Feb 24 DAX Copilot Complete End User Guide

Consulting Services DAX Copilot Document Version: 1.1 February 2024

DAX Copilot Complete End User Guide February 2024

Consulting Services DAX Copilot Document Version: 1.1 February 2024

Trademarks Nuance®, the Nuance logo, Dragon, the Dragon logo, PowerScribe ™ and PowerMic ™ are trademarks or registered trademarks of Nuance Communications, Inc. and/or its subsidiaries in the United States and/or other countries. Other names and trademarks referenced herein are trademarks or registered trademarks of their respective owners. Copyright notice This publication is copyrighted, and all rights are reserved by Nuance Communications, Inc. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without the prior written permission of Nuance Communications, Inc., 1 Wayside Rd., Burlington, MA 01803. All content within this guide is intended for general information only. Nuance, its affiliates, agents and employees, and all persons acting on its or their behalf ("Nuance"), disclaims to the maximum extent permitted by law, any and all liability that may be based on this information or errors or omissions in this guide. Nothing stated or posted in this guide or available through any services is intended to be, and must not be taken to be, the practice of medicine or the provision of medical care. Reasonable efforts were used to present an accurate guide. Given the constant advances in technology, medical knowledge, and legal and regulatory frameworks in which healthcare services operate, Nuance reserves the right to change, amend, update or replace the information contained in this guide, in part or entirely, for any reason or no reason. Nuance will endeavour, without implied guarantee, to keep the content and information contained in this guide reasonably current and accessible, but Nuance will not be liable for environmental and operational changes, errors or omissions, or factors it does not control, including without limitation, failure of electronic and mechanical equipment, communication over the internet, computer viruses, unauthorized access or misuse. Nuance does not guarantee, represent, or warrant that your use of the services will be uninterrupted, error-free, accurate, reliable or will meet your requirements. Nuance does not guarantee that you will be able to access or use the platform (either directly or through third-party networks) at the time or location of your choosing. Mention of non-Nuance products or services is for information purposes only and constitutes neither an endorsement nor a recommendation. To the maximum extent permitted by law, the information in this guide is provided "AS IS," "AS AVAILABLE," "WITH ALL FAULTS," and without warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Nuance shall not under any circumstances be liable to any person for any special, incidental, indirect or consequential damages, including, without limitation, damages resulting from use of or reliance on the information presented, loss of profits or revenues or costs of replacement goods, even if informed in advance of the possibility of such damages. Your use of, or inability to use, or activity in connection with the services and information in this guide is at your sole risk. Nuance expressly disclaims any responsibility for any damage, injury, harm, cost, expense, or liability arising out of or related to your use or misuse of this guide. Copyright © 2002-2023 Nuance Communications, Inc. All rights reserved. Disclaimer

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Consulting Services DAX Copilot Document Version: 1.1 February 2024

Contents Purpose

6 6 6 6 6 7 7 7 8 9

Audience

Assumptions Introduction

Related documentation What is DAX Copilot?

How does DAX Copilot work?

Prerequisites

Glossary of terms

DAX Copilot workflow overview

Record

11 11 11 14 19 20 21 22 24 26 26 28 31 35

Create a patient encounter

Sign in

Record an encounter

Recap your patient encounter (after the visit)

Best practices for capturing patient interactions

Using verbal cues in conversation

Recording limitations

Offline behavior

DAX Copilot mobile – overview

Summaries list view

The Summaries list buttons

Navigate a summary

Managing your Summaries list

Search to quickly find the summary you want. 35 Mark summaries as unread or read to help keep track of summaries that still need your attention. 36 Archive summaries to remove them your Summaries list. 39

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Restore an archived summary Why mark encounters?

Error! Bookmark not defined.

40 41 41 42 43 44 47 51 53 53 55 56 60 44 63 64 68 72 72 72 72 73 73 74 74 74 75 75 71

Use the Filter feature to see only a list of specific summaries.

Sort your summaries to see your oldest or newest summaries at the top of your list. Use the calendar button to narrow (or expand) your list of summaries.

PowerMic Mobile installation and configuration

Edit

Edit your summary with DAX Copilot mobile

Edit your summary with DAX Copilot on your computer

Edit your summary in your EHR

DAX Copilot in Dragon Medical One – overview

Access DAX Copilot in Dragon Medical One

Summaries list view

The Summaries list buttons

Navigate a summary

Transfer

Transfer with your voice

Transfer with your keyboard and mouse

Finalize & sign in your EHR

Dragon Medical One

What is Dragon Medical One (DMO)?

