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 demoFrom the first appointment request to a finished care plan, 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, visit or care 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.
Discovery, care plan and notes are done in one click. Review, sign, and copy to your EHR.
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.
Plan care in one conversation. Goals, barriers and interventions become a full care plan.
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.
A full care plan with goals, barriers and interventions, drafted while you talk.
Illustrative example based on typical manual documentation times. Your results depend on your call length, templates and how much you edit.
Call, assessment, visit and care scribes all run the same way: a live guide on the left, the conversation on the right. Stop, and it is processed.
Front desk calls with a call guide and live transcript.
Nurses record a PHQ-9 by conversation, scored and flagged.
Doctors get a visit note without typing.
Care managers build a care plan as they talk.
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.
When a scribe finishes, the same screen opens every time: what was captured, how well it went, and what happens next.
SOAP for calls and visits, an assessment report, or a care planning note.
Every follow-up has an owner, on both sides.
A team update and a plain-language message for the patient.
Each session is rated with what went well and what to try next.
The care scribe follows a standard comprehensive care plan, so nothing is missed and nothing is retyped.
Chosen by the patient, with numbers you can track.
Who does what, and how often.
Allergies, numbers to track and expected outcomes.
Review, sign off and offer the patient a copy.
Up to six emoji tell a doctor how a patient is really doing, before they read a word.
💊 medicines, 🏃 activity, 🥬 food, 🌙 sleep, 🎯 the care plan.
Things to watch come first, and what is going well follows.
How the patient is doing on the care plan, medicines and vitals.
Shown next to the patient name and at the top of the summary.
Upload a call script, a note template or a care plan, name it, and every scribe follows it. Switch templates in one click before or during a session.
Headings and bullets become sections and items.
Add, change or remove items at any time.
The live guide follows the template you chose.
Each session is rated on how well the guide was followed.
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 and care plans 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, drafts the care plan, 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.
Every session adds to a draft in the patient profile. Review it, accept it, or continue it in a care scribe.
Recording notice, AI steps, edits, sends and views, on every session.
Plain-text notes and care plans, ready to paste. No integration needed to start.
CoCarely for patients is the patient side of the product. An AI-powered app that patients can talk to or type to, connected to the same care plan your team works from.
Patients get answers about their plan, medicines and next steps in their own words.
The plan your team drafts shows up for the patient, with progress they can see.
Send a PHQ-9 or any screener. Answers are scored and flagged for your team.
Secure messages, booking and reminders in one place. No app download, and family can be added.
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.
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 four: call scribe for front desk, assessment scribe for nurses, visit scribe for doctors and care scribe for care managers.
Very little. You start a scribe and have the conversation. Notes, tasks, messages and care plans are written for you, and you review and sign.
You do. Everything is a draft you can edit, and care plans go to the provider for sign-off before a copy is offered to 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.