JS
Member since 2020

John Smith

Age 68 · Tampa, FL · Humana Gold Plus (HMO)
Member Success Score
74/ 100
Relationship Health
82
/ 100
Plan
Humana
HMO
PCP
On file
Dr. Patel — Bayshore Family Medicine
Last Contact
May 2
2025
Preferred Contact
Text
Member preference
AI · Recommended next step94% confidence

Lead with transportation, then book her Annual Wellness Visit.

Transportation benefits appear to be the largest opportunity for improving care access. Recommend discussing transportation support, then using that momentum to schedule the AWV she's been deferring.

Opportunities

Care Access

  • PCP SelectionOpen

    No PCP on file — highest priority

  • Annual Wellness VisitActive

    Scheduled — Jun 24

  • Preventive ScreeningsDone

    Mammogram complete · Feb 2025

  • Transportation BenefitsOpen

    Eligible · not activated

  • Telehealth UsageOpen

    Zero visits to date

Benefit Utilization

  • Healthy Food BenefitsOpen

    $80/mo unused × 3 months

  • UCard BalanceActive

    $240 available

  • OTC BenefitsDone

    Q1 catalog used

  • Supplemental BenefitsOpen

    Vision exam credit unused

Chronic Condition Support

  • Diabetes Prevention ProgramOpen

    Eligible per recent A1C

  • Medication ReviewsActive

    Next MTM · Aug 2025

  • Care ManagementDone

    Enrolled · low-touch tier

Home-Based Care

  • House CallsOpen

    Eligible · not yet scheduled

  • In-Home AssessmentsOpen

    Recommended this year

Relationship timeline

    Conversation cadence
    Every 11 weeks
    Above plan average (14 weeks)