CopilotMD – Feature & Functionality Overview

One platform. Two sides. Infinite intelligence.

Patient-Side Functionality

AI Health Thread

Ongoing, chat-style conversation with memory — patients can speak freely, explain symptoms, ask questions, and track everything.

Condition Timeline

Visual map of symptom evolution, medication start/stops, tests, flare-ups, and major health events.

Smart Intake Assistant

Deep pre-visit questionnaire using natural dialogue — more flexible and thorough than paper forms.

Uploads Hub

Supports images, lab PDFs, DICOM scans, wearables CSVs — structured automatically.

More Patient Features

Medication & Supplement Scheduler

Patients can log meds/supps with dosage, timing, and goals — tied to symptoms and AI reminders.

Voice Interaction Mode

Conversational voice interface (text-to-speech + speech-to-text), expanding to video avatars.

Model Selection

Choose between models like GPT-4o, Claude, and others — tuned for tone, empathy, or logic.

Natural / Holistic Mode

Track herbs, alternative treatments, lifestyle shifts.

Lab Ordering Integration

Direct links to run basic bloodwork, hormone panels, gut tests, and genetic kits via partners.

Wearable Sync

Pulls live data from Apple Watch, Oura, Whoop, CGMs, etc.

Patient Therapy & Prescription Access

Therapy Layer

Choose AI therapist mode (CBT) or book a live one via referral — all connected to thread.

Online Prescription Access

Through third-party services, patients can request prescriptions based on AI-generated summaries.

Provider-Side Functionality

CareBriefâ„¢ Report Generator

1–2 page summary of patient case in SOAP or problem-oriented format. Includes symptoms, timeline, meds, uploads, test summaries, and goals.

QR Access to Dynamic Report

Doctors scan QR to access full thread, timeline, images, and uploads.

Voice Feedback Loop

Doctors can dictate comments — AI updates patient thread and learns.

Provider Dashboard

View incoming CareBriefs, patient history, flagged trends, and feedback analytics.

Provider Practice Management

Dual Intake Modes

AI intake (conversation-style) and Form intake (structured, short-form).

Practice or Patient Billing Option

Clinics can pay monthly per provider, or patients can unlock CopilotMD Pro access at discounted personal rate.

Referral Integration

Refers to specialists, NDs, therapists, and telehealth — monetized by affiliate/referral splits.

Read-Only Patient Access

Doctors can passively monitor thread history for ongoing patients.

Future Provider Features

EHR Integration (Future)

Push CareBrief summaries into EHRs via FHIR or HL7-compatible format.

Multi-Patient View (Clinics)

Manage families or patient panels with dashboard filtering and care alerts.

Monetization Streams

Partner API Licensing

Offer white-labeled backend to hospitals, startups, or insurers.

Referral Commissions

For labs, telehealth, therapists, and prescription services.

Provider SaaS Plan

Clinics/Facilities pay monthly per provider (flat rate) or per-use.

Monthly Subscriptions

$9 or $19/month tiers for patients, plus optional Family Plans.

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