Work with memos
Note:Â 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.
Like any other content you create in Microsoft Dragon Copilot, memos are related to a session. If you don't have a session open, you need to create one before you can dictate a memo.
Create a memo
To create a memo, do the following:
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Select Create memo on the Timeline tab, or select the Memos tab and select Add memo on the upper left.
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Place the cursor in the memo field, select the dictation iconÂ
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When you're finished, select the dictation icon
To create another memo, select Add memo and repeat the steps above.
Insert texts in the memo
You can insert texts stored in your library in the memo. To insert a text, say the spoken form of the text or select the library iconÂ
Note:Â To open the library, select Manage library at the bottom of the list; to create a new text, select Create text at the bottom of the list.
Remarks
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To change the default name of a memo, select the vertical ellipsis icon to the right of the memo heading and select Rename.
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Alternatively to dictation, you can enter text in your memo via typing.
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By default, the memos in a session are sorted by creation date, with the newest memo at the top. To change the sort order, select the sort iconÂ
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To delete a memo, select the vertical ellipsis icon to the right of the memo heading and select Delete.
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To delete multiple memos at the same time, select the check boxes to the left of the corresponding memo headings and select the delete icon on the upper left.
Review and edit your memos
To edit text, do one of the following:
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Navigate (manually or via voice command) to where you want to add text and type or dictate.
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Select text (manually or via voice command) and overwrite it via typing or dictating.
Your edits are automatically saved every 10 seconds or whenever you leave the tab.
Transfer your memos
You can transfer memos created in Microsoft Dragon Copilot to anywhere in your EHR or another app.
Important:Â Make sure you transfer any memos stored in the dictation clipboard before you sign out; otherwise, Dragon Copilot clears the dictation clipboard, deleting any text.
Transfer all memos
Do one of the following:
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Select Copy all at the top, then place the cursor where you want the memos to be inserted and paste.
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Dragon Copilot desktop only: Place the cursor where you want the memos to be inserted, then select Transfer all at the top, say transfer all, or press the transfer button on your microphone.
Transfer individual memos
Do one of the following:
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Select the copy icon to the right of the memo heading, then place the cursor where you want the memo to be inserted and paste.
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Select the check boxes to the left of the memo headings, select the down arrow icon next to Copy all at the top and select Copy selected. Place the cursor where you want the memos to be inserted and paste.
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Dragon Copilot desktop only: Place the cursor where you want the memos to be inserted and select the check boxes to the left of the memo headings. Then select Transfer selected at the top or say transfer selected.
Remarks
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Memos are transferred in the order they're currently in; to change the order, select the sort iconÂ
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The font set by the app you're transferring to is automatically applied to the transferred memos.
Related topics
Use voice commands​​​​​​​
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