Get setup
Build a strong foundation with Dragon Copilot. Explore the resources and guidance you need to access the solution, understand key capabilities, and confidently prepare for your first clinical workflows.
Microsoft Dragon Copilot essentials
Your journey with Dragon Copilot starts here. This page brings together the resources, guidance, and best practices you need to succeed with Dragon Copilot, whether you’re learning the basics or refining advanced workflows. Follow the sections below to get set up, become familiar with the interface, conduct consultations confidently, create and manage personalised content, and discover ways to extend value beyond clinical documentation. Learn at your own pace, return whenever you need support, and explore practical guidance designed to help you work more efficiently while staying focused on what matters most: your patients.
Configure your profile preferences
Access Dragon Copilot via mobile, desktop or web. Your profile is synced across all 3 platforms.
Upon first login, navigate to Settings:
- Select your specialty
- Select your preferred microphone
Know the essentials
Before you get started, familiarise yourself with a few common Dragon Copilot terms.
- Dragon Copilot Chat: A place where you can ask questions and generate content using AI prompts, patient information, and documentation.
- AI prompts: A set of instructions or questions used to enhance or support the clinical documentation process.
- Library: A collection of saved texts, prompts, vocabulary, templates, and workflows.
- Memo: A note you create that is separate from a patient’s clinical note.
- Note: Clinical summary of your patient visit.
- Transcript: Written version of the conversation between you and the patient.
Get Oriented
Dragon Copilot has two main work areas:
The Dragon homepage
When you open Dragon Copilot, the homepage helps you find patients, review activity, and quickly access your work.
The homepage includes:
- Patient session list
- Notifications card
- Memos card
- Dictation microphone
- Help and learning resources
- Settings — profile settings and workflow tools/Library
The Patient Session
Each patient session represents a unique consultation. Within the patient session you can conduct your ambient recording and generate all follow-on documentation.
When you are ready, you can either:
- Select from an existing patient session listed or
- Click Create patient session button to start a new session – make sure to rename!
The following icons are available in the patient session:
1
Transcript
The Transcript contains a written version of the recorded conversation. Each ambient recording generates its own transcript, so you can select and review each transcript individually. Review the transcript to verify information and better understand how note content was generated.
2
My library
The Library located near the top of the session displays prompts and templates. When you select these objects, Dragon Copilot Chat executes them. To see a full list of your library items, select Manage library.
3
Microphone
Directly select the microphone to ambiently record or check the adjacent check-box, to switch to dictation. Pick from the drop down to make sure your preferred mic is selected.
4
Dragon Copilot Chat
Use Dragon Copilot Chat to ask questions, edit your note, summarise information, and generate content based on available patient information and documentation.
5
Note
The Note is the initial focal-point of the patient session. It is also the first summary that will be generated by default after your ambient recording.
The note contains 11 sections that will be populated, where relevant to the conversation.
You can make edits to these sections through free text or dictation. Or, you can apply other AI instructions stored in your library such as prompts or section-specific templates.
When you have created your own templates, they will appear on the left side of the screen. Click here to find out more about templates.
Other useful icons
The Dragon Copilot toolbar provides access to commonly used tools and settings.
Depending on your environment and permissions, you might see the below icons:
- Help: Access resources, training materials, and support information. Provide feedback.
- Settings: Access settings for ambient recording language, general, microphone, dictation formatting, templates, library, profile, and more.
- Notifications: Review important updates and alerts.
- Memos: View and manage notes that aren’t part of the patient’s clinical note.
- Display: If you’re using the desktop version, you can change how Dragon Copilot is displayed. Choose between standard, narrow, and compact.
Tip: The notifications and memos only show up on the homepage if you access Dragon Copilot through the web or desktop app with a medium or large screen.
Conduct your consultation
See how Dragon Copilot can support clinical conversations and documentation throughout the patient journey, helping reduce administrative burden and streamline workflows.
Patient session
Create a new patient Session or open an existing one from your sessions list.
Rename the session.
Tip: Use any naming convention that will help you organise your notes.
Ambiently record your patient encounter
Select the microphone button to start the ambient recording and use the same button to stop the recording.
Tips:
- If you see a microphone instead of the ambient recording button, uncheck the dictation box to the right
- If your phone goes to sleep, Dragon keeps recording
- If you get an incoming call make sure to restart the recording to build on the existing transcript
Review and edit your AI generated summaries
When Dragon Copilot finishes processing your recording, an AI summary will auto-populate relevant the note sections in blue.
Templates that have been selected to run by ‘Default’ will produce additional documents that sit below the note.
Review the full conversation in the Transcript and make edits as necessary via additional ambient recording, voice command or free text.
