GitHub Copilot Enterprise Setup Guide

Health Informatics / Clinical Informatics
Edward Hines Jr. VA Hospital (v12/578)

A Complete Step-by-Step Instructional Aid for Getting Started with GitHub Copilot at VA

Developed by:
Kyle J. Coder,
Program Analyst / Advanced Analytics Team

Table of Contents

Click any section or step to jump directly, or NEXT to go in order.

Overview: Why GitHub Copilot Enterprise at VA?

  • GitHub Copilot Enterprise is an premium AI-powered digital assistant approved for VA use. This guide walks you through step-by-step setup and advanced usage, specifically for healthcare professionals at Edward Hines Jr. VA Hospital.
  • Agent Mode vs. Standard ChatGPT or AI:
    • Directly create, edit, and manage files on your computer (not just text)
    • Read and analyze existing documents (Word, Excel, PDFs)
    • Fetch real-time information from the internet
    • Automate complex, multi-step processes
    • Remember your work patterns and adapt to your VA role
    • Integrate with VA systems while maintaining compliance
Key Benefits Uniquely for VA Healthcare Professionals:
  • Automate repetitive administrative tasks and documentation
  • Create VA-branded patient education and materials
  • Analyze clinical data and generate actionable insights
  • Streamline quality improvement and reporting
  • Build tools for staff training and patient engagement
Time Investment:
  • Phase 1 (Required): ~30 min (and 24-36 hrs waiting for approval)
  • Phase 2 (Optional): ~45 min
  • Phase 3 (Configuration): ~30 min
  • Phase 4+ (Implementation): ~60 min
  • Total active time: ~2 hours

Return on Investment:
While VS Code and GitHub's Copilot is specifically geared & built for developers, software engineers, and computer programmers, technically proficient users can double or triple their code output with well configured copilot agents.
Average VA Employees, who primarily do more "standard" computer work in clinical, administrative, or support roles can still experience a potential labor reduction of 5-12 hours/week after implementation!

Prerequisites

  • Valid VA.gov email address (personal emails will not work for Copilot Enterprise licensing)
  • Access to OneDrive or a VA network drive for file storage and backups
  • Basic Windows navigation skills: File Explorer, right-clicking, etc.
  • Never include PHI/PII in any Copilot workspace or Copilot interactions
  • Always use your VA.gov email for GitHub account creation
  • Securely save all passwords and credentials (no PIV login for GitHub)

Phase 1: GitHub Account & Enterprise Access (Required)

Step 1: Create a New GitHub Account

  1. Go to: github.com/signup (Do not use a personal GitHub account)
  2. Fill in details:
    • Email: Use your VA.gov address ONLY
    • Password: Minimum 15 characters, or 8+ with number and lowercase letter
    • Username: Professional, alphanumeric/hyphens only (no hyphens at start/end; visible to VA users)
  3. Verify your account: Complete email and any other verification steps
    • If your username is taken, try adding your VA ID or department
    • Use a password manager—GitHub's requirements are strict
    • Email verification may take a few minutes

Why This Matters:
  • GitHub Enterprise requires VA.gov email for license assignment
  • Your username is visible to VA collaborators
  • Secure credential storage is essential (no PIV login)

Step 2: Request VA Enterprise Access

  1. Go to: https://vaww.oit.va.gov/services/github/#signup (internal VA site)
  2. In "Individual Access" section, fill the form:
    • First and last name
    • VA.gov email address
    • GitHub username you just created
  3. Submit and wait for confirmation email (usually 24-36 hours)
What This Does: Adds you to the 'department-of-veterans-affairs' official GitHub organization, unlocks Copilot enterprise license, enables compliance and collaboration.

Do not proceed to Step 3 until you receive approval!

Step 3: Verify Enterprise Access

  1. Wait for approval from Step 2
  2. Go to github.com/settings/copilot/features
  3. Look for message: You are assigned a seat as part of a GitHub Copilot Enterprise subscription managed by department-of-veterans-affairs
  4. Test Copilot web interface: github.com/copilot
Success Indicators:
  • Copilot Enterprise subscription is active
  • Access to the Copilot web interface
  • Note: The Copilot web version is limited. For full Agent Mode (file/system access, automations), continue to Phase 2.

