Features
The work around care, made easier.
CareDot helps teams organize the recurring work that keeps ongoing care moving.
AI assistance
Help with the repeatable. Leave judgment to people.
AI can assist with organization, preparation, and configured workflow steps. Your team reviews the work and decides what happens next.
YouBook Maria for Tuesday at 10.
YouWho still needs a PHQ-9? Remind them.
YouSend the HRA to everyone with a wellness visit next week.
YouCreate a follow-up task for anyone with a GAD-7 over 15.
YouText Linda: see you tomorrow at 10:30.
YouAdd this medication from the photo.
Scheduling
Book, cancel or confirm visits and send booking links.
Assessments
Find pending or high-scoring forms and prepare reminders for approval.
Outreach
Prepare calls, texts, emails, app messages and education for one patient or a list.
Tasks and notes
Create tasks and draft care notes for your team to review.
Information from a photo
Capture an insurance card or medication label and add the information to the patient record for review.
You approve what goes out
Chief can organise and prepare the work. Outbound actions wait for a person's approval.
Documentation support
Less blank-page work.
Help organize information and prepare documentation for team review.
Notes
Get a draft in the format you choose, ready to review when the call ends.
Information extraction
Medications, problems and other details mentioned can be suggested for the patient profile. Nothing is saved until someone selects Add.
Tasks and messages
Turn follow-ups mentioned in the conversation into draft tasks and a patient message.
Call quality
Recorded calls receive a quality score to support coaching. Admins can see team scores; other users see their own.
Care program workflows
A more consistent rhythm.
Support workflows for CCM, PCM, RPM, BHI, and APCM. Your practice remains responsible for program oversight and billing requirements.
Identify
Surface patients who may qualify based on chart information, conditions, visits and payer details.
Obtain consent
Chief can call from your practice number, explain the program and record the patient's answer.
Enroll
Once consent is recorded, help the patient get started with PatientDot.
Arrange the first visit
Chief can book the first appointment and send the relevant links.
Patient engagement
Stay connected between visits.
Support patient-facing workflows that help people participate in ongoing care.
Tasks and follow-ups
Know what needs attention.
Keep follow-up work visible and help teams coordinate the next step.
CareDot supports tracking and review of billing progress. It does not guarantee coverage or payment; billing decisions remain with your practice and are subject to applicable payer rules and documentation requirements.
Connected experiences
The right work, to the right person.
NurseDot, DoctorDot, and PatientDot support different parts of the care journey, with fewer unnecessary handoffs.
Care report
See one patient's time, contacts and care delivered.
Billing report
Review the codes and time associated with each claim.
Month report
See the practice's month, organised by program.
Print or save as PDF
Reports open in a clean format you can print or save as a PDF.
See how the pieces fit together.
Let's walk through the workflows that matter to your practice.