Healthcare · Patient Engagement

Annual Wellness Visit (Medicare) Outreach

Drive Medicare Annual Wellness Visit completion.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup

How it works

  1. Agent identifies Medicare patients who haven't completed their AWV this benefit year.
  2. Explains the visit as a distinct, typically no-cost benefit, separate from a regular check-up.
  3. Books it directly and sends any pre-visit forms specific to the AWV — health risk assessment.
  4. Tracks completion rate against the eligible population for quality program reporting.

Data sources

Medicare eligibility/benefit utilization data AWV forms

What it targets

  • Eligible Medicare patients contacted Target 100%
  • AWV completion rate Target 55%