EHR management

Note

Dragon admin center only supports Microsoft Dragon Copilot. Learn more about Dragon Copilot here: Microsoft Dragon Copilot

If you're working with the Dragon Copilot app embedded in an electronic health record (EHR) system, you can use the EHR Management section to add, configure and manage the EHR instance in the Dragon admin center. This creates the link between your EHR instance and your Dragon copilot embedded app.

Within this EHR instance, you can also add your user EHR IDs that allow you to configure Dragon Copilot for users within that instance. This enables the users using the Dragon Copilot embedded app to authenticate against the EHR while providing you the ability to customize their experience through Dragon admin center.

Create an EHR

You can add multiple EHR instances against the same EHR partner if required. The EHR partners are limited to those available in Dragon admin center.

Prerequisites

• You've created an environment and provisioned Dragon Copilot.
• Your EHR partner has provided you with its issuer claim. This is an element of the access token that the EHR partner uses when initiating Dragon Copilot in the EHR app. Contact a representative from your EHR vendor to get this information.

Note

EHR partners issue a JSON web token (JWT) to the organization, which includes the issuer claim and is used to validate the token. An issuer claim is used to prove an existing relationship between the organization and the EHR partner.

To create an EHR

Note

The EHR instances you create are associated with the environment in Dragon admin center. They aren't specific to organization units

1. In the Environment configuration section of the navigation pane, select Organization.
2. Select EHR management. Your EHRs are listed here.
3. Select Add EHR.
4. Enter a name for this EHR, select the EHR partner, and enter the issuer claim provided by the EHR.
5. Select Save.

Associate user EHR ID with EHR

There are two ways to associate user EHR IDs with EHR. The customer admin can add one or more user IDs by selecting Add user EHR ID on the EHR details page. Dragon admin center also provides the option to create and update user EHR IDs in bulk. You can do this by downloading and updating the CSV file available within the platform in the format specified within. Creating an EHR instance is a prerequisite before the admin can associate user EHR IDs to the EHR. 

To associate user EHR IDs to an EHR

1. In the Environment configuration section of the navigation pane, select Organization.
2. Select EHR management. Your EHRs are listed here.
3. Select an EHR. The EHR details screen is displayed.
4. On the EHR details page, select Add user EHR ID.
5. Select the user from the list of users in your Microsoft Entra tenant.
6. Enter the user's EHR ID in the User EHR ID field.
7. Select Save.

Upload user EHR IDs in bulk as a CSV file

1. In the Environment configuration section of the navigation pane, select Organization.
2. Select EHR management. Your EHRs are listed here.
3. Select an EHR. The EHR details screen is displayed.
4. Select Upload user EHR IDs.
5. Dragon admin center provides a sample CSV file with examples and headers. Download the sample CSV file for reference.
6. After you update the CSV file with your own data, select Upload to add the user EHR IDs to Dragon admin center.

Delete EHR

Deleting an EHR removes its associations with user EHR IDs. An EHR once deleted can't be restored and needs to be created once again. Deleting an EHR also deletes the mappings of user EHR IDs with Microsoft Entra user IDs.

To delete an EHR

1. In the Environment configuration section of the navigation pane, select Organization.
2. Select EHR management. Your EHRs are listed here.
3. Select an EHR and select Delete.

You can also go to the EHR details page and select Delete in the header to delete an EHR.