End-to-end workflow for Dragon Copilot (physicians)

This article describes the recommended order of operations in Dragon admin center. After completing the prerequisites, you're ready to conduct operations in Dragon admin center:

Prerequisites

• Access to a provisioned Microsoft 365 tenant.

  Note

  Each Microsoft 365 tenant can have only one instance of Dragon admin center.

• A Microsoft 365 Global Administrator who can grant permissions, create security groups, and review Dragon Copilot requirements.

• Purchase licenses. For more information, see: Licensing for physicians

• Create new or identify existing physician users and administrative users in Microsoft Entra.

• Assign and manage user roles and assign licenses.

For more information, see: Get started with Dragon admin center

1. Access Dragon admin center

In Microsoft 365 admin center, go to All admin centers > Microsoft Dragon.

2. Create a new environment

In the Management section of the navigation pane, select Environments.

An environment is a container where you can provision a Dragon Copilot instance and manage it in the context of your organization's settings, requirements, and target audiences across the business.

For more information, see: Environments

3. Manage roles

In the Management section of the navigation pane, select Roles.

Role-based access control (RBAC) in Dragon admin center helps you manage who can perform specific actions on specific capabilities and features. RBAC helps organizations apply the principles of least-privilege access, separate duties based on roles, and meet compliance needs.

Assign the Dragon Copilot (physicians) user role to every Dragon Copilot end user. You can assign roles to individual users or to Microsoft Entra security groups.

For more information, see: Role-based access control

4. Provision Dragon Copilot

Provisioning is the creation and configuration of a resource so that it's ready for use. You must have one or more licenses to provision Dragon Copilot in the environment that you created. Also, your environment can only have one instance of each Dragon Copilot capability.

For more information, see:

• Provision Dragon Copilot

• Licensing

5. Set up your organization hierarchy

In the Environment configuration section of the navigation pane, select Organization.

On the Organization page, you can configure an organization hierarchy and manage healthcare groups of users. The following tabs are available:

• Hierarchy: Create a hierarchy that reflects your business needs, whether that's the structure of your organization or how you want to manage your products and users.

• Healthcare groups (optional): Create healthcare groups of users that inherit product configurations when associated with organizational units.

For more information, see: Organization hierarchy

6. Deploy and manage AI apps and agents (optional)

Deploy and manage purpose-built AI apps and agents that align with your organization’s needs and clinical specialties.

You can get AI apps and agents from Microsoft Marketplace. Afterwards, deploy and configure them in Dragon admin center.

For more information, see: AI apps and agents (preview)

7. Add electronic health record (EHR) partners and users to your organization (optional)

In the Environment configuration section of the navigation pane, select Connector.

If you're working with Dragon Copilot embedded in an EHR, you need to add, configure, and manage your EHR instance in Dragon admin center. This step creates a link between your EHR instance and your Dragon Copilot embedded app. In this EHR instance, you can also add your EHR user IDs that allow you to configure the Dragon Copilot embedded app for users within that instance.

For more information, see: EHR management

8. Configure data export to Microsoft Fabric (optional)

In the Management section of the navigation pane, select Environments.

The Data export section enables you to automatically export different kinds of data to a Microsoft Fabric lakehouse. You can then perform data analysis on transcripts, audio and notes data from your users.

For more information, see: Export data to Microsoft Fabric

9. Review your Dragon Copilot solution

In the Dragon Copilot section of the navigation pane, select Physicians.

The Overview tab enables you to configure the Dragon Copilot capability (all modalities: embedded, web, desktop, and mobile) through settings in the context of the organization hierarchy for the instance of Dragon Copilot you provisioned.

For more information, see: Microsoft Dragon Copilot (physicians)

10. Configure Dragon Copilot settings

In the Dragon Copilot section of the navigation pane, select Physicians.

You can configure settings for Dragon Copilot and enable them by organizational unit, depending on the needs of your users in each organizational unit to customize different user experiences. You can enable, disable, and lock settings, and also reset settings.

For more information, see: Configure Dragon Copilot (physicians) settings

11. Manage Information Assist sources and tools (optional)

In the Environment configuration section of the navigation pane, select Information Assist.

Information Assist gives users access to vetted and verified information sources. Users can query these sources in Dragon Copilot to get answers based on credible clinical content.

Manage access to Information Assist sources and tools to ensure that users have access to the right information for their role and specialty.

For more information, see: Manage Information Assist

12. Manage the library (optional)

In the Environment configuration section of the navigation pane, select Library.

The Dragon admin center library is a tool for managing library items in your organization. Library items enable your users to streamline documentation, automate workflows, and personalize clinical content.

For more information, see: Library overview