Follow these best practices to help DAX Copilot capture key details accurately and efficiently.
Get started
Pre-chart before the encounter: Create a recording with DAX Copilot in Haiku or Canto to pre-chart before the patient encounter.
Tip
Use DAX Copilot to create "monologue" ambient recordings to capture clinical information for your documentation outside of the exam room or after the encounter ends. All ambient recordings for the same encounter contribute to the note sections that DAX Copilot generates. More complete recordings generally result in more comprehensive notes.
Obtain consent: Always obtain patient consent before recording when the patient is present, according to your organization’s policies.
Position your mobile device: Position your mobile device close to you and the patient, ensuring the microphone is unobstructed.
Record one patient at a time: DAX Copilot is designed to work with one patient at a time. If there is more than one patient in the room, use DAX Copilot to record one patient encounter at a time.
Start with an introduction: Include at least two patient identifiers (e.g., name, MRN, bed number) to provide context for DAX Copilot and ensure accurate summary matching in the EHR.
Manage interruptions
- Minimize disruptions: Set your phone to Do Not Disturb if calls frequently interrupt recording.
- Pause and resume as needed: Select the microphone button to stop and restart recording as often as necessary to capture the information you want. Additional recordings contribute to the encounter transcript and generated summaries.
- Observe time alerts: A banner appears at 90 minutes (optimal limit) and again at 120 minutes (when recording stops).
Speak naturally
Speak naturally: Conduct your visit as usual. DAX Copilot understands natural language, so there's no need to use special commands.
Articulate what you're doing: Clearly verbalize your actions, exam findings (including laterality), and the details of your assessment and plan in your recording(s) so DAX Copilot can use them for your note. For example:
- We could try ice and over-the-counter pain relievers, a brace, or surgery. The surgery offers the best option for relief.
- I’m going to order an x-ray for your left shoulder.
Keep recording when the screen sleeps: DAX Copilot continues recording even if your screen goes dark.
Help DAX Copilot understand the encounter
Confirm details verbally: Clearly state location and laterality to ensure the AI understands the body part involved. Specify them when discussing symptoms and when conducting the physical exam. For example:
- (the patient says, “the pain is worse here" and points) So your pain is worse on the left side of your chest...
- (patient nods) Okay, so you're having nausea.
Probe for relevant details: Encourage the patient to describe what has been going on since they were last seen. This puts necessary information into the summary and prompts the patient to talk about how they are feeling, conversationally. For example:
- It looks like we started Motrin 800 mg three times a day the last time you were in. How is that working for you?
Include specifics in your conversation
State orders and recommendations clearly: Include specific details when ordering medication or imaging. For example:
- I'm going to order a lipid panel.
- I recommend you follow up with a cardiologist.
- I’m ordering Lasix 40 mg twice a day.
Discuss findings and next steps: Discuss all the diagnoses/problems and associated plans you want captured. For example:
- So for your carpal tunnel syndrome of the left hand, based on the EMG study, x-rays and your intermittent wrist pain, we discussed surgical intervention. All risks, benefits and alternatives were discussed. All your questions were answered, and you elect to proceed with the surgical carpal tunnel release. The scheduler will be in to schedule your surgery for you. Next, based on your x-rays, I see possible inflammatory disease. I will fax an order for a complete autoimmune blood panel to your lab. Let’s see you back in 2 weeks to discuss your lab results.
Explain your clinical reasoning: Explain why medications are changed, tests are ordered, or treatments are recommended.
Important
Complete the recording(s) for the encounter before you start editing in DAX Copilot.
Practical scenarios
Scenario 1: Multiple patients
Situation: A mother brings in both of her boys for their well-child visits today, and they're together in the same exam room. In this case, can you just select record and DAX will know what information goes to what child?
Response: No. Each patient requires their own encounter. If you try to include more than one patient in a single recording, your summary may be inaccurate.
Tip
Record one patient encounter at a time.
Scenario 2: Device placement
Situation: You’re placing your mobile device in your pants pocket to stay close to the microphone. That way, you won’t have to worry about being too far from the phone. Is it a best practice to leave your mobile device in your back pocket while recording?
Response: No. Avoid placing your phone in your pocket. If DAX Copilot can’t clearly hear the conversation, the summary may be incomplete or less accurate.
Tip
Keep your phone unobstructed so DAX Copilot can clearly hear you and the patient.
Scenario 3: Patient identifiers
Situation: You're starting a new patient encounter what key information should you state upfront?
Response: Always begin with at least two patient or visit identifiers to help ensure the encounter is matched correctly in the summary list.
Related topics
Tips for using DAX Copilot in the inpatient setting