Clinical Documentation Copilot
Doc copilot: note refinement, ICD/CPT code lift, chart summary, and grounded chart Q&A with citations.
verticomply.com/templates/ai-clinical-doc-copilot
Overview
Clinical Documentation Copilot is a free, HIPAA-compliant healthcare AI template that helps clinicians refine an existing note, lift ICD-10 and CPT (E&M) codes, summarize the chart, and ask the chart grounded questions with cited answers. Note refinement runs against AWS Bedrock, Anthropic Claude, or Azure OpenAI under a signed BAA when configured, with an honest rule-based tidy otherwise. Code lift and chart Q&A retrieval are rule-based — answers only come from retrieved chart lines and cite them, declining when nothing matches the question. The template ships a three-role RBAC console (clinician, coder, admin), FHIR-shaped EHR export, analytics on grounded-answer rate, an immutable audit log, and SOC 2 plus WCAG 2.2 AA scaffolding. The clinician finalizes every note — drafts are not the record until signed. Customize inside VertiComply, generate the full React + FastAPI + Postgres stack, then export to GitHub. No platform lock-in.
5
Features
12
Pages
~55m
Build time
4
Compliance
Features · 5
Note refinement
Code lift
Chart summary
Citation grounding
EHR export
Admin / staff portal
Ships with a built-in staff console alongside the patient-facing app. Your team gets a real-time operations view, verification controls, reminders, one-click actions, and a full audit trail — accessible at the standard /admin route, gated behind admin role-based access.
RBAC-gated
Audit trail
Multi-user
HIPAA-aware
Every page · 12
Legal
Console
Console sign in
/staff/login
RBAC staff sign-in (3 roles)
Notes
/app
Encounter notes by status
Note workspace
/app/note/n2
Refine + code lift + chart Q&A + finalize
Patients
/app/patients
Charts + facts
Patient detail
/app/patient/p1
Chart facts, summary, grounded Q&A
Analytics
/app/analytics
Notes by status, grounded count
Audit log
/app/audit
Immutable audit (admin)
Compliance · 4
HIPAA
BAA
SOC 2
WCAG 2.2 AA
Always included
Secure authentication & sessions
Role-based access control
Immutable audit trail
Seeded, realistic demo data
Responsive, WCAG 2.2 AA-minded UI
Editable branding, colours & copy
AI in Healthcare
Doc copilot: note refinement, ICD/CPT code lift, chart summary, and grounded chart Q&A with citations.
12
Pages
55m
Build time
Compliance
Integrations