SOC 2 Type II
Audit completed
Every patient's next steps, ready for sign-off.
Automatically draft detailed care plans for review and sign-off, informed by the visit and the patient's full history.
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Outcomes
Save provider time on post-visit documentation and planning
Improve continuity of care with clear, consistent follow-up
Reduce missed follow-ups and delayed follow-ups and referrals
Standardize care plans against guidelines and best practice
How it works
Synthesize the visit and history
Combine what happened in the visit with the patient's full clinical history and current care plan.
Features
Automated care plan drafting
Build a complete, structured care plan from the visit and the patient's history.
Referral generation
Draft referrals with the clinical context the receiving provider needs.
Follow-up order creation
Prepare labs, imaging, and follow-up appointments tied to the plan.
Protocol alignment
Ground recommendations in clinical guidelines and your organization's protocols.
Patient-specific tailoring
Adjust the plan to the patient's conditions, comorbidities, and stated goals.
Patient-friendly plans
Generate a patient-friendly version of the plan they can easily understand.
Provider review and sign-off
Providers always have the final say: review, adjust, and approve before anything is finalized.
EHR integration
Write the approved plan, orders, and referrals back into the chart and the existing workflow.
Effortless integration across your systems.
Concurrence natively integrates with all major EHRs and clinical systems.
Pairs with the rest of your
AI workforce
Each Concurrence solution shares the same patient context and clinical guardrails,
so the value compounds as you add more workflows.
Security for critical operations.
HIPAA
Compliance attested
PIPEDA & PHIPA
Compliance self-attested
GDPR
Actively maintained
In progress
- HITRUST e1
- ISO/IEC 27001
- ISO/IEC 42001