What does DMO do?

Launching DMO The DragonBar

Microphone status indicator Audio quality indicator

DragonBar menu

Hide button

Switching microphones

Basic dictation

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Edit your dictated text

78 78 78 79 79 80 81 81 81 82 83 84 84 85 85 85 86 86 87 87 87 88 88 90 90 90 90 89

With your voice With your mouse

Custom vocabulary

Add a custom vocabulary word or phrase Manage your custom vocabulary

Auto-texts

Create a basic Auto-text Execute a basic Auto-Text Create a variable Auto-text Execute a variable Auto-text

Edit an Auto-text Delete an Auto-text

Step-by-step commands

Create a Step-by-step command Execute a Step-by-step command Edit a Step-by-step command Delete a Step-by-step command

Useful Dragon Medical One commands

Navigation

Control Dragon

Correction

Microsoft Windows commands

PowerMic Mobile

Support Live chat

Email

By Telephone

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Purpose This document is intended to prepare a clinician to utilize DAX Copilot on both mobile and desktop platforms. Audience The audience for this guide is a clinician who will utilize DAX Copilot to create clinical documents. Assumptions

This document assumes you are familiar with:

• Basic computer functions • EHR (electronic health records) basic functions

Introduction

DAX Copilot is a fully AI (artificial intelligence) automated note creation solution that uses conversational, ambient, and generative AI to create draft clinical notes from patient conversations and make them available immediately after concluding a patient visit. Every patient deserves an accurate clinical story. Nuance® clinical documentation solutions make it easy for physicians to capture each patient’s story, accurately and completely. Thorough and concurrent documentation contributes to an accurate clinical picture of the patient that promotes better coordination of services and communication between care providers, ensuring quality patient care. Nuance provides solutions that fit naturally into their workflow, freeing up time to focus on what matters most — taking care of patients. Related documentation For supplemental information, see the following document(s): • DAX Copilot Quick Reference Guide • PowerMic Mobile Supplement • Dragon Medical One End User Guide

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What is DAX Copilot? DAX Copilot is a clinical documentation solution that integrates with PowerMic Mobile on your mobile device plus Dragon Medical One on your desktop to add artificial intelligence (AI) into your documentation workflow, saving you time. What does DAX Copilot do? The DAX Copilot app on your mobile device securely captures your patient conversation during a visit. An in-app clinical summary is available for your review immediately after the visit. Use DAX Copilot plus Dragon Medical One on your desktop to edit the clinical summary and transfer it to your EHR to finalize. DAX Copilot enables you to focus on your patients while the full patient story is captured automatically, freeing up time for you to spend however you choose. How does DAX Copilot work? DAX Copilot uses a unique combination of conversational, ambient, and generative artificial intelligence (AI) to automatically create an in-app clinical summary. You have the option to review or do preliminary edits of the clinical summary in the DAX Copilot app. Once you ’ re ready, open Dragon Medical One on your computer to review and edit in the DAX Copilot window, or simply transfer the draft to your EHR and finalize it there. DAX Copilot is integrated into Dragon Medical One, so your custom words, Auto-texts, Step-by-step commands, and other personalization are available to use as you finalize your note. What to expect from the AI? AI will save you time, but it is not perfect. You must still use your clinical expertise to ensure the documentation you place into the EHR is accurate based on your patient visit. You ’ ll need to review and finalize the summary before signing. DAX Copilot also supplies a transcript of the patient encounter, so you have a reference as you complete your documentation. Prerequisites

• You have a DAX Copilot license assigned by your administrator. • You have a DAX Copilot compatible mobile device. o An iPhone 6s or later with iOS 15 or 16 • You have Dragon Medical One and active directory credentials.

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Glossary of terms Ambient technology integrates into your workflow in a way that makes it seem like it is not even there. Ambient technology is convenient and can improve efficiency and overall quality of life. In the case of DAX Copilot, the app unobtrusively listens and captures the patient conversation so the AI can do its thing while you focus on the patient. Conversational AI is a type of artificial intelligence technology that enables computers to understand, interpret, and respond to natural language input from humans. Think of virtual assistants, chatbots, and other applications that can engage in human-like conversations. DAX Copilot takes clinical conversations and interprets them to inform the generative AI. Generative AI is a type of artificial intelligence technology that takes data and generates new information based on the data it ’ s fed. This is what DAX Copilot does: it synthesizes the conversation captured by the DAX Copilot app and applies conversational AI rules to generate a draft clinical summary... in seconds!

