Recommended for established practices
Keep your existing EHR
Your current EHR remains the system of record while Practice Copilot supports documentation and front-office workflows.
See it with my EHRPractice Copilot · For independent clinics
Add an AI copilot without replacing your EHR.
Your existing EHR remains the system of record while Practice Copilot handles documentation and front-office workflows. Starting a new practice? Patient Square EHR can be the record system from day one. Audio is never stored.
HIPAA compliant No audio stored SOC 2 in progress
Writing live Visit · live transcript
“…so the cough’s been about ten days now, worse at night, no fever. I’ve been taking the blue inhaler maybe four times a day.”
S
Subjective. 10-day cough, nocturnal worsening, afebrile. Using albuterol ~4×/day.
O
Objective. Mild expiratory wheeze on auscultation. Afebrile, RR 16, SpO₂ 98% RA.
A
Assessment. Likely mild persistent asthma exacerbation.
P
Plan. Start ICS; review inhaler technique; follow up 2 weeks.
J45.40 · Moderate persistent asthma R05.3 · Chronic cough
Rx draft: Fluticasone 110 mcg inhaler — 2 puffs BID — #1 inhaler, 1 refill (draft, pending sign-off)
Review & sign Edit
Record-system deployment
Choose how Practice Copilot fits
Keep your current EHR or start a new practice on Patient Square. Practice Copilot supports both paths.
Starting a new practice?
Start with Patient Square EHR
Use Patient Square as your system of record for patient charts, visits and practice workflows, with the copilot built in.
Plan my new practiceWhat you get back
Your evenings, returned.
Doctors carry roughly two hours of documentation for every hour with patients. Practice Copilot hands that time back — to the patient in front of you, and to the people waiting at home.
90%less charting
Be a doctor again, not a scribe. A live transcript runs as you speak, and the note is ready the moment the visit ends, not at home that night.
~2 hrsa day
Of documentation doctors carry for every hour with patients. You get it back, because the note is ready the moment the visit ends.
100%eye contact
No keyboard between you and the patient. You listen; the scribe writes.
Why clinicians switch
36 min
of EHR time for every 30-minute primary-care visit. The chart now outlasts the appointment it describes.
1 in 5
physicians spend eight-plus hours a week in the EHR after hours. Charting from the couch, signing from bed.
11.8%
of claims now bounce on first submission, and insufficient documentation is a leading reason. Thin notes cost real revenue.
Sources: AMA EHR-use and burnout studies (2023–24); Kodiak Solutions 2024 claims data. National averages.
Captured in the room. Reviewed and signed at the desk.
The ambient note your phone drafts during the visit lands on your desktop as a structured, source-grounded chart — vitals, codes, and a draft Rx, each with an AI confidence score you can check before you sign.
Patient Square — AI Copilot EHR
Note
Chief complaint: Cough × 10 days.
HPI: 34-year-old woman with a 10-day cough, worse at night and disrupting sleep. Using albuterol MDI ~4×/day with partial relief. No fever, chills, or hemoptysis. Known asthma.
Vitals: RR 16, SpO₂ 98% on room air, afebrile.
Lungs: Mild expiratory wheeze bilaterally; no crackles; good air movement.
Assessment & plan
1 · Moderate persistent asthma, exacerbation — J45.40 2 · Cough — R05.3
· Start budesonide-formoterol 160/4.5 mcg HFA, 2 puffs BID.
· Review inhaler technique; provide spacer.
· Continue albuterol PRN as reliever.
· Return in 2 weeks; sooner if SpO₂ drops.
Save draft Sign & close encounter
How it works
Three quiet steps. Nothing to type.
It runs in the background of an ordinary visit. You talk to your patient the way you always have.
01
Listen
Ambient and unobtrusive. It hears the conversation as it happens — no dictation, no commands, no pause to “start recording.”
02
Draft
A structured SOAP note takes shape from your live transcript, with ICD-10 suggestions and a prescription draft alongside it.
03
Review & sign
The note is ready when the visit is. Read it, adjust anything, sign. Then you go home — the work is already done.
Seven modules, one subscription
Record once. Everything else is drafted.
AI Medical Scribe
A live transcript as you speak; SOAP note, ICD-10 suggestions, and an Rx draft ready when the visit ends.
AI Receptionist
Every call answered, 24/7. Appointments booked, queries handled, no hold music.
eRx
Drug, dose, route, and frequency pre-filled from the conversation. Nothing sends without your signature.
