ChartSpan

This is a built-in eligibility tool that queries CMS's HETS system as patients check in for appointments. It flags Medicare beneficiaries who qualify for an AWV, and it works without a structured data feed from the practice. It helps front-desk staff know who is eligible before the visit starts, so they can identify AWV-eligible patients for an appointment without a separate manual lookup.

The HRA is a tablet-based questionnaire that patients fill out before seeing their provider. It covers medical history, lifestyle, family history, and current health status, and practices can edit the questions to match their patient population. Since the questions fit the patients being seen, care teams get the relevant data they need before the visit to spot gaps in care, and patients don't answer questions that don't apply to them.

This feature builds a long-range preventive plan from each patient's completed HRA. It turns the answers into a five- to ten-year care plan with goals, interventions, and follow-up steps. Providers start the conversation with a structured plan already in hand, which can help reduce documentation time during the visit.

The reporting tools produce separate outputs for clinicians and patients from the same assessment. The provider report identifies and prioritizes risk factors and lists screening recommendations, while patients get a plain-language summary of their risks and preventive steps. A quality/MIPS dashboard aggregates results together across patients, so practices can follow quality performance over time instead of building those reports by hand.

RapidBill™ automates billing workflows for AWV and CCM claims. Billing staff review claims and bill under general supervision from one place, which can help teams process high claim volumes without building records manually.