Tips:
- The blue background colour and blue dot beside the heading indicate that the section was generated by AI and will disappear when you make edits
- A new note version is created after every ambient recording. Learn more about note versions.
- Some sections may be empty if no relevant information was included in your recordings
Transfer to your local environment
To transfer any of your Dragon Summaries back into your local environment, select the Copy symbol, then manually paste.
Alternatively, Transfer your note or documents into a compatible local application through Transfer at the cursor.
Tip: Before using Transfer, place your cursor in the desired location within a compatible local application. The Dragon summary will populate there. Next return to Dragon and select Transfer. You can also use voice commands for transfer on Desktop, where preferable.
Best practices
Explore practical guidance to help you use Dragon Copilot confidently throughout your consultations, supporting effective workflows, quality documentation, and more focus on your patients.
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Patient consent
Obtain patient consent before recording, following your organisation’s guidelines.
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Introduce the room
At the start of the consultation, introduce the patient and, where applicable, any family members, carers or other healthcare professionals who are present. This helps Dragon Copilot distinguish between speakers in the transcript.
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Speak naturally
Have a conversation with the patient as normal.
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Use verbal cues
Dragon Copilot can’t see you or your patient so be sure to clearly describe what’s happening. For any physical examinations or discussion of symptoms, where the patient is ambiguous or uses non-verbal cues, make sure to explicitly indicate the region affected.
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Turn off Bluetooth and incoming calls
If using a mobile device, where possible, turn off Bluetooth and incoming calls to avoid interruptions. Where you do receive an incoming call, the recording will stop but know that you can restart as needed.
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Mobile device placement
For those using a mobile to record, place your device on a hard surface between you and the patient, for the best quality recording.
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Clarify conflicting information
If conflicting statements arise, make sure to clarify the correct statement; either in or after the consultation.
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Add post consultation context
Remember, after the consultation ends, you can add additional context to your initial ambient recording, if needed. Just click the same button to restart and stop.
Make it yours
Discover ways to personalise Dragon Copilot to fit your documentation preferences and workflow. Explore templates, prompts, reusable text, and configuration options that help you work more efficiently and consistently.
Templates
Templates are structured, generative AI instructions that help you create any document type in your own style; considering both your preferred content and format.
Templates can be created upfront and set to automatically run, in any patient session. You can select from out-the-box templates for standard documentation, or, you can create your own
Out of the box templates
To use out-the-box templates, go to Templates; Default Templates; select and Save.
Create your own template
To create a new template, go to Templates and Select +New Item
Next, Copy + Paste one of your existing de-identified letters into the free text field and hit Enter. This will generate your Template and an example output, based on your existing letter.
Use Copilot chat to iterate as needed, in plain language i.e. ‘please list all examinations and findings in a bulleted list.’
When you’re finished, name your template and Save as Document ‘Type.’
Automate document creation using your saved template
To auto-run document templates after all future ambient recordings, return to Default Templates. You will now see your saved template in the list of defaults.
Select and Save. The resulting document will sit under the Note in future sessions, once it is generated.
Prompts
Prompts help you interact with Dragon Copilot using natural language to refine documentation, explore encounter details, and generate insights from patient conversations.
Use prompts within Copilot Chat during any patient session to summarize transcripts, enhance notes, or answer clinical questions.
Frequently used prompts can be saved to your Dragon Copilot Library for quick access whenever you need them.
Some examples include:
Queries
- Did the patient mention taking (medication) during our discussion?
- Did I advise the patient to ___?
- What did the patient say about ___?
Edit your note
- Add an X-ray reading that says…
- Add a set of bullets for OLDCARTS to the HPI
- Move diagnosis 3 to number 1
Make summaries
- Give me a list of pertinent positives and negatives
- Summarise the plan in 5th grade English
- Provide a summary of the encounter
Tip: Want to use a prompt that you saved? You can access your saved prompts by selecting the Library in your patient session.
Texts
Dragon supports Texts (previously AutoTexts). Texts allow you to save and insert blocks of text that you find yourself repeating across consultations. For example, an explanation relating to a diagnosis, a recommended lifestyle modification etc.
To create a new Text, in your library go to Texts and select +New Item.
Enter a Name, a Spoken form and an optional Description. Enter your chosen text in the Content field and Save.
To insert your Text at the cursor, put your microphone into dictation mode and verbalise the spoken form.
Alternatively, type the / symbol on your keyboard and select your Text from the menu of Library options.
Explore Dragon Copilot on Microsoft Learn
Looking for more detailed guidance? Explore Microsoft Learn for additional Dragon Copilot resources, including product capabilities, configuration guidance, and information to help you get more from your Dragon Copilot experience.
