Whether you're just getting started or looking to work more efficiently, this set of articles walks you through the core Dragon Copilot workflow from start to finish. Learn how to capture the encounter, review and refine AI-generated documentation, make edits in the way that works best for you, and transfer and finalize your note with confidence.
Note
The features and functionality available to you might vary based on your organization's configuration, language settings, and whether you're using the web, mobile, desktop, or embedded app.
Start with these topics
Create and manage sessions. Learn how to create patient sessions and manage your patient session list with sorting, filtering and using session actions.
Create a recording. Learn how to use Dragon Copilot for ambient recording and best practices to help Dragon Copilot capture the details needed for accurate clinical documentation.
Review and edit your note. Learn how to review AI-generated clinical summaries and edit your note using the method that works best for you, including keyboard and mouse, voice commands, dictation, the Library, AI prompts, and Dragon Copilot chat.
Transfer and finalize your note. Learn how to get your content from Dragon Copilot into the EHR by transferring selected sections or the full note, using voice commands to speed up the process, and completing any final review steps.
Additional topics to help you work with your notes in Dragon Copilot
Record multilingual conversations. Learn how to choose another recording language or use the multilingual option, switch languages between recordings, and review important accuracy considerations for multilingual documentation.
Use AI to enhance and edit your notes. Learn how to dictate quick edits, add a recording for broader updates, use saved Texts, apply templates, and use built-in or custom AI prompts to refine or reorganize your note.
Get started with Dragon Copilot Chat. Learn how to use Dragon Copilot Chat to ask questions, edit, create content and more as part of your workflow.
Create supporting documents. Learn how to prompt with Dragon Copilot Chat to quickly generate encounter-based supporting documents such as referral letters, patient instructions, and insurance letters, with prompt examples and best practices for better results.