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ScribeVault Specification

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ScribeVault

Encrypted, HIPAA-Compliant, AI-Driven.


ScribeVault is an open-source AI-driven clinical documentation platform designed to function as a real-time medical scribe and post-visit documentation system for hospitals, clinics, private practices, and other healthcare environments.

ScribeVault captures clinical conversations, transforms them into structured documentation, assists with medical coding, supports voice-driven workflows, maintains encrypted patient records, and provides interoperability for clinical and insurance workflows. The system is designed for fully self-hosted deployment with user-selectable storage and a modular AI architecture.

Purpose

ScribeVault is designed to reduce the administrative burden of clinical documentation while keeping clinicians in control of the final medical record.

The system shall:

  • Capture clinical conversations through real-time voice transcription
  • Process uploaded recordings for post-visit documentation
  • Transform conversations into structured clinical notes
  • Organize information into HPI, ROS, Examination, Assessment, and Plan
  • Suggest ICD-10, CPT, HCPCS, and SNOMED codes
  • Provide detailed coding information for clinician review and approval
  • Prepare approved documentation for insurance submission workflows
  • Support medication reconciliation
  • Identify and surface documented allergies
  • Provide specialty-specific documentation templates
  • Support voice-controlled clinical workflows
  • Generate patient-facing summaries
  • Record and document consent
  • Provide patient education materials
  • Maintain an encounter timeline
  • Highlight uncertain or low-confidence information
  • Export clinical documentation through interoperable formats
  • Keep protected health information encrypted and under the control of the deploying organization

Design Principles

ScribeVault shall follow these principles:

  • Clinician-controlled documentation
  • Human approval before clinical or billing submission
  • Privacy-first architecture
  • Encryption of protected health information
  • Fully self-hosted operation
  • User-selectable data storage
  • Modular AI architecture
  • Vendor-neutral integrations
  • Interoperability
  • Auditable clinical workflows
  • Specialty-aware documentation
  • Explainable AI-assisted suggestions
  • Separation of source conversation data from generated clinical interpretation
  • Clear distinction between AI suggestions and clinician-approved documentation

Core Modules

Clinical Encounter Management

The Clinical Encounter Management module shall provide the central workspace for creating, managing, reviewing, and completing clinical encounters.

Features shall include:

  • Patient identification and encounter association
  • Encounter creation and editing
  • Encounter status management
  • Provider assignment
  • Specialty and visit-type selection
  • Encounter date and time
  • Clinical documentation status
  • Draft, review, approved, and finalized states
  • Encounter history
  • Encounter timeline
  • Links between source recordings, transcripts, notes, codes, consent records, and exports
  • Audit history for significant encounter changes
  • Support for individual and organizational clinical workflows

Real-Time Voice Scribing

The Real-Time Voice Scribing module shall continuously process clinical conversations during an encounter and transform spoken information into structured documentation.

Features shall include:

  • Real-time speech recognition
  • Speaker identification
  • Clinical conversation segmentation
  • Medical terminology recognition
  • Context-aware transcription
  • Clinical information extraction
  • Real-time note generation
  • HPI generation
  • ROS generation
  • Examination documentation
  • Assessment generation
  • Plan generation
  • Medication identification
  • Allergy identification
  • Symptom extraction
  • Diagnosis candidate extraction
  • Procedure identification
  • Clinical decision extraction
  • Important statement detection
  • Confidence indicators
  • Transcript-to-note traceability
  • Support for clinical environments with background noise
  • Continuous saving of transcription and generated content
  • Pause and resume controls

Post-Visit Documentation

The Post-Visit Documentation module shall process recorded clinical conversations or other authorized source material after an encounter.

Features shall include:

  • Audio ingestion
  • Transcript generation
  • Clinical conversation analysis
  • Structured SOAP documentation
  • HPI generation
  • ROS generation
  • Examination documentation
  • Assessment generation
  • Plan generation
  • Diagnosis candidate identification
  • Procedure identification
  • Medication extraction
  • Allergy extraction
  • Follow-up recommendations
  • Clinical event extraction
  • Source-to-document traceability
  • Clinician review and editing
  • Confidence highlighting
  • Final documentation approval

Clinical Documentation Engine

The Clinical Documentation Engine shall transform source information into standardized clinical documentation while preserving the distinction between source information and AI-generated interpretation.

