Build the recall list
Know who is due and when.
- Medicare eligibility date checks
- Last visit date review
- Recall lists by provider
- Medicare Advantage plan rules
Annual wellness visits · Patient care
Fill your schedule with the wellness visits patients are due.
Eligible patients often do not know they are due for an annual wellness visit. We check who is due, call them, collect the questionnaire and book the visit.
Works with your current systemScope and handoffs agreed upfrontBAA before PHI access
A clear scope. A consistent handoff.
Support designed around real practice work.
The annual wellness visit depends on preparation and timing. We manage the recall list, confirm eligibility dates and get pre-visit paperwork ready so your provider starts the visit prepared.
Book the visit
Make it easy for the patient to say yes.
- Phone and text outreach
- Plain explanation of the visit
- Scheduling into your templates
- Reminder calls
Prepare the provider
Have the groundwork ready before the patient arrives.
- Health risk assessment questionnaires
- Care team and medication lists gathered
- Open care gaps flagged
- No-show rebooking
How we begin
A measured start before the work is handed over.
- 01
Confirm the program
We review your patient population, billing providers, payer rules and current documentation.
- 02
Set clinical boundaries
Your providers define protocols, escalation paths and what must always come back to them.
- 03
Start with secure access
Agree on system access and sign a business associate agreement before any PHI is shared.
- 04
Run and review
We work the agreed tasks, document each contact and review open items with your care team.
Questions
Before you get started.
We’ll use an initial conversation to understand the work, the current system and the boundaries your practice needs.
Is this the same as an annual physical?
No. An annual wellness visit focuses on a prevention plan and health risk review. Our scripts explain that difference, using wording your practice approves.
Who fills out the questionnaire?
The patient, by phone with our staff or on a form you choose. Your provider reviews it at the visit.
Start with a conversation
Let’s talk about the work you want off your team’s plate.
We’ll discuss your workflow and what a practical service scope could look like. Please don’t share patient details on the call booking form or this website.
Or call (844) 874-2236