Annual wellness visits
The yearly visit is prepared before the patient arrives, risks are flagged during it, and the screening gaps are closed before they leave. Your clinician spends the time on the patient, not the checklist.
For the visit that plans the year ahead.
A yearly visit about staying well: risks caught early, overdue screenings closed, and a plan the patient takes home.
Patients this works well for
- Patients due for their yearly wellness visit
- Older adults with risks worth catching early
- Patients with screenings or vaccines overdue
- Practices that want the visit prepared before it starts
Better served another way
- A visit for a new or worsening problem
- Monthly follow-up for long-term conditions
- Patients in their first month after a hospital stay
- Ongoing care for complex conditionsMonthly follow-ups for patients with two or more long-term conditions, with one care plan and one care team on the same record.
- Care after a hospital stayA follow-up call soon after discharge, a visit on the calendar, and the handoff on one record from the first day home.
Your clinician has the conversation. Hoss Care has the checklist.
Preparation and paperwork move to before and after the visit, so the time in the room goes to the patient.
What your team does
- Talks through the patient's risks and goals
- Orders overdue screenings and vaccines
- Writes the prevention plan with the patient
- Reviews, edits, and signs the note
What Hoss Care does
- Lists patients who are due, for the front desk to book
- Sends the health questionnaire before the visit
- Flags overdue screenings for the clinician
- Prepares the claim with the signed note attached
AI assistance in Hoss Care is advisory. It suggests and flags; your clinicians review, edit, and sign, and your staff submit.
Before, during, and after the visit.
Preparation, screening, and follow-up run as one workflow, so the clinician can focus on the conversation.
Patients who are due, found and booked.
Nobody builds the recall list by hand each quarter. Patients who are due appear on the team's list, and the visit is booked with the questionnaire attached.
- Patients due this year listed for the front desk
- Questionnaire sent with the appointment reminder
- Care gaps flagged before the visit
- Every element documented before the patient leaves
Questions practice managers ask
What does the visit include?
A health questionnaire, a review of history and medications, height, weight, and blood pressure, checks for memory, mood, daily function, and fall risk, an advance care planning conversation, and a written prevention plan for the year.
Who prepares the visit?
The front desk sends the questionnaire with the appointment reminder, and the answers are in the chart when the visit starts. Overdue screenings and vaccines are listed for the clinician before they walk in.
Does the AI fill in the visit?
No. AI assistance can flag overdue screenings and suggest the note from the visit. The clinician talks with the patient, decides what to order, and reviews and signs the note.
How does billing work?
Each element is documented during the visit, so the note is complete when the clinician signs it. The claim is prepared with the signed note attached, ready for your billing team to send.
Wellness visits on the calendar for patients who are due. Every element documented before they leave.
Ready to get every patient their wellness visit?
See how the visit is prepared, run, and documented in the EHR you already use.