Software platform

TOCA AI

Clinical intelligence for RPM and CCM.

TOCA AI is TOCA Health’s HIPAA-compliant software for remote patient monitoring and chronic care management. It ranks the panel, trends vitals against national guidelines, briefs the care team, and writes the chart. Physicians remain in control of every clinical decision.

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HIPAA-compliant · Business Associate Agreements · Custom EHR integration

A TOCA care manager at her workstation with headset, using TOCA AI
Care managers work in TOCA AI — the clinical intelligence layer for the panel.

TOCA AI

How TOCA AI works

The chart stays in the harness. The model does not get a blank prompt.

TOCA AI retrieves this patient’s devices, notes, labs, and medications, follows published guidelines, and stops where the record is silent. The physician accepts, amends, or dismisses every signal.

TOCA AI reads device vitals, the chart, labs, medications, and published guidelines, then returns documentation, trends, condition-specific insight, and a predictive signal. It speaks only to the care team, does not invent findings, and leaves every decision with the physician.

From the chart

  • Device vitalsBlood pressure, glucose, weight, oxygen
  • Chart and notesThis patient’s record, not a generic prompt
  • Labs and medicationsWhat is already ordered and prescribed
  • GuidelinesACC/AHA, ADA, KDIGO, GOLD, NKF
TOCA AI

Directs frontier models to this chart — not the other way around.

  • Retrieval from this patient’s record
  • Pathways tied to published guidelines
  • A hard stop when the record is silent

For the care team

  • Care and documentationBriefs, guided sessions, chart-ready notes
  • Trends and correlations“Elevated and falling,” not a spreadsheet
  • Condition-specific insightHypertension, diabetes, CKD, HF, COPD
  • Predictive signalA trajectory the physician can dismiss

Speaks only to the care team. Does not invent findings. Physicians remain in control.

Care and documentation

Briefs, guided sessions, and chart-ready notes for the care team.

Trend analysis and correlations

Vitals, notes, labs, and adherence, read against published guidelines.

Condition-specific insight

Hypertension, diabetes, CKD, heart failure, and COPD.

Predictive analytics

A near-term risk signal the physician can accept or dismiss.

In the session

Ask the model the questions the visit actually needs.

The harness is built to answer the work of a care manager and a physician — guidelines for this patient, a care plan, a trend, a correlation, a risk signal, a summary of what happened since the last encounter.

  • GuidelineWhat do ACC/AHA guidelines recommend for this patient’s current BP pattern?
  • TrendAnalyze the 30-day trend of this patient’s systolic BP.
  • Care planCreate a care plan for this HFrEF patient after the last admission.
  • RiskWhat is the near-term cardiac risk for this patient?
  • SummarySummarize the last three encounters and current volume-status signals.
  • GuidelineWhat do KDIGO guidelines recommend at this eGFR and albuminuria?
  • CorrelationCorrelate this patient’s BP with weight change and missed-reading days.
  • TrendAnalyze the weight trend against the heart-failure protocol.
  • GuidelineWhat do ADA Standards of Care recommend given this A1c and glucose pattern?
  • PredictWhat is this patient’s near-term risk of decompensation?
  • SummarySummarize Nephrology-relevant findings from last encounters and labs.
  • CorrelationCorrelate rising weight with blood pressure and reported dyspnea.
  • GuidelineWhat do GOLD guidelines recommend at this exacerbation pattern?
  • TrendAnalyze the glucose trend, variability, and hypoglycemia flags.
  • Care planCreate a CCM care plan for this patient with CKD, HTN, and type 2 diabetes.
  • TrendWhich vital on this panel is deteriorating fastest?
  • SessionWhat seven questions should the care manager ask on today’s call?
  • NoteDraft the chart-ready note from this session. Do not invent findings.
  • GuidelineWhat do ACC/AHA guidelines recommend for this patient’s current BP pattern?
  • TrendAnalyze the 30-day trend of this patient’s systolic BP.
  • Care planCreate a care plan for this HFrEF patient after the last admission.
  • RiskWhat is the near-term cardiac risk for this patient?
  • SummarySummarize the last three encounters and current volume-status signals.
  • GuidelineWhat do KDIGO guidelines recommend at this eGFR and albuminuria?
  • CorrelationCorrelate this patient’s BP with weight change and missed-reading days.
  • TrendAnalyze the weight trend against the heart-failure protocol.
  • GuidelineWhat do ADA Standards of Care recommend given this A1c and glucose pattern?
  • PredictWhat is this patient’s near-term risk of decompensation?
  • SummarySummarize Nephrology-relevant findings from last encounters and labs.
  • CorrelationCorrelate rising weight with blood pressure and reported dyspnea.
  • GuidelineWhat do GOLD guidelines recommend at this exacerbation pattern?
  • TrendAnalyze the glucose trend, variability, and hypoglycemia flags.
  • Care planCreate a CCM care plan for this patient with CKD, HTN, and type 2 diabetes.
  • TrendWhich vital on this panel is deteriorating fastest?
  • SessionWhat seven questions should the care manager ask on today’s call?
  • NoteDraft the chart-ready note from this session. Do not invent findings.

