How to train ambient recording and dictation
Ambient recording and dictation are two of the most important Dragon Copilot workflows. Ambient recording captures information for AI-generated documentation, while dictation helps clinicians add text and use voice commands. As you train, provide real-world examples so clinicians can quickly identify the right tool for each scenario.
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.
Introduce the microphone experience
Dragon Copilot uses a unified microphone experience that supports both ambient recording and dictation. Before discussing features, ensure clinicians can:
- Start and stop recordings.
- Recognize microphone states and recording indicators.
- Locate microphone and recording settings.
- Select the appropriate microphone source.
Select each tab to learn how to train ambient recording and dictation.
Ambient recording captures patient conversations or clinician monologues and uses that information to generate documentation.
What to teach
- How to start, stop, and add recordings.
- When to use conversation-based recordings versus monologue recordings.
- Recording best practices and microphone placement.
- How ambient recordings contribute to note generation.
- How specialty selection can improve the quality and relevance of AI-generated documentation.
When to use ambient recording
Use ambient recording to:
- Capture patient encounters.
- Record exam findings, assessments, or other clinical details.
- Generate notes and other documentation from recorded information.
Best practices
- Follow organizational consent guidelines.
- Speak important clinical details aloud.
- Use recommended microphone and device settings.
- Record consistently to build confidence and familiarity.
Help clinicians choose the right tool
A simple rule to remember:
| If you want to... | Use |
|---|---|
| Capture a patient encounter or create documentation from a conversation | Ambient recording |
| Capture a clinician monologue for note generation | Ambient recording |
| Make a small change to existing content | Dictation |
| Add text without typing | Dictation |
| Use voice commands | Dictation |
Explain that adding another ambient recording can affect generated content, while dictation is typically the better choice for small edits and updates.
Key takeaway
Ambient recording and dictation serve different purposes but work together to support efficient documentation. When clinicians understand when to use each workflow, they can create more accurate documentation while spending less time typing and editing.