What does Codex AI Do?
Creates a structured note from the visit
Creates a structured note from the visit
Creates a structured note from the visit
Codex AI transforms the clinician-patient conversation into a structured medical note designed to reduce time spent on documentation.
Fully customizable formats
Creates a structured note from the visit
Creates a structured note from the visit
Most tools stop at SOAP. Codex AI can be customized beyond standard APSO, SOAP, and H&P formats, including specialty-specific sections, custom ordering, and templates that match your workflow.
Helps streamline coding
Creates a structured note from the visit
Edits, refinement, and “make it sound like me”
Codex AI can generate ICD-10 and CPT coding suggestions based on the documentation.
Edits, refinement, and “make it sound like me”
Edits, refinement, and “make it sound like me”
Edits, refinement, and “make it sound like me”
Codex AI includes tools designed to reduce clean-up time, including:
- “Magic Edit” to refine the generated note
- Dictation-style voice commands to extend or adjust the summary
- “Memory” features that learn documentation style
- Auto-templates that match charting style
Pre-charting and after-visit output
Edits, refinement, and “make it sound like me”
Pre-charting and after-visit output
Codex AI supports pre-charting by voice and can produce after-visit summaries and discharge instructions suitable for patient handouts.
Pulls context forward
Edits, refinement, and “make it sound like me”
Pre-charting and after-visit output
Codex AI supports bringing patient history context into the visit note, based on available inputs and workflow configuration.
Codex AI Add-Ons: For More Than Just Documentation
Front Desk Agent
Phone Triage Agent
Phone Triage Agent
Answers inbound calls, captures the reason for the call, routes intelligently, supports scheduling flows, and can send reminders and follow-ups. Includes safe escalation paths to your staff when needed.
Phone Triage Agent
Phone Triage Agent
Phone Triage Agent
Collects symptoms and key context, prioritizes urgency, and escalates when appropriate. Designed to reduce hold times and staff burden during peaks.
Intake Agent
Phone Triage Agent
Follow-up Agent
Texts/emails patients before the appointment to complete intake. Collects a comprehensive history via voice or text and converts it into a structured note for provider review.
Follow-up Agent
Referral Management Agent
Follow-up Agent
Automates post-visit outreach via text or voice, checks progress and adherence, flags concerning issues, and documents follow-up interactions.
Referral Management Agent
Referral Management Agent
Referral Management Agent
Ingests referral documents, extracts key data, identifies missing information, initiates patient outreach when needed, and helps streamline scheduling from referral to appointment.
Fax Agent
Referral Management Agent
Referral Management Agent
Automatically processes incoming faxes, extracts relevant clinical data, matches to the patient record, and routes to the appropriate destination.
Where Does it Run?
Mobile & Desktop Workflows
Mobile & Desktop Workflows
Mobile & Desktop Workflows
Codex AI can be used via an iOS app and a Chrome extension. The Chrome extension is designed to sit in the same browser window as a web-based EHR, reducing tab switching.
EHR Integrations
Mobile & Desktop Workflows
Mobile & Desktop Workflows
Direct EHR integration availability varies by environment. Our most common direct integrations are athenahealth and Epic; however, Codex AI can be deployed to align alongside any EHR.
Trust, privacy, and retention
SOC 2 Type II Certified
Codex AI boasts a security and compliance posture that includes HIPAA-compliant data storage and processing protocols, SOC 2 Type II certification, encrypted communications, and de-identification measures. Third-party penetration testing practices and a standard BAA availability across tiers ensures your data stays safe.
