Office and administration · beginner

AI in a medical facility

For doctors, reception and administration staff in medical facilities: documentation, communication with patients and the security of medical data.

ChatGPT, Copilot · 3 hours or 3 days · online or in person

For your manager

Business objective
The team stops writing from scratch
Who it is for
management staff of medical facilities, administration, reception and patient service staff, health and safety and quality specialists
What the team will be able to do
  • Messages for patients in plain language
  • Order in administrative documentation
  • Firm rules: patient data stays out of public tools
Duration and format
3 hours or 3 days, online or at your premises. Exercises on the participants’ own tasks, not examples from the internet.
Tool
ChatGPT, Copilot. I run the programme on the tool the company uses or plans to use.
Data security
In every programme: what may be shared with an AI tool and what stays in the company.
Indicative cost
From PLN 4,997 per day of in-company training, up to 15 participants, final price, no VAT added. The final quote depends on the scope, format and location of the training. VAT-exempt supply (Art. 113 of the Polish VAT Act).

Programme

Key information

Duration3 training days
Formatonline, workshop-based
Especially recommended formanagement staff of medical facilities, administration, reception and patient service staff, health and safety and quality specialists
DescriptionThe training is intended for medical facility staff who want to use AI tools in office and management work without putting patient data at risk. Data security and awareness of the threats associated with AI are the backbone of the entire programme, from the first day to the last.

During the training, participants will find out, among other things:

  • How to build effective prompts with the KREDO method
  • How to use ChatGPT in office work and in LibreOffice Calc spreadsheets
  • How to verify AI answers, especially in legal matters
  • How to create and edit graphics with the help of AI
  • What data should not be shared with public AI tools and what follows from the AI Act
  • How to delegate tasks to the ChatGPT Work agent
  • How to create skills and use plugins in ChatGPT
  • How to work with Gemini and Gemini Notebook
  • How to recognise fake websites, cloned voices and impersonation attempts
  • How to choose an AI tool for an organisation

The first two days are devoted to ChatGPT, the third day to Gemini and an overview of other solutions: Claude Cowork, Microsoft Copilot and Gamma. The exercises are based on scenarios prepared by the trainer.

Objective

The objective of the training is to familiarise participants with the use of generative AI tools in the office and management work of a medical facility. The training covers work with ChatGPT, including the ChatGPT Work agent, skills and plugins, as well as Gemini and Gemini Notebook. Particular emphasis is placed on patient data security, the legal framework arising from GDPR and the AI Act, and recognising the threats associated with the use of AI for impersonation and manipulation.

Learning outcomes

After completing the training, participants:

  • They build prompts with the KREDO method and verify AI answers before using them
  • They use ChatGPT for drafting documents and working with spreadsheets
  • They distinguish between data that can and cannot be shared with public AI tools
  • They delegate tasks to the ChatGPT Work agent and create their own skills
  • They work with Gemini and Gemini Notebook on uploaded documents
  • They recognise typical AI-enabled impersonation attempts

Programme

The programme includes theoretical modules and practical exercises.

Day 1: ChatGPT, graphics, data security and the AI Act

Module 1: The basics of generative AI

  • Sharing participants’ experience
  • Key concepts related to how AI works (prompt, token, hallucination, context)
  • How to act in the face of false content created by AI
  • Comparison of the key AI models

Module 2: Prompt engineering: the KREDO method

  • The anatomy of an effective prompt: the KREDO model
  • The most useful prompts to start with
  • Building KREDO prompts for office and management scenarios
  • Fast vs advanced models: when to use which

Module 3: ChatGPT in office and management work

  • Drafting letters, notes and summaries
  • Working with LibreOffice Calc spreadsheets with the help of ChatGPT
  • Legal and organisational questions, including those concerning cooperation with the NFZ (National Health Fund)
  • Deep Research: searching for information with sources
  • Verifying AI answers before using them

Module 4: Creating graphics in ChatGPT

  • Building an image prompt
  • Editing an image in successive steps
  • Information materials for patients
  • Retouching and reworking photos
  • Image and copyright in AI-generated graphics

Module 5: Introduction to skills in ChatGPT

  • What skills are and how they differ from an ordinary prompt
  • When it is worth saving repeatable work as a skill
  • Demonstration: a skill that prepares a document according to a template

