Use settings to personalize how Dragon Copilot generates your notes. Start with your specialty and note settings, and then use templates when you need more control over individual note sections or other generated content.
Note
Available settings might vary based on your organization’s configuration, language, and region.
Check your specialty
Your primary specialty helps Dragon Copilot tailor note generation to your clinical practice.
Go to Settings 
> Profile and confirm that your selected specialty best matches your clinical practice.
If your notes don't match the format or level of detail you expect, check your specialty before making additional changes.
Adjust your note settings
Go to Settings
> Templates > Note to personalize how Dragon Copilot generates your notes.
Control note structure and formatting
Use the available settings to control how information is organized and formatted in your note, including:
- Transfer headings to maintain structure across systems.
- Date and Time to control how information appears.
- Patient pronouns to improve readability.
Adjust the level of detail
Use More concise to control how much detail is included in your notes.
- Select a more concise option for shorter documentation.
- Select a less concise option for more detailed notes.
Tip
If your notes contain unnecessary detail, enable More concise to streamline your output.
Apply your style automatically
Use Auto-style to automatically apply your selected style settings when a note is generated.
When enabled, Dragon Copilot applies your preferences each time a note is generated.
Apply additional instructions
Use Prompt to automatically apply a saved instruction after your style settings are applied. You can use a prompt to apply consistent instructions, formatting, or wording preferences to your notes.
Set your default templates
Choose which templates and documents Dragon Copilot includes automatically when you start a patient session.
Go to Settings
> Templates > Default templates to review your selections. The note is included by default, and you can select other templates and documents that are part of your regular workflow.
Important
To generate default documents automatically with the note, turn on Auto-style. If Auto-style is off, continue to apply document templates as needed with the library icon or by using Dragon Copilot Chat.
To learn more about templates, see Get started with templates in Dragon Copilot.
Customize note sections with templates
If your note settings don't provide the level of customization you need, use templates to further personalize supported note sections.
You can start with a default template, edit it to meet your needs, or create your own.
For more information, see:
- Use default note section templates
- Edit default note section templates
- Create a template
- Use AI to build and edit templates
Related topics
Use default note section templates