chart Summary and ART.
Use it
Use it for
Chart Summary helps orient to chart context. ART creates first-draft MyChart or In Basket responses for review.
Copy this
Try first
Review the AI output, verify key details in the source chart, then edit before acting or sending.
Do not use it for
Avoid
Final clinical decisions without verification; urgent messages without triage; patient-care translation; anything outside approved Epic workflows.
Best for
- Pre-visit chart review
- Recent-history orientation
- Complex chart context gathering
- First-draft MyChart or In Basket replies
- Reducing time spent reconstructing context
Safety reminder
Use approved access paths, review AI output, and verify clinical details before acting.
Chart Summary
Use Chart Summary as an orientation aid. The summary can help surface recent events, active problems, medication changes, pending results, consultant recommendations, and follow-up needs. Verify important details directly in the source chart before acting.
ART — Augmented Response Technology
Use ART as a first-draft response tool for MyChart or In Basket messages. Review clinical accuracy, tone, patient-specific details, medications, doses, return precautions, and escalation needs before sending.
Common pitfalls
Do
- Use Epic AI only inside approved workflows.
- Verify important findings in the source chart.
- Edit every ART draft before sending.
- Follow escalation workflows for urgent messages.
Avoid
- Do not treat Chart Summary as a complete chart review.
- Do not send ART responses without review.
- Do not use AI for patient-care translation unless explicitly approved.
- Do not copy Epic data into public AI tools.
Help improve this guide
See something that needs updating? Submit a question, correction, or workflow example.
Submit feedback →Evergreen guide
Five Copilot Moves for Daily Work
Use five simple Copilot moves to reduce friction around email, meetings, drafts, and follow-up.
Start here · 2-minute action
Quick Start
Find it
Where to find it
Look for the Copilot icon in Outlook, Teams, Word, Excel, PowerPoint, or Copilot Chat.
Use it
Use it for
Summarizing, identifying action items, drafting replies, shortening text, and pressure-testing plans.
Copy this
Try first
Help me make this easier to understand and act on.
Do not use it for
Avoid
Public AI tools for PHI; unreviewed drafts; assuming Copilot knows local policy; learning fifty prompts before trying one simple action.
Best for
- Email catch-up
- Meeting prep
- Meeting follow-up
- Drafting
- Reducing end-of-day mental clutter
Safety reminder
Use approved access paths, review AI output, and verify clinical details before acting.
Look for the Copilot icon
Start here: look for this icon or a button labeled Copilot in the Microsoft 365 tools you already use.
Outlook
Ask Copilot to summarize long threads and draft shorter replies.
Teams
Ask for decisions, action items, and follow-up messages from meetings.
Word
Turn rough notes into a clear first draft.
Excel and PowerPoint
Summarize trends, identify follow-up items, or draft a deck from an outline.
The five moves
Summarize this
Use when something is too long.
What needs action?
Use when you need next steps.
Draft a reply
Use when you do not want a blank page.
Make this shorter
Use before sending.
What am I missing?
Use for a second set of eyes.
Daily routines
- Morning: What needs my attention today?
- Before a meeting: What should I know before this meeting?
- After a meeting: What are the decisions and action items?
- Before sending: Make this shorter, clearer, and easier to act on.
Help improve this guide
See something that needs updating? Submit a question, correction, or workflow example.
Submit feedback →