Features shall include:

  • Structured HPI
  • Structured ROS
  • Structured examination
  • Structured assessment
  • Structured plan
  • SOAP notes
  • Progress notes
  • Consultation notes
  • Procedure documentation
  • Discharge documentation
  • Referral documentation
  • Follow-up documentation
  • Custom documentation sections
  • Provider-specific preferences
  • Specialty-specific formatting
  • Source attribution
  • Confidence scoring
  • Missing-information detection
  • Contradiction detection
  • Documentation completeness checks
  • Clinician editing
  • Approval workflows

Specialty Templates

The Specialty Templates module shall provide documentation structures appropriate for different medical specialties and encounter types.

Supported template categories shall include:

  • Internal Medicine
  • Family Medicine
  • Pediatrics
  • Emergency Medicine
  • Psychiatry
  • Surgery
  • Orthopedics
  • Obstetrics
  • Gynecology
  • Neurology
  • Cardiology
  • Dermatology
  • Gastroenterology
  • Pulmonology
  • Oncology
  • Endocrinology
  • Urology
  • Nephrology
  • Ophthalmology
  • Otolaryngology
  • Rheumatology
  • Infectious Disease
  • Physical Medicine and Rehabilitation
  • Pain Management
  • Radiology
  • Anesthesiology
  • Geriatrics
  • Critical Care
  • Other specialty-defined workflows

Templates shall adapt to:

  • Specialty
  • Visit type
  • Clinical setting
  • Provider preferences
  • Documentation requirements
  • Organizational requirements
  • Patient population
  • Procedure type

The system shall support creation, modification, import, export, and versioning of custom templates.

Medical Coding Assistance

The Medical Coding Assistance module shall analyze approved or draft clinical documentation and provide detailed coding suggestions for clinician review.

Features shall include:

  • ICD-10 code suggestions
  • CPT code suggestions
  • HCPCS code suggestions
  • SNOMED CT concept suggestions
  • Code descriptions
  • Supporting documentation references
  • Code confidence indicators
  • Missing-documentation warnings
  • Coding conflict detection
  • Documentation-to-code traceability
  • Multiple possible code suggestions
  • Clinician selection and rejection
  • Coding approval workflow
  • Coding audit history
  • Insurance documentation preparation

AI-generated codes shall remain suggestions until reviewed and approved by an authorized clinician or qualified billing professional.

Medication Reconciliation

The Medication Reconciliation module shall organize medication information identified during an encounter.

Features shall include:

  • Medication extraction from conversations
  • Current medication lists
  • New medications
  • Discontinued medications
  • Dosage information
  • Frequency information
  • Route information
  • Medication changes
  • Medication reconciliation status
  • Potential duplicate medication identification
  • Medication discrepancy highlighting
  • Clinician review
  • Patient-facing medication summaries

Allergy and Clinical Safety Review

The Allergy and Clinical Safety Review module shall identify relevant clinical safety information present within available encounter data.

Features shall include:

  • Allergy extraction
  • Medication allergy identification
  • Reaction documentation
  • Severity documentation
  • Allergy list comparison
  • Potential medication-allergy conflicts
  • Missing allergy information warnings
  • Clinical safety flags
  • Review and acknowledgment workflows

The module shall provide information for clinical review and shall not independently authorize or execute clinical treatment decisions.

Voice Command and Voice Navigation

The Voice Command module shall provide hands-free control of ScribeVault.

Supported commands shall include:

  • Start and stop transcription
  • Pause and resume transcription
  • Navigate between documentation sections
  • Create an assessment
  • Create a plan
  • Summarize recent conversation
  • Insert approved documentation phrases
  • Open medication information
  • Open allergy information
  • Flag documentation
  • Flag information for billing review
  • Request patient summary
  • Request patient education
  • Export documentation
  • Save an encounter
  • Mark documentation for review

The system shall support optional local voice-command processing.

Patient-Facing Documentation

The Patient-Facing Documentation module shall transform approved clinical information into understandable patient-facing materials.

Features shall include:

  • Patient visit summaries
  • Plain-language explanations
  • Medication summaries
  • Follow-up instructions
  • Care instructions
  • Patient education materials
  • Procedure explanations
  • Diagnosis explanations
  • Questions for follow-up
  • Personalized education based on approved encounter information
  • Clinician review before release
  • Patient-accessible documentation

Patient-facing content shall clearly distinguish educational information from formal clinical documentation.

Consent Management

The Consent Management module shall provide mechanisms for documenting patient consent associated with clinical encounters and recordings.

