Automated Wellness Outreach Report

athenaCommunicator

The Automated Wellness Outreach report gives you detailed, patient-level information about each AWO message sent, including patient recipient, care gap, attributing provider, and attributing department, as well as information about appointments scheduled by patients in response to automated wellness outreach messages.

For more information, see Automated Wellness Outreach.

Step-by-step instructions

To run the Automated Wellness Outreach report

To run the Automated Wellness Outreach report, you must have the Communicator Admin permission and the report must be enabled.

Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
Click the Communicator tab.
Click run next to Automated Wellness Outreach in the Standard Reports section of the tab.
The Run Report: Automated Wellness Outreach page appears.
Service date range — Enter or select the date range for the report.
Care Gap — To report on specific care gaps only, click Selected and then select the care gaps to include in the report.
Attributing Department — To report on specific attributing departments only, click Selected and then select the attributing departments to include in the report. The attributing department is the department where AWO instructed the patient to schedule the appointment.

AWO messages instruct patients to schedule an appointment at their primary department if the attributing provider sees patients at that location.
If the attributing provider does not see patients at the patient's primary department, the patient is instructed to schedule an appointment with the attributing provider at the department where the patient last had an appointment with the provider.

Note: If a patient cannot be matched to a provider and department, AWO does not send messages to that patient.

Attributing Provider — To report on specific attributing providers only, click Selected and then select the attributing providers to include in the report. The attributing provider is the person responsible for providing the care, according to the clinical guideline for which the patient has a care gap.
Appointment Type — To report on specific appointment types only, click Selected and then select the appointment types to include in the report. The appointment type is for the first appointment that the patient scheduled within 14 days of receiving the AWO message.
Show last messages only — Select this option to show only the last AWO message that the patient (or the patient's guardian) received. You can use this option to generate a list of distinct patients and users contacted by AWO.
Show non-responsive patients only — Select this option to include in the report only those patients who have not scheduled an appointment in response to any AWO message.
Note: If a patient receives three AWO messages for the same care gap but does not schedule an appointment, AWO will not contact that patient again about the same care gap until 6 months after the first message. You may want to follow up with these patients by phone.
Report Format — Select the format for your report results.

HTML table — Display the report results on your screen.
Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.

Report Options — Select or deselect report options.

Suppress Column Headings — Select this option to remove column headings from the report results.
Suppress Report Name — Select this option to remove the report name from the report results.
Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.

Click Run Report.

Features and workflows

Automated wellness outreach (AWO) provides enhanced population health messaging to athenaOne organizations. AWO uses athenahealth clinical guidelines to identify patients who have care gaps related to wellness visits and automatically contacts a small percentage of these patients each day. In this way, AWO patient messaging is spread out over time, making it easier for you to field patient requests for appointments in response to AWO messages.

Note: To take advantage of automated wellness outreach, your practice must use all three athenaOne products: athenaCollector, athenaClinicals, and athenaCommunicator.

These reporting tools provide insight into your practice's AWO messaging metrics and outcomes:

The Care Gaps Outreach Dashboard uses graphics to show your practice's message volume and patient scheduling conversion, so that you can track your practice's performance over time.
The Automated Wellness Outreach report includes detailed information about AWO messages, including patient recipient, care gap, attributing provider, and attributing department, as well as information about appointments scheduled by patients in response to automated wellness outreach messages.

In addition, the Patient Communication Activity report includes Automated Wellness Outreach as one of the services you can report on. This report displays basic information about patient communication activity for all patients at your practice.

Note: You can see the actual text of an AWO email or text message on the Patient Communication Activity page and the Patient Communication History page.

Field Reference

Run Report: Automated Wellness Outreach
Service date range	Enter or select the date range for the report.
Care Gap	Click All to report on all care gaps, or click Selected and select the care gaps to include in the report.
Attributing Department	Click All to report on all attributing departments, or click Selected and select the attributing departments to include in the report. The attributing department is the department where AWO instructed the patient to schedule the appointment. AWO messages instruct patients to schedule an appointment at their primary department if the attributing provider sees patients at that location. If the attributing provider does not see patients at the patient's primary department, the patient is instructed to schedule an appointment with the attributing provider at the department where the patient last had an appointment with the provider. Note: If a patient cannot be matched to a provider and department, AWO does not send messages to that patient.
Attributing Provider	Click All to report on all attributing providers, or click Selected and select the attributing providers to include in the report. The attributing provider is the person responsible for providing the care, according to the clinical guideline for which the patient has a care gap.
Appointment Type	Click All to select all appointment types, or click Selected and select the appointment types to include in the report. The appointment type is for the first appointment that the patient scheduled within 14 days of receiving the AWO message.
Show last messages only	Select this option to show only the last AWO message that the patient (or the patient's guardian) received. You can use this option to generate a list of distinct patients and users contacted by AWO.
Show non-responsive patients only	Select this option to include in the report only those patients who have not scheduled an appointment in response to any AWO message. Note: If a patient receives three AWO messages for the same care gap but does not schedule an appointment, AWO will not contact that patient again about the same care gap until 6 months after the first message. You may want to follow up with these patients by phone.
Report Format	Select the format for your report results. HTML table — Display the report results on your screen. Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format. Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
Report Options	Select or deselect other options for your report results. Suppress Column Headings — Select this option to remove column headings from the report results. Suppress Report Name — Select this option to remove the report name from the report results. Show Filter Criteria — Select this option to include your selected filter criteria in the report results. Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
Automated Wellness Outreach report — Column Headings
Message Date and Time	The date and time that athenaOne sent the AWO message.
Message Type	The type of message AWO sent: EMAIL or SMS.
Message Result	The message result: For EMAIL messages: EMAIL - Sent to recipient, EMAIL - Delivered to recipient, or EMAIL - Not Sent. For SMS messages: SMS - Delivered or SMS - Sent, no delivery information
Care Gap	The care gap addressed in the AWO message, for example, Adult Annual Preventive Visit.
Attributing Provider	The attributing provider, according to the clinical guideline for which the patient has a care gap.
Message Dept	The department where AWO instructed the patient to schedule the appointment: AWO messages instruct patients to schedule an appointment at their primary department if the attributing provider sees patients at that location. If the attributing provider does not see patients at the patient's primary department, the patient is instructed to schedule an appointment with the attributing provider at the department where the patient last had an appointment with the provider. Note: If a patient cannot be matched to a provider and department, AWO does not send messages to that patient.
Patient ID	The patient's ID number. Click the link to display the patient's Quickview.
Patient First Name	The patient's first name.
Patient Last Name	The patient's last name.
Contact Info	The patient's contact information: For EMAIL messages, the patient's email address is displayed. For SMS messages, the patient's mobile phone number is displayed.
Appt ID	If the patient scheduled an appointment in response to the AWO message, the appointment ID is displayed. Click this link to display the Appointment page.
Appt Type	The appointment type for the first appointment that the patient scheduled within 14 days of receiving the AWO message.
Scheduled Provider	The provider for the appointment that the patient scheduled.
Appt Scheduled Date	The date that the patient scheduled the appointment.
Appt Date and Time	The date and time of the appointment that the patient scheduled.
Non-responsive	Indicates whether the patient has not scheduled an appointment in response to any AWO message (Y means that the patient has not responded to any AWO message). This column applies to the patient, not to the specific AWO message in the table row. Note: If a patient receives three AWO messages for the same care gap but does not schedule an appointment, AWO will not contact that patient again about the same care gap until 6 months after the first message. You may want to follow up with these patients by phone.