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  • HIPPA Ready

AI Clinical Documentation

AI notes for telehealth & clinical meetings

Turn Zoom/Teams/Meet conversations into structured SOAP notes, tasks, and ICD-10/CPT suggestions. Review, redact PHI, and export to your EHR in minutes.

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  • Our Key Features

What you get with Taskly Health

We don’t just help you manage money — we empower you with clarity, control, and confidence every step of the way.

Data-Driven Decisions

Make smarter, data-driven decisions with powerful predictive analytics.

SOAP In Seconds

Structured S/O/A/P drafts ready to review, not start from scratch

ICD-10/CPT Hints

Inline code suggestions to speed clean claims and reduce rework.

  • About us

Built with clinicians, for clinicians

Taskly Health turns virtual visits into accurate, coded notes—so care teams reclaim time for patients.

  • Our mission
  • Make clinical documentation effortless and trustworthy by transforming conversations into review-ready SOAP notes with ICD-10/CPT hints and seamless EHR export.
  • Why we started
  • Clinicians spend too much time typing. We’re a healthcare-focused AI team from EHR, speech, and clinical ops backgrounds, obsessed with cutting paperwork without compromising safety.
  • What we believe
  • Patient time > paperwork
  • HIPAA-ready with BAA, encryption, audit logs
  • Human-in-the-loop: clinicians approve every note
  • Interoperability: PDFs and HL7/FHIR into your EHR
  • Problem → Solution

Still typing notes after every call?

Manual documentation slows care, introduces errors, and delays billing.

Before (pain)

  • 10–20 minutes spent per visit writing notes
  • Important details missed during multitasking
  • ICD-10/CPT codes added later, slowing claims
  • Notes scattered across tools, hard to audit

After (solution)

  • Speaker-labeled transcript captured automatically
  • SOAP draft in seconds: Subjective & Assessment, Plan
  • Orders, follow-ups, & code suggestions extract for review
  • One place to review, redact PHI, approve, & export to EHR
See how it works
  • Pricing

Choose the Plan That Fits Your Finances

Simple, affordable pricing for individuals and growing teams.

Starter Plan

For trying Taskly Health

$0

/ Month

Features

  • 5 visits / month (30-min cap)
  • Auto transcript (speaker labels)
  • Basic S/O/A/P draft
  • Export to PDF
  • No EHR push, no BAA
Try For Free

Pro Plan

Clinician/Solo providers

$49

/ Month

Features

  • 200 visits / month
  • SOAP in Seconds + ICD-10/CPT hints
  • PHI redaction & note approval
  • PDF export + email share
  • Priority email support
Upgrade to Pro

Premium Plan

For teams and multi-site clinics

$109

/ Month

Features

  • Unlimited visits*
  • EHR export (HL7/FHIR) to Epic
  • Role-based access, audit logs, SSO
  • Team tasks & follow-ups
  • Standard SLA & support
Start Premium Plan

Starter Plan

For trying Taskly Health

$0

/ Month

Features

  • 5 visits / month (30-min cap)
  • Auto transcript (speaker labels)
  • Basic S/O/A/P draft
  • Export to PDF
  • No EHR push, no BAA
Try For Free

Pro Plan

Clinician/Solo providers

$35

/ Month

Features

  • 200 visits / month
  • SOAP in Seconds + ICD-10/CPT hints
  • PHI redaction & note approval
  • PDF export + email share
  • Priority email support
Upgrade to Pro

Premium Plan

For teams and multi-site clinics

$80

/ Month

Features

  • Unlimited visits*
  • EHR export (HL7/FHIR) to Epic
  • Role-based access, audit logs, SSO
  • Team tasks & follow-ups
  • Standard SLA & support
Start Premium Plan
  • How It Works

From call to coded note in minutes

Four simple steps-built for telehealth and clinics.

01

Connect With Tools

  • Link Zoom/Teams/Meet and your EHR (Epic, Cerner, athena).
  • Set consent + access controls.

02

Capture & Draft

  • Live transcript with speaker labels
  • Instant S/O/A/P draft with ICD-10/CPT hints.

03

Review & Export

  • Redact PHI, approve, and export (PDF or FHIR).
  • Auto-create tasks and follow-ups.
  • Integrations

Seamless Integrations with Your Favorite Tools

Connect Taskly Health to Zoom/Teams/Meet and your EHR (Epic, Cerner, athena) in minutes—no heavy IT.

  • Testimonial

Discover Real-Time Clinical Insights

Real results from providers and ops teams using Taskly Health.

Notes are ready before I hang up. Taskly cuts about 9 minutes per visit, and the ICD-10 hints mean I rarely touch coding. I just review, sign, and export to our EHR.”

Dr. A. Khan

Family Physician, Telehealth Clinic
Clean drafts and 98% codes ready slashed rework and sped up claims. Our providers stopped typing during calls—and billing closes faster.

M. Rivera

Clinical Operations
“Taskly keeps my workflow effortless. I capture key points instantly, save 10 minutes per meeting, and smart tags organize everything. I just skim, approve, and share.”

Usagi A

Dentist, ClinicPro Hospital

  • FAQ

Frequently Asked Questions

Got questions? We’ve got you covered—here are some quick answers to help you get the most out of Coinest.

Which meetings/EHRs are supported?
Zoom, Microsoft Teams, Google Meet. PDF export on all plans; FHIR/HL7 push on Clinic & Enterprise (Epic, Oracle Health/Cerner, athenahealth).
Our transcripts are generated using advanced speech-to-text technology and carefully reviewed for clarity. While we strive for the highest level of accuracy, minor errors may occasionally occur due to accents, background noise, or overlapping speech. We recommend reviewing the transcript alongside the audio or video for complete verification.
Yes! You can use your own SOAP templates and codes with our system. Our platform is designed to integrate your custom formats seamlessly, allowing you to maintain consistency with your existing workflows while taking advantage of our features.
Absolutely! Our system supports both virtual and in-person visits. You can use it to accurately document in-person sessions, ensuring your notes and records are consistent regardless of the visit type.

Ready to Reclaim Your Clinic Time?

Turn visits into clean, coded notes-review, sign, and export to your EHR

Book a Demo