To view the AI summaries that DAX Copilot generates from your records, your note in Epic Hyperdrive must contain one or more of the DAX Copilot SmartSections.

a. Select a current SmartPhrase that already includes the DAX Copilot SmartSections, or add them manually to a personal template or a note using one of these dot phrases:

• DAX Consent (.daxconsent): The most important section that must be in every template.
• HPI (.hpisec) 
• Physical Exam (.pesec) 
• Assessment and Plan (.apsec) 
• Results (.resultsec)
• Ambient Session (.ambientsessionid): At the end of every template, so if there is an issue, Microsoft can “find” the recording.

 Note: You can create a copy of your preferred templates and add these SmartSections so content in each section will automatically populate.

a. Open the Patient encounter/appointment.

b. Select the DAX Copilot activity at the bottom screen.

a. Select the recording button to start recording.
The timer on the button counts upwards during the recording and displays the cumulative length of all the recording for the encounter.

b. Select the recording button again to stop recording.
You can have multiple recordings for an encounter — allowing you to pre-chart, record any part(s) of the encounter with the patient or record information after the encounter ends.

DAX Copilot regenerates the content in the appropriate SmartSection(s) each time you add a recording.

• At the start of the first recording for the encounter, include key patient identifiers (name, age, gender, pronoun, and the reason for visit).
• Confirm consent before you begin recording when a patient is present. 

When DAX Copilot finishes processing your recording(s),an alert appears in Epic on your laptop or desktop.

Select Go to Note to open the Epic Notes activity for the encounter or navigate to the Notes activity manually.

a. Locate a DAX SmartSection in your Epic note.

DAX Copilot SmartSections are easy to identify in your note by the color and icon in the heading and the highlight around the generated summary text.

Note: Before editing a SmartSection in DAX Copilot of the Epic note activity you can add information by creating another recording in DAX Copilot. After the new recording processes, the DAX Copilot will regenerate the appropriate Smart Section(s).

b. Select DAX Copilot from the Actions menu icon beside any DAX Copilot SmartSection.

DAX Copilot Smart Sections are easy to identify in your note by the color and icon in the heading and the highlight around the generated summary text.

DAX Copilot will open in a new activity tab in Epic.

Note: The Actions menu must be installed and enabled by your Epic administrator and will only appear after you create a recording.

c. Use DAX Copilot to review and edit the SmartSections.

DAX Copilot SmartSections are easy to identify in your note by the color and icon in the heading and the highlight around the generated summary text.

Edit the SmartSection content as you normally do, using Dragon® Medical One or any method you prefer.

The powerful features and AI capabilities in DAX Copilot offer many advantages when reviewing and editing the clinical summaries in SmartSections.

For example:

• Consult or search the Transcript of all DAX Copilot recordings.
• Configure and apply your personal note style to the generated summaries.
• Get AI-generated insights while reviewing or editing.

Important: If you make any edits in the DAX Copilot, select Sync to EHR in the Note tab in DAX Copilot. Verify the edits appears in your Epic note before finalizing and signing.

Return to the Epic note activity to finalize and sign your note as you normally do. Be sure to follow your organization’s responsible AI policy regarding attributions for AI-generated content.

• For Template and/or Haiku support, please contact the UConn Health Service Desk at 860-679-4400. A ticket will be placed and a trainer or specialist will be in touch.
• Immediate support: DAX Copilot Drop-in Support Room HIPAA Compliant (8 a.m. to 7 p.m., Monday through Friday, except holidays)
• Schedule a 1:1 instructor-led online training session (60 minutes) for new user training
• Email DAXCopilotSupport@nuance.com or call 800-833-7776