Copilot: Your Built-In AI Guide for EHR Support and Company Policies

We’ve added a new feature to our EHR: Copilot.

Copilot is an AI-powered chat assistant trained on our SOPs, EHR workflows, and company-wide policies to help you navigate your day more easily. Think of it as your built-in guide—ready to answer questions and walk you through step-by-step processes without ever leaving the screen you’re on.

You can ask detailed questions and get clear, practical answers in real time.

Here are a few examples of what you can ask:

• How much PTO do I accrue?
• What should I include in the presenting problem?
• How do I request new clients?
• I need to update my work hours—how do I do that?

Copilot is there to make finding answers faster, simpler, and a whole lot less frustrating. Be sure to hit the 👍👎 in the AI response to help produce better results down the road.