Personalize your note output with templates

Customizable templates use a combination of text and AI prompts to create clinical summaries based on your documentation style and preferences. These AI-powered templates speed up your documentation and ensure you get the right output and format for your clinical notes.

  • Templates are available for the Allergies,Physical Exam, and Assessment and Plan sections.

  • Each of the sections contains a default template. You can choose the default template, modify it to better suit your specialty or workflow, or build your own.

  • It is possible to process a customizable template for a section even when no content for that section is discussed. See Personalize customizable templates for details on how to fill empty sections by using customizable templates.

  • Once designed and saved, these customizable templates can be applied on-demand or set to auto-run.

  • All AI features in DAX Copilot are built on a responsible AI framework, ensuring a foundation of trust.

Important: Customizable templates utilize generative AI, making it difficult to predict how the AI will perform in every scenario. It is essential to review the generated content to ensure it aligns with your expectations, then make any necessary edits.

Why use customizable templates?

Dragon Copilot's customizable templates have many benefits:

  • Time-saving: Customizable templates reduce editing time, streamlining documentation.

  • Flexibility: Adapt or create templates to fit your workflows and documentation styles.

  • Personalization: Adjust templates to meet individual needs and adhere to best practices.

  • Ease of use: Apply templates as needed or set them to auto-run for improved efficiency.

  • Standardization: Use templates to implement organizational standards, ensuring consistent clinical documentation.

Note: The features and functionality available to you may vary based on your organization's configuration, language settings, and whether you are using the web, mobile, or desktop app. Contact your organizational admin to confirm feature functionality availability. 

Related topics

Start using default customizable templates in DAX Copilot

Personalize customizable templates in DAX Copilot​​​​​​​

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