Share via

End-to-end workflow overview

In this article, we'll cover the recommended order of operations in Dragon admin center. After completing the prerequisites, you'll be ready to conduct operations in Dragon admin center:

  • Purchase licenses
  • Assign the right roles, conduct license assignment, and conduct user role management.

For more information, see: Get started with Dragon admin center

Note

Dragon admin center only supports Microsoft Dragon Copilot. For more information, see: Microsoft Dragon Copilot.

1. Access Dragon admin center

In Microsoft 365 admin center, go to the All admin centers > Microsoft Dragon.

2. Create a new environment in Dragon admin center

In the Management section of the navigation pane, select Environments.

An environment is a logical container in which you can provision a Dragon Copilot instance and manage it in the context of your organization's settings, requirements, and target audiences across the business.

For more information, see: Environments

3. Provision Dragon Copilot in Dragon admin center

Provisioning is the creation and configuration of a resource so that it is ready for use. You must have one or more licenses to provision Dragon Copilot in the environment that you created. Also your environment can only have one instance of Dragon Copilot.

For more information, see:

4. Set up your organization in Dragon admin center

In the Environment configuration section of the navigation pane, select Organization.

On the Organization page you can configure an organization hierarchy, manage various EHR instances and EHR users, and manage healthcare groups of users. The following tabs are available:

  • Hierarchy: Here you create a hierarchy that reflects your business needs, whether that's the structure of your organization or how you want to manage your products and users.

  • Groups (Optional): Here you create healthcare groups of users that inherit product configurations when associated with organization units.

  • *EHR Management (Optional): Here you manage specific EHR instances and customize the product for that specific EHR instance and all the users in it.

5. Define your organization hierarchy

You can create a hierarchy that reflects your business needs whether that is the structure of your organization or how you want to manage your products and users through different logical groupings.

For more information, see: Organization hierarchy

6. Create healthcare groups (Optional)

You can add users from your Entra tenant as members of the organization unit or create healthcare groups. These healthcare groups of users can be users that share similar configurations. You can associate these groups with organization units.

For more information, see: Healthcare groups

7. Add electronic health record (EHR) partners and users to your organization (Optional)

Note

If you're only working with the standalone Dragon Copilot apps from Microsoft, you can skip EHR management.

If you're working with Dragon Copilot embedded in an EHR, you need to add, configure and manage your EHR instance in Dragon admin center. This creates a link between your EHR instance and your Dragon Copilot embedded app.In this EHR instance you can also add your EHR user IDs that allow you to configure the Dragon Copilot embedded app for users within that instance.

For more information, see: EHR management

8. Review your Dragon Copilot solution in Dragon admin center

In the Solutions section of the navigation pane, select Dragon Copilot.

Note

Dragon admin center only supports Dragon Copilot. Dragon Copilot combines our proven conversational and ambient AI with the newest and most capable generative AI, healthcare-adapted safeguards and new capabilities on a scalable platform. For more information, see: Microsoft Dragon Copilot

The Overview tab enables you to configure Dragon Copilot (all modalities: embedded, web, desktop, and mobile) through settings in the context of the organization hierarchy for the instance of Dragon Copilot you've provisioned.

For more information, see: Microsoft Dragon Copilot

9. Configure Dragon Copilot settings in Dragon admin center

In the Solutions section of the navigation pane, select Dragon Copilot > Settings.

You can configure settings for Dragon Copilot and enable them by organization unit, depending on the needs of your users in each organization unit to customize different user experiences. You can enable/disable and lock settings, and also reset settings.

For more information, see: Configure Dragon Copilot settings

10. Create, view, and manage library items in Dragon admin center

In the Environment configuration section of the navigation pane, select Library.

The Dragon admin center library is a versatile tool for managing library items in your organization. It features texts that aid users in completing tasks more efficiently by providing predefined content, and AI action prompts that empower clinicians to naturally summarize, edit, query, and create clinical documentation, transforming the review process and delivering considerable time savings.

For more information, see: Library items