Onboarding (Including Integration) Overview

Microsoft Dragon Copilot is an agentic solution for Healthcare clinicians and frontline staff, delivered as a SaaS capability on Microsoft 365. This version is coupled with our IA Connect Healthcare Integration approach, enabling secure, workflow‑aligned automation across clinical documentation and downstream systems. Our services support NHS organisations with enterprise licensing, configuration, adoption and integration to enable safe and effective use of Dragon Copilot.

We work collaboratively with clinical, digital and technical teams to plan, implement, integrate and embed the solution in line with local workflows, governance and operational needs. The following onboarding and integration services are provided:

1. Technical Implementation Support

Enterprise deployment and configuration of Dragon Copilot and integration components:

• Cloud readiness: Trust‑aligned tenancy and baseline configuration.
• Connectivity & access: Network, VDI, identity and role‑based access setup.
• Security alignment: Logging, audit and monitoring to Trust standards.
• Integration enablement: Technical readiness for IA Connect automation services.

2. Clinical Service, Environment & Integration Assessment

Joint assessment to de‑risk adoption and integration:

• Workflow mapping: Clinical pathways, documentation patterns and EPR touchpoints.
• Integration requirements: Defined end‑to‑end workflows for Dragon and EPR interaction.
• Environmental readiness: Clinical room, acoustic and endpoint considerations.
• Rollout planning: Phased deployment across services and sites.

3. Adoption, Training & Change Management

Enablement to support confident and consistent use:

• User training: Dragon Copilot functionality and integrated workflow model.
• Integration awareness: Guidance on additional steps or dependencies introduced by automation.
• Go‑live support: Hypercare, triage and early optimisation.

4. Implementation, Configuration & Managed Services

Ongoing operational support:

• Configuration management: Environment, features and integration settings.
• Template optimisation: Note styles, prompts and terminology aligned to practice.
• Monitoring & reporting: Adoption, performance and optimisation.

5. Dragon Copilot ↔ EPR Integration Services

Secure automation and data exchange where native integration is unavailable.

• Integration readiness: Pathway mapping, identity, audit and VDI validation.
• IA Connect deployment: Orchestrator and workers in the Trust Azure tenant.
• Remote EPR automation: Secure, agentless automation across Citrix, RDP and AVD.
• Bi‑directional workflows:

  • Dragon → EPR: Automated placement of clinical summaries.
  • EPR → Dragon: Context synchronisation to reduce manual steps.

• Security & compliance: Least privilege, encryption and audit trails.
• Test, go‑live & optimise: Validation, hypercare and ongoing tuning.