Introduction to Dragon Copilot

User Guide This article is part of the Microsoft Dragon Copilot user guide.

Microsoft Dragon Copilot is your AI assistant for automated clinical documentation, turning your words into a powerful productivity tool. By combining our proven conversational and ambient AI with the newest and most capable generative AI, Dragon Copilot enables you to turn your attention back to what's really important, the patient.

Note: The availability of the features described in this document depends on your license and the configuration of your system. For more information, contact your administrator.

Ambient recording workflow

Important: Make sure you've obtained patient consent prior to recording the patient encounter using Dragon Copilot. Your organization can give you guidance on securing patient consent in accordance with the relevant laws and organizational policies.

Open a session or create a new session.
Select the ambient recording icon to start ambient recording.
Dragon Copilot listens to your conversation with the patient.
When the patient encounter is over, select the ambient recording icon again to stop recording.
Dragon Copilot transcribes your conversation, extracts the relevant information and creates a note, applying your style preferences. If you've discussed orders during the patient conversation, Dragon Copilot detects and creates them.
In Dragon Copilot, review the note and orders and edit as needed.
Transfer the note and orders to your EHR.

For more information, see: Record a patient conversation.

Dictation workflow

Place the cursor in a field in your EHR and select the dictation icon at the bottom.
Dragon Copilot listens to you speaking and transforms your words into written text.
When you're finished, select the dictation icon to stop recording.

For more information, see: Dictate in your app.

Get started

When you've started a new session that has no content yet, the following actions are available on the Timeline tab to help you get started:

Configure my style: Dragon Copilot opens the style settings.
Rename session: Dragon Copilot takes you to where you can edit the session name.
Start recording: Dragon Copilot starts a new ambient recording.

Tips:

When a tab has new content for you to review, a blue dot is displayed next to its name. For example, when Dragon Copilot has created a note based on your ambient recording, the blue dot is displayed next to the Note tab.
Make use of the powerful AI features available on the Timeline tab and at the bottom of any tab.
Use prompts to edit your note, answer questions about the patient encounter, create supporting documents and search trusted medical references.
Use your voice to dictate instead of typing: Place the cursor in a field in Dragon Copilot, select the dictation icon at the bottom and start speaking. The icon changes to indicate that recording is on: . When you're finished, select the dictation icon again to stop recording.
Say voice commands to interact with Dragon Copilot and become more efficient.
Use keyboard shortcuts to speed up your workflow.
Need help? Select the help icon on the upper right and select Resources to get the most out of Dragon Copilot.

Dragon Copilot versions

The following versions of Dragon Copilot are available:

Dragon Copilot for the web browser (supported browsers: Microsoft Edge and Google Chrome)
Dragon Copilot as a desktop app
Dragon Copilot for iOS mobile devices
Dragon Copilot embedded in your EHR

You can switch between the different versions throughout your workflow. For example, you start working in the mobile version of Dragon Copilot on your iOS phone, then move over to the web app to continue and finalize your note.

Introduction to Dragon Copilot

Ambient recording workflow

Dictation workflow

Get started

Dragon Copilot versions

Related topics

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