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DAX Copilot workflow overview Access DAX Copilot on your mobile device with PowerMic Mobile and from your computer with Dragon Medical One.

① Record your patient visit. Use DAX Copilot on your mobile device to capture the interaction between you and your patient. Then, DAX Copilot will analyze the recording and generate a clinical summary using artificial intelligence. On your mobile device, log in to DAX Copilot from PowerMic Mobile and begin recording. Start by verbally identifying your patient. Then, set your device down and proceed with your visit as usual. DAX Copilot will listen while you focus on examining your patient. Stop recording when you ’ re done and DAX Copilot will quickly produce a draft clinical summary, accompanied by a complete transcript of the visit for reference. ② Edit the summary to make it your own. The generated clinical summary is immediately available for you to review and modify, either in the mobile app or in the DAX Copilot window of Dragon Medical One on your computer. DAX Copilot allows you the flexibility to make changes to the clinical summary draft from either your mobile device or your computer, both leveraging the power of Dragon Medical One voice recognition. Choose where and how to edit your summary depending on your preference and unique needs. ③ Transfer your summary to your EHR. Open DAX Copilot from Dragon Medical One on your computer, select your clinical summary, and transfer the text to your EHR with a simple voice command. On your computer, use DAX Copilot from Dragon Medical One to transfer the text you want from your summary into your EHR and make additional changes if you need to. Use Dragon Medical One voice-to-text, custom commands, and Auto-texts along with your favorite time saving EHR functions to finalize your clinical document.

④ Finalize & Sign : When you ’ re satisfied with your clinical document, sign in your EHR.

Continue reading for more detailed information about each step including setup, best practices, and an overview of the available features.

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R ECORD

Create a patient encounter Important : Be sure to verify patient consent according to your organization's guidelines before using DAX Copilot to record your patient interactions. Your organization will provide you with guidance on obtaining patient consent in accordance with state laws and organizational policies. Many organizations obtain patient consent before the patient even gets to the exam room. If you do n’t have patient consent, you can still use DAX Copilot after you conclude the visit. Review the recap your patient encounter (after the visit) section of this guide.

Sign in

Once you have PowerMic Mobile installed and configured on your mobile device, log in to get started. If you have not yet installed and configured the DAX Copilot mobile application, review the PowerMic Mobile installation and configuration section of this guide.

Open PowerMic Mobile on your mobile device. Choose your profile. Select to see a list of profiles and choose the one you want. If you have just one profile, it will be selected for you automatically. If you have multiple profiles, PowerMic Mobile will default to your last selection. Enter the username provided by your organization . Your username will be the same username you use for Dragon Medical One on your computer. Select Sign in. Already logged in to DAX Copilot? Skip to the Record an encounter section of this guide to start your first encounter.

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Once you log into PowerMic Mobile on your mobile device, one of the two screens below will be displayed. If Dragon Medical One is running on your desktop and you have PowerMic Mobile selected as your microphone, PowerMic Mobile will open. A

If you haven’t opened Dragon Medical One on your desktop or you ’ ve selected a microphone other than PowerMic Mobile, Searching for computers… will be displayed.

B

A

B

In either scenario, select DAX Copilot at the bottom of the screen to continue.

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Use these buttons to quickly switch between DAX Copilot and PowerMic Mobile. The first time you log into DAX Copilot, you ’ ll enter your credentials which may include Multi- Factor Authentication (MFA) depending on your organization’s security settings. ① Select Sign in with email . ② Enter your email address and select Continue . ③ Select Continue when prompted to use “auth0.com” to Sign in. ④ Enter your credentials and select Log In .

During your first log in, you’ll be prompted to allow DAX Copilot to use your phone’s pin code or Face ID. After that, you can choose Sign in with Face ID for a faster sign in experience.

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One-time setup wizard

When logging into DAX Copilot, you may be presented with a one-time setup wizard to enter or confirm your role and specialty. If you ’ ve previously confirmed your details , you won’t have to do it again.

Choose your specialty

From the Learn about you screen, select continue. You ’ ll be prompted to choose a primary and secondary specialty from dropdown menus. Scroll through the list or enter search terms to enter the correct value for each. Then, select Next .

Select your role

From the Select your role screen, use the dropdown to make your selection. Finally, select Submit .

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Record an encounter This section of the guide will walk you through how to use DAX Copilot on your mobile device to record a patient interaction and generate a clinical summary draft.

