Configure your settings

Select a microphone

By default, Dragon Copilot uses the microphone configured in your system or browser settings for dictation and ambient recording. To configure which microphone Dragon Copilot should use, select the microphone icon on the upper right, or select the settings icon on the upper right and select Microphone. Select your preferred microphone from the list of available microphones.

Dragon Copilot remembers your preference for the Dragon Copilot version you're working with (for example, web or desktop) and will use the same microphone the next time you sign in.  If your preferred microphone isn't available, it uses the microphone configured in your system or browser settings.

To enable the buttons on the selected microphone, turn on Enable buttons. This option is also available on a banner at the top of the app when you connect a PowerMic or SpeechMike device and button support is currently disabled. If Dragon Copilot and Dragon Medical One are running at the same time and you're using a PowerMic or SpeechMike to dictate in Dragon Copilot, you receive a warning about potential microphone conflicts. To learn how to act on this warning, see: Troubleshooting.

Configure microphone buttons

To speed up your workflow, you can use the buttons on your microphone to trigger certain actions in Dragon Copilot. To configure which actions are assigned to the buttons on your microphone, select the settings icon on the upper right and select Microphone buttons.

Buttons are configurable for the following devices:

• Nuance PowerMic III

• Nuance PowerMic 4

• Philips SpeechMike

Proceed as follows:

1. Select the microphone you want to configure the buttons for.

2. Press a button on your microphone to automatically navigate to the corresponding button in the Button actions section (or manually navigate to a button in the Button actions section) and select an action from the drop-down list. If you select Press hotkey, enter the keyboard shortcut you want to assign to the button.

To revert the button actions to the settings configured by your administrator, select Reset to default at the bottom right.

Keyboard shortcuts

To assign keyboard shortcuts to frequently used actions in Dragon Copilot, select the settings icon on the upper right and select General > Keyboard shortcuts. The fields are prefilled with the default keyboard shortcuts.

To assign a custom keyboard shortcut to an action, select the field next to the action you want to configure and press the key combination you want to assign.

The following keyboard shortcuts are supported:

• Single keys: ESC or F1-F10

• A combination of keys: CTRL/CMD and/or ALT/OPTION, with or without SHIFT, plus SPACE, A-Z, 0-9, and/or the symbols /-+[]

To reset a custom keyboard shortcut to default, delete your shortcut and the default shortcut will reappear. To reset all custom keyboard shortcuts to default, select Reset to default at the bottom.

Text field delimiters

To configure the delimiters for fields in your texts that you can navigate to and edit via voice, select the settings icon on the upper right and select General > Text field delimiters . Enter a maximum of 5 characters that mark the start and end of the field, respectively; the start and end delimiters must not be identical. The default delimiters are square brackets, [ and ].

Dragon Copilot desktop only: Unsupported environments

To configure how Dragon Copilot behaves when you try to dictate in an unsupported environment, for example an EHR that Dragon Copilot doesn't fully support, select the settings icon on the upper right and select General > Unsupported environments.

You can choose between the following options:

• Add text to dictation clipboard (default setting): Dragon Copilot writes the dictated text in the Dictation clipboard session as a new memo. This session is permanently pinned to the top of your session list; you can copy and transfer the text to your EHR. The dictation clipboard supports the full range of functionality related to dictating text and editing it via voice.

• Use basic dictation : Dragon Copilot writes the dictated text in the unsupported environment you've placed your cursor in. Only basic dictation functionality is available; navigating, editing and formatting text via voice is not possible.

Style and format

Select the settings icon on the upper right and select Style & format > Style to configure the following style and format settings:

• Turn on Auto-style to apply your style preferences automatically to all future notes. The same setting is available on the main settings screen (select the settings icon on the upper right and turn on Auto-style).

• Turn on More concise to have your notes written as concisely as possible without compromising the completeness of the medical data. We recommend leaving this option disabled when you've enabled the Patient-friendly option for the History of Present Illness section.

• Select the Date and Time format you want to use in your notes.

• Configure which pronouns the AI should use in your notes. In the Patient pronouns section, select Gender-specific or Gender-neutral.

To configure the style and format of the individual note sections, select the settings icon on the upper right, select Style & format > Style and expand the relevant section card. The configuration options differ for each section.

For some sections, you can configure which template is used. Select a template from the Template drop-down list; a preview of the selected template is displayed. When your style is applied to the note, Dragon Copilot reworks the content in the corresponding note section to follow the selected layout. Customizable templates are editable; select Edit template to open and edit the template text in the library.

Note section content and headers

Select the settings icon on the upper right and select Style & format > Sections to configure the content and headers for the individual note sections.

To configure whether headings should be included when copying and pasting or transferring note sections, turn on/off Transfer headings.

