Watch the recording
Recording: https://us06web.zoom.us/rec/share/Y5WW4rHM6oxnKSYlRBujNAR686NdQswBvtP5IM24DkFbTPHbBlaFadvecaiiJV12.PRdh2EYNno9XcAT4 Passcode: 6j0@?S6$
Forward both to anyone on your team. Melissa-Jo's walkthrough of her daily workflow starts around 36:00; Q&A is at the end.
📎 Slides: CarePilot webinar deck — Sept 16, 2026 (PDF)
What's new
Charting Canvas — pre-chart, pull prior notes forward, insert macros and record, all in one workspace. This is what we recommend for everyone; you may need to switch it on.
Your athenaOne dot macros now work in CarePilot. Type a period, pick the macro.
Rules — plain-language instructions that tell CarePilot how you practice, set at the org or provider level.
~40 more languages, including multilingual visits that handle a second language alongside English.
Intake — in early pre-alpha, lets your MAs and nurses capture intake in CarePilot. One free intake license for every provider license you already pay for.
Charting Canvas
To turn it on: your initials (top right) → Profile and Preferences → Preferences → Charting Canvas. Make sure the toggle is blue. The legacy platform isn't going anywhere, but Canvas is where we'll keep adding functionality.
What you can do in it:
Pre-chart by typing or with macros. CarePilot treats it as context for the visit, not something to overwrite, and melds it with what you record.
Pull a prior note forward. Click the plus next to the field you want and pick from recent encounters. One plus pulls the whole note; the other pulls just that section — handy when you want last visit's Plan but not its patient instructions. Notes can come from athenaOne or from previous CarePilot visits.
Stack recordings. End a recording and resume it later to add more.
Switch templates safely. Your pre-charted Plan and other fields survive the switch.
Consent prompt is on by default. If your practice collects a signed paper consent instead, ask us and we'll turn it off.
Rules
Think of it as prompting: explain what you want the way you'd explain it to a medical student, and CarePilot follows your lead on every encounter after that.
Where: contact card (top right) → Profile and Preferences → Rules.
Scope them at the organization level (compliance language, required screenings, billing conventions), by department or site, or per provider. Every provider can build Rules for their own account; admins can build for everyone, a subset, or themselves.
Examples from the session:
If a depression or anxiety screen is administered, attach 96127 automatically.
If the encounter is in a skilled nursing facility, level it on the SNF family — never office E/M.
Route musculoskeletal referrals to the provider named in the room; if no one is named, don't guess — flag it for review.
Not sure how to word one? Ask Amelia — dictate what you're trying to accomplish and she'll give you the language. Or send it to us in the support channel and we'll write it with you.
Amelia — two surfaces, two jobs
Side panel (right) — the open chat. Referral and school/work letters, gap analyses, coding questions, chart review, missing screenings and overdue labs, clinical questions, and help writing Rules.
Control bar (bottom) — the AI editor. Edits the note only: "change my HPI from bullets to a paragraph." It won't pull in outside information or draft a letter.
Amelia drafts. She never signs.
Intake (pre-alpha)
Staff on an intake license land on the Intake tab when they open a patient. They start a recording and the fields fill in live — vitals, medications, allergies, problem list — writing into the longitudinal chart as the conversation happens. They then mark verified and mark ready for exam, and you walk into a chart that's already built.
Currently testing with a couple of organizations. No general-availability date yet. On intake login ratios: there's no strict number — talk to your CS contact.
The numbers
Out of the box: 78 minutes back per provider per day, 98% ICD-10 accuracy in-visit, and +1 net-new supported condition per encounter. In practices using the billing functionality, we've measured a 4–5% increase in RVUs and a 32% lift in same-day claims. Full figures, including a seven-month before-and-after case study at a multi-specialty clinic, are in the deck.
How Melissa-Jo uses it
She'd been spending two hours before her first patient and three hours a night charting. Now she closes her laptop at the end of the day with notes done.
Pre-charts in Canvas by dictating outside workup results — EKG, echo, stress test — because her rural clinic does most of the workup and patients wait months for specialists.
Asks Amelia to bring over pertinent labs while she preps.
Resumes the recording after the visit to add what she wouldn't say in the room.
Has Amelia write her Rules. Example: for type 2 diabetes follow-ups, always document whether the patient is on an SGLT2 or GLP-1.
Keeps templates for psych follow-ups, Medicare annual wellness, well-child, and complex multi-problem visits.
Runs chart review before sending — it catches things documented in the HPI or ROS but not supported in the exam findings.
Generates referral notes with Amelia from what she's already documented.
Next session
Wednesday, October 21 · 11:30 CT / 12:30 ET. Third Wednesday of each month, with a different provider featured each time. Every session is recorded and recapped, so missing one is no problem.
Office hours are coming — a standing drop-in block, no agenda. Details at the next session.
In the meantime, the support channel is always open for a question, a rule you want written, or a workflow you want a second opinion on.