Dragon Copilot quick start guide

First, record your first patient encounter

1. Select New session at the bottom of Dragon Copilot.

2. Select the ambient recording button.

3. Select the same button to stop the recording.

Then, review your note

When Dragon Copilot finishes processing your recording(s), it will appear in the Note tab. Select the Note tab to see the summary, and then use Dragon Copilot's powerful time-saving AI capabilities and clinical insights to ensure that your clinical documentation is as accurate and complete as possible.

Get oriented

1. Use Session tabs to navigate through a patient session.
   Timeline is the default view when you open Dragon Copilot.
   Memos is where you can capture content separate from the note for a patient visit.
   Note is where you will find the clinical summary of your patient visit.
   Orders will capture directives pertaining to medications, laboratory tests, x-rays and imaging, and procedures.
   Transcript is a written version of the conversation between you and the patient.

2. Access settings and more in the upper-right corner of the screen. These contain useful tools with resources and configuration settings.
   ​​​​​​​  Help and resources.
   Select a microphone for dictation and ambient recording, access microphone button settings.
   Access settings for ambient recording language, Auto-style, microphone, general, style and format, Library, profile and more.
   Open session details.
    Open split view display.

3. Dictation, ambient recording, quick AI actions, and a prompt field are available in the bottom section of Dragon Copilot.
   Select the library icon  to access saved Texts, Prompts, and customizable templates. Learn more
   Select a quick AI action to apply a style to your note or run a pre-canned prompt. Learn more
   Select the dictation microphone icon   to use your voice to dictate and navigate. Learn more 
   Select the ambient recording button   to add to your recording from Dragon Copilot.
   
   Enter your AI prompts in the prompt field. Use this box to enter prompts to edit your note, create documents, make queries, and retrieve information. Or, Learn prompt basics ​​​​​​​

Set your specialty for better notes

When you select a specialty, your generated notes are optimized for your clinical specialty by default. Set your primary specialty in Settings  > Profile.

Learn about the AI output for different clinical specialties and how to verify your Primary specialty setting here: AI specialty enhancements.

Ready to do more with Dragon?

Get started with Dragon Copilot. Brush up on the basics. Learn how to record ambient conversations, navigate around the workspace, and begin improving your clinical workflow with Dragon Copilot.

Personalize your notes.  Learn how to do more with Dragon Copilot: use commands, create and apply styles, create and use texts, and more.

Boost your skills with Dragon Copilot.  Get even more out of Dragon Copilot’s features and functions. Learn to create and use customizable templates, explore prompts, and use additional commands to supercharge your workflow.

Dragon Copilot learning library.  Find a listing of all available learning resources for Dragon Copilot.