Already familiar with this process? Review these helpful sections. Managing your summaries list Best practices for capturing patient interactions

① Select the

button to start a new DAX Copilot encounter. If you don't want to begin an encounter, press the < button to return to the Summaries page.

Important : Be sure to verify patient consent according to your organization's guidelines before using DAX Copilot to record your patient interactions. Your organization will provide you with guidance on obtaining patient consent in accordance with state laws and organizational policies. Many organizations obtain patient consent before the patient even gets to the exam room. If you can ’ t verify patient consent, review the recap your patient encounter (after the visit) section of this guide. You can verbally recap the visit for DAX Copilot after the patient has left.

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② Select to start recording . Listening will display and the timer will begin counting.

State patient identification verbally at the beginning of the recording . Start your recording by stating at least 2 patient identifiers. Examples of patient identifiers are patient name, chief complaint, date of birth, MRN (medical record numbers), reason for visit, etc. Consistently starting your recording with patient identifiers will help you keep track of which summary corresponds to which patient when you have multiple summaries to choose from later.

③ Set down your mobile device and proceed with your patient visit. Important : DAX Copilot needs to be able to hear the conversation clearly to create the best summary. Place your device near you and the patient, unobstructed, such as on a desk or table in the room.

The timer will display how long you ’ ve been recording.

• The optimal time for recording is 45 minutes. For more information, review the Recording limitations section of this guide. • If your phone screen goes to sleep, DAX Copilot is still recording. You can even open other applications like text messages or your browser for reference websites. • Incoming phone calls will pause recording temporarily while the call rings. Recording will resume when the call stops ringing (for example, the call goes to voicemail, or you decline the call manually). If you find that incoming phone calls are causing trouble, consider setting your device to Do Not Disturb. • You may stop and restart recording if you need to step away from the patient momentarily.

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④ Select again to stop recording . When you stop recording, DAX Copilot displays a message while it writes a draft summary. The summary will be available on your mobile device and your desktop within seconds. Each summary will also include a full transcript of the encounter.

Important : After recording your patient encounter, be sure to verify that you have a good summary.

Take a moment to review the summary and transcript before moving on. If for example, your mobile device’s microphone was obstructed or perhaps you forgot to restart recording after stepping out of the exam room, you ’ ll want to know right away. If you find that something has gone wrong with your summary, you can still recap the missing information by adding another recording to the encounter. If this happens, review the Recap your patient encounter (after the visit) section of this guide for help.

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⑤ Review the clinical summary draft using the Summary tab. You can also reference the full conversation transcript using the Transcript tab.

The summary that displays when you’re done recording is the draft note that DAX Copilot has written for you, compiled from all recordings on an encounter. The AI separates your summary into the different standard documentation sections, such as History of Present Illness or Assessment and Plan, based on what DAX Copilot heard while recording. Review the summary and make any desired edits either in the DAX Copilot app or on your computer using Dragon Medical One.

How and where you edit and finalize your note is up to you.

You can now choose to Edit now or on-the-go using your mobile device : Edit your summary with DAX Copilot mobile. Edit later, on your computer : Edit your summary with DAX Copilot on your computer. Or skip editing with DAX Copilot altogether . Transfer your summary text into your EHR to finalize there: Transfer.

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Recap your patient encounter (after the visit) You can optionally use DAX Copilot after the patient visit is over. You might choose this workflow for example, because you could not verify patient consent, or you simply forgot to record during the visit. The primary difference is that you won’t record the live patient visit or the patient’s voice . Instead, you ’ ll verbally recap the visit details to DAX Copilot after the visit. DAX Copilot will create a clinical summary draft based on what you tell it.

① Open PowerMic Mobile and select DAX Copilot at the bottom of the screen . ② Select to start a new encounter. ③ Select to start recording. ④ Then, simply recap the visit while DAX Copilot listens.

You won’t need to use any robotic language, punctuation, or commands. Just tell DAX Copilot all the pertinent details of the patient interaction in your own words. Include your HPI, physical exam findings, and the plan of care you discussed with the patient.

State patient identification verbally at the beginning of the recording . It is recommended you start your recording by stating at least 2 patient identifiers. Examples of patient identifiers are patient name, chief complaint, date of birth, MRN, reason for visit, etc. Consistently starting your recording with patient identifiers will help you keep track of which summary corresponds to which patient when you have multiple summaries to choose from later.

⑤ Select

again to stop recording .

