JR
Configured Screenings · 5 active
Screening Name Target Population Questions Frequency CPT Code Last Updated Active Actions
Annual Wellness Visit Screening
Medicare AWV — Cognitive impairment, depression, fall risk, functional ability
CMS Required
Medicare ≥65
All enrolled Medicare patients
24
Annually
Calendar year
G0438 Feb 14, 2026
SDOH — Social Determinants of Health
AHC Health-Related Social Needs screening tool — housing, food, transportation
HRSA Endorsed
All Patients
New enrollment + annually
10
Annually
+ at enrollment
Z59–Z65 Jan 8, 2026
Colorectal Cancer Screening
FOBT/FIT test, colonoscopy tracking, and multi-target stool DNA test coordination
HEDIS Measure COL
Ages 45–75
Average-risk adults
6
Per Guideline
Annual / 3yr / 10yr
82274 Mar 1, 2026
Diabetes Retinal Eye Exam
Annual dilated eye exam compliance tracking for diabetic patients (HEDIS DRE)
HEDIS Measure DRE
Diabetic Patients
ICD-10 E10–E13 diagnoses
4
Annually
Rolling 12 months
92250 Feb 20, 2026
Tobacco Use & Cessation Screening
Current tobacco use status, cessation counseling referral, and pharmacotherapy documentation
USPSTF Grade A
All Adults ≥18
All adult patients
5
Each Visit
Minimum annually
99406 Mar 15, 2026
Edit Screening Type
Active Status
Screening is available in clinical workflows
AI Assistant

Configure which screening questionnaires are active in your clinical workflows.

  • Toggle screenings on/off without deleting configuration
  • Edit to update frequency, CPT codes, or target population
  • Click Preview to see the patient-facing questionnaire

Each screening targets a specific patient population. The system automatically surfaces due screenings for matching patients.

Target populations are automatically matched using patient demographics and diagnosis codes.

Screenings tagged with HEDIS measures automatically contribute to your quality score reporting.

  • DRE — Diabetic Retinal Eye Exam
  • COL — Colorectal Cancer Screening
  • AWV — Annual Wellness Visit

Completed screenings automatically generate billing codes in the Claims module when a CPT code is configured.

Verify CPT codes with your billing team before activating new screenings.