Quick start guide for DAX Copilot for Epic

Welcome to DAX Copilot. This quick start guide shows you how to get started using DAX Copilot. Discover how to create your first recording and how to find the AI features and functionality in the application.

First, ensure that DAX Copilot SmartSections are added to your note

Your Epic Hyperdrive note must include one or more DAX Copilot SmartSections to display AI-generated summaries. Use an existing SmartPhrase that contains the SmartSections, or add them manually using the following dot phrases:

• HPI (.hpisec)
• Assessment and Plan (.apsec)
• Physical Exam (.pesec)
• Results (.resultsec)

Record your first patient encounter

1. Open Epic Haiku or Canto on your mobile device and select a patient.
2. Patient consent must be obtained ahead of ambient usage. Follow your organization’s guidelines to obtain patient consent before using DAX Copilot.
3. Select DAX Copilot at the bottom of the screen.
   
4. Tap the ambient recording button to start recording. Tap it again to stop.
5. Record clinical information before, during, or after the encounter. DAX Copilot updates the appropriate SmartSections automatically.

Open DAX Copilot in Epic

Open DAX Copilot to review and personalize note summaries, apply AI-powered tools, and access support and training resources.

1. Open the note.
   After DAX Copilot finishes processing your recording, select Go to Note from the Hyperdrive alert, or navigate manually to the Epic Notes activity.

2. Launch DAX Copilot.
   In a DAX Copilot SmartSection, such as HPI or Assessment and Plan, select DAX Copilot from the Actions menu. The DAX Copilot window opens within Epic, where you can review summaries, personalize notes, and access AI-powered features.

   

Get oriented

DAX Copilot includes two main work areas:

• Landing page: Find patients, open sessions, review notifications and memos, and access settings, help, and other workspace tools.
• Patient page: Record encounters, review notes and transcripts, and complete documentation tasks.

Landing page

When you open DAX Copilot, the landing page helps you find patients, review activity, and access commonly used tools.

Patient page

Select a patient to open a patient session or select Create patient session to start a new one.

The patient page is where you record encounters, review documentation, and work with patient-specific information.

Common icons

Depending on your environment and permissions, you might see the following icons:

• Help: Access resources, training materials, support information, and feedback options.
• Settings: Configure DAX Copilot preferences and settings.
• Notifications: View important updates and alerts.
• Transcript: Show or hide the transcript.
• Library: Access saved texts, prompts, vocabulary, templates, and workflows.

Set your specialty for better notes

When you select a specialty, your generated notes are optimized for your clinical specialty by default. To update your specialty, go to Settings > Profile.

Select the specialty that best matches your clinical practice.

Learn about the AI output for different clinical specialties and how to verify your Primary specialty setting here: AI specialty enhancements

Tips for other care settings

Follow these links if you work in these non-ambulatory care settings:

• Tips for using DAX Copilot in the ED
• Tips for using DAX Copilot in the inpatient setting
• Tips for using DAX Copilot in rehab services
• General best practices for recording in DAX Copilot

Ready to do more with DAX Copilot?

• Manage orders. Review the list of suggested orders that DAX Copilot identified from the recordings for your encounter.
• Review in DAX Copilot. Learn how to ensure the accuracy and completeness of the clinical summaries for your note.
• Personalize your notes. Configure and apply style settings to the summaries DAX Copilot creates to reduce editing time.
• Use note section templates. Create and apply note section templates to get even more personalized summaries from DAX Copilot.