CoCarely prepares each call, guides the conversation and writes up everything afterwards: the note, the tasks, the provider message and the patient summary. Your team spends the hour on patients, not paperwork.
Care coordination runs on phone calls, and the work around each call quietly eats the day.
Before every call a coordinator logs into the EHR, rereads the care plan and last month's note, and tries to remember what the patient said. That's time not spent talking to anyone.
"Do you need anything?" "No." "Talk next month." Without context to hand, calls get short and impersonal. They don't build trust and they rarely change outcomes.
If sending the doctor a message takes as long as logging a task, nobody logs the task. The work happens, but it never shows up in reporting, so the program can't prove its value.
Opening a call with sympathy for a family loss is the best possible start, if it's true. If the AI made it up, it's the worst. Generated content you can't check doesn't belong on a care call.
Coordinators cover several practices, each with its own number and caller ID, after-hours rules and on-call cover. Generic and sales dialers weren't built for any of that.
Who's calling, how long calls take, who does the talking and how many follow-ups are still open. It's usually a spreadsheet at month end, if it exists at all.
Prepare, guide, document and follow up, with the phone built in.
A call guide built from past calls, the care plan, education material and social needs, laid out around today's objective.
Call from the guide. It stays on screen and you tick each point as you cover it. Focus mode hides what's done.
Hang up and land on the full transcript with audio, a cited clinical note, every follow-up task and drafted messages.
Individual, team and company dashboards update from every call, so effort shows up and coaching is specific.
The call guide reads everything you know about the patient and builds the conversation around the goal of this call. It updates as new information comes in, so next month's guide isn't last month's.
Life events, family and what mattered last time come first, so calls feel like a relationship.
Each item links to the exact source: a transcript line with audio, a care plan section or a handout.
Monthly check-in, medication review or post-discharge. Your templates define the shape.
Regenerate before you dial to pick up anything that changed since this morning.
Home BP around 158/94 all week [13]. Still finishing the old lisinopril 10 mg bottle [15, 17]. Knee pain up to 8/10 on ibuprofen [25, 27].
A full transcript with audio, tuned for medication names, conditions and clinical terms, and a clinical note where every sentence links to the line it came from.
Play the whole call or a single line. See who said what.
SOAP by default. DAP or a brief summary if that's how your team works.
Change any section. Edits are stamped with who made them and when.
Copying into the record asks you to confirm you've read it. You stay the author.
CoCarely listens to the call and lists everything you promised: the 90-day refill, not the 30; the 1:00 appointment, not the 12:00. Each task is cited, and each one counts toward your quality reporting.
Notify provider, order medication, request referral, update chart. Click when resolved.
A message to the doctor in the format and vocabulary they expect. Friendly or formal.
Plain-language next steps, the next call time and your number. Text it, email it or paste it into a portal.
Quick tasks you'd never have logged now show up in reporting.
Subject: Walter Okafor — uncontrolled BP and NSAID use
Dear Dr. Asante,
Following today's call, I'm flagging:
Could you advise on BP management and a kidney-safe pain option?
The numbers you'd otherwise dig for, ready when you open CoCarely.
Tasks done and open, calls answered and missed, time per patient, who talks more, total phone time and patients reached.
A combined score for each coordinator. Pick the metrics, see who's leading and who needs support.
The same view rolled up across every practice, for leaders.
A clean board is worth celebrating. An overflowing one is a coaching conversation.
Buy a number and CoCarely sets up the caller ID, greeting, closing, voicemail and hours. You tweak, not build.
Call out on each practice's number and caller ID, so patients know who's calling.
Choose a voice for the greeting and closing and hear it before you save.
Business hours, time zone, public holidays and closed days. Voicemail or forward to on-call.
Auto transfer rings a known patient's own coordinator and skips the menu.
Extensions assigned automatically. Drag to reorder, switch people on and off.
Rebecca who goes by Becky? Type it the way it should sound.
We'd rather show you than tell you. Here's how CoCarely earns trust on every call, and how we prove the value to you.
Every guide item, note sentence, task and message carries a citation to the transcript line, care plan entry or handout it came from. Nothing is asserted without a source.
Drafts are editable, edits are stamped with who and when, and copying into the record requires a read-and-confirm step.
Because tasks come from the conversation, quick follow-ups that used to go unlogged are counted in your reporting.
We take a baseline in week one and compare at day 30. You see your own numbers, not ours.
No complex setup and no long-term commitment. If your team doesn't see the value in the first week, don't keep it.
No. It prepares, drafts and keeps track so coordinators can spend their time with patients. Every draft is theirs to edit and approve.
Every guide item, note sentence, task and message cites the record it came from. Click the number and you see the transcript line, with audio, or the care plan entry.
Past conversations, the care plan, education material and social needs screening, plus the objective for the call. Connect what you have and the guide uses it.
Yes. SOAP is the default, and your team can use DAP, a brief summary or your own template.
CoCarely includes one built for care coordination: practice numbers, caller ID, greetings, after-hours rules, an extension menu and auto transfer. You can port your existing numbers.
Book an onboarding call. We set you up the same day we receive your HIPAA BAA, and your team gets short training guides.
See CoCarely on your own patients in a 20-minute demo.