An independent publicationEvery case sourced, dated & graded A–DGet the weekly Casefile →
Grade BproductionSource date Oct 17, 2026· Last verified Oct 17, 2026

How did CommonSpirit Health automate Medicare Annual Wellness Visit outreach?

CommonSpirit Health · Hospitals & Health Systems

Header image: A doctor reviewing ECG results on a screen with a patient

CommonSpirit Health ran automated multi-touch Medicare Annual Wellness Visit outreach and scheduling with Notable across California, Arizona, and Nevada markets. Notable reports 160,000+ outreaches in 2024, 74,878 staff hours saved (~36 FTE), and 445,888 manual calls avoided.

Reported outcomes

outreach volume
160,000+ MAWV outreaches in 2024
Source [1] · self-reported
staff hours saved
74,878 (~36 FTE)
Source [1] · self-reported
manual calls avoided
445,888
Source [1] · self-reported

Outcomes are reported exactly as stated by the source; we have not independently audited them.

How it works

  1. Market-specific multi-touch outreach cadence (typically six contacts per patient).
  2. Patients self-schedule; follow-up centralized in a Patient Communication Center.
  3. MAWV prioritized as 50% of care gap outreach.

Risks & compliance

  • Automation writes into the EHR; errors propagate to registration and billing
  • PHI handling (HIPAA)
  • Vendor-published results; not independently audited

Healthcare cases cover operational and commercial workflows. Nothing here is medical advice or a claim about a device's or drug's efficacy.

Build this yourself

Tools mentioned & how to build it

Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to this case, never by payment.

Tools mentioned

  • Notable (Notable)
    AI agents for intake, scheduling, prior auth and care-gap outreach.

Build a version yourself

  • Retell AI
    Build and deploy phone agents for scheduling, intake and call routing.
  • Zapier
    The default app-to-app automation layer, now with AI agents and AI steps.
  • Make
    Visual no-code automation with AI agents; good for intake, routing and follow-up flows.

All tools by category →

Sources

[1]Notable· vendor customer story· Undated (accessed Oct 17, 2026)
“74,878 staff hours saved and CY24 Annual Wellness Visit targets met in under nine months with automated outreach and scheduling”
CommonSpirit Health: Automated MAWV Outreach at Scale

Grade rationale: Named organization with a quantified outcome from the vendor or the organization itself (self-reported). Automated check on Oct 17, 2026: 1/1 quotes and 3/3 outcome claims matched the source. Compiled by the Agent Casefile research desk (AI-assisted; see methodology). Spot an error? Request a correction.

Keep reading

Related cases