Lesson Overview: Every healthcare professional relies on technology — from checking in patients to managing records. In this lesson you will learn the building blocks of computing: hardware vs. software, software categories, the Microsoft 365 suite, and how to choose the right app for each task in your workday.
By the end of this lesson you will be able to:
Every time you check in a patient, update a record, or print a prescription label, you rely on a computer system made up of two fundamental parts: hardware and software. Understanding the difference is the first step toward becoming a confident, tech-savvy healthcare professional.
Hardware is any physical device you can see and touch — think of it as the body of the computer. Without hardware, there is nothing to run programs on. Explore the four categories:
Select each panel to review hardware categories.
Input devices send information into the computer:
Output devices present information from the computer:
The CPU (Central Processing Unit) performs all calculations and executes instructions. It is the brain that makes every other component useful. When you open an EHR application, the CPU processes millions of instructions per second to display the patient’s chart.
Storage devices save data for later retrieval:
Pro Tip: Describing problems accurately helps IT support resolve issues faster. For example: “My output device is not working — the printer will not print” is far more useful than “the computer is broken.”
Software is the set of instructions that tells hardware what to do. You cannot physically hold it — it exists as code stored on a drive or in the cloud. Software divides into two major categories:
Key Takeaway: Think of the operating system as the foundation and walls of a building, and application software as the furniture and equipment inside. The building must be constructed first before you can move in the furniture.
Healthcare Connection: When a nurse logs into a workstation-on-wheels (WOW) at a patient’s bedside, Windows (system software) authenticates the login, while the EHR application (application software) retrieves the patient’s chart. The keyboard is input hardware, the monitor is output hardware, and the CPU processes all instructions.
Now that you understand the hardware-software distinction, let’s explore the major software categories you’ll encounter in healthcare workplaces. Select each tab to learn more:
Operating systems (Windows, macOS), device drivers, and utility programs form the foundation that manages the computer’s hardware.
In healthcare: Windows manages clinic workstations, network printers, and security updates. IT departments deploy system updates centrally to keep all clinic computers secure and compliant.
Word processors, spreadsheets, presentation tools, and databases help you create, edit, and manage documents and data.
In healthcare: Microsoft Word for patient letters and policy manuals, Excel for inventory tracking and patient data analysis, PowerPoint for staff training and patient education materials.
Email clients, video conferencing, and messaging platforms connect people and enable collaboration across locations.
In healthcare: Outlook for professional email and scheduling, Teams for telehealth and staff meetings, secure messaging platforms for HIPAA-compliant communication about patient care.
Antivirus, firewalls, encryption tools, and VPN clients protect data and systems from unauthorized access and cyber threats.
In healthcare: Endpoint protection on clinic computers, encrypted email for transmitting patient data, VPN for remote EHR access, and multi-factor authentication for login security.
A growing number of healthcare applications run on remote servers and are accessed through a web browser. Microsoft 365 is a prime example — your documents, spreadsheets, and emails can be accessed from any device with an internet connection.
HIPAA Tip: Healthcare organizations must ensure cloud providers sign a Business Associate Agreement (BAA) and meet strict encryption standards before handling any patient data. Microsoft 365 offers HIPAA-compliant plans specifically for healthcare customers.
Healthcare Connection: A medical billing specialist working from home can securely access clinic billing spreadsheets in Excel Online and send HIPAA-compliant emails through Outlook — all without installing software on a personal computer, thanks to cloud-based Microsoft 365.
▶ What is Microsoft 365 — Explained • Kevin Stratvert • 8 min
Microsoft 365 (formerly Office 365) is a cloud-based productivity suite that bundles Word, Excel, PowerPoint, Outlook, and more with cloud storage, collaboration tools, and security features. It has become essential for healthcare professionals in daily operations.
Each card below shows an application in the Microsoft 365 suite and how it is used in healthcare:
Patient consent forms, referral letters, clinic policies, procedure manuals
Supply inventory, staff scheduling, patient volume reports, budget analysis
New-employee orientation, in-service training, patient education, meetings
Appointment scheduling, referral correspondence, meeting invitations, tasks
Care team coordination, telehealth visits, shift handoff communication
Personal cloud storage, access files from any clinic location, mobile access
Policy library, training manuals, compliance documentation, shared resources
Meeting notes, clinical reference collections, onboarding checklists
Select each panel to explore Microsoft 365 in more detail.
All three sync automatically through OneDrive. A supervisor can start a staffing spreadsheet at their office desktop, review it on a tablet during rounds, and finalize it from home.
Microsoft offers a Business Associate Agreement (BAA) for healthcare customers, required under HIPAA before any cloud service can handle Protected Health Information (PHI).
Knowing what each application does is only half the battle. The real skill is recognizing which tool fits which task. Work through the three scenarios below to test your judgement.
Read each scenario and choose the best Microsoft 365 application. Select an option to see the feedback.
Maria arrives early and needs to send a professional referral email to a specialist with attached patient records, then schedule a follow-up appointment on the doctor’s calendar.
Which Microsoft 365 app should she use?
Correct! Outlook handles both email (with attachments) and calendar scheduling. Maria can compose the referral, attach the patient records, and send a meeting invitation — all from one application.
Not quite. Word is for creating formatted documents. For sending a formal email with an attachment and scheduling a calendar appointment, Outlook is the right choice.
Not quite. Teams is excellent for real-time team communication. For a formal referral email with an attachment and a calendar booking, Outlook is the better fit.
Maria’s supervisor wants a breakdown of monthly supply costs across 12 months — totals, averages, and a chart showing spending trends vs. budget.
Which app should she use?
Not quite. Word is for text documents. For numerical data with formulas and charts, Excel is the right tool.
Correct! Excel’s grid layout, formulas (SUM, AVERAGE), and chart tools are perfect for organizing numerical data and visualizing spending trends.
Not quite. PowerPoint is for presentations. To calculate totals and build an interactive data table with charts, Excel is the right choice.
The compliance officer asks Maria to upload the updated employee handbook, HIPAA policies, and safety protocols where all 120 staff members can always access the latest version.
Which app fits best?
Close, but not quite. OneDrive is personal cloud storage. For organization-wide policy documents that 120 staff need with proper version control, SharePoint is the right choice.
Not quite. Emailing policy documents creates version confusion. SharePoint ensures all staff access the same up-to-date documents in one place.
Three Questions to Choose the Right Tool:
▶ All the Microsoft 365 Apps Explained • Kevin Stratvert
Mastering computing fundamentals gives healthcare professionals the confidence to use technology accurately and effectively. Keep these core ideas in mind as you move forward:
Microsoft Corporation. (2024). Microsoft 365 for healthcare. Retrieved from microsoft.com/en-us/microsoft-365/healthcare