Monthly check-ins
Checks in with your chronic and surgical patients every month by call or text. Nobody downloads anything.
It stays with every patient between visits and turns the care you already give into documented, billable work.

The agent does the outreach and the paperwork. Your team supervises the care.
A monthly call or text in your practice’s name, answered in about ninety seconds.
Voice and textValidated surveys like HOOS Jr and KOOS Jr, matched before and after surgery.
The measures quality programs scoreWorrying answers route to your staff. Quiet patients get noticed.
Your team decidesEvery staff minute logged, consent and care plan on file.
Audit readyYour biller submits through your normal process, from the audit trail.
Your normal workflowMedicare pays for this work. Almost nobody bills it, because the documentation costs more than it returns. Until now.
Checks in with your chronic and surgical patients every month by call or text. Nobody downloads anything.
HOOS Jr, KOOS Jr, and other validated surveys, matched before and after surgery.
Concerning answers route to your staff, who review and act under your physicians’ supervision.
Time logs, consent, care plans, and an audit-ready monthly report for your biller.
The patient who arrived through your website in the spring and answers a check-in this winter is one person to the platform, never a stranger.
Medicare’s mandatory joint bundles score practices on patient engagement and reported outcomes across the episode of care. The check-ins and surveys the agent already runs are the data those scores are built on.
Every month it checks in with your enrolled patients by call or text, collects how they are doing, gathers validated outcome surveys, reminds them to take and refill their medications, and routes anything concerning to your staff. It logs all of it as it happens, so the care your practice delivers between visits is documented and billable without anyone chasing paperwork.
Your team. The agent does the outreach and the paperwork. Your medical assistant or nurse reviews what it collects and cares for the patients who need attention, under your physicians’ supervision. The agent makes those minutes efficient. It never replaces them.
Yes. Medicare has paid practices for monthly care management for years. Most practices never bill it because the outreach and documentation take staff time nobody has. The Care Agent produces the consent records, care plans, time logs, and monthly reports your biller needs.
Yes. Between visits, the Care Agent reminds patients to take and refill their medications, checks how they are doing, and escalates concerns to your team.
The platform automatically excludes a surgeon’s own post-operative patients from billing during the global period. Their check-ins and outcome surveys still run, and the billing rules respect the bundle.
Yes. The Care Agent starts from a simple patient list and works alongside Epic, athenahealth, ModMed, NextGen, eClinicalWorks, and the other major systems. No IT project required to begin.
Survey tools send forms. The Care Agent holds a conversation, remembers the patient’s history across every call, text, and email, and connects to the same platform that answers your phones, books new patients, and recalls dormant ones.
The Care Agent completes the journey. See how the platform fits together.
A 15 minute walkthrough: the monthly check-in, the outcome survey, the staff review, and the report your biller receives.