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.
Start the scribe, talk to your patient, and CoCarely writes the cited note, finds the tasks, drafts the patient’s next steps and sends them to their app.
From the first appointment request to a signed note and the follow-up, without opening a single form.
A request is booked and appears on your schedule with the patient, the time and the type of visit.
One Start button offers the call, assessment or visit scribe. Pick the template, and go.
The guide sits on the left, the live transcript on the right. Questions tick off as you ask them.
Every follow-up becomes a task with an owner, for the care team and for the patient.
A team update goes to the care team and a plain-language message goes to the patient.
Notes, tasks and the patient message are done in one click. Review, sign, and copy to your EHR.
CoCarely is AI first and AI native, with a human in the loop. The AI prepares the work. Your team decides.
The AI does the first pass on everything: the note, the tasks, the messages, the pre-call plan.
CoCarely is built around the scribes, not a chatbot bolted onto forms.
Nothing is signed, sent or filed to your EHR until a person says so.
Some low-risk steps run on their own and tell you. Most are recommended for you to approve. Judgment calls are left to you.
Every draft can be edited, and every recommendation can be approved, modified or rejected.
The audit trail shows what the AI did and what a person approved.
Everyone on the team starts the conversation. CoCarely handles the paperwork.
Call the patient with a guide on screen. The call is transcribed, and the tasks and messages follow.
Run a PHQ-9 by talking it through. The score, answers and recommendations are recorded for you.
See the patient. The visit note, plan and patient instructions are ready to review and sign.
Reports symptoms, readings and pain, books visits and calls their care manager from the app.
The scribe does the writing while you do the caring. Here is what changes for one session.
Notes, tasks and the patient message are drafted from the transcript. You review and send.
The PHQ-9 is asked, scored, recorded and flagged during the conversation. Nothing to re-enter.
A finished visit note in the template you chose, ready to review and sign.
Symptoms and readings arrive with the follow-up questions already asked, flagged by your ranges.
Illustrative example based on typical manual documentation times. Your results depend on your call length, templates and how much you edit.
Outbound and inbound calls run inside CoCarely, so every conversation is recorded, transcribed and documented without a second tool.
Call from any patient profile or appointment. Pick the number, and the guide and scribe start with the call.
Give each practice its own number, caller ID and greeting. Route callers to the right person by keypad.
Set opening hours per day. Outside them, callers reach voicemail and missed calls become callback tasks.
The recording notice is part of the guide, and the audit trail shows it was given.
CoCarely stays the co-pilot. When a patient is ready, Enroll in a program hands them to Programly with everything you learned, and the care plan is built there.
From the patient profile, with the evidence for eligibility attached and cited.
Consent, then goals, barriers and interventions built with the care scribe.
Programly runs the care timer and the CPT codes for each program.
Goals and next steps show up in Memberly, and the patient keeps reporting to you.
Everything CoCarely does follows the guides you set up. You decide what must be covered, what to stress, and what counts as a good call.
Mark items as required, like identity check, recording notice, medication review and emergency advice.
Put the emphasis where your program needs it, such as red flags, adherence or the next step.
Set how notes are reviewed and signed before they count, and by whom.
The same guide drives the live prompts, the notes, the tasks and the scoring.
When the call ends, the person who ran the scribe sees exactly how it went, scored against the guide.
Each guide item that was covered, with the moment in the transcript.
What was skipped or rushed, and what happened instead.
The exact words to use next time, not a vague tip.
Coordinators improve call by call, and supervisors see the pattern across the team.
CoCarely prepares the conversation, brings in what the patient reported, and keeps a trail you can hand to an auditor.
What happened last time, open tasks, what to ask and what to watch for, built from the patient's own history.
Readings, symptoms, pain reports and call-back requests from Memberly land in the profile, flagged and cited.
Recording notice, AI steps, edits, sends and views, on every session.
Plain-text notes, ready to paste. No integration needed to start.
Before someone talks to a real patient, they practice on one that talks back. Use it to onboard new staff, or to see how a care manager or nurse really performs before you hire them.
Just talk. The patient answers in their own voice, and the scribe guide ticks off as you go.
Practice call, visit and assessment scribes, each scored against its own rubric.
Each patient hides issues, like missed doses or a fall, that only come out when you ask the right question.
Hide the guide for an evaluation, then compare scores across trainees and scribe types.
See how every coordinator, call and program is doing, from the first call to the last task. (Sample figures shown.)
Every session is scored against your guide, with what went well and one thing to try next.
A combined score per coordinator from patients reached, time per patient, call duration and tasks completed.
Guide items met, recording notice given and a full audit trail, per session and across the team.
See the last 30 days at a glance and spot who needs coaching before it shows up in patient outcomes.
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. 100 patients included, then $3 for each extra patient. 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 Programly.
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.
Create a free account and you land in a workspace with sample patients to explore.
Create a free account and run your first scribe in minutes.