How Report Copilot works
1. Notes and scores
You write session notes under a client reference. You enter questionnaire scores (PHQ-9, GAD-7, WHO-5) yourself or send the client a link. Nothing here asks for a name.
2. A draft under the required headings
For a treatment plan, a plan review, a continued-care letter or a record-request pack, the draft follows the headings that document type requires.
- Client and code fields are filled from the case file. ICD-10-CM and CPT codes appear only as fields you type. No text is generated for them.
- Presenting concerns and progress to date are restated from your notes. Each sentence carries its source.
- Your assessment, your goals and the sessions you request are printed exactly as you wrote them.
3. Checks before anything leaves
- A sentence without a source is flagged and blocks signing until you fix it.
- The completeness check lists what is missing or does not match in your notes: a date, a time, a code and duration that disagree, a missing signature, a plan that is not in force, a goal reference that leads nowhere. It never says what to write.
- The software removes any statement it was not asked for: an assessment, a prediction, a recommendation, a medication or a score band.
- You review every section, then sign. A treatment plan needs a review date. A continued-care letter needs the client's consent recorded.
4. Tracking sessions and renewals
Record the health plan, authorization number, authorized sessions and validity. When 75 percent of the authorized sessions are used, you get a neutral reminder to request more. The reminder email never contains a client name or an authorization number.
5. De-identification in the pilot
The free pilot is for de-identified or fictional data only. Client identity is masked on your device before anything leaves it. The server refuses text that still looks like a recognizable identifier, following the HIPAA Safe Harbor list of 18 identifiers. We do not claim HIPAA compliance. The pilot takes no protected health information, so no Business Associate Agreement is needed. Before we accept real client data we will offer one. The service is hosted in Germany during the free pilot.
6. Export
Export as PDF or Word. The document is clean text with your reference and signature block. An optional source index lists where each sentence came from, for your own records.
The software does not name a condition, recommend treatment, decide medical necessity, assess risk or predict what a health plan will do. You review, edit, approve and sign every document before export. Documents leave the system only after your sign-off.