AI-supported patient call
An adaptive AI scheduling assistant reaches out, captures intent, and listens for the details that matter — visit type, urgency, language preference, transportation barriers.
The operating layer for primary care
Smarter scheduling. Connected care management. Stronger practice performance.
Cooey Health helps primary care organizations use adaptive AI and structured care workflows to improve access, engage high-risk patients, and turn care coordination into measurable clinical and financial results.
Prioritize high-risk patients for the right appointments at the right time.
Run RPM, CCM, BHI, and TCM with connected operational support.
Tie care activity to documentation, visibility, and reimbursement readiness.
Scheduling Intelligence · Live
Step 1 · AI Call
Hi Sarah, I can help schedule your follow-up.
I'd prefer something this week in the morning.
Got it. Let me check availability and coverage.
Patient intake ·
transferred to workflow
Patient
Sarah Chen, 64
Visit Type
Diabetes Follow-up
Preferred Time
This week, AM
Provider
Dr. Patel (PCP)
Insurance
Aetna Medicare Advantage · #XW-4421
Real-time eligibility
check
Plan statusActive
PCP visit copay$0
Deductible met$1,240 / $1,500
AWV availableEligible
AI-recommended openings
Wed 9:20 AM
Dr. Lee · Telehealth
Thu 10:00 AM
Dr. Patel · In-person
Fri 11:40 AM
Dr. Patel · In-person
Appointment booked
Confirmation sent
Built for primary care groups, MSOs & value-based care operators
Medicare Advantage
ACO REACH
MSSP
CCM · RPM · BHI · TCM
Independent Practices
The problem
Fragmented systems make it harder to deliver timely care and manage performance.
Most practices still manage scheduling, outreach, care coordination, billing workflows, and operational reporting across disconnected tools. Cooey Health replaces that fragmentation with one connected operating layer so teams can see what needs to happen next, who needs follow-up, and where financial performance may be at risk.
See how the platform worksScheduling
EHR
Outreach
RPM Vendor
Billing
Care Mgmt
What Cooey Health does
Three ways Cooey improves practice performance.
A connected operating layer for the three workflows that decide whether modern primary care succeeds — or struggles.
8 AM
9 AM
10 AM
11 AM
1 PM
01 · Access
Smart Scheduling
Fill the right appointments faster with AI-supported patient calling, real-time eligibility checks, and adaptive slot recommendations that protect access for high-risk patients.
R. Alvarez
M. Johnson
T. Nakamura
K. Williams
S. Patel
02 · Continuity
Care Management Services
Run RPM, CCM, BHI, and TCM programs with structured workflows, prioritized queues, and clinical pathways that keep care teams focused on the patients who need attention now.
94%
Slot fill
$184k
CCM rev
03 · Visibility
Operational Intelligence
Connect every scheduling, care, and documentation event to one operational view — so leaders see access, capacity, program enrollment, and reimbursement readiness in real time.
Why Cooey Health
Care happens everywhere. Your operating layer should see all of it.
From the first patient call to the post-discharge check-in, Cooey Health connects the moments that decide outcomes — and the moments that decide reimbursement. One layer. One source of truth. One workflow your teams can actually run.
0%
Reduction in unfilled high-priority appointments
0×
Care management billable minutes captured per patient
0%
Of TCM windows closed on time after discharge
From the field
Ready when you are
See Cooey Health working in a practice like yours.
A guided 30-minute executive demo — built around your scheduling pressure points, care program targets, and value-based care commitments.
Smart Scheduling
Fill the right appointments faster — without rebuilding your front desk.
Cooey Health combines adaptive AI, real-time eligibility verification, and clinical priority logic so every open slot is matched to the right patient at the right time — and every scheduled visit is ready to be billed correctly.
How it works
Five steps. One coordinated workflow.
From the first patient call to a confirmed, eligible appointment — without your team copy-pasting across tools.
01
02
Real-time intake transfer
Patient details flow directly into the scheduling workflow — name, visit reason, preferred time, provider, plan — so nothing is re-typed and nothing is lost between calls and bookings.
03
Real-time eligibility verification
Insurance is checked the moment intake is captured. Coverage, copay, deductible, and AWV eligibility are confirmed before the slot is offered — not after the visit happens.
