NETSMART AI
Name one AI tool approved for Netsmart business use.
Microsoft Copilot
"Explain whether I can use AI for this task. Identify any Netsmart AI, privacy, security, compliance, or approval considerations I should evaluate before proceeding."
Your prompt only says "Write an email." Name one type of context that would improve the prompt.
Audience, purpose, situation, desired outcome
"Before answering, identify the audience, objective, key concerns, and desired outcome. Then tailor your response to maximize relevance and value for that audience."
Name one way Copilot can help generate new possibilities or ideas.
Brainstorming, idea generation, alternative approaches, what-if analysis
"Generate 15 alternative approaches to solving this business challenge. Include unconventional options, second-order effects, risks, and opportunities I may not have considered."
You receive a long email thread. Name one way Copilot can help.
Summarize content, identify action items, highlight decisions, identify risks, extract deadlines
"Summarize this email thread into key decisions, action items, owners, deadlines, risks, and open questions. Create a 30-second executive briefing."
A client does not understand technical terminology. Name one way Copilot can adapt the information.
Simplify language, reduce technical depth, rewrite for executives, translate jargon, adjust tone
"Reframe this information for a Public Sector executive. Remove technical jargon, simplify the language, and focus on outcomes, risks, priorities, and business value."
Name one thing you should verify before using a new AI tool for Netsmart business purposes.
AI approval status, security review, data handling requirements
"Review this AI tool and determine whether it appears appropriate for Netsmart business use. Explain what approval, security, privacy, and data handling questions should be answered before adoption."
You are comparing two prompts. Name one characteristic of a prompt that typically produces better results.
Additional context, clear objective, defined audience, specific instructions, desired output format
"Rewrite this information for Executive, Operational, and Technical audiences. Explain how the priorities, messaging, and recommendations change for each group."
When comparing multiple options, name one factor Copilot can use to evaluate them.
Cost, effort, risk, impact, feasibility, strategic value
"Create a decision matrix that scores each option based on impact, effort, risk, urgency, stakeholder support, and strategic value."
Name one way to reduce repetitive prompting in Copilot.
Master prompts, agents, scheduled prompts, reusable templates
"Create a reusable master prompt, scheduled prompt, or agent recommendation that would automate this recurring task."
Before a client call, name one type of information Copilot can use to generate better discovery questions.
Client priorities, stakeholders, current footprint, initiatives, meeting objectives
"Create discovery questions using these client priorities, stakeholders, initiatives, challenges, funding sources, and strategic objectives."
Name one type of sensitive information that should never be entered into an unapproved AI tool.
PHI, PII, client data, confidential business information
"I need to analyze the following information. Identify any PHI, PII, client-specific information, confidential business information, or sensitive content that should not be entered into an unapproved AI tool."
Copilot's response is close but not quite right. Name one action you could take next.
Add context, provide examples, refine the prompt, ask follow-up questions
"Identify information gaps, assumptions, and unanswered questions that may impact your recommendation. Then ask the 5 highest-value follow-up questions."
A team is deciding between several approaches. Name one decision-making activity Copilot can support without making the final decision.
Comparing options, prioritizing choices, evaluating tradeoffs, testing scenarios, identifying risks, or analyzing assumptions.
"Compare these options without making the final decision for me. Evaluate tradeoffs, assumptions, risks, impacts, effort, feasibility, and strategic alignment. Clearly explain where human judgment is still required."
You have information across Outlook, OneNote, Teams, and Word. Name one task Copilot can perform using content from multiple sources.
Summarization, information consolidation, content drafting, action item generation, theme identification
"Consolidate these emails, meeting notes, research documents, Teams messages, and reports into a single briefing. Highlight themes, risks, opportunities, action items, and key takeaways."
A new state initiative is announced. Name one thing Copilot can help identify.
Requirements, stakeholders, risks, opportunities, potential impacts, key changes
"Analyze this Public Sector initiative. Identify requirements, stakeholders, risks, opportunities, possible business impact, and discovery questions for client conversations."
Before sharing AI-generated content externally, name two things the user should review or verify.
Accuracy, unsupported claims, sensitive information, privacy concerns, tone, client commitments, source reliability, or required approvals.