If Copilot access not available after 48 hours:
  • Make sure you’re logged in with your VA GitHub account (not personal)
  • Clear browser cache and retry if needed
  • Post a help discussion message on GitHub's VA board
  • Email DevOpsTeam@va.gov

Phase 2: Development Environment Setup

  • Why do this optional (but recommended) step? VS Code + Copilot Agent unlocks advanced features:
    • Direct file and folder manipulation
    • Multi-step automations
    • Workspace awareness, context, and persistent settings
    • Preconfigurable prompt files and instructionals

Step 4: Install Visual Studio Code

  1. Download from code.visualstudio.com/download
    • Choose "Windows User Installer" (64-bit x64 is standard for VA)
  2. Run installer (no OIT/Administrator permissions needed)
  3. When prompted for options:
    • Accept Microsoft License
    • Check "Add to PATH"
    • Check "Create desktop icon"
    • Check both "Open with Code" context menu options
  4. Open VS Code after install (don’t install extensions yet!)
VS Code Benefits: Free, open source, robust extension marketplace, designed for Copilot, used by millions of professionals (and non-coders too!).
System Requirements: Windows 10 or higher, 1.6 GHz CPU, 200 MB disk space, & 1 GB RAM (recommened 8+ GB).

Step 5: Create Workspace Directory

  1. Open VS Code, go to FILE → OPEN FOLDER
  2. Choose storage location:
    • OneDrive (recommended): C:\Users\%USERNAME%\OneDrive\GitHub_Workspace\
    • Local: C:\Users\%USERNAME%\Desktop\GitHub_Workspace\
    • Network: S:\YourTeam\GitHub_Workspace\
  3. Right-click, create new folder: GitHub_Workspace, select it and click OK
Why this structure?
  • Centralizes all Copilot-related work
  • Enables Copilot to understand your project context
  • Automatic backup (if on OneDrive)

Security: Do not store PHI/PII or sensitive data here. Choose locations that are regularly backed up.

Step 6: Add Work Folders

  1. In VS Code: FILE → ADD FOLDER TO WORKSPACE
  2. Add folders you use often:
    • Desktop
    • Documents
    • Personal/Team/Project drives
  3. Add each folder individually; they will appear in the Explorer panel
What This Does: Gives Copilot context for your work, allows quick navigation, enables better automation and suggestions. Best Practices: Review folders regularly, remove those not needed, and use separate workspaces for different project types.
Never add folders containing PHI, PII, classified, or sensitive documents.

Step 7: Save Workspace Configuration

  1. Go to FILE → SAVE WORKSPACE AS
  2. Save as GitHub_Workspace.code-workspace in your GitHub_Workspace folder
  3. Check that the file was created (a few KB, JSON config)
What gets saved? Folder shortcuts, VS Code settings, extension configs, window layouts, recent files, and more.
This allows you to share, reuse, and quickly re-open your entire work setup.

Step 8: Create Desktop Shortcut

  1. Open File Explorer to GitHub_Workspace
  2. Right-click GitHub_Workspace.code-workspaceSend to > Desktop (Create Shortcut)
  3. (Optional) Rename the shortcut (e.g., "GitHub Copilot Workspace") and change icon if desired (right-click → Properties)
  4. Daily workflow: Always use this shortcut to open VS Code with your workspace context.
If shortcut doesn't work, verify the file exists and VS Code is installed. Try "Run as administrator" if needed.

Step 9: Install Essential Extensions

Extension Tips: Only install from verified publishers (with blue checkmarks next to their name), review permissions, update regularly, and remove unused extensions.

Phase 3: Copilot Configuration & Optimization

  • Purpose: Personalize Copilot to your workflow, preferences, and VA context.
  • Key Benefits: Smarter automations, better document formatting, persistent settings, and time savings every day.

