How to edit in the DAX Copilot desktop application

1. Open a summary

Select a summary from your Summaries list.

2. Review the summary for accuracy

​​​​​​​Check the summary carefully.

(Optional) Use the transcript to verify details and ensure the full patient story is captured.

3. Start editing

• Select the Edit button to open the summary in the editing screen.

• All edits must be made in the Summary tab — the transcript cannot be edited.

• Once in Edit mode, you can’t add more DAX Copilot recordings for this visit, but you can still use Dragon to dictate additional information.

4. Make your edits

• Place your cursor in the section you want to change.

• Use your microphone for dictation or voice commands, or simply type with your keyboard and mouse.

• There’s no “Save” button — all changes are saved automatically and synced with the mobile app.