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Note
This checklist is for embedded implementations. For nonembedded implementations, see: Setup checklist - nonembedded.
Phase 1: Planning and license activation
The first phase of setup is the approval process and license assignment. Complete this phase before first use of Dragon Copilot.
Important
Complete the following tasks after license activation. If you're activating a trial license, contact the Microsoft clinical application specialist/AE on your project team to get a trial license.
Use this checklist as a guideline for planning milestones. If you need a hard copy of this checklist, save the page as a PDF (bottom left of this page) and print.
| Task | Responsible role | Complete? |
|---|---|---|
| Identify Global Admin and AI admin/Dragon admin center admin roles. | - Network admin - Microsoft Entra ID admin |
|
| Identify roles and responsibilities for Epic Sherlock lists tasks. | - Customer project manager | |
| Create patient consent and data retention documents. | - Application analyst | |
| Confirm patient consent process is finalized and reviewed by compliance before end-user go-live. | - Application analyst | |
| Confirm end users have compatible iOS/Android devices. | - Application analyst | |
| Review Dragon admin center documentation. | - AI Admin - Dragon administrator |
|
| Activate licenses in Microsoft Entra. | - Global admin | |
| Assign licenses and user role assignments to admins in Microsoft Entra. | - Network admin - Microsoft Entra ID admin |
|
| Assign licenses to users within organization in Microsoft Entra. | - Network admin - Microsoft Entra ID admin |
For more information on activating your license, see Licenses for Dragon Copilot (physicians).
Phase 2a: Configure your test environment
Configure your environments in Dragon admin center. Follow this checklist to ensure you configure your test environment properly.
| Task | Responsible role | Complete? |
|---|---|---|
| Create a new environment in Dragon admin center | - AI Admin - Dragon administrator |
|
| Provide your Microsoft implementation engineer with your environment ID. | - AI Admin - Dragon administrator |
|
| Provision Dragon Copilot in Dragon admin center | - AI Admin - Dragon administrator |
|
| Define your organizational hierarchy | - AI Admin - Dragon administrator |
|
| Create healthcare groups (optional, but recommended) | - AI Admin - Dragon administrator |
|
| Configure your Dragon Copilot solution in Dragon admin center | - AI Admin - Dragon administrator |
|
| Create an EHR instance in Dragon admin center | - AI Admin - Dragon administrator |
|
| Associate user EHR IDs with your EHR for a test user | - AI Admin - Dragon administrator |
|
| Complete your networking allow list. | - AI Admin - Dragon administrator |
Phase 2b: Epic configuration test
It's important to follow perform these tasks in order.
| Task | Responsible role | Complete? |
|---|---|---|
| 1. Follow the steps documented in the Sherlock checklist. | - Customer ambulatory analyst - Systems analyst |
|
| 2. Create a user for backend Auth0 2.0 services. | - Customer ambulatory analyst - Systems analyst |
|
| 3. Provide the backend Auth0 user ID to your Microsoft implementation engineer. | - Customer ambulatory analyst - Systems analyst |
|
| 4. Provide the Client ID and secret code to configure EOA and LPR records. | - Microsoft engineer | |
| 5. Perform interconnect setup (external server EOA records and LPR records). | - AI admin - Dragon administrator |
|
| 6. Create Auth0 credentials and email to customer. | - Microsoft engineer | |
| 7. Create user accounts in Dragon admin center, if not already completed. | - AI Admin - Dragon administrator |
Phase 3: Configuration testing
Use a test account to test your configuration.
| Task | Responsible role | Complete? |
|---|---|---|
| 1. Provision your test account in Dragon admin center. | - Customer ambulatory analyst - Systems analyst |
|
| 2. Confirm the test iOS device has latest Haiku version installed and Dragon Copilot is available. | - Customer ambulatory analyst - Systems analyst |
|
| 3. Complete functional testing. | - Customer ambulatory analyst - Systems analyst |
|
| 4. Complete user acceptance testing. | - Physician champion - Customer ambulatory analyst - Systems analyst |
Phase 4a: Configure your production environment
Configure your production environment, add users to Dragon admin center, and link user accounts to the corresponding EHR ID. Complete this phase before use.
| Task | Responsible role | Complete? |
|---|---|---|
| Create a new production environment in Dragon admin center. | - AI Admin - Dragon administrator |
|
| Provide your Microsoft implementation engineer with your environment IDs. | - AI Admin - Dragon administrator |
|
| Provision Dragon Copilot in Dragon admin center. | - AI Admin - Dragon administrator |
|
| Define your organizational hierarchy. | - AI Admin - Dragon administrator |
|
| Create healthcare groups (optional, but recommended). | - AI Admin - Dragon administrator |
|
| Configure your Dragon Copilot solution in Dragon admin center. | - AI Admin - Dragon administrator |
|
| Create an EHR instance in Dragon admin center. | - AI Admin - Dragon administrator |
|
| Associate user EHR IDs with your EHR for at least one test user. | - AI Admin - Dragon administrator |
|
| Complete your networking allow list. | - AI Admin - Dragon administrator |
Phase 4b: Epic environment production configuration
It's important to follow perform these tasks in order.
| Task | Responsible role | Complete? |
|---|---|---|
| 1. Follow the steps documented in the Sherlock checklist. | - Customer ambulatory analyst - Systems analyst |
|
| 2. Create users for backend Auth0 2.0 services. | - Customer ambulatory analyst or Systems analyst | |
| Provide the backend Auth0 user ID to your Microsoft implementation engineer. | - Customer ambulatory analyst or Systems analyst | |
| 3. Provide the client ID and secret code to configure EOA and LPR records. | - Microsoft engineer | |
| 4. Perform interconnect setup (external server EOA records/LPR records). | - AI admin - Dragon administrator |
|
| 5. Create Auth0 credentials and email to customer. | - Microsoft engineer | |
| 6. Confirm all users are configured with an EHR ID in the environment section. | - AI Admin - Dragon administrator |
Phase 5: Validate production configuration
Confirm your user accounts and complete functional testing. The product is available and ready for your users when you complete these steps.
| Task | Responsible role | Complete? |
|---|---|---|
| 1. Confirm all user accounts in Dragon admin center are associated with an EHR ID. | - Customer ambulatory analyst - Systems analyst |
|
| 2. Confirm your test iOS device has latest Haiku version installed and Dragon Copilot is available. | - Customer ambulatory analyst - Systems analyst |
|
| 3. Complete functional testing | - Customer ambulatory analyst - Systems analyst |
Phase 6: Realize value
The following links help your users get started and learn how to use the features and functions in Dragon Copilot.
| Task | Responsible role | Complete? |
|---|---|---|
| Welcome to Dragon Copilot | - Clinical informatics team - Clinicians |
|
| Get started with Dragon Copilot | - Clinical informatics team - Clinicians |
|
| Personalize your notes | - Clinical informatics team - Clinicians |
|
| Boost your skills | - Clinical informatics team - Clinicians |
|
| Dragon Copilot learning library | - Clinical informatics team - Clinicians |
Phase 7: Manage and optimize
Use these tools to help end users get help and optimize their Dragon Copilot usage and adoption.
User support: Virtual drop-in support and 1:1 remote training are available via the in-app Resources panel. Select the
icon and open Resources. You can join a drop-in support session or schedule remote training.Technical support: Available through the Microsoft support portal. Need self-help support? See: Admin quick reference guide.
Provide feedback: Encourage your users to provide feedback on their experience with Dragon Copilot. Select the Help icon
to open Resources. Users can access the Feedback icon 
to submit their feedback and help improve their experience.
- Analytics: You can also track and report your users' activity.