Welcome to Dragon Copilot. This quick start guide shows you how to record a patient encounter with Ambient Notes in athenaOne Mobile, send the summary to the patient chart, and complete the note in athenaOne Desktop.
Note
The features and functionality available to you might vary based on your organization’s configuration, regional settings, and whether you’re using the web, mobile, or desktop app. Dragon Copilot for Athena is only available in the US.
First, record an encounter in athenaOne Mobile
Important
Follow your organization’s policies to obtain patient consent before you record.
Open athenaOne Mobile and go to the patient schedule.
Select Start Ambient for the patient.
Confirm patient consent. A countdown appears before recording starts.
Talk with your patient naturally. Pause and resume as needed, up to 120 minutes per encounter.
Then, send the summary to the patient chart
Review the draft summary and transcript in athenaOne Mobile, and then send the content to the chart.
To send the entire summary, select Finish & Save Draft Note.
To send one section, select the arrow next to that section.
Important
Finish recording before you send the entire summary. After you send it, you can’t add recordings to that encounter.
Best practices for ambient recording
Turn off Bluetooth devices that have a microphone. Optionally, turn on Do Not Disturb or Focus.
Start by stating the patient’s name, age, and reason for the visit.
Describe what you do. For example, say "Your right shoulder is tender when I press here" instead of pointing.
Clearly state findings, medications, doses, dates, and follow-up instructions.
If you correct yourself, restate the complete information.
Review, edit, and sign the note in athenaOne Desktop
Open the patient appointment in athenaOne Desktop.
Find the summary content that you sent from athenaOne Mobile.
Review each section for accuracy and completeness.
Dictate with Dragon Copilot to add or revise content.
Save and sign the note.
Important
Review all AI-generated content for accuracy before you sign the note.
Dictation tips
Place your cursor in the field before you start dictating.
Say punctuation and formatting commands as needed.
Use texts to insert frequently used phrases or blocks of standard text.
What else can you do in Dragon Copilot?
Texts: Insert frequently used language with a spoken phrase or from the library.
Style preferences: Format generated content as paragraphs, bullets, or other styles.
Templates: Create repeatable note structures for your workflow.
Documents: Use AI prompts to create after-visit summaries, letters, and other documents from the note and transcript.
Copilot Chat: Ask questions and find information from trusted medical references without leaving your workflow.
To learn more, see the Dragon Copilot learning library.