Personalize your AI-generated note

Want to customize what appears in each clinical note section?

Start by trying Dragon Copilot's built‑in options. Many “out‑of‑the‑box” features may already meet your needs. If you need more control, customizable templates let you tailor specific sections. Try these steps to adjust the content that appears in each note section:

1. Select your medical specialty and apply the default style settings.

2. Use the style panel to choose options that best match your preferences.

3. Follow verbalization best practices to help the AI generate more accurate output.

4. If these options don’t achieve what you need, apply a customizable template for any of the six sections that support it.

1. Select your specialty and start with default style settings

Confirm your primary medical specialty is selected. Your primary specialty determines which AI model generates the note output. Record an encounter using your primary specialty and keep all style settings at their defaults to see whether the model produces an output that meets your needs.

2. Refine your output using style options 

If your primary specialty with the default style settings doesn’t produce the output you need, follow these steps:

• Open the style panel.

• Select the options that best match your preferences for each section. Your selections save automatically.

• Review whether the style options you've selected meet your needs.

For future recordings, your clinical summary will combine:

• Your specialty‑optimized AI model, and

• Your chosen style settings.

3. Follow verbalization best practices

The AI model will yield better results if you follow these verbalization best practices.

Begin with an introduction: When recording an encounter, begin by stating why the patient is being seen, and include patient demographic information - this gives a strong foundation for generating an accurate summary. "I'm about to see Jane Doe, a 42-year-old woman. She is attending today for a follow-up review of ongoing lower back pain which started 6 months ago." If the patient is new, ask, "What brings you in today?” 

Specify location and laterality: Because the AI cannot see gestures or nonverbal cues, say the exact body part and the side of the body being discussed. This helps ensure symptoms and findings are documented accurately.

State clearly what you want the AI to capture:  The AI only includes information that is spoken aloud, so verbalize the details you want in the note.

• Avoid vague phrases—don’t say the patient is “on blood pressure medication”; instead say the specific medication, such as “lisinopril.”

• During the Physical Exam, say the body systems and findings you want documented. If you need standard or “canned” exam text included—even when you don’t verbalize it—use customizable templates to automatically insert that content into the note. (See How to edit default customizable templates​​​​​​​).

• Confirm that the patient understands the care plan and their next steps. Clearly state each diagnosis and explain the actions the patient should take for each one.

4. Use customizable templates.

If the 3 options above don't give you the output you need, then you can use customizable templates to help further customize the AI output for certain sections. 

Related topics

Use default customizable templates

How to edit default customizable templates​​​​​​​

Create a customizable template library​​​​​​​