"Review this AI-generated content before external distribution. Evaluate accuracy, unsupported claims, sensitive information, privacy concerns, tone, client commitments, and areas requiring human validation. Clearly identify anything that must be corrected or verified before sharing."
Your proposal looks strong, but Copilot has only been given the final draft. Name one additional source or type of context that could help Copilot identify weaknesses before the presentation.
Stakeholder feedback, meeting notes, prior emails, client priorities, decision criteria, historical concerns, implementation requirements, approved account information, or examples of previous objections.
"Use the emails, meeting notes, documents, and historical context below to validate assumptions, identify inconsistencies, and strengthen your recommendation."
Before presenting a proposal, what should you ask Copilot to analyze so you can prepare for different stakeholder reactions?
Potential objections, stakeholder-specific concerns, difficult questions, decision criteria, adoption risks, information gaps, or likely implementation concerns.
"Before I present this proposal, analyze how different stakeholders may respond. Identify potential objections, stakeholder-specific concerns, decision criteria, adoption risks, difficult questions, and information gaps I should be prepared to address."
A team repeats the same multi-step Copilot task every week. Name one reason an agent may be more effective than starting a new prompt each time.
Consistent responses, workflow automation, reusable knowledge, time savings, reduced repetitive prompting
"Design an agent that automatically reviews account updates, funding announcements, and organizational news to generate discovery questions and outreach recommendations. Include the instructions, knowledge sources, trigger, expected output, and success criteria."
You know a client’s priorities but do not yet know which solution is the best fit. What can Copilot help map to those priorities to prepare for further discovery?
Approved Netsmart solutions or services, desired outcomes, business challenges, strategic initiatives, information gaps, or follow-up discovery questions.
"Map this client priority to potentially relevant approved Netsmart solutions, services, outcomes, and business value. Treat the alignment as a hypothesis, identify assumptions and information gaps, and create discovery questions that would help validate fit."
Copilot created most of a client-facing deliverable, but another employee reviewed it. Who remains accountable for the final content, and what responsibility cannot be transferred to Copilot?
The employee or content owner sharing the deliverable remains accountable. Verification, appropriate use, compliance, and final human judgment cannot be transferred to Copilot.
"Review this AI-assisted deliverable and identify which responsibilities remain with me as the content owner. Include verification, appropriate use, privacy, compliance, client commitments, final approval, and accountability for the shared output."
You need Copilot to complete an important task, but you are unsure whether you have provided enough direction. Name one question you could ask Copilot to help strengthen the prompt before it begins the work.
What information is missing? What additional context would improve the result? What assumptions are being made? What questions should be answered first? What format or audience details are needed?
"I need to accomplish [objective]. Before creating the final response, identify missing context, assumptions, risks, audience considerations, and desired output requirements. Ask me the five most important questions, then create a reusable prompt."
A proposal may benefit leadership but create additional work for daily users. Which stakeholder perspective should Copilot use to uncover adoption risks, and why?
The end-user or operational perspective, because that perspective can reveal workflow disruption, usability concerns, training needs, additional workload, and barriers to adoption.
"Review this initiative from the perspective of a CFO, CEO, CIO, operational leader, executive sponsor, and end user. Identify concerns, approval requirements, decision criteria, risks, and information gaps for each stakeholder."
Name one repetitive work process that may be a good Copilot candidate and one characteristic that makes the process appropriate for AI assistance.
Email drafting, meeting summaries, research briefings, status reporting, content creation, or information consolidation. Strong characteristics include frequency, clear instructions, repeatable inputs, predictable outputs, approved source information, or meaningful time savings.
"Review my recurring work and identify five possible Copilot use cases. For each use case, evaluate frequency, consistency of inputs, clarity of instructions, predictability of outputs, human judgment required, potential risks, and expected time savings. Recommend the strongest place to start."
Before client outreach, Copilot identifies a possible solution opportunity but the available client information is incomplete. Name one additional insight Copilot should help uncover before you use the opportunity in outreach.
Information gaps, stakeholder interests, supporting evidence, relevant initiatives, client priorities, discovery questions, timing considerations, approved solution alignment, risks, or assumptions requiring validation.
"Create a Public Sector opportunity assessment that identifies stakeholder interests, information gaps, discovery opportunities, solution alignment, risks, and recommended next actions."