HIPAA Revenue Copilot Dashboard

Clinical revenue workflow

Clean notes, faster codes, stronger billing confidence.

A professional workspace for clinics to capture encounters, review clinical notes, map CPT guidance, and move revenue work forward with a clearer audit trail.

Open dashboard Built for clinic teams, billing review, and provider workflows.
HIPAA-aware workflow Encounter documentation Billing-ready review
Clinician reviewing clinical revenue workflow on a tablet
Revenue Review Notes, codes, billing.

Keep clinical context, evidence, and billing decisions together before sending work downstream.

01 Capture the encounter

Start with patient context, consent, transcript notes, and clinical details in one focused workspace.

02 Review coding guidance

Surface CPT and documentation prompts with supporting evidence before a billing handoff.

03 Finalize with confidence

Move approved notes and codes into a cleaner review flow for clinic and revenue teams.

Operational clarity

Designed for the way clinical and billing teams actually work.

Role-based workflow Keep provider, billing, and admin tasks organized without adding noise to the dashboard.
Evidence-led reviews Use transcript evidence, note versions, and coding context to support cleaner decisions.
Professional clinical interface A polished landing page introduces the tool while the dashboard stays exactly where your team expects it.
Live Encounter Default Clinic Revenue Copilot
Not signed in
Patient Snapshot
First Name
Last Name
DOB
Patient ID
Insurance
-
Enter either Patient ID, or First Name + Last Name + DOB, then click Pull from charts.
Revenue Estimate
Current Estimated Revenue
$0.00
Potential Estimated Revenue
$0.00
Encounter Setup
HIPAA-FIRST | DOCTOR-ONLY WORKSPACE | Recording retention: 60 days
Recording
Idle
Doctor SOAP Notes
Auto-save On
SOAP notes save continuously and merge into final note workflow automatically.

Live assistant activity appears here during appointment

ICT Codes (Manual)
Doctor can manually add ICT codes when needed.
No ICT codes added.
Assistant Suggestions
0 codes

Assistant code suggestions surface as encounter progresses

Suggested Codes
0 items
Code
Description
Amount
Status

No codes logged yet

Patient Directory

Add / Edit Patient

Ready
Clinic-scoped records: this list only affects patients for your current clinic login.

Patients

Patient DOB Last Visit Action
No patients loaded yet.
Background Notes Queue
No queued appointments
Appointment Patient Notes EHR Action
No queued appointments yet.
Billing Queue (Finalized Only)
No finalized notes
High-level queue only. Click Open to launch the full billing detail window with finalized notes, ICD-10, CPT, transcript, and audio playback.
Appointment Patient Insurance Plan Appointment Time Expected Revenue Open
No finalized notes available.
Appointment History
No encounters yet
Encounter Patient Date Final CPT Revenue Transcript
No completed encounters to show.

Encounter Data

Select an encounter to load transcript, recordings, notes, and codes.
No encounter selected.

Encounter Audit Trail

Select an encounter to load doctor activity.
No encounter selected.
Revenue Reports
Not generated yet
Total Encounters
0
Consented Encounters
0
Total Projected Revenue
$0.00
Total Earned Now
$0.00
Avg Projected / Encounter
$0.00

Daily / Weekly / Monthly Revenue Trend

No trend data yet.

By Insurance Plan

Plan Encounters Projected Earned
No data.

Payer Performance by Visit Type

Type Encounters Projected Earned
No data.

CPT Code Frequency

Code Description Frequency Projected
No CPT usage data.

Missed Opportunity Analysis

Potential Code Component Count
No missed opportunity records.
Settings
System and user configuration

General Practice Settings

Not saved yet

Integrations + Quick Access

Loading integration snapshot...

2FA Security

Loading 2FA status...
Not saved yet
Authenticator App Setup
Generate a QR code, scan in an authenticator app, then verify.
CPT Codebook
Loading codebook...
Sheet columns: code, description, medicareRate
Code Description Rate
Codebook is loading...
Manage plans by insurance provider. Choose a provider to view plans under that provider.
Select + Add New Provider to create a custom provider.
Configured Plans
Insurance Provider Plan Name Plan ID Multiplier Action
No plans configured.
Super Admin
User directory idle

Create Clinic

Clinics

Open a clinic to manage users in a dedicated interface.
Clinic State Portal Link Users Updated Action
No clinics loaded yet.
Preferences
Local preferences are active
Not saved yet
HIPAA Settings
Compliance and integration status

Consent Templates + Retention Policy

Templates
No templates loaded

Role-based Access + PHI Masking

Use comma-separated permissions for each role.

Audit Log Viewer (Admin)

Time Event Actor Details
No audit records loaded.

Compliance + Integration Snapshot

Loading HIPAA snapshot...

Verbal Consent Required

Confirm the patient verbally agreed to AI transcription and audio recording before starting this appointment.

Secure Sign In

Login with password. If 2FA is enabled in Settings, verification is required.

Edit Selected User

Hold Ctrl/Cmd to select multiple states.

Clinic Workspace

New user created here will be assigned to this clinic.
Clinic Users + Assigned Links
User Role State Portal Link Updated Action
Open a clinic to see users.

Clinic Settings

Change Username