Module 6: Medical data, GDPR and the AI Act

  • Health data as a special category of personal data
  • Where data entered into ChatGPT goes
  • What may and may not be shared with public AI tools
  • Anonymisation and pseudonymisation
  • Shadow AI: personal accounts used for work tasks
  • The AI Act in healthcare
  • ChatGPT account privacy settings

Day 2: ChatGPT Work, skills and plugins

Module 7: ChatGPT Work: working with files

  • What ChatGPT Work is
  • Working on local LibreOffice files
  • Documents prepared according to the facility’s template
  • Local work versus work in the cloud

Module 8: ChatGPT Work: automation and the browser

  • Collecting information from websites in the built-in browser
  • Scheduled tasks
  • Pages and dashboards created by the agent
  • Agent permissions and prompt injection

Module 9: Skills in ChatGPT

  • Building your own skill
  • Testing and improving skills
  • A skill that prepares a summary from a spreadsheet
  • Updating a skill based on daily work

Module 10: Plugins in ChatGPT

  • What plugins are and how to install them
  • Connecting ChatGPT to Gmail and Google Drive
  • Plugin permissions and patient data
  • Two-day summary and Q&A session

Day 3: Gemini, AI and cybersecurity, overview of other tools

Module 11: Gemini

  • Comparing Gemini and ChatGPT on the same tasks
  • Skills in Gemini
  • Deep Research and Canvas
  • Gemini in Gmail and Google Drive

Module 12: Gemini Notebook: working with sources uploaded to the tool

  • What Gemini Notebook is and when it works better than a chat
  • Questions about uploaded regulations and procedures with references to sources
  • Audio summaries, mind maps and quizzes
  • The facility’s knowledge base

Module 13: Two sides of technology: AI and cybersecurity

  • Building a fake website in Gemini
  • Voice cloning: demonstration
  • A voicebot on the helpline: demonstration
  • Verifying the identity of the person on the other end at reception

Module 14: Claude Cowork: presentation

  • The Claude ecosystem
  • Claude Cowork as an agent working on files
  • Comparison with ChatGPT Work

Module 15: Microsoft Copilot and Gamma: presentation

  • Copilot and Work IQ in Microsoft Office applications
  • Gamma: information materials and documents

Module 16: Choosing an AI tool and summary

  • How to choose an AI tool for an organisation
  • Personal and business plans
  • Training summary and Q&A session

Trainer

Franciszek Kołpanowicz: entrepreneur and certified AI trainer who helps leaders and teams boost their effectiveness with intelligent technologies. He has been published in Rzeczpospolita, among others. He has over 2,000 hours of experience working with generative AI and shares his knowledge at public events, including the “Manager in the Age of AI” training organised by Rzeczpospolita, as well as at the UKEN and PASE conferences.

His background in philosophy (Jagiellonian University) and his experience in IT quality control allow him to combine analytical thinking with asking the right questions. His own practical journey with AI showed him how this technology can become a real lever for growth.

Drawing on hands-on experience, he shows leaders and their teams how to use AI not only to work more efficiently but also to think more clearly and make faster business decisions. His AI training has, among other results, cut the time needed for routine analysis of multi-page legal documentation by 80%.

In his training sessions he pays particular attention to the participants themselves, drawing on their experience and needs as the work progresses. As a result, his sessions are not repetitive routine but an enriching and individual experience.

His mission is to make artificial intelligence a practical tool for development: business, intellectual and cultural.

Prerequisites

Basic computer and web browser skills. The training does not require any previous experience with AI tools.

Technical requirements for participants:

  • A ChatGPT Plus account, at least one per three workstations
  • The ChatGPT desktop app (Windows or Mac) installed before the second day of the training
  • A Google account logged in on the computer for the third day of the training

Organisational requirements on the client’s side

  • A computer for every participant doing the exercises, with no sharing of workstations
  • A camera and a microphone or headphones
  • Access to the Zoom platform
  • A stable internet connection
  • The ability to install applications on participants’ computers

The first two days work with a single tool only, ChatGPT, so that participants have time to genuinely master it in the context of their own work, rather than just seeing a few demos. The third day is devoted to Gemini and an overview of other solutions.

Request a training proposal

I will tailor the programme to the team and send a quote within one working day.

Programme: AI in a medical facility