Marty
Few thoughts:
1. I suggest that every person in the practice have an Annual visit in the month of birth.
2. At this visit we look at all the preventive and monitoring opportunities
3. We are compulsive about using the health maintenance feature and have added clinical rules for Diabetes, CAD etc. That box should be clean at all times after 2 years of using AC. We just finished year one. This does not work for consults where we are not providing preventive care as we do not enter data but we could make a notation that "Done by other physician"
Hope this helps
Mukesh