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.
See a demoCoordinators finish a call and then spend the rest of the day writing it up, chasing tasks and hoping nothing was missed.
Every call is retyped into a chart note, often hours later, from memory.
Refills, referrals and next-call dates live in scribbles instead of a task list.
Managers only hear a handful of calls, so coaching depends on luck.
From dial to documented in three steps.
Pick a patient and start the call. The call guide and live transcript open beside you.
Notes, follow-up tasks and a patient message are written for you, with links back to the transcript.
Every call is scored against your call flow, with what went well and what to try next time.
Start a call from any appointment, and keep the conversation, the guide and the chart in one place.
Hover an appointment and start a call with one click.
Follow the conversation as it happens, next to the call guide.
Text patients from the same screen, with the full thread beside it.
Every call with duration, status, notes and recording.
When the call ends, the note is already written — structured, referenced to the transcript, ready to review.
Subjective, Objective, Assessment and Plan drafted from the conversation.
Refills, referrals and next calls become tasks with a clear owner.
A plain-language summary you can text or email.
Edit, save and copy each section before anything is final.
A guide built for each patient from their conditions and care plan, ticking off as the conversation covers each point.
Personal touches, clinical checks, care planning and follow-up.
Sections tick as topics are covered during the call.
See the care plan or chart entry behind each question.
See which items were covered and which were missed.
Every call is scored against your own call flow, with specific tips instead of a single number.
Required and bonus criteria, checked against the transcript.
What happened, and a better approach to try next time.
See quality by coordinator and by criterion.
Build flows from your own SOPs for CCM, RPM and more.
One view of how calling is going across your team. (Sample figures shown.)
CoCarely is a calling workspace for care teams. It gives coordinators a live call guide, writes the notes and tasks when a call ends, and scores each call against your call flow.
Monthly chronic care check-ins, remote monitoring follow-ups and post-discharge calls. Call flows are configurable, so you can match your own protocols.
No. CoCarely sits alongside your EHR. Notes are drafted for review, and you decide what is saved.
Create a free account and you land in a workspace with sample patients, calls and call flows to explore.
Create a free account and try a call in minutes.