AI Tools: Copilot & Claude + Guardrails

Includes a Live Web Event on 07/08/2026 at 1:00 PM (EDT)

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A hands-on exploration of practical AI tools for the business of medicine.
 
This session will include real-world demonstrations of Microsoft Copilot, Claude for PowerPoint, Claude for Excel, and other leading AI models, with a focus on healthcare administration, analytics, and operational decision-making.
 
Using an allergy patient demographic case study, Drew will showcase how AI can support spreadsheet analysis, patient migration modeling, payer mix review, KPI development, physician productivity reporting, financial modeling, and business intelligence workflows. The session will also address responsible AI use, data security, and practical guardrails for ENT practices adopting these tools.
 
This webinar is designed for administrators and practice leaders who want to move beyond theory and see how AI can be applied directly to everyday healthcare business challenges.
Participant Note:
This webinar assumes participants have access to either Microsoft 365 with a Copilot license for tools such as Outlook, Teams, Excel, Word, and PowerPoint, and/or a Claude license, currently available through Claude Pro at approximately $20/month, with the Claude add-ins installed for PowerPoint, Excel, or both. While these tools are not required to attend, the webinar will focus on practical use cases and will not provide step-by-step instruction on how to download Claude or install every add-in. The session will also touch on Claude for work, AI guardrails, responsible use policies, and data security considerations.

Drew Franklin

Drew Franklin

Chief Strategy Officer

Albany ENT and Allergy Services, PC

Drew has spent the past two decades working in otolaryngology practice management, with a focus on scaling operations, advancing access, and aligning clinical and administrative strategy. He currently serves as Chief Strategy Officer at Albany ENT & Allergy Services, PC, where he leads initiatives spanning revenue cycle optimization, payer strategy, data analytics, and access innovation, including the development of a specialty ENT urgent care model. He is currently President-Elect of ASCENT.

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AI Tools
07/08/2026 at 1:00 PM (EDT)  |  60 minutes
07/08/2026 at 1:00 PM (EDT)  |  60 minutes A hands-on exploration of practical AI tools for the business of medicine. This session will include real-world demonstrations of Microsoft Copilot, Claude for PowerPoint, Claude for Excel, and other leading AI models, with a focus on healthcare administration, analytics, and operational decision-making. Using an allergy patient demographic case study, Drew will showcase how AI can support spreadsheet analysis, patient migration modeling, payer mix review, KPI development, physician productivity reporting, financial modeling, and business intelligence workflows. The session will also address responsible AI use, data security, and practical guardrails for ENT practices adopting these tools. This webinar is designed for administrators and practice leaders who want to move beyond theory and see how AI can be applied directly to everyday healthcare business challenges. Participant Note: This webinar assumes participants have access to either Microsoft 365 with a Copilot license for tools such as Outlook, Teams, Excel, Word, and PowerPoint, and/or a Claude license, currently available through Claude Pro at approximately $20/month, with the Claude add-ins installed for PowerPoint, Excel, or both. While these tools are not required to attend, the webinar will focus on practical use cases and will not provide step-by-step instruction on how to download Claude or install every add-in. The session will also touch on Claude for work, AI guardrails, responsible use policies, and data security considerations.
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Certificate
1.00 CEU credit  |  Certificate available
1.00 CEU credit  |  Certificate available A total of 1 Continuing Education Unit (CEU) has been designated for this meeting. One CEU is equal to 1 hour of programming.
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