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DAX Copilot

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🤖 DAX Copilot (AI-Powered Clinical Documentation)

DAX Copilot is an AI-powered documentation solution integrated with Epic that securely converts patient-provider conversations into draft clinical notes. Designed to reduce documentation burden and improve efficiency, DAX Copilot helps providers spend more time focused on patient care and less time on documentation.

This site provides information about DAX Copilot eligibility, supported devices, onboarding requirements, training materials, workflow guidance, and specialty-specific resources for 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.

  • 1. Add DAX Copilot SmartSections

    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.

  • 2. Launch DAX Copilot in Haiku or Canto

    Phone screen activity button highlighteda. Open the Patient encounter/appointment.

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

  • 3. Start Recording in Haiku or Canto

    Phone screen recording button highlighteda. 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.

     Notes:
    • 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. 

  • 4. Open the Encounter Note in Epic

    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.

  • 5. Launch DAX Copilot in Epic

    My Note section: Assessment & Pan highlighteda. 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.

    Actions dropdown menu Dax Copilot button highlightedDAX 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.

  • 6. Return to the Epic Note Activity and Finalize Your Note

    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.

  • 7. Help