Integrated Assessments & Questionnaires

Our platform offers a library of clinically coded assessments and questionnaires. Responses are cleanly integrated into clinical data streams to drive a more comprehensive gathering of patient reported needs through an automated process. Assessments and questionnaires can be administered anywhere and accessed by patients, clinicians, and health care teams.

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Pre Visit Benefits


A library of clinically coded assessment scales and questionnaires.


Codified questions and responses enable clean integration with clinical data streams across care settings


Can be administered anywhere — in-office, remotely or through secure messaging


Provides the opportunity for primary care teams to efficiently gather comprehensive self-report health status and the health risk evaluations of impaneled patients

Change Behavior

Systematically collect and report health-related information on patients for use by patients, clinicians, and health care teams to identify and support beneficial health behaviors and mutually work to direct changes in potentially harmful health behaviors


An effective method to engage patients in their own health, leading to better health choices and improved health behaviors in the long term.


Enables practices to take advantage of incentives provided by insurers or accrediting agencies

Annual Wellness Visits

Efficiently gather pre-visit planning information for Medicare Annual Wellness Visits (AWV)

Patient and Provider Benefits


Automate satisfaction of national initiatives like the National Committee for Quality Assurance (NCQA) Patient-Centered Medical Home (PCMH) Recognition Program and the Centers for Medicare & Medicaid Services meaningful use standards


Improve relationships with patients by using the data to stimulate dialogue


Help clinicians identify and prioritize patient health issues and health goals


Help pinpoint focused messages when talking with patients about what matters to their health


Help patients understand their current health status and act to improve their health


Consistently remind patients to increase their awareness about specific behaviors and habits that affect their health or chronic conditions


Track patient health behaviors over time (e.g., physical activity, smoking, stress, or quality of life), which can also help with patient follow-up


Measure and monitor patient data at the practice/population level for proactive, planned care


Identify issues requiring patient referral to additional resources


More easily fulfill requirements for and generate revenue from incentive programs and national guidelines.

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