Once you record an encounter and do some preliminary edits using PowerMic Mobile with DAX Copilot (the mobile app), use the DAX Copilot in Dragon Medical One desktop application to make further edits to a summary and transfer the note to the EHR.

Note: In training articles, DAX Copilot in Dragon Medical One will be referred to as the "DAX Copilot desktop app" or desktop app.

Steps to launch the desktop app

Follow these step-by-step instructions to launch DAX Copilot from Dragon Medical One and navigate the desktop app.

Step 1: Sign in to Dragon Medical One. The DragonBar appears and can be moved anywhere on your desktop using your mouse.

2023.3 dragonbar microphone off

Step 2: Access your summaries. ​​​​​​​Either:

  • Turn on the microphone and say, “Open DAX Copilot,” or

  • Select DAX Copilot from the DragonBar menu.

  • Open DAX Copilot2

DC menu

​​​​​​​A blue dot on the DragonBar and a white dot next to DAX Copilot in the menu indicate unread summaries.

DAX Copilot opens to the Summaries list, showing the first few lines of each transcript. Use these details to identify the summary you want to review.

Step 3: Open a summary to edit it.

Note: The Summaries list will be empty until you record your first encounter or if all summaries have been archived. Learn how to record your first encounter.

Summary Page 

How to navigate the DAX Copilot window

Search Search Select the magnifying glass to search summaries using the first 150 characters of the transcript.

Help ​​​​​​​ question mark icon in a circle Select the question mark icon to open the Resource Center. From there, you can relaunch in-app training and browse the learning library.

Submit Feedback Half-filled star icon Select the star icon to rate (1–5 stars), add optional comments, and submit your feedback.

Settings ​​​​​​​​​​​​​​ Select the gear icon to open DAX Copilot settings and configure summary styling and content transfer options.

Calendar ​​​​​​​​​​​​​​ calendar with inside dots Select the calendar to view summaries from the past 3, 7, or 30 days.​​​​​​​

  • Summaries are inaccessible after 30 days.

Sort ​​​​​​​​​​​​​​ SortAscending Sort the list chronologically in either newest or oldest order. 

Filter ​​​​​​​ FilterAlt Select Filter to view unread, read, edited, or archived summaries. Writing indicates the AI is composing the summary.

Refresh ​​​​​​​​​​​​​​ Arrow clockwise and anticlockwise Select the refresh icon if the summary list is not reflecting current encounters.

Checkbox ​​​​​​​​​​​​​​ Use checkboxes to archive or mark summaries as read/unread. Once checked, the icons at the top become active.

  • Archive hides a summary and prevents further editing.

​​​​​​​ Summary page outlined with options​​​​​​​​​​​​​​

How to view a summary​​​​​​​

  • Hover over a summary to select. Left-click to open.

  • Select the Summary tab to see what DAX Copilot wrote.

  • Select the Transcript tab to see the transcript of your recorded conversation.

Note: All editing is done in the Summary tab.

How to view a summary in a DAX Copilot

Related topic​​​​​​​s

DAX Copilot mobile app overview

How to record in DAX Copilot

Review workflow in Dragon Copilot

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