01
Prepare the first users
Identify who will participate, how they will access Dragon Copilot and who can help when a question comes up. Ask for an onboarding plan built around the tasks those clinicians need to perform.
Dragon Copilot setup, training and workflow guidance
Services.A supported start.
Buying the software is one step. Knowing how your practice will use it is the next.
Your certified partner connects setup, training and adoption to the work your clinicians actually do.
Start where your practice is today
Start with the workflow you already have
Tell your partner how clinicians document today, which EHR and devices they use, and where the process slows down. A useful starting plan should reflect your practice and the first task you want to improve.
02
Give clinicians a clear way to learn
Focus training on repeatable activities: starting the intended workflow, reviewing the result, making corrections and completing the note. Discuss how your team will get help after the first session.
03
Plan the move from Dragon Medical One or DAX Copilot
Have your partner review the current account, important workflows and contract timing before you make changes. Confirm what can carry forward and what needs validation in your environment.
Clarify the proposal
Know what is included and what needs a separate scope
Routine trial assistance and a complex integration project are not the same service. Your proposal should separate included onboarding from optional training, EHR work, hardware, technical services and ongoing support.
- 1
Confirm
Review the included setup, trial assistance and partner contact path.
- 2
Separate
Identify optional training, integration, hardware and technical work.
- 3
Agree
Document the service owner, expected timing, charges and support route before work begins.
Partner-led guidance
One customer-facing partner, with additional resources behind them
Your certified partner remains the first point of contact for the agreed services. eDist supports participating partners with training and escalation resources so they can bring additional expertise into the conversation when needed.
Service availability, scope, charges and response commitments are confirmed by your partner. Do not send patient data through a sales inquiry form.