Annual Wellness Visit Outreach Campaign

What this automation does, step by step

1. Each month, this automation automatically scans the patient roster for Medicare patients who are eligible for their annual wellness visit and haven't yet scheduled one, cross-referencing eligibility dates against the practice management system.

2. Eligible, unscheduled patients are automatically enrolled in a targeted outreach campaign: an initial letter or email explaining the no-cost benefit, a follow-up text with a direct scheduling link two weeks later, and a phone-call task assigned to the Medicare program coordinator for anyone still unbooked after 30 days.

3. Patients who schedule are removed from the campaign automatically.

4. Since annual wellness visits directly affect quality reporting and reimbursement, practices running this campaign typically capture a substantially higher share of eligible visits than they would relying on patients to book on their own.