Visit Management
Maximize the clinical and financial value of every patient encounter — before, during, and after the visit — with AI-driven briefings, scheduling optimization, and follow-up automation.
The Challenge
Patients arrive without pre-visit prep. Care gaps that could be closed during the encounter are missed. Annual Wellness Visits go unscheduled or under-billed. No-shows disrupt care continuity and block slots for patients who need care. Without AI, providers are flying blind into every encounter — reactive instead of proactive, delivering far less quality and value than each visit could provide.
Five Core Capabilities
Before every appointment, Unity auto-generates a patient-specific briefing: open care gaps, due preventive services, HCC coding opportunities, and recommended actions — delivered to the provider before they walk in.
Identifies all AWV-eligible patients, auto-schedules outreach, tracks completion rates by provider and payer, and flags incomplete AWVs — maximizing the impact of this high-value Medicare benefit.
AI predicts no-show risk for every scheduled patient using historical patterns, SDoH factors, and engagement signals — triggering automated reminders and overbooking recommendations.
Surfaces HCC coding opportunities, quality measure closures, and additional billable services for each visit — ensuring providers deliver the full clinical and quality value of every encounter.
After each visit, AI automatically creates follow-up tasks, referral tracking, lab result review queues, and patient outreach — closing the loop without requiring staff intervention.
Visit Types Supported
ROI: 10-Provider Clinic
| Metric | Before Unity | After Unity |
|---|---|---|
| AWV Completion Rate | 62% | 88% ↑ |
| No-Show Rate | 18% | 12% ↓ |
| Gaps Closed Per Visit | 1.4 | 4.2 ↑ |
| Value Per Encounter | $182 | $229 ↑ |
Explore Other Modules
All eight modules share the same AI engine, patient data, and action pipeline.
Every visit is worth more
with Unity.
We'll walk you through a live demo using your specialty mix and patient population.
Built for HIPAA · Aligned with SOC 2-type controls · FHIR R4 Ready · ROI in 90 Days