You can define additional text to be displayed in each section, such as a disclaimer or a signature. Proceed as follows:

1. Expand the relevant section card and turn on Insert additional text.

2. In the drop-down list, select a text from your library. A preview of the selected text is displayed; to edit it in the library, select Edit text. To create a new text, select Create text in the drop-down list; this takes you to item creation in the library.

3. Select where the text should be displayed in relation to the content of the note section (Before, After, Both before and after).

Navigate your library

The badges above the item name provide additional information about the item:

• Product items (items provided out-of-the-box by Dragon Copilot) are marked with the Dragon Copilot icon . With the exception of customizable templates, they're read-only and can't be edited.

• Shared items (items created by your administrator) are marked with the shared icon . They're read-only and can't be edited.

• Items that can't be edited are marked with the lock icon .

• Items that you've added to your favorites are marked with the star icon .

Work with your library

The following actions are available in the library:

• Select an item to view or edit it; shared items and product items (with the exception of customizable templates) are read-only and can't be edited.

• Create a new text or prompt.

• Search the library: Enter a keyword in the search field at the top; Dragon Copilot searches the item names, spoken forms and descriptions. If no items are found, try clearing your filters.

• Filter the library list: Select the filter icon to the right of the search field at the top.

• Sort the library list: Select the sort icon to the right of the search field at the top.

• Add items to your favorites: Select the item to open it, then select the star icon at the top right. Favorite items are easier to find throughout Dragon Copilot as they are always displayed at the top of your library menus.

• Delete an item: Select the item to open it, then select Delete at the bottom of the form.

Create and edit texts

To create a new text, do the following:

1. In the library, select Texts.

2. Select New item at the bottom.

3. Enter a name at the top; make sure you specify a name that's unambiguous and easy for you to remember.

4. The default Spoken form (the voice command you want to use to insert the text when recording) is the name of the text; you can update it here. Make sure you specify a spoken form that's unique, unambiguous and easy for you to remember and pronounce. If your administrator has configured a keyword for text insertion (for example, 'insert'), you can see it in the Spoken form field.

5. Enter a Description (optional).

6. In the Content field, enter the text you want to insert. Use field delimiters to create fields within your text; you can navigate to and interact with these fields via voice.

7. Select Save.

Create and edit prompts

To create a new prompt, do the following:

1. In the library, select Prompts.

2. Select New item at the bottom.

3. Enter an item name at the top; make sure you specify a name that's unambiguous and easy for you to remember.

4. The default Spoken form (the voice command you want to use to execute the prompt when recording) is Dragon followed by the name of the prompt; you can update it here (with the exception of the prompt keyword Dragon ). Make sure you specify a spoken form that's unique, unambiguous and easy for you to remember and pronounce.

5. Enter a Description (optional).

6. In the Content field, enter the prompt. For prompt writing guidelines, see: Work with prompts.

7. Select Save.

Work with customizable templates

Dragon Copilot offers customizable templates for the following sections:

• History of Present Illness

• Allergies

• Physical Exam

• Results

• Procedure

• Assessment and Plan

To configure Dragon Copilot to always structure the content in a section based on the instructions in the customizable template, select the settings icon on the upper right, select Style & format > Style and expand the relevant section card; select the customizable template from the Template drop-down list. Select Edit template to open and edit the template text in the library.

Instructions for the AI in the customizable template are placed between square brackets [ ] and curly brackets { }. The text between square brackets [ ] serves as a placeholder that's replaced with information from the transcript. The text between curly brackets { } instructs the AI on post-processing steps after the placeholder text has been replaced. Example: Treatment: [Briefly describe any related treatments like lifestyle counseling, medications, or referrals. Do not include the name and location of the pharmacy] {If none specified, then delete this entire row and its header}

Each customizable template is available twice in the library, once as text and once as prompt. You can only edit the text; the prompt is locked but its content is automatically updated to be in line with the text.

To insert a customizable template in a section verbatim, say the spoken form of the text (for example, allergies template ). If your administrator has configured a keyword for text insertion (for example, 'insert'), you must say it before or after the spoken form of the text: Insert allergies template . For more information, contact your administrator.

To apply a customizable template to a section and have the AI follow the instructions between square and curly brackets, navigate to the note section and say Dragon followed by the spoken form of the customizable template prompt (for example, Dragon apply allergies template ). For more information on how to work with customizable templates, select the help icon on the upper right and select Resources > Your notes your way.

Configure the Information Assist

To enable and configure the Information Assist , do the following:

1. Select Information Assist from the list of available extensions.

2. Turn on Enable extension.

3. In the Reference sources section, select the sources you want to consult when you prompt the AI to access external medical references.