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Note
This checklist is for nonembedded implementations. For embedded implementations, see: Setup checklist - embedded.
Phase 1: Planning and license activation
The first phase is the approval process and license assignment. Complete this phase before first use of Dragon Copilot.
Important
Complete the following tasks after license activation. If you're activating a trial license, contact the Microsoft clinical application specialist or AE on your project team to get a trial license.
Use this checklist as a guideline for planning milestones. If you need a hard copy of this checklist, save the page as a PDF (bottom left of this page) and print.
| Task | Responsible role | Complete? |
|---|---|---|
| Purchase licenses through customer agreement portal | - Network admin - Microsoft Entra ID admin |
|
| Identify Global Admin and AI admin/Dragon admin center admin roles. | - Network admin - Microsoft Entra ID admin |
|
| Assign licenses and user role assignments to admins in Microsoft Entra. | - Network admin - Microsoft Entra ID admin |
|
| Assign licenses to users in the organization in Microsoft Entra. | - Network admin - Microsoft Entra ID admin |
|
| Create patient consent and data retention documents | - Network admin - Microsoft Entra ID admin |
For more information on activating your license, see: Licenses for Dragon Copilot (physicians).
Phase 2: Configure your test environment
Configure your environments in Dragon admin center. Follow this checklist to ensure you configure your test environment properly.
| Task | Responsible role | Complete? |
|---|---|---|
| Complete your networking allow list. | - ID Admin - Dragon administrator |
|
| Create a new environment in Dragon admin center. | - AI Admin - Dragon administrator |
|
| Provision Dragon Copilot in Dragon admin center. | - ID Admin | |
| Define your organizational hierarchy. | - ID Admin | |
| Create healthcare groups (optional, but recommended). | - ID Admin | |
| Configure your Dragon Copilot solution in Dragon admin center. | - ID Admin | |
| Create, view, and manage your library in Dragon admin center. | - ID Admin |
Phase 3: Install and configure
Set up Dragon Copilot web, desktop, and mobile.
| Task | Responsible role | Complete? |
|---|---|---|
| Dragon Copilot desktop | - AI Admin or desktop team | |
| Dragon Copilot mobile | - AI Admin or desktop team | |
| Dragon Copilot web | - AI Admin or desktop team | |
| Install and configure Dragon Copilot in virtual environments (Citrix or VMware) | - AI Admin or desktop team |
Phase 4: Realize value
The following links help your users get started and learn how to use the features and functions in Dragon Copilot.
| Task | Responsible role | Complete? |
|---|---|---|
| Welcome to Dragon Copilot | - Clinical informatics team - Clinicians |
|
| Get started with Dragon Copilot | - Clinical informatics team - Clinicians |
|
| Personalize your notes | - Clinical informatics team - Clinicians |
|
| Boost your skills | - Clinical informatics team - Clinicians |
|
| Dragon Copilot learning library | - Clinical informatics team - Clinicians |
Phase 5: Manage and optimize
Use these tools to help end users get help and optimize their Dragon Copilot usage and adoption.
User support: Virtual drop-in support and 1:1 remote training are available via the in-app Resources panel. Select the
icon and open Resources. You can join a drop-in support session or schedule remote training.Technical support: Available through the Microsoft support portal. Need self-help support? See: Admin quick reference guide.
Provide feedback: Encourage your users to provide feedback on their experience with Dragon Copilot. Select the Help icon
to open Resources. Users can access the Feedback icon 
to submit their feedback and help improve their experience.
- Analytics: You can also track and report your users' activity.