Exercise - Create templates in the Dragon Copilot library

  • 4 minutes

Templates help you standardize and structure content. Document templates enable you to personalize documentation such as referral letters or patient instructions. In this exercise, you create a document template.

Note

This unit applies to both Dragon Copilot and DAX Copilot. Available features and functionality might vary based on organizational configuration, language settings, and the platform being used.

Scenario

You regularly refer patients and type key details in a message to the referring clinician using a specific format. To save time and streamline your documentation, you decide to create a referral letter template.

Build the template by following these steps:

Initial steps

  1. Open Dragon Copilot, if it isn't already running.
  2. Go to Settings > Templates.

Use the AI assistant to draft a new template

  1. Select New item at the top.
  2. In the AI assistant field, describe your template. If you have an example, add the content to the field. For example: "Create a referral letter template including patient information from the encounter. List the reason for referral followed by patient history in chronological order and findings from today’s visit."

Note

You can either type or dictate in the AI assistant field. If you prefer, select Create template manually to draft your template without AI assistance.

Review the AI-generated template and preview

  1. Review the Name, Spoken form, template type, and template. Ensure the template type is selected as Document.
  2. Review the generated preview using mock data.
  3. Modify the template manually or by using the AI assistant in the lower right corner as needed to reflect your documentation and workflow preferences.
  4. Select Save.
  5. Use the template and refine it as needed.
  6. Add your template to your style or as part of a workflow to run automatically. Apply your template on demand by using the library icon, Dragon Copilot Chat, or a voice command.

You created a template in Dragon Copilot (physicians) that you can set as a default template to automatically run or apply on demand by using Dragon Copilot Chat, a voice command, or the library icon. Templates make it easy to personalize your output to meet different documentation needs and workflows.

Note

This example is for demonstration purposes only and isn't validated for clinical use.