DAX Copilot will behave normally, as if you had recorded a live patient interaction. After you stop recording, DAX Copilot writes a draft summary which is available on your mobile device and your computer within seconds. Each summary will also include a full transcript of your recap.

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Best practices for capturing patient interactions

Not much needs to be changed about how you conduct your patient visits when using DAX Copilot. Speak naturally and have a genuine conversation with your patient.

Here are some best practices to follow for optimal results. ✓ Obtain consent according to your organization's guidelines before recording your patient interactions.

✓ State patient identification at the beginning of the recording . Say at least 2 patient identifiers as soon as you begin recording. Examples of patient identifiers are name, chief complaint, date of birth, MRN, reason for visit, etc. It’s possible that two different patients share the same (or similar) names, or that DAX Copilot misunderstands the patient’s name. Verbalizing multiple patient identifiers helps you quickly determine which summary corresponds to which patient.

✓ Use DAX Copilot for one patient at a time when recording.

✓ Be sure the microphone of your mobile device is unobstructed when recording. Place the device on a surface near you and the patient, in a clear open area, not in your pocket.

✓ Set your phone to Do Not Disturb to avoid interruptions.

✓ Stop and restart recording any time before editing an encounter. This is useful, for example, when you need to leave the room and come back or review test results.

✓ Use verbal cues to help DAX Copilot understand what is happening during your exam. Continue reading to learn more about verbal cues.

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Using verbal cues in conversation

Verbal cues are directives that you speak, like prompts or specific questions you ask the patient to guide the conversation. Verbal cues provide additional context that can help DAX Copilot better understand what’s happening during your exam, so it can generate a better and more accurate summary.

Here are some best practices and examples:

✓ Verbally specify location and laterality . When your patient points to body areas, remember to say things like “ Do you feel the pain in just the left side of your chest ?” Or, if a patient points and says, “ It hurts the worst right here ”, be sure to specify where the patient is pointing verbally. Confirm for the patient by saying things like “ So, you’re feeling that pain mostly in your left hand? ” This also helps the patient confirm the correct areas in question.

✓ Articulate what you’re doing and verbalize what you want DAX Copilot to capture. This helps the AI know in which section to place the information, and helps it capture clinical facts in the summary. For example, " I'm going to listen to your heart and lungs ."

✓ Probe for relevant information and prompt for symptoms. Encourage the patient to describe what’s been going on since they were last seen. For example, “ It looks like we started Motrin 800mg three times a day the last time you were in. Ho w’ s that working for you? ” This practice will ensure DAX Copilot gets that information into the summary and prompts the patient to talk about how they are feeling, conversationally.

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Recording limitations This section of the guide discusses how DAX Copilot will behave when you reach or exceed the maximum recording time of 45 minutes. DAX Copilot provides optimal output for recordings of approximately 45 minutes. After 45 minutes, you might see degraded output.

Here’s what to expect when your recording time reaches 40 minutes. • Banner notifications will be displayed to let you know that you’re close to the time limit.

• Your recording will not be interrupted.

• Select OK to close the notification.

Here’s what to expect when your recording time reaches 45 minutes. • Banner notifications will be displayed to let you know that you’ve reached the time limit.

• Your recording will not be interrupted.

• Select OK to close the notification.

• Your recording will continue until you stop or until you reach 75 minutes.

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Here’s what to expect when your recording reaches 75 minutes.

• Your recording will end, and your device will vibrate.

Note: The vibration will only occur if you have System Haptics enabled on your device.

• A banner notification will be displayed without the option to continue. • You will not be able to add any more ambient recordings to the encounter.

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Offline behavior This section of the guide discusses how the DAX Copilot mobile application will behave when you have a low-quality connection or no network connection at all. Here ’ s what to expect if you lose network connection on your mobile device. • Banner notifications will be displayed to let you know that you aren’t connected to a network. • I f you’re already logged in when you lose connectivity, you can still begin new encounters and add recordings as usual when you’re offline. • You won’t be interrupted i f you lose network connection in the middle of a recording. • Offline recordings will be stored on your device until network connectivity is restored. Then, they will be processed as usual. • If you lose network connection while a summary is still being written, do not edit this summary until the connection is restored. If you edit before the summary is written, when you are connected again, and the rest of the summary is populated, those changes will be overwritten. • If there is a problem processing the summary and the written output is incomplete, you can review the content and then add additional recording(s) to cover the information that was lost.

