Best practices for using Dragon Copilot in Epic Rover

Dragon Copilot best practices

Here are some recommended best practices to help ensure a larger portion of your documentation is captured directly through Dragon Copilot's ambient technology.

• Consent: Patient consent must be obtained ahead of ambient usage. Follow your organization’s guidelines to obtain patient consent before using Dragon Copilot.

• Communication: Inform the patient of your actions during the assessment. For example, say, “I’m going to check your pulses now.” This helps the patient understand your intent and aids the ambient technology in placing information into the appropriate flowsheet.

• Microphone management: Position the microphone close to you and the patient. Ensure the recording environment is quiet and free from background noise, such as lowering the volume of the TV. ​​​​​​​​​​​​Do not place the mobile device on a PC or workstation on wheels (WOW) as computer fan hum can degrade the transcript quality and reduce documentation accuracy.

• Prepare for recording: Review the active templates and LDAs available for the patient at the start of recording.

• Speak aloud: Record your assessments and observations aloud to allow Dragon Copilot to capture details and integrate them into the relevant flowsheets.

• Be specific: Provide context during each assessment to ensure accurate documentation in the EHR, including details like laterality, body location, gender, and frequency.

• Pause as needed: Pause the recording to review what’s been captured so far and identify any remaining information you want to add.

• Record outside the patient room as needed: For sensitive information, document details in a brief recap away from the patient to ensure important information is captured.

  • For LDA documentation – While capturing specifics for LDAs (additions, removals, assessments) capture the information as a monologue either between the conversation or outside the patient room.

• Ask one question at a time: Engage the patient by asking one question at a time, allowing them to respond fully before proceeding. If your organization is configured for Dragon Copilot's conversational support, the AI technology will process their responses and place the information into the appropriate flowsheet. If this feature is not available, make sure to repeat the patient's responses for clarity.

• Refer to transcript for clarification as needed: While the recording is paused, open the Transcript tab from the recording screen in Rover to review details. After stopping the recording, the transcript will be available in Rover and Hyperspace.

Related topics

​​​​​​​​​​​​​​Return to Care out loud home page.

​​​​​​​Dragon Copilot experience for nurses quick start guide (embedded)

Next up: Generate notes

Learn to use AI features in the Dragon Copilot web/desktop app to generate notes and other content. Go to Generate notes home page.