Step 10: Initial Copilot Setup

  1. Open Copilot Chat with Ctrl+Alt+I (sign in if prompted)
  2. Copilot Modes:
    • ASK Mode: Simple Q&A, limited file access, good for "how do I..." questions
    • AGENT Mode: Full workspace/file access, can automate tasks, create/edit files, run multi-step processes
  3. Choose LLM Model: Click the "model selector" in chat to access different AI LLM's optimized for specific kinds of tasks:
    Available LLM Models with your new VA GitHub License vs Civilian Editions:
    Model Provider VA Access Key Strengths Best For
    GPT-4.1 OpenAI ✅ Enterprise Enhanced reasoning, coding, complex tasks Detailed analysis, multi-step automations
    Claude Sonnet 4 Anthropic ✅ Enterprise Document analysis, ethical reasoning Clinical content, compliance tasks
    GPT 5 OpenAI ✅ Enterprise Next-gen reasoning, multimodal excellence Advanced research, complex problem solving
    o4-mini OpenAI ✅ Enterprise Efficient reasoning, rapid responses Quick tasks, maintaining accuracy
    Claude Opus 4 Anthropic ✅ Enterprise Complex reasoning, long-form content Comprehensive reports, documentation
    Claude Sonnet 3.7 Thinking Anthropic ✅ Enterprise Shows thought process, advanced reasoning Troubleshooting, step-by-step solutions
    Gemini 2.0 Flash Google ✅ Enterprise Fastest speed, multimodal capabilities Quick analysis, image/document processing
    Perplexity Sonar Large Perplexity ❌ Civilian Only Real-time web search, current information Research with live data, fact-checking
    ChatGPT (Civilian) OpenAI ❌ Civilian Only General conversation, basic tasks Personal use, no enterprise features
    Llama 3.1 Meta/Facebook ❌ Civilian Only Open source, customizable Custom implementations, research
    Grok-3 X (Twitter) ❌ Civilian Only Real-time X/Twitter integration Social media analysis, current events
    Amazon Nova Amazon ❌ Civilian Only AWS integration, cloud services Cloud automation, AWS workflows
    Microsoft Phi-3 Microsoft ❌ Civilian Only Lightweight, efficient processing Edge computing, mobile devices
    Alibaba Qwen 3 Alibaba ❌ Civilian Only Multilingual capabilities, Chinese focus International content, language translation
    Quick Selection Guide: When using GitHub Copilot in "Agent Mode", you should use "GPT-4.1" for coding, use "Claude Sonnet 4" for writing & speech, use "Claude Opus 4" for advanced reasoning, logic, and analysis/reports, use "o4-mini" for speed. When using GitHub Copilot in "Ask Mode", you can take advantage of the premium flagship LLM's like "GPT-5" and "Claude Opus 4.1" for the most compelex and demanding tasks. Just be aware of the premium token costs that are taken out of your monthly allowance for premium model usage.

  4. Test it out: Try "What can you help me with?" or "What files do you see in my workspace?". gent Mode's advanced capabilities: Create/edit files, analyze documents, automate reports, generate code/scripts, integrate with other tools, remember your preferences, and more!

Step 11: Configure Personal Settings

  1. Copy and paste the prompt from the next slide into Copilot Chat.
  2. Answer Copilot's follow-up questions (work type, file types, daily tasks, etc.)
  3. Review proposed changes to your settings/configuration; approve or modify as needed.
  4. Ask Copilot for clarification on any settings you don't understand.
Why do this? Optimizes Copilot for your workflow (editor preferences, file associations, task automations, etc.).
I want you to configure my VS Code settings, workspace settings, systems, and yourself to help me permanently improve my projects and make my work the most efficient. 
Look at my active workspace files, folders, and content to get an idea of the kind of work I do. 
Ask me questions that I can answer which will guide you to make recommended changes to any settings, connections, defaults, or preferences that will improve the quality of my work going forward. 
Put special focus and emphasis on questions related to the type of projects I work on and subjects contained. 
Collect all these questions and answers, then modify my VS Code global settings.json file to permanently save all these approved changes. 
Do not actually save any changes or modifications without explicitly asking me first.

