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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
CareBrief™ 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.