The Annual Wellness Visit, finished in one visit and ready to bill.
Your patient answers on an iPad, in Spanish or English. Your staff enters vitals. Your NP reviews what matters and signs. Medalto hands you the note for your EHR, the plan for the patient and the codes for your biller.
Built for primary care practices with Medicare patients. Flat monthly price, never a percentage of your collections.
Most eligible patients never get their wellness visit.
Medicare pays for an Annual Wellness Visit every year, and the patient pays nothing when you accept assignment. Yet when researchers looked at Medicare data, only about one in four or five eligible patients got it1,2,3. In one national study, just over half of the practices with eligible Medicare patients didn't offer the visit at all1.
It isn't that clinics don't want to. The visit is a long checklist: health risk questions, depression and alcohol screens, falls, functional status, cognition, opioid review, a screening schedule, advance care planning, and the exact timing rules that decide whether Medicare pays. On paper it eats the NP's afternoon. Medalto does the paperwork part.
The superbill you are not sending
Enter your numbers. We multiply by the 2026 national Medicare rates for the codes Medalto documents.
Superbill
| Code | Service | Visits/yr | Rate | Per year |
|---|---|---|---|---|
| G0438 | Initial AWV | 0 | $174.35 | $0 |
| G0439 | Subsequent AWV | 0 | $137.61 | $0 |
| G0444 | Depression screening | 0 | $18.70 | $0 |
| 99497-33 | Advance care planning, first 30 min (modifier 33) | 0 | $86.84 | $0 |
Estimate only. National 2026 Medicare averages before locality adjustment4,5; your Medicare Administrative Contractor's rates will differ. Medicare Advantage plans cover the AWV too, but pay what your contract says. Medalto does not guarantee any reimbursement.
How a visit runs
Four stages, each marked green when it's complete. Everything saves as you go.
Intake, before the patient walks in
Your MA enters vitals, medications, history and providers. On next year's visit, it comes pre-filled from the last one: review it and check confirmed.
The patient answers on their own
Scan a QR code with the clinic iPad and hand it over. One question per screen, in their language, and only the questions that apply: a patient with no issues answers about 25. No iPad? Lock the same computer in patient mode, or let the NP ask the questions.
The patient signs
With a finger on the iPad or with the mouse. The signature is stored with the visit.
Your clinician reviews and signs
Scores are calculated (PHQ-2, PHQ-9 only when needed, AUDIT-C, STEADI, BMI) and the answers worth a second look are flagged. Cognition, opioid review and the prevention plan, then one signature. Signed visits are locked.
What you get when the visit is signed
A note for your EHR
The full clinical summary in English, with the suggested codes and modifiers, ready to paste into your record.
A plan the patient can open on their phone
Their screening schedule and advice, in their language. Text them a secure link: they confirm their date of birth to open it and can download a PDF. You see when they opened it.
A billing control for every code
Each signed visit lands in a list by date, clinician and coverage: not billed, billed, paid or denied. Export to Excel for your billing company, or print the superbill.
The codes Medalto documents
Medalto suggests the codes the documentation supports. Your clinician decides what to bill.
| HCPCS / CPT | Service | When | 2026 national rate5 |
|---|---|---|---|
| G0438 | Initial Annual Wellness Visit | Once per lifetime, after the patient has had Part B for 12 months. | $174.35 |
| G0439 | Subsequent Annual Wellness Visit | Every year after that, once 11 full months have passed since the last AWV or Welcome to Medicare visit. | $137.61 |
| G0444 | Annual depression screening | With the subsequent AWV, not the initial one. Medalto runs the PHQ-2 and moves to the PHQ-9 only when it's positive. | $18.70 |
| 99497-33 | Advance care planning, first 30 minutes | When it's discussed for at least 16 minutes. With modifier 33 alongside the AWV the patient owes nothing. | $86.84 |
| 99498-33 | Advance care planning, each additional 30 minutes | From 46 documented minutes. | $78.16 |
Medalto tracks eligibility for every patient: it knows when each one becomes due, warns before you start a visit Medicare won't pay, and lists who is eligible today.
Medalto doesn't bill Medicare for you.
You keep billing the way you do today, from your own system or through your billing company. Medalto documents the visit, gives you the note and the codes, and keeps track of which visits were billed and paid, so none is left behind.
HIPAA, in plain terms
There is no official HIPAA certification, so here is exactly what we do.
What we sign
- A Business Associate Agreement (BAA) with every clinic, before any patient data goes in.
- Our hosting provider operates under a BAA with us. Servers are in the United States.
- Welcome emails, support tickets and alerts never contain patient data.
What the software enforces
- Two-factor sign-in for every user, no exceptions.
- Automatic sign-out after 15 minutes idle, and lockout after 5 failed attempts.
- Every view and change is logged with the user and the time.
- Roles: staff enter data, clinicians sign, only people you choose see billing.
- Each clinic's data is separated from every other clinic's.
- Encrypted connections (HTTPS) everywhere, and daily backups.
- Patient links expire on their own: the iPad link in 2 hours, the plan link in 30 days and only after the date of birth matches.
Pricing
A flat price per clinic based on how many active Medicare patients you have. No setup fee and never a percentage of what you bill.
Essential
$299/month
Up to 500 active Medicare patients
or $2,990 a year: 2 months free
Start a 30-day free trialPractice
$499/month
Up to 1,500 active Medicare patients
or $4,990 a year: 2 months free
Start a 30-day free trialClinic
$799/month
Up to 3,000 active Medicare patients
or $7,990 a year: 2 months free
Start a 30-day free trialEvery plan includes
- Every module feature: questionnaire on iPad or computer, signatures, notes, patient plans, billing control
- Spanish and English for patients and staff
- Unlimited visits, users and clinicians
- Onboarding for your team and support from inside the app
- Business Associate Agreement included
If your practice grows past its plan, nothing stops working: we move you to the next plan.
- 30 days free
- Use it with real visits before you pay anything.
- Month to month
- After the trial, no contract. Cancel whenever you want.
- Pay 10 months, get 12
- Choose the annual plan and two months are on us.
Questions clinics ask
Do we need new hardware?
No. Any computer with a browser works. An iPad or tablet helps the patient answer on their own, but it's optional: you can lock the same computer in patient mode, or the NP can enter the answers.
Does it replace our EHR?
No. Medalto handles the wellness visit and gives you the note to paste into your EHR. Your EHR stays your record.
Does Medalto send claims to Medicare?
No. You bill from your own system or your billing company, as you do now. Medalto tells you which codes the visit supports and tracks what was billed and paid.
What about Medicare Advantage patients?
The visit is the same. Medicare Advantage plans cover the AWV, and payment follows your contract with each plan. You can enter your own rates in Medalto so the billing report matches what you actually get paid.
How long does a visit take?
The patient questionnaire adapts to their answers, so a patient with no issues answers about 25 questions on their own, before or while they wait. The clinician reviews the flagged answers instead of reading a whole form.
What if a patient doesn't read well or doesn't use technology?
Staff or the NP can go through the questions with them on the computer. Large text, one question per screen, Spanish or English.
How do we start?
Book a demo. We create your clinic, your team receives an email to activate their accounts with a link to the user guide, and you're running visits the same week.
See it with your own workflow
Thirty minutes on a video call. We run a full visit on the iPad and answer your billing questions.