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Interruptions while recording This section of the guide discusses how the DAX Copilot mobile application will behave when you experience an interruption while recording. Interruptions can happen when any other application uses the microphone or speakers of your mobile device while recording with DAX Copilot. Interruptions will cause recording to pause temporarily. The most common example of an interruption is a phone call coming through.

Here’s what to expect if you experience an interruption while you’re recording . • Banner notifications will be displayed to let you know that your recording paused due to an interruption.

• Recording will often resume automatically when the interruption ends, for example if you decline the call or when it goes to voicemail.

Below are some ways to prevent interruptions while you’re recording. • Do Not Disturb (DND)

o Most phones have a Do Not Disturb setting. Enabling DND will prevent calls from coming through. o When manually enabling DND on your phone, remember that you ’ ll need to manually disable the feature when you are ready for your phone to resume normal behavior. • Disable Bluetooth connectivity o Bluetooth devices like earbuds or smart watches can sometimes attempt to use the microphone or speaker on your mobile device, even when recording. o Most phones have a quick setting that allows you to disable Bluetooth communication temporarily.

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DAX Copilot mobile – overview

This section of the guide covers the features and buttons available on the Summaries list of the DAX Copilot mobile application. Access DAX Copilot by logging in to the PowerMic Mobile

application on your mobile device. Then, select the DAX Copilot button at the bottom of your screen. DAX Copilot opens to your Summaries list by default.

If you ’re already familiar with DAX Copilot on your mobile device, you can choose to: Record a patient interaction Create a patient encounter Edit your summary on-the-go Edit your summary with DAX Copilot mobile Edit your summary at a computer Edit your summary with DAX Copilot on your computer Transfer the summary into your EHR Transfer

Summaries list view

① Date and timestamp

Your summaries are grouped by date and listed with the timestamp of when the first recording was ended.

If you have trouble finding your summary using the description, you can refer to the timestamp and cross reference with your schedule.

② Description

The first 150 characters of the transcript is displayed in the description for each summary on the Summaries list. This is the text you ’ re searching against when you use the search function. When you follow the best practice of starting your recordings with patient identifiers, it will be easier to search for the summary you want.

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① The Summaries list will be empty until you have recorded your first encounter (or if you previously archived all your summaries). ② Unread summaries will display with a blue dot next to the timestamp. ③ Edited summaries will display with the word Edited .

For more information on managing your Summaries list, review the Managing your summaries list section of this guide.

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The Summaries list buttons

① Settings : The settings icon is a circle with your username initials that displays at the top left of the Summaries list screen.

Select Settings to see:

• Your profile email address . • Keep screen on while recording option.

This option is deactivated by default. Activating this setting will stop your mobile device screen from going to sleep (turning off) while you ’ re recording, which can impact your battery life. You can also manage how long your screen stays on from your mobile device settings.

Remember that when you begin recording, DAX Copilot will continue listening even when your screen is off.

• Warning message switches : Enable or disable warning prompts in the mobile application. • Help & Support resources : You can select Help to quickly relaunch the in-app training modules. You ’ ll also see the DAX Copilot support email and phone number for help. For more information about support for DAX Copilot, review the Support section of this guide. • Send feedback : Rate DAX Copilot 1-5 stars and enter comments that will be used for product improvements. • Sign out : Select Sign out to log out of DAX Copilot and PowerMic Mobile.

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① Search (magnifying glass) Use the search feature to quickly find the summary you want.

When you enter search terms, the matching summaries will be displayed. The results are based on the first 150 characters of each summary transcript. This text is displayed as the description for each summary in the Summaries list.

② Calendar Select the calendar to change the date range of the visible summaries in the Summaries list. You can choose to see summaries created in the last 3, 7, or 30 days. The default view is 3 days. The calendar feature works the same on your mobile device as it does on your computer.

Summaries are no longer accessible after 30 days.

③ Sort (arrow) Select this button to arrange your summaries chronologically and see either your oldest or newest summaries on top. By default, your view is set to display the newest first.

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④ Filter (tornado) Select the filter icon to change which summaries are visible in your list. Change the filter to see only Unread, Read, Edited, or Archived summaries in your list.

Your selected filter will show at the top of the list. Select the x to return to the default view.

By default, when you archive a summary, you can only see it using the Filter feature. If you activate the Show archived in default view switch, you ’ ll always see your archived summaries in your list.

For more information on how to use these features to your advantage review the, Managing your Summaries list section of this guide.

