First, ensure that DAX Copilot SmartSections are added to your note
Your Epic Hyperdrive note must include one or more DAX Copilot SmartSections to display AI-generated summaries. Use an existing SmartPhrase that contains the SmartSections, or add them manually using the following dot phrases:
- HPI (.hpisec)
- Assessment and Plan (.apsec)
- Physical Exam (.pesec)
- Results (.resultsec)
Record your first patient encounter
- Open Epic Haiku or Canto on your mobile device and select a patient.
- Patient consent must be obtained ahead of ambient usage. Follow your organization’s guidelines to obtain patient consent before using Dragon Copilot.
- Tap DAX Copilot at the bottom of the screen.
- Tap the ambient recording button to start recording. Tap it again to stop.
- Record clinical information before, during, or after the encounter. DAX Copilot updates the appropriate SmartSections automatically.
Tip
Begin your recording by stating key patient identifiers, such as the patient's name, age, gender, pronouns, and reason for visit.
Open DAX Copilot in Epic
Open DAX Copilot to review and personalize note summaries, apply AI-powered tools, and access support and training resources.
Open the note.
After DAX Copilot finishes processing your recording, select Go to Note from the Hyperdrive alert, or navigate to the Epic Notes activity.Launch DAX Copilot.
In a DAX Copilot SmartSection, such as HPI or Assessment and Plan, select DAX Copilot from the Actions menu. The DAX Copilot window opens within Epic, where you can review summaries, personalize notes, and access AI-powered features.
Tip
If enabled by your Epic administrator, you can perform many of the same actions in DAX Copilot for Epic Haiku or Canto as in Hyperdrive.
Get oriented
- Use the Session tabs to navigate through a patient session.
Timeline is the default view when you open Dragon Copilot.
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. - Access settings and more in the upper-right corner of the screen. These contain useful tools with resources and configuration settings.
Help and resources.
Access settings for ambient recording language, Auto-style, microphone, general, style and format, Library, profile and more.
Open session details.
Open split view display. - Quick AI actions are available in the bottom section of DAX Copilot.
Select the library icon
or one of the quick AI action buttons to apply your preferred style to your note or launch an AI action. Learn more
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.
Tips for other care settings
Follow these links if you work in these non-ambulatory care settings:
- Tips for using DAX Copilot in the ED
- Tips for using DAX Copilot in the inpatient setting
- Tips for using DAX Copilot in rehab services
- General best practices for recording in DAX Copilot
Ready to do more with DAX Copilot?
Manage orders. Review the list of suggested orders that DAX Copilot identified from the recordings for your encounter.
Review in DAX Copilot. Learn how to ensure the accuracy and completeness of the clinical summaries for your note.
Personalize your notes. Configure and apply style settings to the summaries DAX Copilot creates to reduce editing time.
Use customizable templates. Create and apply customizable templates to get even more personalized summaries from DAX Copilot.