Keep CCM in-house.Let AI document and streamline your workflow.
- An AI Scribe drafts documentation from every call, cutting down the write-up work for your team
- Care management time is captured from EHR activity and traces back to each note, order, and referral
- Patient-specific tasks come from the care plan, clinical notes, and each call, with completed items flagged for review
- The care plan is drafted for your team to review and approve
- Included: AI voice outreach to help reach and engage patients
CYNNVI
Today's Care Work
Maria Johnson
In EHR session · time captured automatically
Tasks for this month
Captured automatically
Maria Johnson
DoB 03/14/1964 · MRN 83347583
Encounters
Problem list
Medications
Referrals
Maria Johnson
9:24Tasks for this month
Phone call
Step 1 · Attest this is billable time
Cynnvi lives inside the EMR you already use
Open a patient's chart and Cynnvi shows that patient's session: what's next, how long it has been, and the care plan guiding it.
- Tasks for the patient appear right in the chart
- Time is captured automatically, traceable to each note, order, and referral
- The note is drafted as soon as the call ends, ready to review and write back
Compatible out of the box with
What changes for your care team
Before Cynnvi
Beginning of the day
- Open the care-management platform and then open the patient in the EHR
- Review patient status and search the chart for the next follow-up
- Work through an outreach list, including unanswered calls and callbacks
During the work
- Move between the care-management record, phone workflow, and EHR
- Make sure each interaction and related chart activity is captured
- Complete the documentation and update the task after the work
At the end of the month
- Compare recorded activity with the supporting EHR documentation
- Check for missing time, incomplete notes, and unmet billing requirements
- Resolve gaps before sending the monthly record for billing review
With Cynnvi
Beginning of the day
- Open a prioritized worklist inside the EHR
- See what each patient needs, why it is needed, and where the task came from
- Engage patients reached through outbound outreach who are ready for a warm transfer, along with scheduled care-management calls, patient replies, and inbound requests.
During the work
- Let AI handle routine outreach and schedule care-management calls with clinical staff
- Accept a ready patient or open a request with the relevant context attached
- Work in the EHR while Cynnvi captures the session and drafts the note
At the end of the month
- Review approved call time and EHR activity together
- See missing requirements and the suggested billing code
- Export the completed record with its supporting audit history
Your daily care management workflow
- Patient-specific tasks generated from approved care plans and recent notes
- The source and reason shown with every suggested task
- Documentation drafted immediately after each staff call
- Time captured from EHR activity and connected to the relevant note, order, or referral
- Approved time, documentation, consent, and completed work assembled for billing review
AI outreach and intake
- AI voice outreach contacts patients, books care-management calls in the Cynnvi clinical-staff calendar, and warm-transfers patients who are available to speak
- Automate Care Tasks send approved SMS check-ins and route patient replies into the care-team workflowAdd-on
- The AI Receptionist answers inbound calls, captures the reason for the call, and books care-management calls with clinical staffAdd-on
- Requests for provider visits are routed to practice staff for scheduling in the EHR
A better way to operate care management every day
Cynnvi coordinates the work before, during, and after each patient interaction, so your team starts the day with a prioritized worklist and the context for each patient.
The complete care management workflow, connected
From identifying patients to monthly billing, every step feeds the work your staff does each day.
Identify & enroll
Find and enroll eligible patients
Cynnvi surfaces patients who may qualify, and AI voice outreach handles enrollment and consent.
Output: Enrolled patients with consent on file
Practice action: Confirm eligibility and activate
Plan & generate work
Draft the care plan and monthly tasks
Cynnvi drafts a patient-specific care plan and turns it into a prioritized monthly worklist.
Output: Care plan and monthly worklist
Practice action: Review, edit, and approve
Reach & document
Engage patients and capture the work
Staff connect with patients while Cynnvi drafts the note, captures billable time, and flags abnormal readings for review.
Output: Interactions, notes, and traceable time
Practice action: Provide care and approve the time
Bill & audit
Bring the month together
Cynnvi assembles approved time, documentation, and consent, then suggests the billing code.
Output: Billing recommendation and audit report
Practice action: Make the final billing decision
Identify & enroll
Find and enroll eligible patients
Cynnvi surfaces patients who may qualify, and AI voice outreach handles enrollment and consent.
Output: Enrolled patients with consent on file
Practice action: Confirm eligibility and activate
Plan & generate work
Draft the care plan and monthly tasks
Cynnvi drafts a patient-specific care plan and turns it into a prioritized monthly worklist.
Output: Care plan and monthly worklist
Practice action: Review, edit, and approve
Reach & document
Engage patients and capture the work
Staff connect with patients while Cynnvi drafts the note, captures billable time, and flags abnormal readings for review.
Output: Interactions, notes, and traceable time
Practice action: Provide care and approve the time
Bill & audit
Bring the month together
Cynnvi assembles approved time, documentation, and consent, then suggests the billing code.
Output: Billing recommendation and audit report
Practice action: Make the final billing decision
Designed to increase the capacity of your existing team
Cynnvi removes the repetitive operational work that limits how many patients your team can manage.
More useful patient interactions
Staff start each call with a clear reason for outreach and the clinical context.
More complete time capture
EHR sessions and call time land in one reviewable monthly record.
More consistent monthly execution
Worklist, outreach, documentation, and billing status live in one workflow.
Fewer unsuccessful calls
AI outreach and scheduling cut the time spent dialing unavailable patients.
See what a care management workday looks like with Cynnvi
Walk through the daily worklist, patient-specific tasks, documentation drafted after each call, and traceable EHR time capture. AI outreach is included.
Book a demo