Assign ICD and CPT Codes From Clinical Notes

Analyze patient encounter documentation—including progress notes, discharge summaries, operative reports, and diagnostic results—and assigns accurate CPT and ICD codes.

Assign ICD and CPT Codes From Clinical Notes is an AI-driven automation designed to solve a critical healthcare challenge: “How do we ensure accurate, consistent medical coding without slowing down clinicians or coders?”

Medical coders often spend significant time reviewing unstructured clinical documentation to determine the correct ICD and CPT codes. This process is manual, error-prone, and highly dependent on individual expertise, leading to coding delays, compliance risks, claim denials, and revenue leakage.

This solution delivers an agent that extracts clinical concepts from patient encounter documentation and maps them to standardized ICD and CPT codes. Built on the UiPath platform, it accelerates coding workflows while maintaining human oversight for final validation and compliance.

Before running the agent, an indexed Excel file containing CPT and ICD codes along with their descriptions should be provided as contextual reference data.

Who Should Use It

• Medical Coders & Coding Teams Seeking to reduce manual review effort while maintaining accuracy and compliance.
• Health Information Management (HIM) Departments Looking to standardize coding practices across facilities and clinicians.
• Revenue Cycle Management (RCM) Teams Aiming to accelerate coding turnaround and reduce claim denials.
• Healthcare Providers & Hospitals Managing high volumes of clinical documentation and complex coding requirements.
• Automation CoEs in Healthcare Wanting a reusable agentic blueprint for clinical documentation and coding workflows.

How to use

1. Click the Download button.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. Next, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

• Clinical coding–focused agent template A ready-to-use UiPath Agent designed specifically for ICD and CPT code assignment.
• Context-aware reference data ingestion Indexed Excel-based ICD and CPT catalogs ensure standardized and controlled code mapping.
• Scalable and extensible design Can be expanded to support DRG grouping, modifier assignment, payer-specific rules, or analytics.