Illustrative questions — not live patient data. The harness answers the care team, never the patient.

In the software

Six clinical tools. One session that starts with the chart.

These are the tools the harness already runs in session — onboarding through documentation. Predictive analytics sits on the same foundation. The assistant talks to the care team, never the patient. It does not invent findings. It does not diagnose.

01

Enrollment

Onboarding extraction

Upload a consent form and a doctor’s note. TOCA AI reads typed fields, ticked boxes, and handwriting — conditions, devices, language, shipping, medications, allergies — and writes a clean patient record. What used to take 10–15 minutes of data entry is a PDF and seconds.

02

Before the phone rings

Pre-call summary

Before a care manager calls, the platform gathers recent notes, 30 days of device readings, enrollment, and care-plan status into a 4–6 sentence briefing. Time that used to be spent reconstructing a chart is spent with the patient.

03

During the visit

CCM care-plan copilot

A guided assistant for care managers — not a chatbot talking to patients. It routes new enrollments, doctor’s-note intakes, lab context, monthly follow-ups, and mid-session updates. Pre-call facts, seven personalized questions on the call, then a written summary and recommendations. Clinicians remain in control of every clinical call.

04

Between visits

RPM check-in assistant

The system already knows if the patient is new, keeping up, or missing readings — and changes the conversation. New patients get device setup. Compliant patients get a wellness check against 30-day trends. Non-compliant patients get a non-judgmental look at barriers. A chart-ready note is written when the call ends.

05

Documentation

Notes, refined as you type

Autocomplete predicts the current sentence from a clinical phrase library, then a model if needed. After the call, Refine Note polishes grammar without inventing findings — and records two-way communication versus voicemail in the language auditors expect.

06

Context

Document memory

When a session opens, processed records load on their own. Recent documents in full; older ones as structured summaries of history, medication changes, abnormal findings, and orders. The assistant answers from the chart the team already has — no re-upload ritual.

Operations

Priority, trends, and the work your staff actually did.

TOCA AI is not only documentation. It is how a practice sees risk, vitals, and productivity on the same panel.

Priority scores

Risk scores for the whole panel — who needs a human today.

TOCA AI ranks every enrolled patient from vitals, trends, and adherence. High-priority patients surface first so outreach, medication review, and escalation are spent where they change outcomes — not at the top of an alphabetical list.

  • Scored from device readings, missed days, and care-plan status.
  • High / medium / low queues the care team already works.
  • Deteriorating trends flag before they become a hospital day.

Panel priority

Today · 128 patients

2

High

2

Medium

1

Low

  • M. Alvarez

    CKD · HTN

    86

    High

  • J. Okonkwo

    T2D · HF

    81

    High

  • R. Chen

    HTN

    54

    Medium

  • A. Patel

    CKD 3b

    47

    Medium

  • L. Nguyen

    HTN · prediabetes

    19

    Low

Illustrative panel — not live patient data.

