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DAX Copilot for Ambulatory Providers

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🩺 DAX Copilot for Ambulatory Providers

DAX Copilot is an AI-powered documentation solution integrated with Epic that securely converts patient-provider conversations into draft clinical notes. Ambulatory providers can use DAX Copilot to reduce documentation burden, improve efficiency, and spend more time focused on patient care. It’s accessed through your phone using Epic Haiku or Canto and automatically converts multi-party conversations into specialty-specific, standardized clinical summaries that are available for review in Epic soon after the patient encounter.

This page provides onboarding requirements, training resources, supported devices, note customization information, knowledge articles, and support resources for ambulatory providers using DAX Copilot at UConn Health.

Providers are responsible for reviewing, editing, and approving all AI-generated documentation before finalizing and signing their notes.

📱 Getting Started

Resources to help you begin using DAX Copilot in Epic and optimize your mobile workflow.

🩺 Specialty-Specific Best Practices

Click on your specialty below to view targeted workflows and dictation tips for DAX Copilot.

🔪 General Surgery
  • Dictate the full risks/benefits statement. This is best done as a dictation during the encounter or post encounter.
🩸 Hematology & Oncology
  • Verbalize any history you would like DAX Copilot to capture. You can also manually pull forward your notes and then use DAX to capture today’s visit.
  • Clearly verbalize the problems/diagnoses for DAX Copilot to capture. This is best done either as a post-encounter dictation or as a recap with the patient at the end of the visit.
  • Verbalize all care team members either prior to the encounter or at the beginning of the visit.
🦠 Infectious Disease
  • When you or the patient is wearing a mask, keep DAX Copilot nearby for optimal audio quality.
  • If you are unsure if DAX Copilot can hear the patient, summarize to the patient what they said to ensure understanding or dictate post-encounter.
🦴 Orthopedics
  • If you have a highly templated physical exam, use DAX Copilot to help capture pertinent positives and negatives.
  • If you need specific statements for billing purposes (e.g., "images reviewed by"), add this to your template or create a new template.
🧸 Pediatrics
  • Verbalize who is in the room (can be done pre-encounter or in the room).
  • Only use DAX Copilot for one patient at a time to ensure accurate capture.
  • Guide the conversation so that it stays focused on one patient at a time.
  • Recap anything that was not included on the recording and repeat key information.
  • Record even if you don’t think you will use the output—it is better to record just in case.
🩺 Primary Care / Family Medicine / Internal Medicine
  • Clearly verbalize problems/diagnoses for DAX Copilot to capture (best done as a post-encounter dictation or as a recap at the end of the visit).
  • Guide the conversation when possible and repeat key information.
  • Record even if you don’t think you will use the output.
🧠 Psychology, Psychiatry & Behavioral Health
  • Stop the recording during non-pertinent conversations for longer visits (e.g., initial assessments).
  • Recap or dictate important information to help guide the AI.
  • If DAX excludes history content you normally include, treat DAX Copilot as the interval history and build additional history around it.
  • The AI filters non-pertinent info to keep notes succinct. Review AI output for comprehensiveness and check transcripts as needed.
  • For highly structured templates with required discrete fields (e.g., CARF/compliance), consider removing redundant macros or SmartTools that overlap with DAX.
🫁 Pulmonology
  • If you are unsure if DAX Copilot can hear the patient, summarize what they said to ensure understanding or dictate post-encounter.

🎯 Core Documentation Tips & Tricks

Quick habits that improve DAX Copilot accuracy for all specialties:

  • Verbalize diagnoses clearly: Recapping problems at the end of the visit helps DAX accurately capture the Assessment & Plan.
  • Keep DAX close when masks are worn: Maintaining physical proximity to the mic ensures strong audio capture.
  • Record even if unsure: It is always better to capture the encounter just in case you need the draft.
  • Summarize key findings aloud: Briefly stating exam highlights or history out loud ensures they appear in the final note.
  • Always review before signing: Verify AI-generated drafts for completeness and accuracy prior to signing.

❓ Frequently Asked Questions (FAQ)

Click on any question below to expand and view the answer.


General Overview & Benefits

Is there a quick way to understand what DAX Copilot actually does?

Yes! We highly recommend watching the What is DAX Copilot Video. It provides a clear visual overview of how DAX works, what the experience looks like during a patient visit, and how it helps streamline documentation.

