Casey Care Concierge
Designed together with clinicians, for clinicians

Enroll
Invite your patients to join your chronic care management program with a seamless opt-in experience. Empower them to access proactive support, tailored resources, and personalized care plans, making it easy to provide the ongoing care they need for better health and well-being.
Care Plans
Generate a complete, personalized care plan for your patients with just one click. Save time and reduce manual work while ensuring every important detail is captured. Provide clear, actionable guidance that helps your patients stay on track and feel supported throughout their care journey.


Casey
Connect with your clients anytime, anywhere, whether they’re online or offline. Casey lets you reach out through text, calls, and email, ensuring you can keep the conversation going even without an internet connection. Strengthen your relationships and deliver exceptional service no matter where you are.
Workflow Builder
Easily create custom workflows tailored to your unique processes. With intuitive drag-and-drop tools, you can automate repetitive tasks, set up notifications, and streamline every step of your workflow, saving you time and boosting productivity. Build workflows that adapt to your needs and help your team work smarter, not harder.


Analytics
Access a powerful dashboard featuring interactive charts, in-depth reports, and a variety of analytics tools, all designed to help you visualize your data with clarity. Effortlessly share insights with your team or download reports for your records. Make informed decisions faster with real-time analytics that are always at your fingertips.
Integrations
Seamlessly connect your EHRs and essential tools with just a few clicks. Our platform makes it simple to integrate all the systems you rely on, so you can keep your workflows efficient and your data synchronized, no technical expertise required. Spend less time on setup and more time focusing on what matters most: delivering outstanding care.


Admin
Set up Casey to match your organization’s needs and easily manage user access control from one central dashboard. Customize permissions for your team, ensure data security, and streamline admin tasks so everything runs smoothly.
Quick Glance
Easily see your patients' details at a glance, including important updates, recent calls, emails, and text messages from Casey, upcoming appointments, and more, all in one convenient place. Stay organized and quickly access everything you need to deliver exceptional care.


Automation
Streamline your workflow by automating the entire patient review process, saving you valuable time and effort. Effortlessly identify and prioritize high-risk patients so you can focus your attention where it’s needed most. With automation, you ensure no patient is left behind and that everyone receives timely, proactive care.
Billing
Maximize your revenue by billing every eligible dollar for chronic care management services, including CCM, RPM, BHI, AWV, ACP, PCM, and CHI. Our platform ensures accurate documentation, streamlined billing workflows, and easy claims management, so you can focus on delivering quality care while optimizing your reimbursements.
