Build the due list
We identify patients eligible for an initial or subsequent AWV.
Transitions & preventionAWV
The AWV is a yearly prevention-planning visit — risk assessment, screening schedule and goals. Most practices leave many eligible patients unscheduled. We find who is due, book them, collect the health-risk assessment ahead of time and prepare the chart so the visit runs on time.
Who qualifies
Eligibility is confirmed against your own population before a pilot group is approached.
- 01
Medicare Part B beneficiaries past their first 12 months of coverage
- 02
No initial preventive exam or AWV within the past 12 months
- 03
A health risk assessment completed as part of the visit
- 04
A written personalized prevention plan provided to the patient
What your patients experience
- A reminder when they're due
- Questions sent ahead so the visit is shorter
- A written prevention plan to take home
- Screenings and vaccines lined up
How we run it
Your clinicians keep every clinical decision. We run the operations around them.
Reach out
Calls, texts and letters invite patients through your approved channels.
Collect the HRA
Health-risk questions are gathered before the appointment where possible.
Prep the chart
Open care gaps, screenings and immunizations are summarized for the clinician.
Follow through
Ordered screenings and referrals are tracked after the visit.
Stays with your clinicians
The visit itself, screening decisions and the prevention plan are delivered by your clinicians.
What your practice receives
- Due-list built from coverage and visit history
- Outreach and scheduling campaigns
- Pre-visit HRA collection
- Chart prep and care-gap summaries
Billing reference
Listed as published for calendar year 2026 under the Medicare Physician Fee Schedule. Requirements, documentation rules and payer policies change — confirm current CMS and payer guidance with your billing team. Carevory does not guarantee reimbursement. AWV billing codes
| Code | What it covers |
|---|---|
| G0438 | Initial annual wellness visit with personalized prevention plan |
| G0439 | Subsequent annual wellness visit |
| 99497 | Advance care planning, first 30 minutes — optional when furnished at the AWV |
| 99498 | Advance care planning, each additional 30 minutes |
Carevory does not guarantee reimbursement. Confirm current CMS and payer guidance with your billing team before you bill.
Often combined with
The same minutes are never counted toward two programs — time is logged against one at a time.
FAQ
What practices ask before launching AWV.
No. It is a prevention-planning visit. Patients should know that in advance to avoid confusion about what is covered.
Often. Visits commonly surface chronic conditions and needs that qualify for ongoing programs.
Your clinicians, or qualified clinical staff working under your supervision and protocols where contracted. Carevory runs the operations around them: eligibility, enrollment, outreach, scheduling, queues, documentation and reporting.
No. Payer rules, documentation and clinical decisions determine payment. We help you meet program requirements and give you clean records for billing review.
Start with one workflow
Tell us about your patient population, systems and staffing. We'll scope a pilot group, the workflow and the reporting you'd see each month.
Business inquiries only. Please don't include patient information.