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THE AI NOTES · PRACTICAL WORKFLOW

Create a reviewed visit-note draft

Use an approved documentation assistant to draft, then reconcile, an encounter note.

For doctors · Editorial guide · Sources checked October 22, 2026

These are workflow examples, not medical advice. Use organization-approved systems, required patient consent and appropriate privacy agreements. A clinician must review clinical output before it enters the record or reaches a patient.

Before you start

Approved recording workflow, required consent and clinician documentation template.

Explore: Microsoft Dragon Copilot ↗

Use the product for the supported part of this workflow. Example prompts are adaptable writing instructions, not a promise that every tool accepts text prompts or implements every step.

Follow the workflow

  1. STEP 1

    Confirm the organization has approved the tool, consent process and EHR workflow.

  2. STEP 2

    Capture an encounter through the approved system and generate a draft in the required format.

  3. STEP 3

    Reconcile the draft against the encounter; correct errors and sign only after clinician review.

Example prompt / brief

Replace bracketed text with non-sensitive, authorized information.

For a synthetic training transcript only: organize the provided facts into the specified note headings. Do not infer diagnoses, normal findings, medication doses or missing history. Mark gaps.

What you should have

A clinician-reviewed note with omissions and corrections resolved.

Review before using

Check negations, speakers, allergies, medicines, doses and follow-up. Never auto-sign.

Explore the source

Microsoft Dragon Copilot: official information ↗

This is an original workflow proposal, not a verified customer case study or a measured productivity claim. Check results on your own task.

What worked for you?

Share a tool, an improvement or a practical lesson. Do not include patient, student, client or account information.

Try another workflow

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