What if your care team could handle more—with less?

The Caring.ai CoPilot helps care managers work at the top of their license by streamlining assessments, automating care documentation, and standardizing follow-up—without changing your systems or adding overhead.

Built for the Business of Better Cognitive Health Care

As a care navigation leader, you’re expected to deliver personalized care at scale—while meeting the demands of value-based care models like CCM and GUIDE. That means keeping costs low, care consistent, and staff burnout under control. Caring.ai’s Care Manager CoPilot was built to make that possible.

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Your Challenges, Solved

Inefficient Staffing Models

“How many patients can each navigator realistically support?”
CoPilot tracks patient complexity, task load, and navigator bandwidth—helping you optimize caseloads and plan for growth.

Inconsistent Documentation & Missed Revenue

“We’re doing the work—but we’re not always capturing it.”
CoPilot auto-documents care interactions and transforms tasks into audit-ready care plan outputs—minimizing lost revenue and admin time.

Fragmented Workflows and Tech Fatigue

“Our team jumps between phone calls, spreadsheets, EMRs, and billing tools.” CoPilot adds a focused layer of intelligence over your existing tools, streamlining assessments, task tracking, and documentation in one place.

Navigator Burnout

“Our care team is exhausted from emotional labor and manual work.” With structured workflows, assessment templates, and smart prompts, CoPilot reduces decision fatigue and lightens the cognitive load on your staff.

Clinical Quality Is Hard to Standardize

“Are we delivering consistent, evidence-based care across our whole panel?” CoPilot guides every navigator through validated protocols with automated follow-ups based on patient needs.

What the CoPilot Actually Does

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Step-by-step guidance for cognitive screening, PHQ-9, ADLs, and caregiver stress assessments

02

Passive tracking of coordination time and task complexity

03

Auto-generation of care plan summaries aligned with GUIDE/CCM standards

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04

Smart prompts for escalation (e.g. caregiver distress, mental health red flags)

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Longitudinal tracking of patient progression and care updates

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Real-time navigator productivity insights for staffing efficiency

“We didn’t need another system. We needed help doing the work better. CoPilot fits into what we already do—and just makes it smarter, more consistent, and less exhausting.”

 — GUIDE Model Program Operator

Smarter Navigation = Better Margins, Happier Staff

Caring.ai helps care teams scale cognitive assessments and screening without adding staff or sacrificing clinical quality.

+25% panel increase per FTE

Navigator Capacity

–50% time savings

Documentation Time

+10–15% increase

Revenue Capture

Up to $75,000/year per navigator

Estimated ROI

Why CoPilot Works Differently

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    Built-in protocol intelligence

    CoPilot knows when to prompt functional or behavioral assessments, based on patient responses.

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    No platform switch required

    It works alongside your existing tools—not in place of them.

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    Designed for cognitive health care navigation workflows

    Unlike generic case management tools, CoPilot is built around the needs of cognitively impaired patients, their caregivers, and the staff that supports them.

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    Audit-ready by design

    Every documented touchpoint, follow-up, and plan output aligns with billing standards under CCM, BHI, and the GUIDE model.

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     Ready to Scale Without Sacrificing Quality?

     Let us show you how the Care Manager CoPilot can help your team scale, stay compliant, and deliver exceptional cognitive care without the administrative burden.

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