CoCarely gives care teams a live call guide, AI-written notes, follow-up tasks and call quality scoring — so every patient call ends with the work already done.
BP above goal, dizzy on standing.
CoCarely reads from and writes back to the EHR you use today, and opens next to it.
Patients, conditions, appointments, notes and tasks sync.
Reads patients, problems, meds, allergies, vitals, appointments and care plans.
Writes back notes (after clinician sign-off), vitals, care plans and appointment status.
What doctors and care teams need, in one place.
Patients reach you the way they like, and your team works from one place instead of five.
Video visits from your browser, and patient reports (symptoms, readings, refill requests) arrive as cards you approve or decline.
One inbox for texts, chat, email and calls, with team notes the patient never sees.
Less documentation for doctors, fewer clicks for the team, and a person still signs off.
A finished note to review and sign. Nothing goes to Epic until you sign it.
Tasks and the patient message drafted from the conversation, ready to send.
An up-to-date picture of each patient, and a clear answer to who needs attention next.
An AI summary before the visit, and care plans that wait for your sign-off.
A Watchlist that shows who to call next, and why.
See who qualifies for each program, and keep consent and ownership straight.
Eligibility based on the diagnoses already coded in the chart.
An eligible list per program, and new patients assigned without a spreadsheet.
Capture the revenue your team already earns, without a stopwatch or a spreadsheet.
A monthly view of what is ready to bill, and what is blocked and why.
Time counted while they work, with no timesheet to fill in.
Patients hear about the program they qualify for, and your team only confirms.
Enrollment that does not take time out of the visit.
Consent to confirm, not calls to make.
Coach the team call by call, and see how the whole team is doing.
Calls that follow your policies, with a record of what was covered.
Feedback after each call, not in a meeting.
Install CoCarely for care teams and providers, and CoCarely for patients, on any phone. No app store needed.
Scribes, calls, messages and your schedule.
Today’s plan, goals, messages and appointments.
CoCarely for your care team and CoCarely for your patients, together. $499 a month with 5 users included, then $99 for each extra user. Care Management is an add-on at $3 per patient per program. Calls, AI scribe usage and SMS are pay as you go.
Pay only for what your team uses. Email and chat are always free.
A scribe listens to a conversation and does the paperwork. There are three: call scribe for the front desk, assessment scribe for nurses and visit scribe for doctors. Care plans are built with the care scribe in the Care Management add-on.
Very little. You start a scribe and have the conversation. Notes, tasks and messages are written for you, and you review and sign.
You do. Everything is a draft you can edit, and notes go to the provider for sign-off before anything reaches the patient.
Yes. Upload a script or protocol as a document and it becomes a call guide template you can pick for any patient.
No. CoCarely sits alongside your EHR and produces documentation for you to review.
$499 a month with 5 users included, and $99 a month for each extra user. The Care Management add-on is $3 per patient per program per month, only while it is on. Calls, SMS and AI scribe usage are pay as you go, and CoCarely for patients is free.
Start a 14-day free trial, no credit card needed. Add a few patients by hand, import a CSV or connect your EHR, and invite your team. Or schedule a demo and we will walk you through it.
Start a 14-day free trial, no credit card needed, and run your first scribe in minutes.