Get started with DAX Copilot for Epic

First, ensure that DAX Copilot SmartSections are added to your note

To view the AI summaries that DAX Copilot generates from your recordings, your note in Epic Hyperdrive must contain one or more of the DAX Copilot SmartSections. You can select a current SmartPhrase that already includes the DAX Copilot SmartSections, or add them manually to a personal SmartPhrase or a note using one of these dot phrases:

Record your first patient encounter

1. Open Epic Haiku or Canto on your mobile device and select a patient.

2. Tap DAX Copilot at the bottom of the screen.
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3. Confirm consent before you begin recording when a patient is present per your organization’s guidelines.

4. Tap the ambient recording button. Tap the same button to stop the recording.

5. Use DAX Copilot to record clinical information related to the encounter before, during, or after the patient encounter—and it will update the appropriate SmartSections.

Open DAX Copilot in Epic

Open DAX Copilot to review and personalize the format of your note summaries, use advanced AI features to ensure your summaries are accurate and complete as possible, and access support and training. 

1. Navigate to the note.
   When DAX Copilot finishes processing your recording(s), an alert appears in Hyperdrive. Select Go to Note in the alert to open the Epic Notes activity or navigate to the Notes activity in Epic manually.

2. Launch DAX Copilot.
   Locate a DAX Copilot SmartSection, such as HPI or A&P, and select DAX Copilot from the Actions menu.
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   The embedded DAX Copilot window opens within the EHR, where you will have access to powerful new AI tools.

Get oriented

1. 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.
   Transcriptis 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.
   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. 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.