Features shall include:

  • Consent capture
  • Consent status
  • Consent timestamps
  • Consent scope
  • Consent documentation
  • Optional consent recording
  • Consent transcription
  • Encrypted consent records
  • Association between consent and encounter
  • Consent review
  • Consent withdrawal documentation
  • Audit history

Encounter Timeline

The Encounter Timeline module shall provide a chronological representation of significant encounter events.

Features shall include:

  • Conversation segments
  • Transcription events
  • Documentation changes
  • Clinical decisions
  • Flags
  • Confidence changes
  • Medication events
  • Allergy events
  • Coding events
  • Consent events
  • Clinician approvals
  • Export events
  • Patient-facing document generation
  • Audit events

Confidence and Source Traceability

The Confidence and Source Traceability module shall help clinicians understand how AI-generated documentation was produced.

Features shall include:

  • Confidence indicators
  • Highlighting of uncertain information
  • Source transcript references
  • Source audio references where available
  • Documentation-to-source mapping
  • Coding-to-documentation mapping
  • Identification of inferred information
  • Identification of directly stated information
  • Contradiction warnings
  • Missing-information warnings
  • Clinician correction tracking
  • Review status

AI-generated information shall remain distinguishable from information directly documented or approved by a clinician.

Encrypted Patient Records

The Encrypted Patient Records module shall provide secure storage and management of protected health information.

Features shall include:

  • Encryption of patient records
  • Encryption of clinical documentation
  • Encryption of recordings
  • Encryption of transcripts
  • Encryption of consent records
  • Encryption of exported records where supported
  • Access control
  • Role-based permissions
  • Authentication
  • Session management
  • Audit logging
  • Data retention controls
  • Data deletion controls
  • Backup and recovery controls
  • User-selectable storage
  • Support for organizational data ownership
  • Self-hosted operation

Supported storage models shall be modular and shall allow deployments to select appropriate storage according to organizational requirements.

Compliance and Privacy

The Compliance and Privacy module shall provide controls intended to support regulated healthcare deployments.

The system shall be designed to support:

  • HIPAA requirements
  • Privacy and security controls
  • Auditability
  • Access control
  • Minimum necessary access principles
  • Data retention policies
  • Data deletion policies
  • Consent management
  • Security event logging
  • Administrative controls
  • Data portability
  • GDPR-oriented privacy controls where applicable
  • Security controls aligned with SOC 2 principles where applicable

ScribeVault shall not represent a deployment as legally compliant solely because the software implements these features. Compliance shall depend on the complete deployment, configuration, organizational policies, contractual obligations, and applicable law.

Interoperability

The Interoperability module shall provide standardized exchange of clinical information.

Features shall include:

  • CCD export
  • C-CDA export
  • Structured clinical document generation
  • Clinical data export
  • Patient record export
  • Medication data export
  • Allergy data export
  • Encounter data export
  • Coding data export
  • Optional FHIR interoperability
  • Import and export validation
  • Interoperability audit logging
  • Data mapping
  • External system integration

AI Orchestration

The AI Orchestration module shall coordinate specialized AI capabilities while maintaining separation between transcription, extraction, reasoning, generation, coding assistance, and validation.

Features shall include:

  • Modular AI providers
  • Local AI processing
  • Optional external AI services
  • Model selection
  • Task-specific model routing
  • AI provider failover
  • AI provider configuration
  • Prompt and instruction management
  • Context management
  • Output validation
  • Confidence assessment
  • Source traceability
  • AI request auditing
  • Provider-specific privacy controls
  • Human approval checkpoints

The AI architecture shall allow models and providers to be replaced without redesigning the clinical workflow.

Review and Approval

The Review and Approval module shall provide clinicians with final control over AI-generated clinical documentation.

Features shall include:

  • Side-by-side transcript and documentation review
  • Editable documentation
  • Suggested code review
  • Medication review
  • Allergy review
  • Confidence review
  • Missing-information warnings
  • Contradiction warnings
  • Change tracking
  • Approval states
  • Finalization
  • Electronic sign-off support
  • Billing readiness review
  • Export authorization

No AI-generated clinical documentation or medical coding shall be considered final solely because it was generated by the system.

Clinical Workspace

The Clinical Workspace module shall provide the primary user interface for clinical documentation.

Features shall include:

  • Dual-pane transcript and structured note view
  • Real-time documentation updates
  • Specialty template selection
  • Coding review panel
  • Medication panel
  • Allergy panel
  • Patient summary panel
  • Confidence indicators
  • Timeline panel
  • Consent panel
  • Review and approval controls
  • Search within encounter
  • Voice navigation
  • Customizable workspace layout
  • Accessibility controls

Optional Plugin Modules

FHIR Integration Plugin

Provides optional FHIR interoperability for systems that require direct structured healthcare data exchange.

