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Configure Dragon Copilot (nurses) settings

Use Dragon admin center to customize the Dragon Copilot experience for nurses. Global administrators and Dragon administrators can use the Settings tab to configure Dragon Copilot for their organization, specific organizational units and individual users.

Prerequisites

  • You've assigned the appropriate licenses and roles to your users using Microsoft 365 admin center. For more information, see: Get started with Dragon admin center

  • You've created an environment. For more information, see: Environments

  • You've provisioned an instance of Dragon Copilot (nurses). You can only provision one instance of a Dragon Copilot capability per environment. For more information, see: Provision your Microsoft Dragon products

  • You've created your organization hierarchy, managed your EHR instances and users, and created groups of users that are associated with your organizational units. For more information, see: Organization hierarchy

To configure Dragon Copilot

  1. In the Dragon Copilot section of the navigation pane, select Nurses.
  2. Select Settings.
    By default, you can see the name of the top-level organizational unit in your organization hierarchy. Any changes made to this top-level organization automatically populate to lower levels of the hierarchy. Dragon Copilot settings page
  3. To change the settings for a specific organizational unit or a specific user, select Change view and select the organizational unit. Change view on Dragon Copilot settings page
  4. When you've finished updating settings, select Save changes.

To reset back to the default settings, select Reset to default.

Inheritance and locking

The Source column shows you where each setting comes from; either the current user/organizational unit or one of its parent units.

Organizational units inherit their settings from their parent units. This means when you change a setting for a higher-level unit the change cascades down to lower-level units.

Individual users get their settings from the units they're assigned to, either directly or via their groups.

By default, when you configure a setting directly for a unit or a user, it stops inheriting the setting from its parent groups. You can override this at the parent level using the lock toggle switch: lock toggle switch

When you lock a setting for a higher-level unit, it overwrites the setting for all child units and their users. The setting is no longer configurable for child units and users.

How Dragon admin center resolves conflicting settings

Each organizational unit can be configured with different settings. A user can be assigned to multiple organizational units, directly and via groups, and this means that the user's settings from their assignments can potentially conflict with one another.

Diagram of an example user's organizational unit assignments in an example Dragon admin center environment, to illustrate how Dragon admin center resolves conflicting settings

In this example, the user is directly assigned to Region 1, Department 1, and Department 2. The user is indirectly assigned to Department 3 via membership of 'Test group'. The user's Dragon Copilot configuration is based on settings defined for Test, Region 1/2/3, and Department 1/2/3. If some of those settings from different organizational units contradict each other, Dragon admin center resolves the conflict as follows:

  • Dragon admin center prioritizes settings from organizational units lower in the hierarchy. Department 1, Department 2 and Department 3 have priority over Region 1.

  • When organizational units are at the same level, direct assignments have priority over indirect assignments via group membership. The user is directly assigned to Department 1 and Department 2, and indirectly assigned to Department 3, so Department 1 and Department 2 have priority over Department 3.

  • If organizational units are still tied, we use alphanumeric order. Department 1 has priority over Department 2.

  • Settings applied to the user account have priority over settings applied to organizational units.

List of settings

Core settings

These settings only apply to the Dragon Copilot app.

Setting Description
Timeline Displays the Timeline tab.

Embedded settings

These settings only apply to Dragon Copilot for Epic Rover.

Setting Description
Auto-start recording Recording starts automatically when users start Dragon Copilot.
MRN code The code that the integrating EHR uses to define the MRN in the list of patient identifiers. Only populate this value at the root level of your organization.
Display survey Displays the survey notification to users 30 days after their first Dragon Copilot session. Additionally, the survey is available in the Resources section of the app.
Survey URL The URL of the survey provided by your Microsoft representative. This value must not be empty and must be in a valid URL format (for example, https://example.com/survey).

Generative AI settings

These settings only apply to the Dragon Copilot app.

Setting Description
Generative AI Enables AI capabilities and style features. This switch enables or disables all the other settings in this section.
Freeform text (NLI) Enables a freeform text field at the bottom of the session workspace.
Create intent Enables the create intent, which helps users create a wide range of content including letters, patient instructions, work or school notes, after visit summaries, and more.
Enable Information Assist Enables Information Assist, which gives access to vetted and verified medical knowledge sources.
Information Assist user setting Enables the user to switch Information Assist on or off in the Extensions settings.
Information Assist sources Displays the information sources the user enables in their Information Assist settings.

Information Assist settings

Setting Description
Multi-intent prompts Enables users to create Information Assist prompts that have multiple intents.

Notifications settings

These settings only apply to the Dragon Copilot app.

Setting Description
Replay tour Enables the onboarding tour in the first run experience. When the user has completed the first teaching popover, this setting is turned off.
Setup complete Enables the first run experience. When the user completes the first run experience, this setting is turned off.
Verify EHR user linking Securely links Dragon Copilot user accounts with the corresponding EHR user accounts. When users sign in to their EHR account, their identity is verified in Dragon Copilot and their session list is loaded in Dragon Copilot.
Stand-by timeout (minutes) Sets the number of minutes before Dragon Copilot enters stand-by mode due to inactivity.
Session timeout (minutes) Sets the number of minutes before a Dragon Copilot session times out due to inactivity.
Session timeout warning (minutes) Sets the number of minutes to display a warning before the session times out due to inactivity.

User preferences settings

These settings only apply to the Dragon Copilot app. They can only be configured at the user level.

Setting Description
Theme (web) The display theme set by the user for the Dragon Copilot web app: Light has a bright background; Dark has a darker, low-light-friendly look.
Theme (desktop) The display theme set by the user for the Dragon Copilot desktop app: Light has a bright background; Dark has a darker, low-light-friendly look.
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