User acceptance test script: Nonembedded

Follow these steps to validate your implementation before rolling out Dragon Copilot to your users.

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Step 1: Launch Dragon Copilot desktop and sign in

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Select the Dragon Copilot desktop icon to launch the app and sign in with user credentials.

Step 2: Settings

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Select the settings icon gear icon in the upper right corner and confirm the Settings menu is displayed. settings menu with gear
Confirm the primary specialty is Family Medicine:
  1. Select Profile.
  2. In the Speciality section, select Family Medicine from the Primary menu.
Profile page with speciality highlighted
Confirm Information Assist is enabled:
  1. In the Settings menu select Extensions.
  2. Select Information Assist.
  3. Confirm the Enable extension option is active.
  4. Select the Information sources you want to include.
    info assist screen with enable extension option toggled on

    Step 3: Microphone input

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    1. Select the microphone settings icon microphone with gear icon at the top of the screen.
    2. Select a microphone. An omnidirectional microphone is recommended, as it captures sound evenly from all directions (front, back, and sides).
    3. Confirm the microphone you want to use.
    Dragon Copilot screen with mic options to choose

    Step 4: New session and timeline tab

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    To see the Sessions list, select the expand sessions icon in the upper left corner. expand session icon
    1. Select the New session button in lower left corner.
    2. Select session from the Patient session list.
    patient session card

    Step 5: Create an ambient recording

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    Select the ambient recording button in the lower right corner. microphone icon turned off
    Confirm the waveform icon turns blue and the timer begins counting. blue waveform icon counting
    1. Say, This 18-year-old male presents to the emergency department with severe abdominal pain following the consumption of 35 spicy chicken wings, which he ate as part of a lost bet.
    2. Select the ambient recording button to turn off the microphone.
    3. Confirm the Transcript and Note cards appear as shown.
    Dragon copilot screen with transcript and note highlighted

    Step 6: Transcript

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    Select the Transcript tab and confirm the ambient dictation output is present. transcript tab with dictated text

    Step 7: Orders (if enabled)

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    1. Select the ambient recording button in the lower right corner and say, I'll prescribe Zantac to help with acid reflux and stomach pain.
    2. Turn off the microphone.
    3. After the output is generated select the Orders tab and confirm "Order 1" contains "Zantac".
    orders tab with Zantac

    Step 8: Dictation microphone

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    Select the Note tab and then select the dictation microphone icon in the lower left. microphone icon
    Confirm the microphone has a solid blue background indicating the microphone is on. microphone icon with blue background
    Say, go to allergies and confirm the cursor is in the Allergies section.
    With microphone on, say, no known drug allergies, then turn off the microphone and confirm the text appears in the Allergies section. allergies section with dictated text

    Step 9: Chat box

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    1. Place the cursor into the chat box.
    2. Turn on the dictation microphone and say, what are the side-effects of Zantac, then turn off the microphone.
    3. Select the right arrow inside the chat box.
    4. Once the output is generated, confirm the Information Assist card appears as shown, then close the card.
    info assist response generated

    Step 10: Transfer content to EHR

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    Locate the History of Present Illness section and select the Copy icon to the far right. History of present illness tab

    Step 11: Transfer content to EHR (voice commands - desktop app)

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    1. Place the cursor in the target app.
    2. Turn on the dictation microphone and say, transfer HPI or transfer history of present illness.
    3. Confirm the content is transferred to the target app.

    Step 12: Library

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    Select the library icon to the left of the Apply my note style button. library icon
    Confirm the Library menu appears. library menu page
    1. Select the settings icon in upper right corner.
    2. Select Library.
    3. Confirm the Library menu appears.
    gear icon on the library menu page

    Step 13: Resources

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    1. Select the help icon question mark icon in a black circle in the upper right corner
    2. Select Resources.
    3. Select View.
    4. Confirm that the "Welcome to Dragon Copilot" video is displayed.
    welcome to Dragon Copilot resource card
    Select the play icon and confirm the video plays. Dragon Copilot video with play button
    1. In the Resources section scroll down to the Support and training section.
    2. Select Join drop-in support.
    3. Follow the on-screen prompts and confirm a new Teams meeting window opens.
    4. Confirm an active Join now button is available.
    join drop-in support card
    1. In the Resources section select Schedule remote training.
    2. Confirm a new Schedule Appointment with Microsoft window opens with the ability to select a date and time to schedule an appointment.
    schedule remote training card

    Step 14: Install Dragon Copilot mobile and sign in

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    1. On your mobile device, open the App Store and search for Dragon Copilot.
    2. Install the app and open it.
    3. Sign in with your credentials and follow the on-screen instructions.

    Step 15: Create an ambient recording (mobile app)

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    1. Select the New session button at the bottom of the Dragon Copilot mobile app.
    2. Select the ambient recording button to turn on the microphone.
    3. Confirm the waveform icon turns blue and the timer begins counting.
    1. Say This 24-year-old female presents to the emergency department with complaints of a sore throat with fever and chills.
    2. Select the ambient recording button to turn off the microphone.
    3. Confirm the Transcript and Note are created.
    Select the Note tab and confirm dictated text is added in the History of Present Illness section.
    Return to Dragon Copilot desktop and confirm the note created from the mobile app is in the Sessions list.

    Step 16: Resources (mobile app)

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    1. Select the help icon question mark icon in a black circle in the upper right corner.
    2. Select Resources.
    3. Select View and confirm the "Welcome to Dragon Copilot" video is displayed.
    welcome to dragon copilot resource card
    Select the play icon and confirm the video plays. dragon copilot video with play button
    1. In the Resources section scroll down to the Support and training section.
    2. Select Join drop-in support.
    3. Follow the on-screen prompts and confirm a new Teams meeting window opens.
    4. Confirm an active Join now button is available.
    join drop-in support card
    1. In the Resources section select Schedule remote training.
    2. Confirm a new Schedule Appointment with Microsoft window opens with the ability to select a date and time to schedule an appointment.
    schedule remote training card