MR
Member since 2022

Maria Rodriguez

Age 72 · El Paso, TX · AARP Medicare Advantage Choice (PPO)
Member Success Score
62/ 100
Relationship Health
78
/ 100
Plan
AARP
PPO
PCP
Not selected
Top opportunity
Last Contact
Apr 18
2025
Preferred Contact
Phone
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

  • Apr 18, 2025· Call
    Quarterly check-in call
    Discussed OTC catalog. Member asked about transportation options.
  • Jan 22, 2025· Call
    Benefits overview
    Reviewed plan summary. Healthy food benefit explained.
  • Oct 10, 2024· Touchpoint
    AEP renewal confirmation
    Member chose to remain on current plan.
  • Jul 3, 2024· Email
    Wellness visit reminder
    Reminder sent — visit completed Aug 2024.
  • Feb 15, 2024· Call
    Welcome conversation
    Onboarding call. PCP selection deferred.
  • Jan 1, 2022· Milestone
    Enrolled in plan
    AARP Medicare Advantage Choice (PPO).
Conversation cadence
Every 11 weeks
Above plan average (14 weeks)