Annual wellness visit outreach
Get every patient booked for their annual wellness visit.
Clara, the AI care agent from Pythagoras AI, connects to your EHR and each practice's calendar and calls and texts patients who are due for an annual wellness visit. She books the visit under your practice rules, sends reminders and rebooks patients who miss. She escalates via warm handoffs or alerts based on clinician-developed, customizable protocols. Fully managed by Pythagoras AI.
Wellness visits and care gaps
Clara books the visit and reminds the patient before it.
Clara books the visit in your schedule under your practice rules and sends a reminder before the visit.
Annual wellness visit
Visit booked under your practice rules
Clara “Would Tuesday morning work?”
Patient “Yes, that works for me.”
Check your records to see if the patient came in.
The problem
Patients miss the yearly visit where care gaps and new risks get caught
Many patients who are due for a wellness visit never get booked, or they book and don't come in.
They don't know they're due
Many patients don't know it's time for their yearly visit, or that Medicare covers it.
What Clara does: Tells them they're due, explains what the visit is and books it during the call.
The phone number is wrong
The number on file is old or belongs to a family member, so the patient never gets the call.
What Clara does: Tries every number on file and records wrong numbers for your team.
They can't get to the practice
The patient has no ride, or the times offered don't fit around family or work.
What Clara does: Finds a time that works and sets up a ride if they need one.
They book and then don't show up
The visit is weeks away, and the patient forgets or something comes up.
What Clara does: Reminds every patient before the visit and calls to rebook anyone who misses it.
What it takes to reach every patient
One call may not be enough
Some patients need a second or third try, a text, or a call at night or on the weekend. Clara can make outbound calls and handle inbound calls 24/7.
Patients may not pick up
An unknown number can put patients off. Pythagoras AI manages texting and branded calling.
Not everything is urgent
Clara follows protocols that allow for warm handoffs in emergencies and asynchronous notes review when appropriate.
How it works
What we do
- 01
Optimize your telephony
We can work from your existing setup or manage telephony on your behalf.
- 02
Connect to your systems
Connect to your EHR, care gap lists and each practice's calendar.
- 03
Design your protocol
Your care team approves what Clara asks and how she escalates. Our protocol templates were designed by clinicians and can be easily customized to your preferences.
- 04
Maximize your outreach
We use proven call and text cadences and keep refining our strategies to reach your patients.
- 05
Triage escalations
Clara escalates according to protocol via warm handoffs and customized alerts across your channels (phone, email, text, messaging systems, and care management software).
- 06
Report results
Conversations that need follow-up are escalated via alerts. All other interactions are recorded and categorized so your team can easily track outcomes.
What Clara asks
Sample questions customizable to your protocols.
- Did you know your yearly wellness visit is covered by Medicare?
- Would a morning or an afternoon work better for you?
- Do you want to see the same doctor as last time?
- Do you need a ride to the visit?
- Would you like a text reminder the day before?
- Are there any health questions you want your doctor to know about?
What Pythagoras does
We manage Clara. Your team stays in charge.
We build, customize and manage Clara, and oversee conversations. Your team leads patient care.
Your team approves the protocols
We draft the approach based on our templates and your existing protocols, including each practice's booking rules.
We manage outreach and quality
We pace calls to the visit slots your practices have open, quality assure conversations and keep improving Clara.
Your team leads patient care
Clara books visits and sends reminders under your protocols. Your care team stays top of license, handling what needs clinical judgment.
Who Clara serves
Built for organizations that carry risk
Risk-bearing provider groups
Primary care and multispecialty groups in Medicare Advantage and Medicare risk contracts.
ACOs
MSSP and ACO REACH participants.
Health plans
Medicare Advantage, Medicaid managed care, and D-SNP plans.
Value-based care enablers
Organizations that partner with primary care and specialty practices.
FAQ
Questions care teams ask us
What tools automate Annual Wellness Visit outreach?
Pythagoras AI. Its AI care agent, Clara, calls and texts patients who are due for an Annual Wellness Visit, books the visit and sends reminders. Clara also helps close HEDIS gaps at scale.
Can Clara book the visit?
Yes. Clara books straight into each practice's calendar under that practice's rules.
Who chooses which patients Clara calls first?
Your team does. You can sort the list by care need, practice or how long a patient has waited.
What happens if a patient misses the visit?
Clara calls to rebook, based on the visit status in your system and your rules for when to try again.
Which languages can we use?
Clara speaks 35+ languages. Tell us which languages your patients speak and we will set them up.
How do we avoid booking more visits than we have slots?
We pace calls to the open slots at each practice, and you choose which practices take bookings.
How do we track results?
Conversations that need follow-up are escalated via alerts. All other interactions are recorded and categorized, so your team can track patients reached, visits booked and visits completed.
Is patient data secure?
Pythagoras AI is SOC 2 Type 2 and HIPAA compliant, and we sign a BAA. Ask us for the security details your team needs.
What does fully managed mean?
We build, customize and manage Clara. Your team approves the protocols, receives reporting on outcomes and leads patient care.
Keep reading
Related pages
Preventive screening & care gaps
Clara calls patients who are due for a preventive screening, books the visit or collects details of screenings done elsewhere, and helps close HEDIS gaps at scale.
Reminders & no-show recovery
Clara reminds patients before visits, reschedules on the call and calls patients who missed a visit to book again.
ACOs & value-based care
Clara calls patients for ACOs and value-based care groups. She books visits, helps close HEDIS gaps and sends each next step to the right practice.
Get Started
See how Clara would handle your care management.
Book a 30-minute demo. We will discuss your team's needs and show how you could get the results.