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Connected workflow infrastructure for primary care

Enterprise power.Independent practice.

Scheduling, care management, value-based care, and medical billing running as one connected layer — so a lean team can operate like a health system, without the health-system overhead.

HIPAA compliantSOC 2 Type IIHITRUST-alignedSits alongside your EHR
Care orchestration engine
Running
INPUTS Patient calls EHR / ADT feed Devices & labs Payer 270/271 COOEY ENGINE ORCHESTRATE MODULES Smart appointments Care management Value-based care Medical billing
One layer
4 modules
Handoffs
0
Your EHR
Stays
The independent practice reality

A lean team, running health-system complexity.

Traditional EHRs record history — they don't run your workflow. Everything between the record and the revenue still lands on the same handful of people.

Scheduling
EHR
Outreach
RPM vendor
Billing
Quality tracker
Spreadsheets
Seven tools, no shared state — information drops off at every handoff.
Core capabilities

Four modules. One continuous workflow.

Each one is useful alone. Together they close the loop from the first patient call to a paid claim.

STEP 1 · AI CALL
Live
Enterprise orchestration

From the first call to a paid claim.

Watch a single patient encounter move through the layer. Nothing is re-typed, nothing waits for someone to remember it.

📞
Booking
Slot matched
🛡️
Eligibility
270/271 · verified
🩺
Encounter
Pre-charted
Quality
Gaps surfaced
🧾
Coding
Time captured
📤
Claim
Scrubbed clean
💰
ERA posted
Reconciled
Manual handoffs in this path: 0
Module 04 · End-to-end billing

Revenue you earned, actually collected.

Cooey RCM runs the full cycle — provider setup, eligibility, prior auth, coding review, claim scrubbing, denials, ERA posting, and reconciliation — with a work queue for every role and an AI summary sitting on top.

Revenue pipeline
SAMPLE DATA · LAST 30 DAYS
◆ AI operational summary

Clean-claim rate is trending up on stronger prior-auth validation. Twelve underpayments flagged this week point at stale fee schedules for three payers. Authorization mismatch — currently the largest denial bucket — falls sharply with stricter referral checking before billing.

Role-based work queues
Eligibility verification
0
Missing authorization
0
Coding review
0
Scrubber errors
0
Denials rework
0
Payment posting
0
Top issues blocking revenue
Authorization mismatch
Auth coordinator
In progress
Subscriber ID invalid
Registration
Blocked
Missing place of service
Coder
Pending
Lack of medical necessity
Denial management
Appeal drafted
Figures shown are illustrative product data from the Cooey RCM prototype, not customer results.
Practice impact

What changes when the workflow connects.

Selected outcomes from primary care organizations operating on Cooey Health.

0
Fewer unfilled high-priority appointments
Multi-site primary care group · 14 clinics
0
More care-management billable minutes captured
Independent PCP network · 22,000 patients
0
Of TCM windows closed on time after discharge
Value-based care operator · ACO REACH
0
Additional AWVs scheduled in a single year
MA-focused primary care MSO
0
Incremental annualized CCM revenue
14-clinic primary care group
0
Less front-desk time on eligibility and rescheduling
Independent practice · 7 providers
The difference

Disconnected tools. Connected layer.

Where the work lives
Stack of point tools
With Cooey Health
Scheduling
Front desk calls back, slots go unfilled
AI calling with priority-aware slot logic
Eligibility
Checked after the visit, if at all
270/271 run at the point of scheduling
Care programs
Minutes reconstructed from memory
Time and documentation captured as work happens
Quality gaps
Chased at year end by a dedicated hire
Surfaced during routine pre-visit prep
Billing
Errors found after the payer rejects
Scrubbed pre-submission, denials scored and appealed
Your EHR
One more system to reconcile against
Stays the chart — bidirectional, standards-based

See it running in a practice like yours.

A guided 30-minute walkthrough built around your scheduling pressure points, care program targets, and billing reality. No generic decks.

Request a demo