Step 12: Generate Custom Copilot Instructions

  1. In Copilot Chat, click the GEAR icon VS Code Gear Icon
  2. Select GENERATE INSTRUCTIONS
  3. This creates a copilot-instructions.md file in your workspace
  4. Copy and paste the advanced prompt from the next slide for deeper personalization
What does this do? Customizes Copilot’s behavior to your role, preferred style, and VA context.
I want you to perform a full active workspace analysis and evaluate the type of projects that I routinely work on. 
Use any context and analysis information to modify my copilot-instructions.md or copilot prompt files, and add as many descriptive, recommended, helpful, and impactful updates or changes to those files that will help me perform my work more efficiently. 
Then, I want you to generate a series of 25 questions that you will ask me one-by-one in an interactive question & answer session, with each answer I give you helping you expand and improve all the context and references in these instructional or prompt files all with the goal of increasing my productivity and expanding my ability to take advantage of using Copilot Agent going forward.

Step 13: Personalize Your Copilot

  1. Provide personal context:
    My name is [Your Name] My job title is [Your Title] I work at [Your VA Facility/Department] My primary responsibilities include: [List 3-5 responsibilities]
  2. Set VA branding preferences:
    Please #fetch the official VA.gov styles, colors, fonts, and visual themes. Use these parameters when generating any future content, documents, presentations, or web pages. Always apply VA branding consistently to maintain professional appearance.
  3. Define your automation needs: Discuss your daily, weekly, or monthly repetitive tasks, data sources, forms/templates, and communication patterns.
  4. Establish security protocols:
    Always remind me about PHI/PII compliance when working with any healthcare or personal data. Never suggest including sensitive information in any outputs. Alert me if any requested task might involve compliance concerns.
  5. Create task templates: Ask Copilot to create reusable templates (emails, reports, agendas, documentation, etc.).
Benefits: Consistent output, VA branding, role-aware suggestions, rapid completion of routine tasks, continuous learning.

Phase 4: Practical Applications for VA Healthcare Work

  • These real-world examples show how Copilot Agent Mode transforms daily operations at Edward Hines Jr. VA Hospital.
  • Each task here is achievable with the guidance in this setup guide.

Clinical Documentation & Patient Care

Automated Clinical Protocol Updates (Example Prompt):
Our cardiology department needs updated heart failure guidelines. Please:
1. #fetch the latest AHA/ACC heart failure guidelines from official sources
2. #fetch the current VA/DoD clinical practice guidelines for heart failure
3. Compare the two documents and identify key differences
4. Create a summary document highlighting what's changed since our last update
5. Generate a staff memo explaining the updates with implementation timeline
6. Create a quick reference card for nurses with the new protocols
7. Update our existing heart failure patient education handout
8. Save all documents with proper VA formatting and today's date
9. Create a tracking spreadsheet for staff training completion
Agent mode automates all steps, applies VA compliance, and organizes results.

Patient Education Material Generation

Diabetes Clinic Example Prompt:
Create comprehensive patient education materials for our newly diagnosed Type 2 diabetes patients:

1. Generate a welcome packet including:
   - Simple explanation of diabetes (6th grade reading level)
   - Hines VA diabetes clinic contact information and hours
   - Local pharmacy locations that accept VA prescriptions
   - Community resources for diabetic supplies

2. Create interactive tools:
   - Blood sugar tracking spreadsheet with color coding
   - Medication schedule template
   - Grocery shopping guide for diabetic-friendly foods
   - Exercise plan template for veterans with mobility limitations

3. Generate digital versions:
   - Email-friendly format for MyHealtheVet messaging
   - Large print versions
   - Spanish language translations
   - Audio script for vision-impaired patients

4. Create staff resources:
   - Teaching checklist for nurses
   - Common patient questions with evidence-based answers
   - Referral criteria for diabetes educator consultations
Copilot can generate all formats, ensure medical accuracy, and use Hines-specific details.

