How to transfer and finalize your note in DAX Copilot

This article shows you how to use the DAX Copilot window in Dragon Medical One to transfer the summary text to your EHR in a few ways, either section-by-section, specific content, or the entire note. You'll start in DAX Copilot on your desktop.

Note: You can't transfer directly from the DAX Copilot mobile app to your EHR.

Follow these basic steps to transfer text from DAX Copilot to your EHR:

Select the content you want to transfer.
Place your cursor in the EHR where you want the content to go.
Transfer by using a voice command or manual transfer (by copying and pasting the selection).

Expand each topic below for steps for the different transfer workflows.

This workflow is useful if you need to transfer a specific section of a summary to your EHR.

Transfer a specific section using voice commands

Open the desired summary in the Summary tab of DAX Copilot.
In your EHR, place the cursor where you want the content to go.
Turn on your microphone and use voice commands to transfer specific sections by name, (ex: transfer HPI or transfer assessment and plan). Say what can I say for a full list of voice commands.
- DAX Copilot automatically copies and pastes the desired section into your EHR at your cursor location.

Image showing a summary to transfer a specific statement using a voice command displayed in a checkbox

Transfer a specific section manually

Open the desired summary in the Summary tab of DAX Copilot.
Check the box of the section you want to copy and select Copy selected OR use the copy button that appears when you hover over any section of the summary.
In your EHR, place the cursor where you want the content to go, and paste (ctrl-V).

Tip: To copy a part of a section, highlight the desired text in DAX Copilot, then copy (ctrl-C) and paste (ctrl-V) it into your EHR.

This workflow allows you to transfer multiple sections at once, saving time compared to transferring sections individually.

Transfer multiple sections using voice commands

Open the desired summary in the Summary tab of DAX Copilot.
Check the sections you want to copy.
Place your cursor in the EHR where you want the content to go, turn on your microphone, and use the voice command transfer selected.

Image shows arrows pointing to selected sections with voice command in checkbox

Transfer multiple sections manually

Open the desired summary in the Summary tab of DAX Copilot.
Check the sections you want and select the Copy selected icon.
In the EHR, place your cursor where you want the content to go, and paste (ctrl-P) or say transfer selected.

Use this workflow if you want to transfer the entire summary to your EHR in one action.

Transfer the entire summary using voice commands

Open the desired summary in the Summary tab of DAX Copilot.
In your EHR, place the cursor where you want the content to go.
Turn on your microphone, and use the voice command transfer all to automatically copy and paste the entire summary into your EHR at your cursor.

Image showing the arrow pointing to the entire summary with voice command in the checkbox

Transfer the entire summary manually

Open the desired summary in the Summary tab of DAX Copilot.
Select the Copy all icon.
In the EHR, place your cursor where you want the information to go, and paste (ctrl-V).

Review and finalize your note

Best practices to finalize clinical summaries in the EHR

Review the summary: Check the transferred content in your EHR for accuracy.
Customize as needed: Add default content, personalized headings, or templates to align with your workflow.
Use Dragon Medical One: Navigate the note and insert Auto-texts or custom commands to add details.
Refer to the transcript: Access the full transcript anytime via the mobile or desktop app.
Edit & sign: Make final edits in the EHR and sign the note when ready.

Recap: DAX Copilot workflow

Record an encounter

Use the mobile app: select the icon to start an encounter, then use the microphone to start/stop recording.Learn how to record an encounter in DAX Copilot.
Follow ambient best practices to ensure quality capture. Review best practices for recording in DAX Copilot.

Edit the summary

Choose a summary and select Edit (in the mobile or desktop app). Learn how to edit in DAX Copilot.

Note: Once you have edited a summary, no further recordings can be added.

Use AI tools like the Style Wizard, templates, and Copilot menu for customization.

Transfer to EHR

Select section(s) to transfer.
Place your cursor in the EHR where you want your content to go and use voice commands or copy-paste.

Review and sign

Use DAX Copilot in combination with EHR features like default content, headings, templates, etc.
Use Dragon Medical One for navigation and Auto-texts.
Finalize and sign the note.

How to transfer and finalize your note in DAX Copilot

Review and finalize your note

Best practices to finalize clinical summaries in the EHR