04
AI slot recommendation
The platform ranks open slots against patient priority, plan rules, provider continuity, and clinical pathway requirements — surfacing the best-fit appointment, not just the next available one.
05
One-click booking
The patient confirms, the appointment is booked, the EHR is updated, and confirmations go out automatically — closing the loop without staff swivel-chair work.
Capabilities
What sits inside Smart Scheduling.
AI patient calling
Inbound and outbound AI calls handle scheduling, reschedules, and recall outreach with natural conversation — escalating to staff when the situation warrants.
Real-time eligibility
270/271 transactions executed at the point of scheduling, with structured coverage, copay, and deductible data delivered into the workflow.
Priority-aware slot logic
High-risk patients, AWV-eligible patients, and care-gap-positive patients are surfaced to the right openings — not buried beneath routine demand.
Provider continuity rules
Honor PCP relationships, panel size, and provider preferences automatically — so continuity isn't sacrificed for speed.
Recall & gap closure
Quality-measure gaps, RPM enrollment opportunities, and overdue follow-ups become structured outreach campaigns — not spreadsheets.
EHR write-back
Confirmed appointments, eligibility responses, and intake notes flow back into your EHR through standards-based integrations.
Turn open slots into finished encounters.
See how a connected scheduling layer changes what your front desk and care teams can actually do in a day.
Care Management Services
Care between visits, run with structure.
RPM, CCM, BHI, and TCM are reimbursable for a reason — they keep high-risk patients out of avoidable trouble. Cooey Health gives your teams the workflows, alerts, and documentation support to actually run those programs at scale.
Programs supported
Run every care program from one workspace.
RPM
Remote Patient Monitoring
Device enrollment, daily reading review, threshold alerts, and 99454 / 99457 / 99458 time tracking.
CCM
Chronic Care Management
Structured care plans, monthly outreach, and 99490 / 99439 / 99491 documentation support.
BHI
Behavioral Health Integration
PHQ-9 / GAD-7 administration, collaborative care workflows, and 99484 / G2214 documentation.
TCM
Transitional Care Management
Discharge alerts, 48-hour outreach, 7- and 14-day follow-up logic, and 99495 / 99496 readiness.
Prioritized queues
Your teams work the right patient, not the loudest spreadsheet.
Every queue is ranked by clinical urgency, billing window, and care plan status — so care managers spend their day on the patients where it matters.
Risk-stratified queues with adjustable thresholds
Time-on-task tracking that maps directly to CPT logic
Structured note templates aligned to documentation requirements
Care Queue · Today
All
RPM
CCM
TCM
RA
Robert Alvarez · 71
RPM · BP 168/96 · 3-day trend
TN
Takashi Nakamura · 68
TCM · Discharged 48h ago · No contact
MJ
Maria Johnson · 64
CCM · 18 of 20 min logged this cycle
SP
Sanjay Patel · 59
CCM · Care plan review due
KW
Kim Williams · 53
BHI · PHQ-9 check-in completed
Discharge alerts
Turn discharge alerts into follow-up action.
ADT feeds, hospital notifications, and ED visits become structured TCM workflows the moment they happen — with 48-hour outreach, 7-day visit scheduling, and 14-day follow-up tracked automatically.
ADT and HL7 ingestion with smart de-duplication
Automatic TCM clock-start and clock-stop logic
Live escalation to clinicians when patterns warrant
Eleanor Park · ED visit
12 min ago
Discharged from Mercy ED · chest pain workup negative · cardiology follow-up
recommended within 7 days.
Start TCM · assign to Maria
James Okafor · Inpatient D/C
3h ago
Discharged after 4-day admission for CHF exacerbation · medication reconciliation
pending.
Schedule 7-day visit
Linda Costa · 7-day visit
Yesterday
TCM visit completed within window · 99496 documentation captured · medication
reconciliation noted.
Run care programs with more structure and less manual work.
See how Cooey Health turns RPM, CCM, BHI, and TCM into workflows your teams can actually execute every day.
Talk to Our Care Team
The Platform
One operating layer for access, continuity, and visibility.
Cooey Health connects scheduling, care management, alerts, documentation support, and operational reporting into a single platform — built on adaptive AI and structured clinical workflows that healthcare teams trust.