Clinical Quality Improvement Projects

Infection Control Example:
Help me complete our quarterly infection control report for the medical ward:

1. Analyze the infection data spreadsheet I'll upload:
   - Calculate infection rates by unit and month
   - Identify trends and outliers
   - Compare to national benchmarks

2. Create visualizations:
   - Infection rate trends over 12 months
   - Heat map showing which units need attention
   - Before/after charts for interventions

3. Generate the quarterly report:
   - Executive summary for leadership
   - Detailed analysis for infection control committee
   - Action plan with recommendations
   - Staff presentation slides

4. Create follow-up tools:
   - Monitoring checklist for nursing staff
   - Audit forms for compliance verification
   - Training materials for new interventions

Apply all VA infection control guidelines and ensure HIPAA compliance throughout.

Administrative Automation

Meeting Minutes and Task Tracking Example:
After uploading our staff meeting audio file, please:
1. Transcribe the full audio to text
2. Summarize key discussion points and decisions
3. Extract all assigned action items and responsible staff
4. Generate a follow-up email draft for attendees
5. Create a task tracking spreadsheet with due dates
6. Apply VA branding and confidentiality notices to all documents
Automate repetitive admin tasks, improve follow-up, and ensure nothing falls through the cracks.

Research & Data Analysis

Clinical Research Abstract Example:
I need a draft abstract for our recent heart failure outcomes study:
1. Analyze the Excel data I upload (demographics, interventions, outcomes)
2. Summarize key findings and statistical results
3. Create an abstract in AMA format (250 words max)
4. List 3-5 references in AMA style, pulled from PubMed or VA Library
5. Generate a PowerPoint with 3 summary slides for leadership
Copilot helps with data analysis, scientific writing, and presentation creation—all with VA compliance and formatting.

Training & Professional Development

Orientation Checklist Example:
Create a new staff orientation checklist for the medical ward:
1. List required training modules and deadlines
2. Add links to VA Talent Management System (TMS) and required policies
3. Include space for supervisor sign-off and completion dates
4. Format as a fillable PDF and a printable checklist
5. Generate reminder emails for incomplete items
Automate onboarding, ensure compliance, and track completion with minimal effort.

Emergency Preparedness & Crisis Management

Disaster Drill Example:
Help me run a code blue disaster drill:
1. Generate a scenario script for the drill
2. Create a step-by-step facilitator guide
3. Produce participant evaluation forms
4. Analyze completed forms for improvement areas
5. Summarize results for the Quality Improvement committee
Copilot can streamline simulations, capture feedback, and auto-generate improvement actions.

The Bottom Line: Why Agent Mode Changes Everything

  • Agent mode bridges knowledge, automation, and compliance for VA teams.
  • It saves time, reduces burnout, and enables everyone to work at the top of their license.
  • With the right setup and prompts, Copilot becomes an always-on, VA-customized digital assistant.

Prompt Templates – Administrative Automation

  • Task/Project Tracker:
    Create a project tracker spreadsheet for all ongoing QI projects in our department. Include columns for project name, leader, start/end dates, current status, and key milestones.
  • VA-Formatted Email:
    Draft a VA-branded email to staff about updated infection control protocols. Include summary of changes, required actions, and links to resources. Apply official VA signature block.
  • Staff Scheduling:
    Generate a monthly staff schedule for our nursing unit, ensuring proper coverage for all shifts, compliance with union rules, and minimizing overtime. Output as Excel and PDF.

Prompt Templates – Data Analysis

  • Data Clean-Up:
    Analyze the attached spreadsheet for missing values, duplicates, and outliers. Generate a cleaned version and a summary report of corrections.
  • VA Performance Dashboard:
    Create an interactive dashboard using PowerBI to visualize patient satisfaction scores by unit and quarter for the past year, highlighting any trends or areas needing attention.

Prompt Templates – Documentation & Communication

  • Clinical Note Draft:
    Generate a first-draft progress note for a patient with CHF, using the following structured template: HPI, Physical Exam, Assessment, Plan. Format for CPRS import.
  • Committee Minutes:
    Summarize the attached meeting transcript into formal minutes, including attendees, decisions, action items, and deadlines. Use VA template style.

Prompt Templates – Creative & Educational

  • Patient Handout:
    Create a handout for veterans on managing hypertension. Use clear, plain language, VA logos, and cite only official VA or CDC references.
  • Staff Training Quiz:
    Write a 10-question multiple-choice quiz on new VA privacy policies. Include answer key and explanations, and format for online learning modules.