Blood pressure

Elevated

126 / 82mmHg

ACC/AHA classification

Glucose

In range

118mg/dL

ADA classification

Weight

Stable

182.4lb

HF protocol classification

SpO2

Normal

97%

GOLD classification

Classifications follow published national guidelines.

Vitals trending

Every device on the panel, classified against national guidelines.

Track blood pressure, glucose, weight, SpO2, and any other cellular device you enroll. TOCA AI charts the trend and classifies readings using ACC/AHA, ADA, KDIGO, GOLD, and NKF thresholds — so a care manager sees “elevated, falling” instead of a spreadsheet of numbers.

  • Any number of device types on the same patient.
  • Clinical labels, not raw feeds.
  • Thresholds you can point to in an audit.

Track your staff

Calls, minutes, connection rates, and documentation — in one audit.

Staff audit reports show what the clinical team actually did: calls made, two-way time captured, success (connect) rates, and notes completed. Productivity is visible without a side spreadsheet, and CPT minutes are already in the shape a biller can use.

  • Per-clinician and team rollups, day / week / month.
  • Two-way communication logged for 99457 / 99490.
  • The practice sees the work. TOCA does not hide it.

Staff audit · this week

CPT time logged

ClinicianCallsTimeConnectNotes

A. Ruiz

RN

186h 20m94%16

K. Shah

MA

227h 05m91%20

T. Okonkwo

RN

145h 40m88%13

54

Calls

19h 05m

Two-way time

91%

Connect rate

Illustrative staffing report — not live employee data.

On a typical day

The console shows who needs a human — not a feed of raw vitals.

RPM readings, notes, and labs land in one queue. Care managers open a briefing, run the call with a guided script that already knows the patient, and leave a note the chart can keep. Physicians see the exception, not the entire stream.

TOCA AI · Practice console

Needs review

7

Readings today

142

Escalations

2

Risk queue · physician-reviewed

  • M. Alvarez

    CKD · HTN

    Watch

  • J. Okonkwo

    T2D · HF

    Review

  • R. Chen

    HTN

    Stable

  • A. Patel

    CKD 3b

    Watch

Illustrative practice console — not live patient data.

Clinical control

We are explicit about where the software stops.

Extraction, summaries, and suggested questions are grounded in documents and readings the practice already has. If it is not in the record, the assistant asks — it does not fill the gap. Your clinicians decide.

  • Guides the care manager, not the patient

    CCM and RPM assistants speak only to the care team. Personalized questions are relayed on the call; the patient still talks to a person.

  • Guideline-based, not black-box

    Pathways you can point to — ACC/AHA, ADA, KDIGO, GOLD, NKF — and adapt without waiting on a vendor roadmap.

  • Custom EHR integration

    We integrate with Epic, Cerner, eClinicalWorks, Athena, and other systems — and we customize the connection so the team is not living in a second record. Documentation maps to the CPT the program supports.

  • Predicts signals, not outcomes the record cannot support

    Risk estimates come from this patient’s data and TOCA’s condition-specific datasets. If the signal is weak, the harness says so. A physician accepts, amends, or dismisses every recommendation. Nothing in the model is an order.

Answered directly.

What is TOCA AI?

TOCA AI is TOCA Health’s software for remote patient monitoring and chronic care management. It ranks the panel, trends vitals, briefs the care team, and drafts the chart. A physician accepts, amends, or dismisses every recommendation.

Is TOCA AI HIPAA-compliant?

Yes. TOCA AI is operated under Business Associate Agreements. Protected health information is encrypted in transit and at rest. The assistant speaks only to the care team, never to the patient, and access is logged.

Can a practice use TOCA AI without TOCA’s care team?

Yes. Software only is free for up to 100 patients. Your staff runs outreach. Devices and a TOCA care team can be added when the panel is ready.

See TOCA AI configured to your panel.

Software only is free for up to 100 patients — or add devices and a care team. Built around the way you already practice.

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