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Patient Visit Planning 


Plan, prepare, and review upcoming patient appointments with easy access to each patient’s demographic information, chronic conditions, and risk factors, as well as actionable alerts to help improve patient care and address care gaps.

Patient Visit Planning Report

The Patient Visit Planning (PVP) report provides DRVS users with granular detail about each day’s appointments, enabling care teams to conduct a morning huddle with ease. Organized by provider schedule with appointments in chronological order, the PVP provides a quick summary of who each patient is and what care they need. This makes it simple for care teams to review care gap alerts, identify what needs to be accomplished during the visit, and prepare in advance of their patients’ arrival.

For each patient, key demographic (MRN, Age, Gender, Preferred Language), operational (Primary Payer, Primary Care Provider, Cohorts), and clinical (Diagnoses, Social Drivers of Health, Risk Score) information is displayed to provide context to the visit. At the core of the PVP report are the practice configured alerts focused on both preventative/well-care maintenance items (e.g. Childhood Immunizations, Tobacco Status, Colorectal Cancer Screening) as well as key metrics for chronic disease management (e.g. Diabetes A1c, Hypertension BP, PHQ-9 results for Depression). Each alert can fire as either Missing, Overdue, Out of Range, or Due Soon indicating the urgency of a certain care gap. Additionally, any open referrals can be displayed to ensure conversations about ordered by not received service occur.


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The PVP Report is included as part of the core DRVS subscription.

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PVP Real Results

At one integrated ambulatory and inpatient hospital system in the Midwest, care teams that use the PVP regularly closed 65% more gaps in care including:


more Diabetes A1c care gaps closed

more Depression Screening care gaps closed

more Advance Care Discussion care gaps closed

more Pneumococcal Vaccine for Older Adult care gaps closed

“The Azara PVP Report is a valuable part of our care management team because it aligns testing and treatment with a patient’s visit to significantly decrease the likelihood of care gaps.”

- JENNY WENSINK | LCHC Medical Program Manager

Additional Resources

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