Importable Copilot Template Files (Ready to Use)

  • copilot-instructions.md
    Template for workspace/project-specific Copilot instructions. Sets standards, folder structure, automation, and best practices for VA Power Platform projects. Use to bootstrap or customize Copilot for a new VA project workspace.
  • COPILOT_BRIEFING.md
    Rich context file for Copilot sessions. Includes developer profile, VA compliance rules, template organization, workflow requirements, and briefing prompts. Use to ensure Copilot understands your org, automation style, and security needs.
  • tasks.json
    VS Code Tasks configuration file. Enables one-click execution of productivity reports, workspace cleanup, PowerApp actions, SQL exports, file organization, syntax checks, and version tracking. Import into .vscode/tasks.json to standardize automation for all users.
  • Add-LicenseHeaders.ps1
    Automatically inserts VA-compliant license headers in PowerShell, SQL, JS, CSS, and HTML files. Supports dry-run mode, skips files with existing headers, and maintains logs. Ensures attribution and compliance in all source files.
  • Clean-Workspace.ps1
    Safely removes temp, log, and archive files; old backups; and workspace clutter. Supports quick, standard, deep, and archive cleanup levels, plus dry-run and interactive modes. Maintains a secure and neat workspace.
  • Generate-ProductivityReport.ps1
    Generates detailed productivity reports from workspace and Git activity, including VA-specific work effort estimates. Supports custom date ranges and multiple output formats. Ready for supervisor or compliance reporting.
  • Validate-Syntax.ps1
    Checks configuration files (YAML, JSON, XML, MSAPP) for syntax errors. Can auto-fix simple mistakes and logs all results. Use before deploying configs or committing changes.
  • Validate-WorkspaceSetup.ps1
    Validates full workspace setup (folders, files, VS Code config, Git, Power Platform CLI). Optionally auto-fixes missing directories and checks PowerShell script syntax. Outputs a report for onboarding and compliance.

How to use: Open the ./copilot-instructions/prompts/ or ./copilot-instructions/ folder in VS Code, then copy or run the desired template in your own workspace. Each file contains usage notes or documentation.

Tip: These templates are designed for a Power Platform developer in Clinical Informatics at Hines VA, but are very easilyadaptable for any VA project. You can even tell your new Copilot Agent to update these templates to for you, to customize your needs.

Troubleshooting: Common Issues and Solutions

  • Copilot Not Responding: Check internet, GitHub login in VS Code, restart VS Code, clear cache (Ctrl+Shift+P → "Developer: Clear Cache and Reload")
  • No Enterprise Features: Confirm VA org membership, wait full 36 hours, contact DevOpsTeam@va.gov
  • Extensions Not Working: Restart VS Code, check compatibility, disable conflicts, reinstall as needed
  • Workspace Not Loading: Check file location, permissions, recreate workspace if needed, verify referenced folders exist
  • Performance Issues: Close unused folders, limit file monitoring in large dirs, increase memory allocation, check for resource-intensive extensions
Getting Help: VA internal: DevOpsTeam@va.gov, yourIT Service Portal, 855-673-4357.
VS Code Official Documentation: code.visualstudio.com/docs

Support & Reference Resources

Next Steps: Now that you have completed these setup steps, start with simple tasks and gradually work up to more complex automations. Make your new Copilot Agent teach you how to do things you are unfamiliar with or want to learn. Copilot learns from your usage—so the more you use it, the better it gets for your workflow! You will be ready to take some of the official Microsoft Certification tests before you know it!

Last Updated: August 12, 2025 | Version: 6.3
Security Reminder: Never include PHI/PII in Copilot files or chats. Copilot can only access files you have given it permission to see. If unsure, ask your supervisor or ISSO.
Guide Author/Developer Contact Information:
Kyle J. Coder
View this guide's full Apache 2.0 Software License by clicking this link. Third‑party notices are listed in docs/THIRD_PARTY_NOTICES.md. A summary is provided below:
Copyright 2025 Kyle J. Coder

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at

    http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.
            
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