Microsoft 365 Copilot Workflow Architect – Clinical Documentation Pilot (Ontario Healthcare)

Sullivan + Associates Clinical Psychology; Canada; On-site; CAD 120,000 - 180,000; Full time

Job summary

A clinical psychology clinic in Ontario is seeking an experienced Microsoft 365 Copilot workflow architect for an internal operational optimization project. The role involves redesigning report architecture to enhance efficiency in psychoeducational report systems, with an aim to reduce preparation time. Ideal candidates will have experience in enterprise Copilot implementation and a background in regulated industries, specifically healthcare. Interested applicants should provide relevant case studies when applying.

Qualifications

• Experience designing structured AI-assisted reports.
• Proven track record in operational optimization.

Responsibilities

• Redesign Word report architecture with protected styles.
• Create structured test score data tables.
• Build modular Copilot prompt framework.
• Implement AI documentation systems while standardizing report architecture.
• Maintain PHIPA-compliant Microsoft tenant workflow.

Skills

Enterprise Microsoft 365 Copilot implementation

Experience in regulated industries (healthcare preferred)

Tools

Microsoft 365 Copilot

Word

Job description

We are a 70-person clinical psychology clinic in Ontario seeking a highly experienced Microsoft 365 Copilot workflow architect to design a structured AI-assisted psychoeducational report system.

Current state:

• 12–15 hours per report
• Manual integration of test scoring outputs
• Formatting instability in Word
• Significant opportunity for structured AI interpretation under clinician supervision

Objective:

Reduce report preparation time to 3–5 hours while maintaining clinical, regulatory, and documentation standards.

Scope:

• Redesign Word report architecture with protected styles
• Create structured test score data tables
• Build modular Copilot prompt framework
• Ability to implement structured AI documentation systems that preserve individual clinician voice while standardizing report architecture
• Maintain PHIPA-compliant Microsoft tenant workflow

This is an internal operational optimization project (not product development).

Ideal background:

• Enterprise Microsoft 365 Copilot implementation
• Experience in regulated industries (healthcare preferred)

This is a pilot engagement with potential expansion across the clinic.

Please share relevant case studies when applying.