Cozeva Case Management

Case Management

COZEVA’s Case Management solution engages patients, providers and the entire care team through automated program task management to build a comprehensive care plan

Know your Patients Better

COZEVA builds a comprehensive, single source of truth for every patient – capturing utilization, quality gaps, HCC gaps, case management interventions, ED/hospital admission and discharge events – that is being constantly updated and enriched by various care team members and other data sources, all in real-time.

Reduce Readmission Rates

Push ADT and Census feeds into Cozeva, connecting your team with a powerful, real-time, automated task workflow

Chart Smarter

Leverage forms designed to comply with NCQA guidelines to reduce audit risk and drive towards comprehensive documentation

Automate your Workflow

Increase efficiency and ROI of care and care mangement programs by fully automating your organization’s care delivery

Maximize ROI of Encounters​

Get updates patient post-discharge needs, recent PCP visits, ADLs, and medication discrepancies to close out that MRP gap-all with one phone call

Case Management Fact Sheet

Referrals and Data Sources

Cozeva can receive case management
referrals from:

  • PCPs
  • Health Plans
  • Hospitals
  • Utilization management teams
  • Annual Wellness Visit teams, and more

Cozeva can ingest Hospital Activity data in the form of:

  • ADT Feeds
  • Bed Day Reports
  • Inpatient Status Reports
  • Hospital Census Data

Programs and Documentation

Programs/care paths:

  • Care Transitions
  • Standard/Complex Case Management
  • Care Coordination (ED, 90 Day Rx, etc.)
  • Behavioral Health Case Management


  • Social Determinants of Health
  • LACE Risk Stratification
  • Behavioral Screenings (PHQ9, PHQ2, Mini Cog)

Letter Templates:

  • Program Enrollment
  • Care Plan
  • CM Survey
  • Home Visit Notes
  • ED Utilizers


Cozeva ofers user interface Reports (available to download in .csv format) as well as outbound feeds to help derive key insights such as:

  • Who is being case managed, why, and for how long…
  • Enrollment by Health plan
  • Enrollment by Program type
  • Top primary diagnoses
  • Average days in program

  • Active programs by assignee/staff member
  • Team performance, productivity and efficiency
  • Hospital Readmission Rates (for Transitions of Care Programs)


Documentation blocks currently available in Cozeva’s form templates:

  • Acuity & Intensity
  • Cultural Preferences
  • Language Preferences
  • Relationship Status
  • Work Status
  • Visual and Hearing Status
  • Educational & Financial Resources

  • Caregiver Resources & Support
  • Behavioral Health Status
  • Functional Status
  • Activities of Daily Living
  • Patient Opt-in
  • Medications + Discrepancies
  • Symptoms Management
  • Diet & Nutrition
  • Home Health

  • Appointments
  • Social Determinants of Health
  • Fall Risk Assessment
  • Durable Medical Equipment
  • Community Resources
  • Clinical History
  • Advance Care Planning