Keep your DAX Copilot note summaries in sync with Epic
Your final signed note in Epic can include DAX Copilot SmartSection summaries, Epic SmartTools content, and manual edits.
Before you edit your note, keep the following points in mind:
- Edits made directly in a DAX Copilot SmartSection in the Epic Note activity don't transfer to DAX Copilot.
- Editing a SmartSection in Epic breaks the link between Epic and the DAX Copilot SmartSection.
- If the link is broken, updates made in DAX Copilot won't appear in Epic unless you delete and reinsert the SmartSection.
- Always add new recordings before making manual edits.
Adding a new recording automatically updates the relevant SmartSections in DAX Copilot and Epic when the SmartSection link remains intact.
Each new recording creates a new note version in DAX Copilot that includes all previous recordings for the encounter. This lets you update multiple SmartSections at the same time instead of editing each one manually.
Important
Manual edits made in DAX Copilot don't transfer to Epic until you select Sync to EHR.
Troubleshooting scenarios
The note in Epic is different from the note in DAX Copilot
This problem usually happens for one of the following reasons:
- You edited a SmartSection directly in Epic, which breaks the connection to DAX Copilot.
- You didn't sync changes you made in DAX Copilot to Epic.
If you edited a SmartSection directly in Epic
To restore the connection and keep your changes:
- Copy any edits you made in the SmartSection in Epic.
- Paste the edits into the current Note in DAX Copilot.
- Select the Sync to EHR icon
. - Right-click and delete the SmartSection in your Epic note.
- Type the SmartPhrase dot phrase in your Epic note to restore the SmartSection with the edits you added in DAX Copilot.
If edits you made in DAX Copilot don't appear in Epic
- Select the Sync to EHR icon
to send the current note version to Epic.
- If you didn't edit the SmartSections directly in Epic, the SmartSections refresh with the current version from DAX Copilot.
Undo changes made in DAX Copilot
You can undo changes made by AI-assisted editing features or by manual edits to the note.
Use Undo or Redo for recent edits
For recent changes, use the standard keyboard shortcuts for Undo and Redo in the Note section.
Restore a previous note version
If you used features such as Apply my style or Change pronouns to, or if you want to revert multiple edits, restore a previous note version:
- Select the Version history icon in the Note section.
- Locate the version you want to restore.
- Select Compare in split view from the version menu.
- Select Restore for the version you want to use.
Session expired after inactivity
DAX Copilot displays a session expiration message after 60 minutes of inactivity. No data is lost.
Reopen the session
- Close the DAX Copilot tab in Epic.
- Launch DAX Copilot again from the Actions menu
beside any SmartSection.