The enhanced transfer workflow in DAX Copilot for Dragon Medical One enables you to seamlessly transfer your content into your EHR with a voice command.
Steps to transfer from DAX Copilot to your EHR
-
Open the desired summary from the Summary tab in DAX Copilot for Dragon Medical One.
-
Place your cursor in any editable text field in your EHR.
-
Turn on Dragon’s microphone and say a transfer voice command (transfer all, transfer selected, or transfer [section]) to transfer the text to your EHR automatically.
Notes:
-
This functionality currently works with Oracle/Cerner MPage and on the desktop only.
-
If you use the copy icon
What the voice commands do
Transfer all: Content from all DAX Copilot sections transfers to the corresponding sections in your EHR.
-
Say: "Transfer all"
Transfer selected: Content from the selected DAX Copilot section(s) transfers to the corresponding sections in your EHR.
-
Say: "Transfer selected"
Transfer [section]: Content from a specific DAX Copilot section transfers to the corresponding sections in your EHR.
-
Say: "Transfer HPI", "Transfer PE", "Transfer Physical Exam", "Transfer Assessment and Plan", "Transfer A and P", etc.
Important: The DAX Copilot assessment and plan transfers to each diagnosis in the EHR if there is an exact match. Any diagnosis content in DAX Copilot that doesn't have an exact match transfers to the last A&P section.
DAX Copilot settings
Use the following settings in DAX Copilot:
First, select the settings icon in the upper right.
In section headings, ensure that you have the following selected:
-
Transfer Headings: Toggle on.
-
Heading Format: ALL CAPS.
-
Include Colon After Heading: Toggle on.
-
Add Extra Line Break After Header: Toggle on.
Important: If you turn off Transfer Headings, change Heading Format to 'Title Case', disable Include colon after heading, or disable Add extra line break after header, the enhanced transfer function will not work.
Best practices for using enhanced transfer
-
Verbalize diagnoses as displayed in the EHR when recording with DAX Copilot.
-
Document diagnoses for the assessment and plan and select “This Visit” prior to using enhanced transfer commands.
-
Set your A&P style to one of these settings:
-
No Format Change
-
Bulleted List (with Number Each Diagnosis)
-
Customizable template (with listed diagnoses)
-
Learn more about style settings here: Use the settings menu in DAX Copilot for Dragon Medical One
Note: Depending on your organization’s setup, some sections won’t transfer with this workflow. Contact your administrator for further details or if your summary content isn’t going into the correct field in your EHR.