AI Follow-ups
Automatic post-visit check-ins that catch problems before they become readmissions.
Reminders and results where patients actually reply.
Scheduling
Self-serve booking that fills gaps and quietly reshuffles the day when someone cancels.
AI Copilot EHR
A chart that writes itself — every visit, code, and script in one defensible record.
The note writes itself. You stay with the patient.
Try it in your clinic →Every specialty, one engine. A cardiology visit and a peds well-check don’t chart the same way, and the note follows suit: the section structure, the exam language, even how the problem list reads all shift to match.
Integrations
Lands in your EHR. Not another tab.
Sign a note and it leaves as a structured export. Or paste it straight into whatever you already chart in. No rip-and-replace, no IT project to get started.
Patient Square EHR Existing web EHR PDF · HL7 · FHIR export
Works with any web-based EHR — paste the signed note straight in.
Why Practice Copilot
The honest comparison. No asterisks.
AI Medical Scribe compared with charting manually and generic dictation tools.
Capability AI Medical Scribe Type it yourself Generic dictation
Nothing missed across a long day ✓ Recall fades You still write it
Structured SOAP, not a transcript ✓ ✗ ✗
ICD-10 codes suggested ✓ ✗ ✗
Prescription draft ✓ ✗ ✗
Hands-free during the exam ✓ ✗ Stop to dictate
Multilingual capture ✓ You translate Patchy
Audio never stored ✓ No audio Often retained
Trust
A draft you can defend.
An AI note is only useful if you can stand behind it. It’s built so you always can: HIPAA compliant, traceable, and yours to review.
Every line traces back
Each part of the note links to the moment in the conversation it came from. Click to verify, not guess.
Accurate through the noise
Speaker-separated capture that holds up across accents, interruptions, and exam-room cross-talk.
A full edit trail
Every change is logged: what was drafted, what you changed, who signed. Auditable end to end.
Nothing leaves unreviewed
The draft is a draft. No note is filed and no prescription is sent until you sign it.
Built with clinicians, not at them.
“The note is usually waiting before I’ve even walked back to my desk. I fix a couple of lines and sign off. That’s pretty much it.”
“It keeps up with the messy back-and-forth of a real visit and still gives me a clean note. I’ve stopped dreading my evenings.”
“I’m looking at the parent and the child the whole visit now instead of a screen. The chart just caught up on its own.”
Security
Calm comes from knowing it’s safe.
The technology stays in service of the visit. Your patients’ words are handled with the care they’d expect.
No audio stored
Audio is processed in memory and discarded the moment your note is drafted.
HIPAA compliant
BAA available. PHI encrypted in transit (TLS 1.2+) and at rest (AES-256).
SOC 2 in progress
Type II audit underway with an independent assessor. Report available on request.
Your data, your call
Notes belong to the clinic. Export or delete any visit, any time.
Questions, answered
The things clinics actually ask.
Is the patient’s audio stored anywhere?+
No. Audio is processed in memory and discarded the moment your note is drafted. We keep the note you review and sign. Never the recording.
How do you handle PHI and compliance?+
We keep it encrypted the whole way: TLS 1.2+ moving, AES-256 at rest. Everything follows HIPAA, and you get a signed BAA. Our SOC 2 Type II audit is in progress with an outside assessor, and we’ll send you the report if you ask.
What languages does it support?+
It captures English and a growing list of additional languages. Patients can switch mid-sentence and the structured note still comes back in English.
Will it fit my EHR?+
Use Patient Square EHR as your system of record, or keep your existing EHR. Signed notes can be copied into a web-based EHR or downloaded in the supported export formats.
How accurate is the note, really?+
Each section links back to the moment in the conversation it came from, so you can verify any detail in a click. It’s a draft you review and sign. Nothing is filed or prescribed without you.
What does it cost?+
Three plans per physician, per month: Assist from $79, Copilot $119, Autopilot $199 — billed annually, or month-to-month. Unlimited visits and notes, no per-note metering, no setup fees. 7-day free trial.
Pricing
Pricing that fits your practice.
Assist The documentation essentials, fully covered. from $79
Copilot The whole front office, automated. $119
Autopilot The full Practice Copilot, running itself. $199
Per physician, per month, billed annually — or month-to-month. 7-day free trial. Unlimited visits and notes, no per-note metering, no setup fees.
Finish your notes before the patient reaches the front desk.
Start free, in your own clinic, with your own visits. See your first note write itself today.