Features may include:

  • FHIR R4 support
  • Patient resources
  • Encounter resources
  • Observation resources
  • Condition resources
  • Medication resources
  • AllergyIntolerance resources
  • Practitioner resources
  • DocumentReference resources
  • External FHIR server integration
  • FHIR import and export

EHR Integration Plugin

Provides optional integration with external electronic health record systems.

Features may include:

  • EHR authentication
  • Clinical document transfer
  • Patient lookup
  • Encounter synchronization
  • Documentation export
  • Medication synchronization
  • Allergy synchronization
  • Coding synchronization
  • Integration-specific audit logging

Insurance Integration Plugin

Provides optional insurance workflow integrations.

Features may include:

  • Insurance documentation packages
  • Coding export
  • Claim-supporting documentation
  • Eligibility information integration
  • Payer-specific workflows
  • Submission status tracking
  • Documentation validation
  • Billing workflow integration

Patient Portal Plugin

Provides optional patient access to approved information.

Features may include:

  • Patient authentication
  • Patient summaries
  • Approved clinical documents
  • Medication information
  • Follow-up instructions
  • Education materials
  • Consent records
  • Secure messaging integration
  • Document download
  • Access auditing

Medical Reference Plugin

Provides optional access to external medical reference resources.

Features may include:

  • Medication references
  • Medical terminology
  • Clinical reference material
  • Coding references
  • Specialty references
  • Reference source attribution
  • Version tracking
  • Source validation

Translation and Multilingual Plugin

Provides optional multilingual clinical documentation capabilities.

Features may include:

  • Multilingual transcription
  • Translation of approved documentation
  • Patient-facing translation
  • Medical terminology preservation
  • Language detection
  • Interpreter workflow support
  • Translation confidence indicators
  • Original-language source preservation

Advanced Speech Plugin

Provides enhanced speech-processing capabilities.

Features may include:

  • Advanced speaker separation
  • Specialized medical vocabulary
  • Accent adaptation
  • Noise reduction
  • Multiple-language recognition
  • Voice profiles
  • Custom vocabulary
  • Local wake-word support
  • Speech confidence analysis

Advanced Analytics Plugin

Provides optional organizational analytics.

Features may include:

  • Documentation time analysis
  • Encounter workflow metrics
  • Documentation completeness metrics
  • Coding suggestion statistics
  • Clinician review metrics
  • Error correction analysis
  • AI confidence trends
  • Operational reporting
  • Exportable analytics

Analytics shall be designed to avoid unnecessary exposure of protected health information.

Organization Administration Plugin

Provides advanced administrative controls for larger deployments.

Features may include:

  • Organization management
  • Department management
  • Provider management
  • Role management
  • Permission management
  • Policy configuration
  • Template administration
  • AI provider administration
  • Storage administration
  • Audit administration
  • Compliance reporting

Custom AI Provider Plugin

Allows deployments to connect additional AI providers or internally managed models.

Features may include:

  • Provider registration
  • Model registration
  • Endpoint configuration
  • Authentication configuration
  • Task routing
  • Provider-specific privacy settings
  • Model selection
  • Failover configuration
  • Usage monitoring
  • AI request auditing

Custom Storage Plugin

Allows deployments to connect additional storage systems.

Features may include:

  • Storage provider registration
  • Encryption configuration
  • Record storage
  • Recording storage
  • Document storage
  • Backup integration
  • Retention configuration
  • Data migration
  • Storage health monitoring

Clinical Specialty Plugin

Allows organizations and clinical specialists to add specialty-specific capabilities without modifying the core platform.

Features may include:

  • Specialty templates
  • Specialty terminology
  • Specialty workflows
  • Specialty documentation sections
  • Specialty coding guidance
  • Specialty voice commands
  • Specialty patient education
  • Specialty validation rules

Security Requirements

ScribeVault shall provide security controls appropriate for systems handling protected health information.

The system shall support:

  • Encryption in transit
  • Encryption at rest
  • Secure authentication
  • Authorization
  • Role-based access control
  • Least-privilege access
  • Audit logging
  • Session controls
  • Credential protection
  • Secure configuration
  • Data retention controls
  • Data deletion controls
  • Backup protection
  • Security event monitoring
  • Administrative controls
  • Configurable security policies

Sensitive data shall not be transmitted to external services unless explicitly enabled and configured by the deployment administrator.