Architecture
How the platform fits together.
A layered architecture that connects patient activity, care workflows, and operational visibility — without forcing your teams onto yet another standalone tool.
Experience
Workflows
Core
Data
Trust
Why teams choose Cooey
Built for the way modern primary care actually operates.
One integrated layer
Scheduling, care management, alerts, and operational reporting in one connected platform — not five tools loosely held together by spreadsheets.
EHR-friendly, not EHR-replacing
Sits alongside your EHR with bidirectional, standards-based integration — your teams keep one source of truth for the chart.
Designed for VBC economics
Risk stratification, quality measure tracking, and reimbursement-ready documentation built in — for organizations operating in MA, ACO REACH, and MSSP.
Trust by design
HIPAA-compliant, SOC 2 Type II audited, HITRUST-aligned — with role-based access, full audit trails, and BAAs available for every customer.
Adaptive AI — not opaque AI
Models that explain their recommendations, escalate the right edge cases to clinicians, and improve as your workflows mature. No black boxes in the patient care path.
Operational visibility built in
Live dashboards for access, care program enrollment, billable time, and reimbursement readiness — designed for clinical and executive leadership.
Operational dashboard
Connect care activity to operational and financial visibility.
Every appointment, every care plan minute, every quality-measure closure rolls up to a single operational layer leadership can actually use.
Download Platform OverviewPractice Performance · Last 30 days
Apr 22 – May 22
Slot Fill Rate
94%
▲ 11 pts
CCM Billable
$184k
▲ 24%
TCM On-time
71%
▲ 18 pts
Care management billable minutes
●
One platform. One source of truth.
See the architecture in action with a guided walkthrough from our solutions team.
Results
What changes when you connect access, continuity, and visibility.
Selected outcomes from primary care organizations operating with Cooey Health across scheduling, care management programs, and value-based care performance.
38%
Reduction in unfilled high-priority appointments within the first two quarters.
Multi-site primary care group · 14 clinics
2.4×
Increase in monthly care management billable minutes captured per enrolled patient.
Independent PCP network · 22,000 patients
71%
Of TCM windows closed on time after discharge, up from 19% pre-deployment.
Value-based care operator · ACO REACH
4.2k
Additional AWVs scheduled in a single year through priority-aware slot logic.
MA-focused primary care MSO
$1.8M
Incremental annualized CCM revenue attributed to structured workflow adoption.
14-clinic primary care group
62%
Reduction in front-desk time spent on eligibility verification and rescheduling.
Independent practice · 7 providers
"We are using Cooey for management of chronic conditions including but not limited
to COPD, CHF, DM, HTN, Pain Management, and COVID-19."
$184k
Monthly CCM revenue, up from $47k pre-deployment
3.1×
Patients touched by care management per month
91%
Of monthly CCM minutes documented in-platform
12wk
From contract signature to full clinical adoption
See results built around your practice.
Our team will walk through customer outcomes most relevant to your specialty mix, payer contracts, and care program goals.
Request Customer Examples
Company
The operating layer healthcare operators have been waiting for.
Cooey Health was built by clinicians, operators, and engineers who've worked inside primary care, value-based care, and care management programs — and knew the gap between what good care needs and what software actually delivers.
01
Workflow first, AI second
We use adaptive AI where it improves a workflow outcome. We don't lead with model names. We lead with what your teams will actually be doing differently next month.
02
Clinically honest
Our recommendations are explainable, our edge cases escalate to humans, and our documentation maps to the codes you actually bill. No magical reasoning in the patient care path.
03
Built for the operator
Every dashboard, every queue, every report is designed for the medical director, the COO, and the care team lead who has to make next week work. Not for a demo.
Talk to Cooey Health
Request a guided executive demo of the platform.
A 30-minute walkthrough built around your scheduling pressure points, care management goals, and value-based care commitments. No generic decks.
Email
Sales@mycooey.com
Direct line
919-308-6092
Headquarters
San Francisco · Bengaluru
Request a Demo
Tell us a little about your organization. We'll be in touch within one business day.
Helps us tailor the conversation — not a commitment.
Thanks — we'll be in touch.
A member of the Cooey Health team will reach out within one business day to find a time that works.