Change your template and profile settings

Use settings to control how Dragon Copilot generates clinical notes. Adjust these options to improve structure, level of detail, and consistency.

Changes apply to future notes and are saved automatically.

Set your specialty

Your selected specialty affects how Dragon Copilot generates notes.

To update your specialty, go to Settings > Profile.

Select the specialty that best matches your clinical practice.

Choose default templates and documents for patient sessions

To select templates and documents, go to Settings > Templates > Default templates.

Choose which templates and documents are included automatically when you start a patient session.

• Note is included by default.
• Other templates and documents, such as Referral letter, can be selected and added to your workflow.

Use this setting to control which content is created automatically during documentation.

If you forget to select the documents you want to generate before recording, you can still generate them. Select the documents in Settings > Templates > Default templates or select Manage default templates from the document index on the patient page, and then add another ambient recording for the patient.

Configure how notes are generated

To configure note settings, go to Settings > Templates > Note.

Control note structure and formatting

Use the following settings to control how notes are organized and formatted.

• Transfer headings to maintain structure across systems.
• Date and Time to control how information appears in your note.
• Patient pronouns to improve readability.

These settings help ensure your notes are clear and consistent.

Adjust the level of detail

Use More concise to control how much detail is included in your notes.

• Select a more concise option for shorter documentation.
• Select a less concise option for more detailed notes.

Apply style automatically

Use Auto-style to apply your selected style settings automatically.

When enabled, Dragon Copilot applies your preferences each time a note is generated.

Apply additional instructions to your notes

Use Prompt to apply a saved instruction after style is applied.

This setting enables you to:

• Add consistent instructions to your notes.
• Standardize how content is generated.
• Apply additional formatting or wording preferences.

Adjust section-level preferences

You can also adjust how content is handled across different parts of the note.

Use these options to refine how information is organized and presented.

For more detailed control over note content and formatting, see Personalize your note output.

When to use settings and personalization

Use settings to define how notes are generated by default. Use personalization tools to adjust the content or presentation of a specific note.

Tips for better results

• Review the generated notes and adjust the settings over time.
• Use a consistent recording or dictation approach.
• Update the settings if you notice repeated edits.

Related topics

Personalize your note output

Intro to templates

Use default note section templates

How to edit note section templates

Create a template