The first time you use DAX Copilot, you should configure your specialty settings to receive the most specialty-specific note suggestions, particularly for Physical Exam documentation.

1. Open a DAX-enabled note template and create a brief recording, such as: "Patient is here today for..."
2. In any DAX-enabled section (HPI, Physical Exam, Results, or Assessment & Plan), select the ellipsis (...) icon.
   
3. When the DAX Copilot Navigator opens, select DAX Copilot.
   
4. On the Welcome screen, select Start Setup.
   
5. Select your Primary Specialty and, if applicable, your Secondary Specialty, then select Next.
   
6. Select your Role and choose Complete Setup.
   
7. Your setup is now complete. You can:
   • Close DAX Copilot using the X.
   • Select the gear icon to customize DAX recording settings.
   • Select the question mark icon to access Microsoft live support or schedule training.
     

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.

• 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).

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.

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.

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.

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.

• 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.