Software platform
The clinical intelligence layer for continuous care.
TOCA AI sits between the data a practice already produces and the people who have to act on it. It ranks the panel, trends vitals against national guidelines, tracks staff time, briefs care managers, and writes the chart — with physicians making every clinical decision.
HIPAA-compliant · Business Associate Agreements · Custom EHR integration
Architecture
Signals in
Who acts
In the software
Care managers and clinicians use these capabilities today — onboarding through documentation. The assistant talks to the care team, never the patient. It does not invent findings. It does not diagnose.
01
Enrollment
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
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
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
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
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
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
TOCA AI is not only documentation. It is how a practice sees risk, vitals, and productivity on the same panel.
Priority scores
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.
Panel priority
Today · 128 patients
2
High
2
Medium
1
Low
M. Alvarez
CKD · HTN
86
HighJ. Okonkwo
T2D · HF
81
HighR. Chen
HTN
54
MediumA. Patel
CKD 3b
47
MediumL. Nguyen
HTN · prediabetes
19
LowIllustrative panel — not live patient data.
Blood pressure
Elevated126 / 82mmHg
ACC/AHA classification
Glucose
In range118mg/dL
ADA classification
Weight
Stable182.4lb
HF protocol classification
SpO2
Normal97%
GOLD classification
Classifications follow published national guidelines.
Vitals trending
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.
Track your staff
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.
Staff audit · this week
CPT time logged
| Clinician | Calls | Time | Connect | Notes |
|---|---|---|---|---|
A. Ruiz RN | 18 | 6h 20m | 94% | 16 |
K. Shah MA | 22 | 7h 05m | 91% | 20 |
T. Okonkwo RN | 14 | 5h 40m | 88% | 13 |
54
Calls
19h 05m
Two-way time
91%
Connect rate
Illustrative staffing report — not live employee data.
On a typical day
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
Clinician review on
Needs review
7
Readings today
142
Escalations
2
Risk queue · physician-reviewed
M. Alvarez
CKD · HTN
138 / 82
WatchJ. Okonkwo
T2D · HF
152 / 94
ReviewR. Chen
HTN
124 / 76
StableA. Patel
CKD 3b
144 / 88
WatchIllustrative practice console — not live patient data.
Clinical control
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.
Software only is free for up to 100 patients — or add devices and a care team. Built around the way you already practice.
