Healthcare · Billing

Annual Wellness Visit Benefit Reminder

Remind patients of fully-covered preventive/wellness visit benefits they haven't used.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Agent identifies patients who haven't used their annual wellness visit benefit as the plan year progresses.
  2. Sends a reminder noting the visit is typically fully covered, checked against plan coverage rules.
  3. Books the visit directly if the patient responds, written to the schedule.
  4. Coordinates with the recall workflow to avoid duplicate messaging.

Data sources

Benefit utilization data Plan coverage rules for preventive visits

What it targets

  • Unused wellness benefit reminders sent before year-end Target 90%
  • Reminder-to-booked-visit conversion Target 22%