- Prepare comprehensive Annual Wellness Visit charts to support provider efficiency and CMS compliance.
- Review medical, surgical, and family histories with patients during face-to-face virtual visits.
- Review medication lists and document adherence.
- Review preventive screenings, immunizations, and cognitive, functional, and depression assessments.
- Identify overdue screenings, risk factors, and care gaps before visits.
- Communicate concise patient summaries and key findings to providers before each Annual Wellness Visit.
- Coordinate with patients to obtain missing or clarified information.
- Maintain accurate, timely, and confidential patient records.
- Use CT360, RXNT, Zoom, and telehealth platforms to support care and documentation.