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Navigate a summary

This section of the guide covers the features available when viewing a summary in DAX Copilot on your mobile device. If you’re ready to start making changes to your summary, skip to the Edit your summary with DAX Copilot mobile section of this guide. The Summary tab Your clinical summary draft is immediately available after you end recording. Or you can select a summary from the Summaries list to open it. When you select a summary to view, the Summary tab displays by default.

① Timestamp When you open a summary, the date of the recording is displayed at the top of the screen along with the time the first recording ended. Each time you stop recording, a message will be displayed that shows the date and time the summary was last written or updated by DAX Copilot.

② Ellipsis Select the ellipsis button to quickly Archive or provide feedback about the open summary. You ’ ll also see the Summary ID which may be useful for troubleshooting.

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③ Help Select this icon to access the DAX Copilot help resource center where you can launch the training content or see a tour of tooltips.

④ Summary & Transcript tabs Switch between the Summary tab and the Transcript tab with these buttons. Continue reading for more information about the features of each tab.

Later, if you decide to edit your summary in DAX Copilot, you’ll see the date and time of your latest changes. Additionally, a pencil icon will show in the sections you ’ ve edited.

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The Transcript tab When you select a summary to view, the Summary tab displays by default. Select the Transcript tab to see a full text transcript of all recordings for this encounter. This can be a helpful resource when you need to remember what was discussed during the visit. The transcript text will be displayed in two distinct colors to distinguish between you and the patient, very similar to a text conversation. You’ll also see the time you started recording and the total time elapsed time.

When you create multiple recordings for an encounter, the transcript will display the time and total time for each separate recording.

You can copy/paste text from the transcript to include in your final note.

To copy : Select and hold on the dialogue bubble you want. Then, select Copy.

To paste : Go back to the Summary tab and select and hold where you want the text to go. Then, select Paste.

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① Edit button Select Edit when you ’ re done recording for this encounter and you’re ready to make changes to your summary on your mobile device.

To learn how to edit your summary in DAX Copilot mobile, review the Edit (mobile) section of this guide. Or learn to edit your summary in DAX Copilot on your computer, with the Edit (desktop) section.

Once you start editing a summary, you can no longer add ambient recordings. You can still use Dragon Medical One or your onscreen keyboard to modify your summary on your mobile device.

When you select Edit, a prompt will be displayed.

Select Cancel if you don’t want to edit now.

Select Don’t show again to skip this prompt when editing summaries in the future.

Select Continue to continue and make changes to your summary.

② Timer The timer will display the total length of the recordings that went into this clinical summary. To learn more about total recording time, review the Recording limitations section of this guide.

③ Microphone Select the microphone icon to start or stop recording.

You can stop or restart recording any time before editing a summary. This is useful, for example, if you need to leave the exam room and come back. You can also choose to record your patient identifiers before entering the exam room or record more information after the patient visit.

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Managing your Summaries list

Each time you use DAX Copilot to capture a patient encounter a new summary will be added to your Summaries list, resulting in a lengthy list of summaries over time. Many of the features available to manage your list of summaries are the same whether you ’ re using the DAX Copilot app on your mobile device or your computer. This section will walk you through some of the features you can use to manage your Summaries list.

Summaries will automatically fall off your Summaries list after 30 days regardless of whether the summaries are marked read, unread, edited, or archived.

Search to quickly find the summary you want. When you enter terms into the search, matching results are displayed based on the description of the summary. The description displayed is simply the first 150 characters of the transcript.

Consistently following the best practice of starting your recordings by saying at least 2 patient identifiers will help you find the

summary you want faster. For example, if you ’ re looking for a summary and you started the recording by stating the patient’s name and MRN, you ’ ll be able to enter characters into the search to narrow the results. If the results show more than one summary, narrow the list even further by entering more characters. Start your recordings by verbalizing patient identifiers to make it easier for you to find the right summary.

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Mark summaries as unread or read to help keep track of summaries that still need your attention.

On your computer Select the check box next to the summary (or summaries) you want to mark. Then, use the buttons at the top of the screen to update.

A message is displayed confirming your choice including the option to Undo.

Unread summaries are displayed with a blue dot.

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On your mobile device

Swipe to the right on a single summary to mark it as read or unread.

A message is displayed confirming your choice including the option to Undo.

To mark multiple summaries, select and hold any summary and check boxes will appear.

Select the check boxes for the summaries you want to change then, use the button at the bottom of the screen.

Select Cancel if you want to stop selecting or changing summaries.

A message is displayed confirming your choice including the option to Undo.

