Do you use Customizable Templates in Dragon Copilot or DAX Copilot to speed up documentation? Share your best ones so others can benefit!
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ReportHPI | Cardiology)✅ No PHI—use placeholders only.
✅ Tag your post with #DragonCopilot or #DAXCopilot plus your section and specialty.
[Do not list diagnoses with numbers. For each diagnosis summarized list each diagnosis as a sentence starting with "The plan for". Under each diagnosis list the discussed action items as bullet points.]
Your output will look some like this: (There are many ways to customize this and format it etc.)
Your structured diagnoses.
Then followed by the narrative plan derived from DAX via your patient conversations and medical/technical monologues
Acute Systolic CHF (I50.21)
Insulin dependent DM with nephropathy (E10.22)
The plan for CHF is
-meds
-echo
The plan for DM is
-increase insulin
-daily walking
-repeat A1C in 90 days
Another option is simply to list all the new plans like this:
In the world of AI, it will be increasingly important to learn some basics for generative AI prompting. Prompting will allow you to get the output to be just what you would like it to be.
Here's a link to a document with some great information about the basics of customizable template build.
DAX_Copilot_cust_template_guidelines (1).pdf
A few minutes in this document and you will be off to the races in your customizable template/prompting journey!
I'll paste a little snippet from the document below.
Happy to assist in any way!
Brian
For Physical Exam you can use the following template and edit parts to make it your own. We are also using a feature called "Transcript Awareness" for this customizable template to get it access to the transcript of the conversation. It will replace the sections that you verbalize but retain the default text as well.
{transcript only}
General Appearance: [List findings] {If stated to be normal, put "Well developed and well nourished in no acute distress. Ambulating without difficulty." Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Vital Signs: [List findings] {If Vital Signs are not mentioned delete this row and subheading}
HEENT: [List findings] {If stated to be normal, put "Normocephalic atraumatic. Pupils reactive, extraocular muscle intact, conjunctivae pink, sclerae noncitric. Ears no acute abnormality. Throat and oral mucosa no acute abnormality." Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Neck: [List findings] {If stated to be normal, put "Supple, no lymphadenopathy, no masses, trachea no abnormality." Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Breasts: [List findings] {If not mentioned delete this section}
Respiratory: [List findings] {If stated normal, put "Breathing comfortable with no increased work of breathing. Chest clear to auscultation with no wheezes, rales, or rhonchi.” Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Cardiovascular: [List findings] {If stated to be normal, put "Regular rate and rhythm, no murmurs." Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Abdomen: [List findings] {If stated to be normal, put “Normal bowel sounds. No masses, organomegaly or tenderness to palpation.” Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Genitourinary: [List findings] {If not mentioned delete this section}
Lymphatic: [List findings] {If not mentioned delete this section}
Musculoskeletal: [List findings] {If stated to be normal, put "No new or acute deformity." Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Extremities: [List findings] {If stated to be normal, put "No cyanosis, no edema, no acute abnormality.” Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Skin: [List findings] {If stated to be normal, put "Warm and dry, no rash.” Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Neurological: [List findings] {If stated to be normal, put “Alert & Oriented x 3, no cognitive impairment, no new focal deficits, cranial nerves II to XII intact.” Then append any noted exceptions and replace just that exception. If not mentioned delete this section}
Psychiatric: [List findings] {If not mentioned delete this section}
Other ob: [List findings] {If not mentioned delete this section}
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