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In-office assessment program

Help providers evaluate patients’ ongoing health conditions.

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Drive better health outcomes

The goal of the assessment program is to help providers perform annual patient visits to support early detection and ongoing evaluation of chronic conditions. 

The program is designed to reduce administrative burden on providers so that they can spend more time with their patients and on other clinical activities. Using a tailored approach to provider support, the program provides in-person and virtual field agent support, insights on prioritizing patients who need health care assessments and increased reimbursement accuracy.

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  • This graphic shows how field team support offered through the in-office assessment program can help relieve the administrative burden that often falls on providers and staff from health plan assessment programs. Program resources help with monitoring gap closures, progress reporting, and coding and documentation education.

    By relieving administrative burden, providers and their staff have more time to focus on clinical activities, including spending more time with patients, increased appointment availability and patient care coordination.

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I have a caring relationship with my providers, we have the same goals…. I’ve made an impact on the people I work with and they trust me.

– Cara Spahr, Optum field agent
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Participating providers 

Helpful resources for providers currently taking part in the in-office assessment program: 

  • Program user guides
  • Reimbursement guidelines
  • Coding and documentation best practices
  • FAQs
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Non-participating providers 

Learn about the features and benefits of taking part in the In-office assessment program, including:

  • In-person and virtual field agent support
  • Access to Optum data and analytics
  • Improved reimbursement accuracy
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See how Optum supports providers and helps improve quality of care for patients.

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