✦ Clinical Documentation & Coding Intelligence

Claims Paid Right the First Time

Medical Copilot keeps documentation, diagnoses, and service codes aligned at every step, so claims go out fully supported the first time. The result is protected revenue, fewer denials, and a clear audit trail your team can stand behind.

HIPAA Compliant Go live in one day No workflow disruption

Runs Inside Your EHR

Physicians launch Medical Copilot directly from the Progress Note. Encounter context is read automatically, and confirmed documentation, diagnoses, and codes are written back to the chart.

Live today
athenahealth
Coming soon

Read our announcement: Medical Copilot is live inside eClinicalWorks. eClinicalWorks® is a registered trademark of eClinicalWorks, LLC. athenahealth® is a registered trademark of athenahealth, Inc.

From Clinical Context to Claim-Ready Documentation

A guided CDI-to-coding workflow: Medical Copilot reviews encounter context, asks clarification queries when evidence is incomplete, writes only approved documentation, and then supports suggested ICD diagnosis, CPT/HCPCS services coding, and claim-ready review.

Medical Copilot · CDI & RCM Agent Workbench
Reviewer controlled
Step 1 · Chart Context

Start with the encounter evidence already in the EHR.

Medical Copilot reviews structured and free-text documentation before recommending any action. The workflow begins with clinical context, orders, services, and key findings.

Encounter noteOrdersServicesClinical findings
EHR Free Text

Established patient with known heart failure returns with three days of worsening dyspnea on exertion, orthopnea, and 3 kg weight gain. Exam notes bibasilar crackles and trace pedal edema. A prior echocardiogram on file shows reduced ejection fraction (EF 30%). Assessment: CHF. Increase diuretic; repeat echocardiogram, chest X-ray, and BNP ordered.

ComplaintWorsening dyspnea
ServicesChest X-ray · Echo · BNP
StatusDocumentation under review

Four Connected Agents, One Documentation-to-Coding Workflow

Each capability preserves reviewer control while moving evidence from documentation to diagnosis, services coding, and claim-ready handoff.

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Suggested Diagnosis Agent

Turns accepted CDI responses into suggested ICD diagnosis outcomes with rationale, source evidence, and reviewer status.

  • ICD-10 diagnosis suggestions
  • Accepted-query derivation
  • Source-linked rationale
  • Reviewer-ready handoff
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Services Coding Agent

Reads encounter narrative, orders, and service descriptions to suggest reviewable CPT/HCPCS service codes with source support.

  • CPT/HCPCS suggestions
  • Service text extraction
  • Diagnosis-service alignment
  • Coder review status
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CDI Query Agent

Detects documentation gaps and prepares controlled clarification queries before unsupported diagnoses or coding changes are made.

  • CDI gap detection
  • Controlled query options
  • Approved note updates
  • Audit trail generation
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Ambient Documentation Agent

Transforms conversations and encounter context into structured clinical notes that feed CDI and coding review.

  • Real-time voice capture
  • SOAP context generation
  • Key finding extraction
  • Documentation-ready evidence

Six Steps From Clinical Note to Claim-Ready Handoff

Reviewer-controlled support from ambient encounter evidence through CDI clarification, suggested diagnosis, services coding, and final review.

1

Capture Context

Reads ambient notes, encounter summaries, orders, services, and clinical findings.

2

CDI Clarification

Detects missing support and asks one controlled query so reviewers confirm what is clinically supportable.

3

Suggest Diagnosis

Converts accepted CDI responses into suggested ICD diagnosis outcomes with source rationale.

4

Suggest Service Codes

Suggests reviewable CPT/HCPCS service codes from orders and service descriptions.

5

Suggest E/M Level

Suggests a supported evaluation and management level with the medical-decision-making drivers behind it.

6

Handoff Claim-Ready

Packages documentation, CDI query trail, coding rationale, and reviewer decisions for billing and audit review.

Built for Enterprise-Grade Healthcare Operations

The infrastructure your revenue cycle team can trust at scale.

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Payer-Specific Logic

Custom rules per payer, updated continuously to match changing policies and coverage guidelines.

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Real-Time & Bulk Processing

Handles single encounters instantly and massive batch claim runs efficiently — no bottlenecks.

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HIS / RCM API Integration

Live inside eClinicalWorks today — eCW practices can go live in one day. Connects to other EHR and RCM systems via API, with athenahealth coming soon.

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Custom Coding Guidelines

Create, edit, and publish your own payer and protocol rules so the AI always reflects your clinical context.

6-step
Documentation-to-coding workflow from note to handoff
Reviewer
In control at every step, with a full audit trail
HIPAA
Fully compliant & secure

Common Questions

What is Medical Copilot?
Medical Copilot is a Clinical Documentation & Coding Intelligence platform by Optimize AI. It moves an encounter from clinical note to claim-ready handoff in one reviewer-controlled workflow: it reads chart context, raises a compliant CDI clarification query when documentation is incomplete, suggests the diagnosis and service codes with source evidence, and assembles a claim-ready package with a full audit trail.
Does Medical Copilot replace medical coders?
No. Medical Copilot asks, suggests, and assembles, while coders and clinicians confirm every decision. Nothing clinical is finalized automatically, and every recommendation carries its source text and rationale.
Does Medical Copilot work outside the United States, including the GCC?
Yes. Medical Copilot serves providers and RCM companies in both the United States and the GCC (Saudi Arabia, UAE, Qatar, Kuwait, Bahrain, and Oman). For US encounters it supports E/M leveling and CMS-HCC risk adjustment; for GCC markets that do not use E/M or HCC, it focuses on documentation specificity, payer rules, and reducing insurance claim rejections and resubmissions.
What coding standards does it support?
ICD-10-CM, CPT, and HCPCS coding, plus CMS-HCC V28 risk adjustment, NCCI and MUE edits, and medical-necessity checks for the US market. It adapts to regional code sets and payer requirements in other markets.
How does it reduce claim denials and rejections?
It catches documentation gaps and coding mismatches before submission. By specifying diagnoses, aligning services to the supporting diagnosis, and running medical-necessity checks up front, it helps claims go out clean the first time instead of cycling through denials and resubmissions.
Does Medical Copilot integrate with eClinicalWorks?
Yes. Medical Copilot is live inside eClinicalWorks today. Physicians launch it directly from the Progress Note without leaving the chart, it reads the encounter context already in the EHR, and confirmed query responses, diagnoses, and codes are written back to the chart. Encounters can also flow in through a backend worklist for coding teams. Integration with athenahealth is coming soon.
Is Medical Copilot HIPAA compliant?
Yes. Medical Copilot is HIPAA compliant, with data encryption, access controls, and a complete decision audit trail for compliance and appeal readiness.

Ready to protect your income and ensure precise clinical documentation and coding?

Start with a focused Clinical Documentation & Coding Intelligence pilot using sample encounters, reviewer workflows, and claim-ready handoff outputs.

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or contact us with any questions