Uploads
We accept excel or any file type that can be saved as a CSV, comma delimited file. The fields can be in any order, named differently, or on 2-3 different reports.  We may even be able to convert PDFs. We know EHRs charge a lot to create reports, so we'll work with you to use what is available. If you need help inside your EHR, select GET ME STARTED, to set up a call to begin the process.  We will ask for access to the EHR and rights to pull reporting data.
Marketing Tools
Downloads
These files are for your use in your practice.
Patient FAQs for DIY Practices
Patient FAQs which should be provided to all internal staff who may be asked questions by patients about AWVs.
Patient FAQs for White Glove Practices
Patient FAQs which should be provided to all internal staff who may be asked questions by patients about AWVs.
AWV Prescription Form
Form that can be used in the office to assure patients get scheduled by providers and by the front desk.
Word Document
Marketing Tools
Suggested content for use in email, text and outbound call campaigns.
Content
Sample Reports
Download Anytime
Sample Patient Report
Sample Personalized Prevention Report and Plan for the patient and for patient-provider review.
Sample Reports
Sample Billing Advice
Sample billing advice for coding information.
Sample Report
Sample Patient Record Data
Sample Report
Sample patient record information available as needed to update the EMR.
Presentations
Download Anytime
Sales Presentation
Sample Powerpoint
Use as is or amend to meet your needs. Includes overview, what must be completed to be compliant, reimbursement, and potential additional services.
Launch Presentation
Sample Powerpoint
Use as is or amend it to meet your needs. Includes the process, responsibilities of the departments within the practice, and a sample "One Day" launch agenda.
Coding
Sample Powerpoint
Use as is or amend to meet your needs. Â Overview of AWV codes and trouble-shooting to assure a smooth process.