How to explain and train Dragon Copilot navigation

  • 5 minutes

Helping clinicians become comfortable navigating Dragon Copilot is an important first step in training. Before reviewing features, have learners open Dragon Copilot and orient them to the main areas of the application. A basic understanding of navigation helps clinicians feel more confident and prepared to use Dragon Copilot in their daily workflow.

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.

Start with the homepage

Begin by introducing the Dragon Copilot homepage. Explain that it serves as the starting point for accessing sessions, reviewing recent activity, and managing work across the application.

Show learners how to:

  • Find and open existing sessions.
  • Create a new session.
  • Access notifications, settings, help resources, and profile options.
  • View and manage memos, when available.

Explore the session workspace

After opening a session, introduce the workspace, where clinicians create, review, and manage clinical content.

Highlight these key areas:

  • Workspace: View, organize, and switch between notes, orders, and other generated content. Review, edit, and finalize documentation.

  • Session details: View patient and session information and rename the session when needed.

  • Unified microphone: Use a single microphone experience for both ambient recording and dictation workflows.

Introduce supporting tools

Supporting tools are available throughout the Dragon Copilot workspace. Clinicians can use the icons in the application.

Depending on their configuration, clinicians can access:

  • Transcript
  • Memos
  • Library
  • Dragon Copilot Chat
  • Notifications
  • Resources and help

Show how these tools support documentation and clinical workflows.

Personalize the experience

Show learners how to customize Dragon Copilot for their workflow and preferences.

Review:

  • Application settings: Show how to access settings and personalize the Dragon Copilot experience.

  • Microphone options: Demonstrate how to select the appropriate microphone source and review microphone settings.

  • Specialty and role settings: Explain how specialty and role settings influence AI-generated output.

  • Dictation formatting: Demonstrate how to choose how Dragon Copilot formats dictated text, including dates, times, numbers, measurements, lists, and abbreviations.

  • Templates: Show how clinicians can configure formatting preferences and default templates.

  • Copilot Chat: Show where clinicians can manage options for Copilot Chat that might include internal sources, external sources, and coding suggestions.

  • AI apps and agents: Explain how to manage AI apps and agents available in Dragon Copilot.

  • Desktop layouts and views: Demonstrate available desktop layouts and discuss common use cases for each.

    • Standard view: Provides the largest workspace and is ideal when working primarily within Dragon Copilot.
    • Narrow view: Places Dragon Copilot alongside another application, such as the EHR.
    • Compact view: Provides a smaller, movable window for quick access to recording controls and essential features.

  • Library settings: Show where clinicians can access templates and other Library features used to personalize documentation.

  • General settings: Show where clinicians can manage preferences that affect how Dragon Copilot works with your apps and workflow.

  • Help and support resources: Demonstrate how to access in-app help, training resources, and support documentation.

Trainer tips

Start with navigation first

Before teaching individual features, ensure learners can:

  • Open a session.
  • Locate documentation.
  • Access supporting tools.
  • Find settings and help resources.

Focus on workflow, not every icon

Avoid explaining everything at once. Instead, show clinicians where they will spend most of their time:

  • Creating and managing documentation.
  • Recording patient encounters.
  • Accessing supporting information.
  • Using Dragon Copilot Chat and templates.

Demonstrate real tasks

Use a sample patient session to show how clinicians move through a typical workflow:

  1. Open or create a session.
  2. Record or dictate.
  3. Review generated documentation.
  4. Access supporting information.
  5. Transfer or finalize content.

Key takeaway

Dragon Copilot is designed around creating, managing, and refining clinical content. By helping learners understand the homepage, workspace, supporting tools, and personalization options, you build the confidence they need to use Dragon Copilot successfully in everyday clinical workflows.