Physician workflow guide
Your first visit with the new Microsoft Dragon® Copilot workspace can be a routine follow-up. The patient page brings the recording controls, note, transcript, and Copilot Chat into one place. Here’s what that looks like from opening the encounter to signing your note. Microsoft’s guide to the redesigned physician workspace
At a glance: Open the encounter, record the conversation, review the draft, then transfer and sign your note in the EHR.
The first visit workflow
Start the encounter
Open the encounter and check the microphone
Open the patient’s session from your worklist, or create one using your usual workflow. Confirm you’re in the right encounter and obtain the patient’s consent according to your organization’s policy.
Dragon Copilot 6.0 uses a single microphone control for two jobs. Ambient mode captures the visit conversation. Dictation mode enters the words you speak into a supported text field. For the encounter, check that Dictation is off, then start the ambient recording. If you reopened an existing session, check the mode again. Dragon Copilot can remember which mode you last used for that session. Microsoft’s recording guide
Capture the visit
Conduct the visit and say what the note needs
Speak as you normally would with the patient. Say aloud any relevant findings that would otherwise be silent, such as which side you examined or whether a symptom has changed. Before ending the recording, recap the plan you discussed, including follow-up timing or any medication changes.
In a routine knee follow-up, for example, the patient may point to the area that hurts. Saying “the tenderness is on the outside of the left knee” gives Dragon Copilot a detail it can capture. Stop the ambient recording when the encounter is finished. Microsoft’s ambient recording guidance
Review the draft
Review the draft on the patient page
Once the draft appears, read it against what happened in the room. Start with the assessment and plan, then check details that are easy to miss on a quick read: laterality, medication names and doses, and what you told the patient about follow-up. Open the Transcript from the toolbar if you need to revisit what was said. On larger screens, you can view it beside the note. Microsoft’s physician quick start guide
Type or dictate a quick correction directly into the note. If you use Copilot Chat to reorganize a section, read the revised section afterward. Show AI can help you spot text that Dragon Copilot generated or changed while you review the draft. Microsoft’s guide to editing notes · Show AI release notes
Finalize in the EHR
Transfer the note and sign in your EHR
Use the transfer method your organization supports. If your workflow uses copy and paste, select the sections you need and place them in the appropriate fields in the EHR. Review the note again in the EHR to make sure the content landed where you expected. Make any final edits and sign it there. Microsoft’s guide to transferring and finalizing a note