DAX Copilot Implementation Playbook
Your complete guide to implementing DAX Copilot in your practice. From consultation to go-live in as little as 3.5 hours.
Fast Implementation
Go live in as little as 3.5 hours with our streamlined process
Proven Process
Tested methodology used by thousands of practices
Expert Support
Dedicated implementation team guides you every step
Implementation Process by Practice Size
Personal Use
Total implementation time: 3.5 hours
Solution consultation
Discuss the capabilities, pricing, and requirements
User training
Training on software usage
Workflow customization
Up to 3 additional meetings to customize and streamline workflows
Solo Practice
Total implementation time: 3.5 hours
Solution consultation
Discuss the capabilities, pricing, and requirements
User training
Training on software usage
Workflow customization
Up to 3 additional meetings to customize and streamline workflows
Small Clinic
Total implementation time: 3.5 hours
Solution consultation
Discuss the capabilities, pricing, and requirements
User training
Training on software usage
Workflow customization
Up to 3 additional meetings to customize and streamline workflows
Small Hospital
Total implementation time: 3.75 hours
Solution consultation
Discuss the capabilities, pricing, and requirements
Technical discussion
Meeting with IT for installation requirements
User training
Training on software usage
Workflow customization
Up to 3 additional meetings to customize and streamline workflows
Large Hospital
Total implementation time: 5.75 hours
Solution consultation
Discuss the capabilities, pricing, and requirements, trial stages and rollout plans
Technical discussion
Meeting with IT for installation requirements
Super-user training
Train-the-trainer meetings for in-house trainers
User training
Training on software usage
Workflow customization
Up to 3 additional meetings to customize and streamline workflows
Health Network
Total implementation time: 5.75 hours
Solution consultation
Discuss the capabilities, pricing, requirements, trial stages and rollout plan
Technical discussion
Meeting with IT for installation requirements
Super-user training
Train-the-trainer meetings for in-house trainers
User training
Training on software usage
Workflow customization
Up to 3 additional meetings to customize and streamline workflows
Typical Implementation Timeline
Week 1: Foundation
Week 2: Training
Week 3: Go-Live
Implementation Best Practices
Do's
- ✓ Start with a pilot group of enthusiastic providers
- ✓ Customize templates before go-live
- ✓ Schedule regular check-ins during first month
- ✓ Celebrate early wins and share success stories
- ✓ Use the train-the-trainer model for large practices
- ✓ Document your workflows and best practices
Don'ts
- ✗ Don't skip the training phase
- ✗ Don't roll out to everyone at once
- ✗ Don't ignore provider feedback
- ✗ Don't forget to test EHR integration thoroughly
- ✗ Don't underestimate change management needs
- ✗ Don't delay workflow customization
Ready to Get Started?
Our implementation team is ready to help you transform your documentation workflow