Review your clinical summary
DAX Copilot generates clinical summary sections to include in your note. These summaries appear in the Note section.
- DAX Copilot generates clinical summaries tailored to your clinical specialty. For more information, see Specialty reference guides and Specialty mapping.
- The Current note regenerates every time you add another recording or apply an AI prompt to reformat one or more note sections.
Important
- The Note section only shows SmartSections from DAX Copilot.
- It does not include SmartLinks or SmartPhrases.
- Insert SmartSections in Epic’s Note activity for them to appear in your Epic note.
Where the content comes from
Every time you create a new recording, DAX Copilot updates the clinical summaries in the Note section and sends the updated content to your Epic system.
Tip
Create another recording to capture additional information for the SmartSections before making edits. New note versions generated from additional recordings won't include any manual edits you make in DAX Copilot or in Epic.
Work with note versions in DAX Copilot
DAX Copilot generates a new note version:
After each ambient recording. The new note version comes from the combined transcript of all ambient recordings.
When you apply AI prompts or templates that modify the content in any note section. New note versions generated by AI include content from all ambient recordings.
The Version history 
lists AI-generated note versions and manual edits. You can review or compare previous versions and restore a previous note version if necessary.
View previous note versions
To display a previous note version:
- Select Version history
in the Note.
- Navigate to the previous note version.
- Select View to display the previous note version (or select Compare in split view from the drop-down menu to display this version beside the current note version).
Note
- A Restore button appears in the Note when you display a previous note version - you can revert to that previous version (which then appears as "Current").
- Complete all ambient recordings before editing note sections in DAX Copilot. Additional recordings generate new note versions from the combined transcript of the recordings only - they don't include prior edits or style updates. Use Version history
to restore previous versions or any revisions made before the recording if needed.
Get the results you want
DAX Copilot generates your note sections from the transcripts of the recordings you create and the style preferences you set. To improve quality and reduce edits:
- Ensure recordings are clear and complete.
- Position your device close for accurate capture.
- Use best-practice verbalization methods.
- Add another recording to capture any missing details.