About the Settings menu

The Settings menu is accessible only in the DAX Copilot desktop app, Settings enables you to:

  • Customize alerts and message preferences.

  • Manage heading styles.

  • Launch the Style Wizard for advanced formatting.

Select the ​​​​​​​​​​​​​​ icon to open Settings.

Image highlights setting menu shown as a gear icon

Confirmations and warnings

At the top of the menu, use radio buttons to set your warning message preferences. Toggle settings on or off using the slider on the right. Available options are:

  • Show a warning when first editing a summary

  • Show a warning when archiving a summary

  • Show a warning when reverting a summary

Image shows confirmation and warning options with radio buttons

Notes: 

  • Ambient recordings cannot be added to a summary once editing is started.

  • Archived summaries cannot be edited (and archiving cannot be undone).

Summary style and settings

Go to Manage My Style and select the arrow to open the Style Wizard. Learn more about the style wizard.

​​​​​​​After selecting your style, return to the Settings menu and enable Auto-run to apply your preferences to all new recordings.

Image shows Summary style and settings page highlighted with Auto-run option enabled using a radio button

Section heading transfer options

Use the following options to configure headings when you transfer notes to the EHR:

  1. Transfer Headings: Toggle ON to include headings; OFF to transfer content without headings.

  2. Heading Format: Choose between ALL CAPS​​​​​​​or Title Case.

  3. Include Colon After Heading: Adds a colon after each heading.

  4. Add Extra Line Break After Header: Inserts a blank line after each heading.

The transfer headings toggle along with the formatting options for headings.

Related topics

How to use the style wizard in DAX Copilot

How to transfer and finalize your note in DAX Copilot​​​​​​​

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