Data Ownership and Storage

ScribeVault shall be designed so that the organization deploying the system controls its clinical data.

The system shall support:

  • User-selectable storage
  • Local storage
  • Organization-controlled storage
  • Encrypted databases
  • Encrypted file storage
  • External storage integrations
  • Data export
  • Data migration
  • Data deletion
  • Backup and restoration
  • Configurable retention policies

The core system shall not require a proprietary hosted storage service.

Human Oversight

ScribeVault shall maintain a human-in-the-loop workflow for clinical documentation.

AI systems may assist with:

  • Transcription
  • Summarization
  • Clinical information extraction
  • Documentation generation
  • Coding suggestions
  • Medication reconciliation
  • Allergy identification
  • Patient education generation
  • Documentation validation

AI systems shall not independently:

  • Finalize a clinical record
  • Approve medical codes
  • Submit insurance claims
  • Diagnose a patient
  • Prescribe medication
  • Change a treatment plan
  • Override clinician decisions

Clinical users shall retain authority over final documentation and clinical decisions.

Workflow

Real-Time Encounter

A typical real-time workflow shall support:

  • Select or create patient
  • Create encounter
  • Select specialty and visit type
  • Confirm applicable consent
  • Start voice scribing
  • Capture and process conversation
  • Generate structured documentation
  • Review transcript
  • Review generated documentation
  • Review medications and allergies
  • Review coding suggestions
  • Correct or approve documentation
  • Finalize encounter
  • Export approved information

Post-Visit Documentation

A typical post-visit workflow shall support:

  • Select or create encounter
  • Import authorized recording
  • Generate transcript
  • Analyze conversation
  • Generate structured documentation
  • Review source information
  • Review documentation
  • Review medications and allergies
  • Review coding suggestions
  • Correct or approve documentation
  • Finalize encounter
  • Export approved information

Export Formats

ScribeVault shall support export of approved information in interoperable and human-readable formats.

Supported formats shall include:

  • CCD
  • C-CDA
  • PDF
  • TXT
  • JSON
  • XML
  • Optional FHIR resources

Export functionality shall preserve the distinction between AI-generated suggestions and clinician-approved information where applicable.


Specification Branding License (SBL)

Optional


License & Notice Requirements

ScribeVault is released under the GNU Affero General Public License v3.0 or later (AGPL-3.0+).

By contributing to this project, you agree that your contributions will also be released under this license.

Please note the following:

  • All contributions must comply with the AGPL-3.0+ terms.
  • Under Section 7 of the license, all redistributions, forks, and derivative works must preserve attribution to Roxanne Ardary and roxanneardary.com.
  • ScribeVault specifications are free to use with attribution. A Specification Branding License can be negotiated upon request.
  • The project’s notice.md file tracks attribution requirements and contributor acknowledgments. Any update that adds new contributors or modifies attribution should also update notice.md.
  • When submitting a pull request, ensure that any new files maintain the attribution headers where applicable.
  • Network-deployed versions of this software must also remain fully AGPL-3.0+ compliant, including exposure of source code modifications when applicable under the license.

For full legal details, please refer to the AGPL-3.0+ license and the project’s notice.md file.


Notice – ScribeVault

Attribution Requirement: Under Section 7 of the AGPL 3.0+ license, all redistributions, forks, and derivative works, including network-deployed versions of this project, must provide attribution to Roxanne Ardary and roxanneardary.com.

Contributors

This file tracks contributors and their specific contributions to the project.

  • Roxanne Ardary, roxanneardary.com – March 26, 2026
    Created the repository for ScribeVault. Developed the open-source AI-driven clinical documentation platform that functions as a real-time medical scribe and post-visit summarizer, including HIPAA-compliant encrypted storage, specialty templates, voice interaction, coding assistance, and C-CDA/FHIR export capabilities.
  • [Add other contributors here] – [Date]
    [Describe contribution in one sentence]

License – ScribeVault

This repository is licensed under the GNU Affero General Public License v3.0 or later (AGPL-3.0+).

Key Points:

  • You are free to use, modify, and distribute the code.
  • All redistributions, forks, and derivative works or network-deployed versions must also be licensed under AGPL-3.0+ and provide attribution to Roxanne Ardary and roxanneardary.com as required under Section 7 of the license.
  • The software is provided “as is,” without warranty of any kind.

For the full license text, see GNU AGPL-3.0 License.