Product documentation
Start with the access path for your organization, then use the guidance for the Cognimark application assigned to your workflow.
Last reviewed August 5, 2026
Getting access
Cognimark uses one managed identity across its applications, but access is granted separately for each product and organization. A CogniAgent grant does not automatically grant CogniTool or CogniFlow access.
- Use the assigned entry point. Open the product URL provided by your organization or launch the application from an enabled EHR workflow.
- Sign in with your individual account. Do not share credentials. An EHR user must be explicitly linked to the matching Cognimark account before EHR Launch can complete sign-in.
- Confirm the active context. Verify the organization, workflow, patient, and encounter shown by the application before reviewing or generating content.
CogniAgent
An AI-assisted workspace for clinical data exploration, cohort review, and study recruitment.
Access: Open CogniAgent directly with an authorized Cognimark account or through an enabled EHR Launch.
- Start a new session and describe the clinical-data question or review task.
- Use a study recruitment session to maintain study criteria and review ranked candidate evidence.
- Open session assets to inspect source-backed tables, charts, patient timelines, and recruitment state.
- Review generated findings before using them for clinical, research, or enrollment decisions.
CogniTool
A patient and study management application for organization-specific operational workflows.
Access: Open CogniTool directly with an authorized product grant or through an enabled EHR Launch.
- Work within the organization and patient context assigned to your account.
- Use the available patient and study workflows to maintain organization-specific operational records.
- Treat source EHR records as authoritative when application information differs from the clinical record.
- Contact your organization administrator when a required patient, study, or product grant is unavailable.
CogniFlow
An EHR-connected clinical workflow application for chart review and documentation supporting CPT coding.
Access: Launch CogniFlow from an enabled EHR workflow so the verified user, patient, and encounter context can be applied.
- Confirm the patient and encounter context supplied by the EHR before beginning work.
- Review available chart information and complete the configured screening or documentation workflow.
- Prepare assessment, plan, encounter-note, and procedure-documentation output for human review.
- Submit reviewed output back to an EHR or billing workflow only when that connection is enabled and authorized.
EHR Launch
EHR Launch connects an enabled EHR workflow to the selected Cognimark application. The launch may carry authorized user, patient, and encounter context. The EHR and healthcare organization determine which context and clinical information are available.
- Begin from the Cognimark application entry configured inside the EHR.
- Confirm the displayed patient and encounter before continuing.
- If sign-in cannot complete, ask your Cognimark administrator to verify the EHR user link and product grant.
- Do not use a patient identifier as a username or share an EHR launch link.
Support and reporting
Use the business contact channel for access, workflow, or product-support questions. Use the anonymous reporting channel for suspected security, privacy, compliance, ethics, fraud, or workplace concerns.