What are the main benefits of using DAX Copilot?
  • Focus more on the patient rather than entering information into the computer.
  • Capture additional conversation details that might be difficult to recall later.
  • Notes composed utilizing DAX are often more comprehensive, helping providers code accurately.
  • Reduces administrative burden and burnout (JAMA Study).
How does DAX Copilot handle non-clinical conversation or "chit-chat"?

DAX Copilot uses advanced AI filtering to automatically suppress non-clinical dialogue, such as casual small talk or vacation discussions, ensuring only relevant clinical details are included in your note output.


Getting Started & Devices

What steps do I need to take to get started?

First, submit your User Access Request (UAR) for DAX. Next, complete the mandatory SABA training assigned to you. Once both steps are complete, you will be ready to set up DAX Copilot on your approved device.

What devices are supported for DAX Copilot?

DAX Copilot is supported on approved personal mobile devices running iOS (Apple) and Android. Users access DAX Copilot through Epic mobile applications:

  • Epic Haiku for smartphones (iPhone and Android phones)
  • Epic Canto for tablets (iPad and supported Android tablets, where applicable)

If you are unsure whether your device is supported, please submit your UAR and contact the project team for assistance.

What is the difference between Epic Haiku and Epic Canto?

Epic Haiku is Epic's mobile application designed for smartphones, while Epic Canto is designed for tablet devices. DAX Copilot can be accessed through either application depending on the device you are using. Most providers use Haiku on their phone and Canto on their tablet.

What if I am uncertain about participating?
  • Contact the project manager to discuss questions or connect with pilot peers for firsthand insights.
  • Register and trial the system at your own pace. There is no requirement to use DAX with every patient.
  • Commitment is flexible, and support is available whenever you need it.

Clinical Workflows & Recording Tips

Can I pre-chart or record prior to entering the exam room?

Yes. You can utilize Monologue Mode to dictate pre-encounter notes or relevant background details independently before entering the room. Simply pause or stop the recording prior to walking in.

Do I need to keep the Epic note open on my computer while recording?

No. You do not need the Epic note open on your workstation during the visit. Simply start the recording on your mobile device using Epic Haiku (smartphone) or Epic Canto (tablet) and return to review and finalize your generated note in Epic at your convenience.

What should I do if a patient declines recording consent?

Always request verbal consent upon entering the room. If a patient declines ambient recording, you can still leverage DAX Copilot after the encounter by using Monologue Mode to dictate a summary of the visit post-encounter, similar to working with a traditional dictation workflow or scribe.

How does DAX Copilot handle multiple speakers or historians?

When family members or multiple historians are present, introduce DAX out loud and acknowledge each person in the room. This helps the AI differentiate individual voice signatures, track speaker locations, and correctly attribute contributions throughout the note.

Can DAX Copilot be used when an interpreter is present?

Yes. DAX Copilot performs very effectively with medical interpreters. As long as the mobile device can clearly pick up the interpreter's spoken English responses, the AI will accurately capture and structure the clinical details.

How should I manage interruptions during a visit?

If staff enter the room or an incoming phone call/text interrupts your device, simply pause the recording. Once the distraction is addressed, resume recording and DAX will seamlessly pick up right where you left off.

Can I add additional recording segments later if I stepped away?

Yes. If you need to pause recording to step out or examine another patient, you can resume recording for the initial patient later. DAX Copilot will append the new audio segment to the existing encounter and synthesize all information into a single cohesive note.


Epic Templates & Note Editing

How do I edit or modify my completed note in Epic?

Once DAX Copilot delivers the structured draft into Epic, you can edit, add to, or modify the text using standard keyboard typing or speech recognition (Dragon Medical) during your review.

Can I still use dot phrases with DAX Copilot?

Yes, dot phrases can be inserted manually during note review or added by speaking into your Dragon microphone while editing. Automatic recognition and insertion of dot phrases by DAX Copilot is planned for a future update.

Where can I find help with Epic DAX note templates?

Epic Ambulatory trainers hold regular drop-in support sessions. You can find the drop-in session link in the DAX Welcome email sent to all new users.

🆘 Support & Training Resources

Need assistance with DAX Copilot? Support is available through UConn Health and Microsoft Nuance.

UConn Health Support

Microsoft Nuance Support & Training