The Assistant is designed to help clinicians by providing quick, intelligent responses to questions related to patient care, coding, billing, and more—right from within the patient's profile. Whether you're looking for a summary of recent sessions, coding suggestions, help generating homework, or drafting referral letters, the Assistant is here to streamline your workflow.
What Is the Assistant?
The Assistant is a clinician-focused tool that:
Has patient context based on previous session notes, diagnoses, and treatment plans.
Provides natural language responses to questions about patient progress, ICD/CPT codes, or general administrative queries.
Is available directly within the patient profile in your web dashboard.
Will continue to evolve, with new capabilities and improvements over time.
Where to Find the Assistant
Patients Tab: Choose a patient, and you will see the Assistant appear under that patient’s profile.
Ask Your Question: You can type your question in natural language. The Assistant will then generate an answer based on the patient’s history and any other relevant data.
Suggested Questions: You'll see suggested questions such as:
“Summarize patient progress in last several sessions”
“Is the patient progressing on their treatment plan?”
“What ICD codes might apply here?”
“What CPT code can I use for billing?”
“What is the patient struggling with most?”
“Generate homework based on last session”
Feel free to explore these suggestions, or ask the Assistant anything related to your patient's care or administrative tasks.
Example Uses
Here are some example questions and prompts you might find helpful:
Administrative & Coding
“Suggest ICD codes based on the patient’s diagnoses.”
“What CPT code should I use to bill for this specific procedure?”
“Show me a breakdown of sessions for billing reconciliation.”
"Draft a referral letter for [specialist type]."
"Create a letter to the patient's primary care physician."
Clinical Insight
"How has the patient's mood changed over recent sessions?"
“Summarize the patient’s progress toward their treatment goals.”
"What patterns are emerging in the patient's recent sessions?"
"What themes have come up in our recent work together?"
Care Planning & Follow-Up
“What homework exercises can I assign to the patient before the next session?”
“Is the patient on track with their recommended treatment plan?”
“What are the patient’s biggest challenges right now?”
"Suggest interventions based on recent session content."
Getting Help and Providing Feedback
Contact Support: If you have questions, concerns, or suggestions, reach out to our Support Team via:
The in-app chat feature.
Email: [email protected]
Share Feedback: As we continue to refine the Assistant, we welcome any feedback on how it can better serve your clinical needs.
Twofold is not responsible for the accuracy or completeness of the Assistant’s output. This feature is intended to be a helpful guide, but you should always review and validate any suggested content or codes before taking action.