AI Scribe for Epic Users: A Copy-Paste Workflow
MD Record AI is not integrated with Epic and is not affiliated with Epic Systems. Physicians who chart in Epic use it alongside the EHR: it drafts the visit note from the recorded conversation in a template that mirrors their Epic note sections, and they paste the reviewed note into Epic. No IT project or integration is required.
Last reviewed October 6, 2026
The workflow
- Build a custom template whose sections match your Epic note (for example HPI, ROS, Exam, Assessment and Plan).
- Record the visit in the browser, or upload the audio afterward.
- Review and edit the draft in MD Record AI.
- Copy the finished note and paste it into the matching Epic note, section by section or as a whole.
Making the paste clean
- Keep section headings identical to your Epic note so each block lands in the right place.
- Use plain text sections; formatting such as tables may not paste the same way.
- Use macros (dot-commands such as .followup) for standard wording, much as you would use dot phrases in Epic.
- Leave orders, diagnoses and billing codes to Epic itself; MD Record AI drafts the narrative note only.
When this fits, and when it doesn’t
It fits independent physicians and clinicians who want an AI scribe without waiting for an organization-wide Epic integration, and who are comfortable pasting the note in.
If you need the note pushed into Epic automatically, discrete data written to Epic fields, or deployment managed by your health system, look at enterprise scribes that list direct Epic integration. Our comparison page lists what each vendor publishes.
Each account can only access its own notes and patient records. Read the privacy policy for how data is handled, and confirm your own compliance requirements before using any tool with patient data.
Frequently asked questions
Does MD Record AI integrate with Epic?
No. There is no direct Epic integration. You copy the reviewed note into Epic, or export a PDF on Pro and Enterprise.
Is MD Record AI affiliated with Epic?
No. Epic is a trademark of Epic Systems Corporation; MD Record AI is an independent product used alongside it.
Can the note match my Epic template?
Yes. Create a custom template with the same sections and order as your Epic note so the draft pastes in cleanly. Custom templates are on Pro ($19/month) and Enterprise ($49/month).
Do I need my IT team to set it up?
No integration is involved, so there is nothing to install in Epic. Check your organization’s policy on using outside tools with patient data first.