Documentation
Everything you need to get started with ICOPE Connect, from initial setup to advanced features.
Set up your account and start screening in under five minutes
1. Create your account
Register with your professional email address. Administrators can create clinician accounts from the admin panel, or clinicians can self-register and be approved by an admin. All accounts require email verification before activation.
2. Secure your login
On first sign-in you are prompted to verify via email-based two-factor authentication. Enter the 6-digit code sent to your registered email. You can mark a device as trusted for up to 30 days to skip 2FA on repeat logins.
3. Register patients
Add patients manually from your dashboard or send an invitation link so they can self-register. Patients verify their email, set a password, and immediately gain access to the screening portal.
Key workflows for healthcare providers
Physician dashboard
Your home screen displays all patients with colour-coded risk severity across the six ICOPE domains. Filter by domain, risk level, or last assessment date. Click any patient to open their dossier with assessment history, trend charts, and the AI Clinical Assistant.
Running assessments
Select a patient and choose which ICOPE domain to assess. Guided questionnaires follow the WHO ICOPE screening tool, 2nd edition: the chair-rise test for mobility, three-word recall with time and place orientation for cognition, PHQ-2 with the PHQ-9 safety question for mood, and standardised nutrition, vision, and hearing checks. Results auto-score instantly.
AI Clinical Assistant
Open the AI panel from any patient dossier to ask clinical questions in plain language. The assistant uses the full assessment history to generate context-aware recommendations. All outputs are clearly labelled as decision support.
Care plan builder
Generate personalised care plans with one click from assessment data. Add clinical notes, review AI-suggested interventions, and customise recommendations. Export as PDF (Professional and Enterprise plans), email to patients and families, or save to the patient record.
Data export
Export patient data in JSON or CSV on every plan, with PDF export on Professional and Enterprise plans. Use bulk export for research or audit. Configure email delivery to receive exports directly. All exports include metadata and timestamps for compliance.
Calendar and scheduling
View upcoming assessments and appointments on the built-in calendar. Set automated follow-up reminders, delivered by email, so no assessment falls through the cracks.
How patients and families use the portal
Self-registration
Patients register with their email or through an invitation link from their clinician. After verifying with a one-time code they create a password and gain immediate access to the screening portal. No app downloads needed.
Completing screenings
Guided questionnaires present one question at a time with clear, plain-language instructions, covering cognition, mobility, nutrition, hearing, vision, and mood. The interface is available in English and French, with Kreol Morisien in clinical review. Results are immediately available to both the patient and their care team.
Viewing results
The patient dashboard presents results in plain language with visual colour indicators. Longitudinal trend charts show progress over time, and care plans from the clinician appear in the portal for easy reference.
Configuration and management
User management
Create, edit, and deactivate accounts. Assign roles with granular permissions. Manage physician approvals and patient invitations from a centralised admin panel.
Audit logs
Review comprehensive audit logs tracking every significant action. Filter by user, action type, date range, or resource. Logs are sanitised to remove personally identifiable information while preserving accountability.
System configuration
Configure notification preferences, AI rate limits, session timeouts, and data retention policies. Manage email notification templates. Enterprise plans include custom branding.
API reference
Integrate ICOPE Connect into your existing health systems with our REST API. Available on Enterprise plans. All requests require a JWT bearer token.
/api/auth/loginAuthenticate with email and password. Returns a short-lived access token (30 minutes) and a refresh token (7 days). If 2FA is required the response includes a requires_otp flag.
/api/auth/verify-otpSubmit the 6-digit code sent to the user email. On success returns the full token pair. Optionally trust the device for 30 days.
/api/auth/refreshExchange a valid refresh token for a new token pair. Old refresh tokens are invalidated on use (token rotation).
/api/patientsList patients. Role-based access control is enforced at every endpoint.
/api/patients/:idRetrieve a single patient dossier with assessment history.
/api/patientsCreate a patient record.
Technical requirements
Browser support
Chrome 90+, Firefox 88+, Safari 14+, Edge 90+. The Progressive Web App works on all modern browsers across desktop and mobile.
Security
TLS 1.3 in transit. AES-256 at rest. JWT authentication with 30 minute access tokens and 7 day refresh tokens. Email-based 2FA on all accounts.
Infrastructure
React 19 and TypeScript frontend. Node.js and Express backend. Microsoft Azure SQL database. Email delivery via Microsoft Graph (Microsoft 365). AI clinical assistant powered by OpenAI, with every output labelled as decision support.
Need help getting started?
Our team is here to assist with onboarding, configuration, and any questions you may have.