Get oriented with the Dragon Copilot experience for nurses

Mobile app

Embedded in Epic Rover, Dragon Copilot captures spoken patient observations and generates draft flowsheet entries, allowing nurses to review, edit, and file documentation in Rover or Hyperspace. All recording is done through the embedded mobile app.

Record: Depending on your organization's settings, recording may start automatically. If not, tap Record at the bottom of the screen to begin recording.
Pause: Tap Pause next to the timer. The timer stops, and the action changes to Resume.
Resume: Tap Resume to continue recording. The timer picks up where it left off.
Stop: Tap “Stop” to end and complete the recording. which will send the results the appropriate flowsheets in your EHR for review.

Mobile app tabs

Located along the top of the Dragon Copilot screen, the content within each tab presents information and guidance to support documentation before, during, and after recording.

Image showing Preview tab, Transcript tab, and Guide tab highlighted.

Preview: Prior to recording, the Preview tab displays ambient-enabled flowsheet templates available to you and active LDAs available for the patient.
Transcript: When you pause a recording, the Transcript tab displays the conversation so far,
Guide: The Guide tab provides visual flowsheet guidance to help you complete documentation effectively.

Dragon Copilot standalone app

After recording, the Dragon Copilot standalone application for desktop and web unlocks additional AI capabilities that help streamline your workflow even further.

Dock the standalone app next to EHR

Accessible via desktop and web, the Dragon Copilot standalone app can be docked alongside your EHR, enabling you to ask questions or generate notes while charting.

Log in to the Dragon Copilot standalone desktop app.
Select Dock Dragon Copilot.
The app appears in a narrow view alongside your EHR, allowing you to ask questions or generate notes without disrupting your workflow.

Tip: Resize your window when using the web application

Dragon Copilot standalone app on the left with the Dock Dragon Copilot icon highlighted. On the right is a dummy EHR shown with Dragon Copilot standalone docked next to it in a narrow view.

Standalone app layout

Homepage: Sessions recorded using Dragon Copilot embedded in Epic Rover appear on your homepage for quick access.

Default naming and organization: Sessions are named using the format: Patient Last Name, First Name (MRN ####). They are grouped by patient and sorted alphabetically. The default setting displays recordings from the past 24 hours, although you can use the filter to change the view to display recordings from the past 48 hours.

Unread Indicator: Use the blue dot next to the session name to quicky identify unread sessions.

Ellipsis menu: Use the ellipsis menu ellipsis icon- 3 vertical dots to pin sessions to the top of the page or mark sessions as unread.

Customize your view: Apply filters and sorting options to tailor the session list to your needs.

Sort: Select the Sort icon to organize by patient or date. Switch between newest and oldest.
Filter: Select the Filter icon to refine by:
- Session state: Unread, pinned, or error.
- Date range: All (48 hours), today, or past 24 hours.

Microsoft Dragon Copilot standalone app, displaying patient lists with the Sort menu on the left image and sessions with the Filter menu on the image to the right.

When no sessions are recorded in Rover

If no sessions exist, you'll see a prompt to start by completing a recording in Rover. Until then, you can create a New Session in Dragon Copilot. These are Information Assist–only sessions because:

No patient transcript is available.
Recordings can’t be created from the desktop or web app.

These sessions are automatically named Dragon Copilot 001, Dragon Copilot 002, and so on. They appear in the session list and have the same sorting and filtering options as patient sessions.

Dragon Copilot standalone app, displaying create a session screen on the left image and the default Info Assist 001 in the image on the right, which occurs when there are no recorded sessions.

Menus and settings in the standalone app

Help menu

The Help menu provides quick access to resources and an easy way to share feedback.

Resources:

During public preview, three resource cards are available:

Welcome to Dragon Copilot – Watch a short welcome video.
Replay Get Started Tour – Revisit the first-time onboarding experience.
Get Started with Dragon Copilot – Access product details and documentation.

Feedback:

From the Help menu, you can submit feedback after receiving an AI-generated response or output.

Settings menu

The Settings menu allows you to customize your Dragon Copilot experience.

Dragon Copilot standalone app with screens showing the Settings menu, choices under the General tab, Appearance options, and Profile settings.

GENERAL

Appearance – Switch between light and dark mode.
Environment ID – Select the appropriate environment (e.g., test vs. production or multiple EHR systems) from a drop-down list.

PROFILE

Role and Shift Schedule– Edit options set during the first-time setup, such as role and shift schedule. These changes do not affect overall functionality.
Workspace Field– Appears only if you have both physician and nurse access.
- If only nurse access is available, “Nurse” is shown by default.
Linked EHR Account - Displays the linked EHR account ID if added during the setup.
- If you did not sign into the EHR when switching environments or did not grant access, you will see a button to sign into the EHR.

EXTENSIONS

In the preview release, the only available extension is Information Assist.
You can disable this extension or customize it by selecting specific information sources to query.