Features
What CareDots does.
Everything that runs your care programs, in one place. Tick what your practice needs and see how CareDots fits.
1 · Chief and its playbook
Ask in plain words. Chief does it.
Chief plans, waits for approval, then runs it with helper dots.
YouBook Maria for Tuesday at 10.
YouWho still owes a PHQ-9? Remind them.
YouSend the HRA to everyone with a wellness visit next week.
YouCreate a follow-up task for anyone with GAD-7 over 15.
YouText Linda: see you tomorrow at 10:30.
YouAdd this medication from the photo.
Scheduling
Books, cancels and confirms visits.
Assessments
Finds pending forms and sends reminders.
Outreach
Calls and texts, to one or many.
Tasks and notes
Tasks and draft notes for review.
From a photo
Insurance cards and medicine labels, added.
You stay in charge
Nothing sends without your yes.
2 · AI scribe
Every call and visit, written up.
Scribe drafts the note during the call, saving up to 20 minutes a session.

Notes
A draft note when the call ends.
Extraction
Medicines offered, saved only on Add.
Tasks and messages
Tasks and goals ready after the call.
Call quality
A score per call, for coaching.
3 · Program enrollment
Find, consent, enroll. No phone marathon.
For CCM, PCM, RPM, BHI and APCM.
Identification
Eligible patients found from the chart.
Consent
Chief calls and records the answer.
Enrollment
Patients join and get PatientDot.
First visit
Chief books it.
4 · Care planning
Drafted for you, signed by your clinician.
Chief drafts from the chart; signed plans go to PatientDot.

5 · Billing
Know what each month will bill.
Care time counts toward each code, with claim blockers shown.

6 · Reports
Ready to print, ready to file.
Care report
One patient's month.
Billing report
Codes and time per claim.
Month report
The practice, program by program.
Save as PDF
Print or save any report.
7 · Watchlist
Chief watches every patient. You see who needs you.
Readings, calls, messages and reports, checked against fixed rules, with the source behind every line.
Ranked by urgency
High, medium and low, with the reason.
Cited
Tap a number to see the reading or note.
Cards on a phone
Swipe through findings one at a time.
You decide
Approve, modify or reject; or let Chief do it.
8 · Health Diary
Three months, before the visit.
A short digest on every patient's page, marked for the booked visit.
Look at first
Readings out of range, rising trends, gaps.
Month by month
Averages, lowest and highest per reading.
Care time
Minutes per program, per month.
Contacts
Calls, visits, messages and open tasks.
9 · Calls and texts
AI calls first. Your nurse takes over.
From your practice's own number, inside calling hours.
AI check-in calls
Your approved script, with a warm transfer to the care team.
Call-backs routed
Straight to the patient's care manager.
After hours
Calls go to whoever is on call.
Texts
Two-way, with STOP and START respected.
10 · Coverage and network
Know it will pay before you book.
Each patient's plan, your provider and their state, checked before the first visit.
Billable · At risk · Won't be paid
Shown before the visit is booked.
Credentialing matrix
Provider, plan, product and state.
Learns from claims
Paid and denied lines teach it.
Funnel
Taken in, seen, billed, paid.
11 · PatientDot and devices
Readings come in on their own.
A patient app that's free for patients, and cellular devices that need no app at all.
Cellular devices
Blood pressure, glucose and weight, sent automatically.
PatientDot
Messages, readings, forms and their care plan.
Assessments
PHQ-9, GAD-7 and more, scored.
Your brand
Your clinic's logo on the patient app.
12 · Your EHR
Start this week, whatever you use.
Connected today: Akute, with records pulled in and notes and tasks written back. Any other EHR: import your patient list as a spreadsheet and start.
Product-market fit
Let’s check if CareDots fits your business.
Tick the things your practice needs, from finding eligible patients to billing and phones. You get a fit score, the list of what works today, and what isn't ready yet, said plainly.