How to explain and train workflows (basics)

  • 5 minutes

Some clinicians want to reduce clicking and complete common tasks more efficiently. Workflows in Dragon Copilot (physicians) help them automate repetitive or multistep actions by using a single voice command.

Note

Available features and functionality might vary based on organizational configuration, language settings, and the platform being used.

What are workflows?

Workflows automate a series of actions that a clinician normally performs manually. If a task can be completed with keyboard actions, there's a good chance it can be automated with a workflow.

Workflows help clinicians:

  • Save time during documentation.
  • Reduce repetitive clicks and keystrokes.
  • Complete multistep tasks more efficiently.

Note

Workflows in Dragon Copilot are the equivalent of step-by-step commands in Dragon Medical One.

Common uses for workflows

Workflows can automate tasks such as:

  • Opening applications.
  • Navigating frequently used tools.
  • Entering short text strings.
  • Running keyboard shortcuts.

By combining multiple actions into a single command, workflows help clinicians work more efficiently throughout the day.

Tips for coaching workflows

Workflows can feel complex at first, so introduce them gradually and build confidence step by step.

Start with simple examples

Begin with simple, high-value examples such as:

  • Opening a common application.
  • Running a keyboard shortcut.
  • Entering a short phrase.

Starting with simple examples helps clinicians quickly understand the value of workflows and build confidence.

Show clinicians how to manage workflows

Demonstrate how to:

  • Create a workflow.
  • Edit a workflow.
  • Duplicate a workflow.
  • Delete a workflow.

Encourage clinicians to use clear, meaningful names that make workflows easy to identify and use.

Focus on common workflow steps

When you introduce workflow creation, focus on a few commonly used step types:

  • Open application

  • Wait

  • Enter text

  • Keyboard shortcuts

These step types support many common workflow scenarios and provide a strong foundation for new users.

Reinforce best practices

Remind clinicians to:

  • Build workflows around tasks they perform frequently.
  • Use texts, rather than workflows, for long blocks of text.
  • Avoid using workflows to enter passwords or sensitive information.
  • Use workflows only in the Dragon Copilot desktop application.

Tip

To help clinicians remember what to say when running a workflow, use the same name for both the workflow name and spoken form.

Encourage real-world use cases

Help clinicians identify repetitive tasks that they can streamline with workflows.

If possible, create sample workflows based on common tasks that your organization performs. Real-world examples help clinicians understand how workflows fit into their daily routines.

Encourage clinicians to share useful workflows with colleagues and learn from one another.

When clinicians understand how to create and use workflows, they can tailor Dragon Copilot to their individual work styles and save time throughout the day.