Atomic Workspace Docs

Create copilots

Use this when the app should help a clinician or care team understand patient context, submitted answers, evidence, or the next care step.

Good copilot examples:

  • summarize a submitted questionnaire
  • explain why a patient needs attention
  • compare patient facts with PubMed literature
  • draft a note from structured form answers
  • help a care workflow decide what should happen next

Typical Copilot-Building Flow

Choose the page or workflow step Name the job it helps with Choose what patient information it can read Decide whether it needs PubMed evidence Set limits and required evidence Add suggested questions Test with visible patient facts

Choose Where The Copilot Lives

Put the copilot next to the work it helps with.

Add a copilot to [page or task]. It should help [user] with [specific job].

Example:

Add a copilot to the questionnaire review page. It should help nurses understand the latest response and decide whether the patient needs follow-up.

Choose How It Is Used

Use a chat copilot when the clinician needs to ask questions while reviewing a patient.

Use it inside a care workflow when the app needs one structured answer, such as a summary, reason, suggested next action, and safety limitation.

Say What It Can Read

Name the information the copilot should use.

The copilot should use [patient facts, submitted form answers, recent vitals, medications, conditions, care-team notes, or chart data].

Example:

The copilot should use the patient demographics, latest PHQ-9 response, previous PHQ-9 scores, current medications, active conditions, and recent care-team notes.

Require Evidence In The Answer

A useful clinical copilot should show what it used.

For every answer, show the patient facts used and mark any missing information. Do not invent facts that are not visible in the app.

For literature-backed answers, ask for PubMed:

When answering evidence questions, use PubMed literature with visible citations. Keep PubMed sources separate from patient facts.

Keep The Copilot In Its Lane

Say what the copilot should not do.

The copilot should summarize, explain, and suggest questions for review. It should not make final clinical decisions or change patient data without confirmation.

Add Suggested Questions

Give users useful starting questions.

Add suggested questions: Why does this patient need attention? What changed since the last response? What patient facts support this status? What information is missing?

Use A Copilot In A Care Workflow

For workflows, a copilot can help classify or explain a step.

In the follow-up workflow, use a copilot to review the patient's latest response and return a summary, reason for status, suggested next action, and any safety limitations.

The care team should still see the reason and make the final decision.

Try The Copilot

Test it with questions you can verify from the app.

Show the copilot answering: Why does this patient need attention? List only facts visible in the app and any PubMed sources used.

Next, see Create care workflows or Create analytics and charts.

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