New summaries are marked as unread by default and display with a blue dot next to the timestamp. Once you ’ ve opened a summary, the blue dot will disappear, and it will be automatically marked as read (even if you d on’ t make changes).

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Unread summaries are displayed with a blue dot.

Once you ’ ve started editing a summary, it will be marked as Edited.

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Archive summaries to remove them your Summaries list. On your computer

Select the check box next to the summary (or summaries) you want to change. Then, select the Archive button at the top of the DAX Copilot window. By default, a message is displayed. Select Yes, Archive to confirm.

A message is displayed confirming your action including the option to Undo.

On your mobile device Swipe to the left on a single summary to archive it.

A message is displayed confirming your action including the option to Undo.

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Why mark encounters? Read the section below for common reasons to mark summaries as unread, read, or archive them.

Unread New summaries are marked as unread automatically. Once you ’ ve opened a summary, it will be marked as read. If you ’ re not done with a summary, mark it as unread. Using the filter feature to see unread summaries can help you quickly adjust your view to see those that still need your attention.

Read When you open a summary, it will be marked as read (even if you don ’ t make any changes to the summary). If you ’ re satisfied with a summary, leave it marked as read.

Archived When you archive a summary, it falls off your Summaries list view. When a summary is archived, you can no longer add additional recordings to be included or do any more editing to the summary in DAX Copilot. If you create a summary in error, or you ’ re done with it (you ’ ve already transferred it into your EHR and signed your note for example), mark it as Archived. Edited When you make changes to a summary, it will be automatically marked as edited. If you prefer to edit your summaries throughout the day before heading to your computer, filtering for Edited summaries will help you narrow your list down to those that are ready to transfer.

Other summary statuses will appear temporarily in other scenarios.

Delayed (clock icon) This status will display if it takes longer than 60 seconds for DAX Copilot to write a summary when recording is ended.

Uploading (hourglass icon) This status will display while the ambient recording is being uploaded.

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Use the Filter feature to see only a list of specific summaries.

Select the Filter (tornado) icon and choose either Unread, Read, Edited, or Archived summaries.

By default, when you archive a summary, you can only see it using the Filter. If you activate the Show archived in default view switch, you ’ ll always see your archived summaries in your list.

Sort your summaries to see your oldest or newest summaries at the top of your list. Select the Sort (arrow) icon to change the order of your Summary list. By default, your view is set to display the newest summaries at the top.

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Use the calendar button to narrow (or expand) your list of summaries. Use this feature to see older summaries. Your default view shows the last 3 days of summaries.

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PowerMic Mobile installation and configuration

Access DAX Copilot on your mobile device using the PowerMic Mobile application. The following section contains information you need to install and configure PowerMic Mobile.

For more details on how get started, please refer to the PowerMic Mobile download/install guide.

Ensure you have an email from Nuance containing your configuration link. The email also includes your profile URL and your organization’s federation for easy access should you need them.

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E DIT

This section of the guide discusses your options when editing summaries. After creating an encounter using the DAX Copilot mobile application, choose to make changes to the summary immediately, from your mobile device or later, on a computer .

New to your DAX Copilot summaries list? Review the DAX Copilot Mobile – overview section of this guide.

Edit your summary with DAX Copilot mobile When you access DAX Copilot from your mobile device, it will open to the Summaries list by default.

① Select the summary you want to edit. Scroll or use the search feature to find the correct summary.

② Select the Edit button. A message will display warning that once you begin editing a summary, you can no longer add ambient recordings. You ’ ll still be able to use Dragon Medical One to dictate additional information into your summary before finalizing.

③ Select Continue . If you choose Edit by mistake or need to add more ambient recordings, select Cancel. Or you can select Don’t show again to disable the edit warning and continue to editing.

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① Edit with Dragon Medical One using your voice …

The Dragon microphone button will be light when Dragon is not listening (microphone is off) and dark when Dragon is listening (microphone is on). Remember to turn the microphone off when you’re done dictating.

② or place your cursor in a section and use the onscreen keyboard. Select Done to hide the onscreen keyboard. ③ Select the Transcript tab to reference everything that was discussed during your visit while updating the summary.

Important : Be sure to use the Dragon microphone button and not the microphone icon from your mobile device. The clinical language understanding of Dragon Medical One will result in more accurate dictation and a better overall experience.

Your changes are saved automatically and will be reflected when you open DAX Copilot on your computer. A timestamp of your most recent changes along with the original time the AI wrote the summary will be displayed at the top of the Summary tab.

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