Actera Health · From Care Navigation to Care Activation
actera
Book a demo
The action layer for your health plan

Care activation.

Health plans have invested millions in identifying risk. Actera is the AI platform that closes the gap between insight and intervention.

Book a discovery call See how it works
One coordinated case
From open gap to completed visit.

Specialized agents handle targeting, booking and follow-up. The care team keeps clinical control.

Illustrative caseMale, 68 · Diabetic
Active
Activation progress{{ progressLabel }}
Coordinated action plan A single shared case · 5 actions
1
Targeting · Clinical intelligence agent
Prioritize the open care gap

Claims and eligibility data confirm the Annual Wellness Visit is still open and rank it against the plan’s priorities.

Open gap ranked for care-team review
2
Targeting · Care manager agent
Prepare a member-specific plan

The agent gathers the evidence, in-network provider, preferred channel and consent for the care manager to review.

Outreach plan approved by the care manager
3
Execution · Outreach agent
Engage the member

The member hears why the visit matters, asks questions and decides whether to schedule.

Member agrees to schedule the visit
4
Execution · Scheduling agent
Book the Annual Wellness Visit

The scheduling agent offers in-network times, books the visit and sends the details on the preferred channel.

Appointment booked with reminders active
5
Follow-up · Care manager agent
Verify completion and close the loop

Attendance stays visible. A missed visit or concern goes back to the care team, and the care team confirms completion.

Visit verified or exception routed for follow-up
Clinical intelligence agent
Open care gaps
Annual Wellness Visit · Ranked against plan care priorities
1
Male, 68 · Diabetic
Claims feedEligibility
High
2
Female, 72 · Hypertension
Claims feed
Medium
3
Male, 74 · COPD
Claims feed
Medium
Care-team review queue Ranked for review
Care manager agent
Outreach plan
Male, 68 · Diabetic · AWV booking
Care manager review
Annual Wellness Visit overdueClaims feed
In-network primary care relationshipEligibility
Preferred outreach channel consentedMember preferences
CM
Assigned care managerEvidence and consent reviewed
Plan approved
Outreach agent
SMS
Male, 68 · Diabetic
Preferred channel
Hi, this is your health plan’s care team. Your Annual Wellness Visit is due. Would you like help booking it with your primary care office?
Yes. Can it be a weekday morning?
Yes. I’ll find in-network morning appointments and text you the options.
Handed to Scheduling agent Member agreed
Scheduling agent
In-network appointment options
Primary care office · Annual Wellness Visit
Tue, Oct 6 · 9:00 AMBooked
Wed, Oct 7 · 10:30 AMAvailable
Thu, Oct 8 · 8:45 AMAvailable
Details sent by SMS Reminders active
Care manager agent
Case · Male, 68, diabetic
Annual Wellness Visit booking
Awaiting confirmation Gap closed With care team
Open gap rankedClinical intelligence
Outreach plan approvedCare manager
Member agreed to scheduleOutreach
Visit booked · Tue, Oct 6Scheduling
Attendance recordedNeeds care-team confirmation
Completion confirmedCare team
Exception routed for follow-upCare team
Confirm completion Route exception Try it Reset
Human review stays in control at every clinical decision.
{{ playLabel }} Step {{ stepNum }} of 5

This example shows workflow coordination only. Clinical decisions and reported concerns remain with the care team.

Multiple agents. One coordinated team.

Clinical insight to completed care.

Specialized AI agents help practice managers find members at risk, act on closable care gaps and keep care moving. Every agent works from the same member context.

Book a discovery call See one case, step by step
How we do it

We use voice, async texting and portal messages to communicate with the member.

Engaged members drive better outcomes and lower spend.

Voice
Async texting
Portal messages
Next Best Action coming to life

Recommendations don’t drive savings. Completed actions do.

We want to solve for the last mile.

What your analytics see

Risk identified

High riskMedium riskLow risk
{{ s.p.risk }}{{ s.lvlLabel }}
{{ s.p.name }}, {{ s.p.age }} · {{ s.p.rmeta }} {{ s.p.src }}

HCC gaps flagged, HEDIS measures open, rising risk members detected in dashboards.

What Actera makes happen

Care activated

Contacted Engaged Scheduled Completed
{{ s.p.act }} {{ s.p.name }} · {{ s.p.ameta }} Completed · {{ s.p.ch }}

Member contacted, enrolled in the right program, appointment booked and followed through to completion.

The gap

Synthetic members, shown for illustration.

For care managers

We want care managers to focus on care, and let Actera do the manual work.

Voice AI is only one part. We learn your workflows and automate the important work that takes the most time.

Outbound callCare manager, with Actera
Live · 02:14
Male, 68 · DiabeticAWV due · HbA1c overdue
Your Annual Wellness Visit is due. Can I help you book it with your doctor?
Yes, a Tuesday morning works.
Visit booked · Tue, 9:00 AM
Agent collaboration
Select an agent to explore its role
01
Clinical intelligenceFind risk you can act on.
02
OutreachTurn a priority into a conversation.
03
SchedulingMove from intent to appointment.
04
EnrollmentConnect members to the right support.
05
MonitoringVerify that care actually happens.
06
Predictive intelligenceAnticipate the next care need.
01 · Agent contribution

Clinical intelligence

Connects clinical risk to open, closable care gaps. Practice managers get a focused member list with the evidence and next action behind each priority.

Works withClaims, labs, medications and care history
ContributesPrioritized members with actionable care gaps
How the team uses it

Outreach uses the clinical context to start the right conversation. Scheduling and enrollment know what to complete.

Outreach Scheduling Enrollment
In one coordinated casePrioritize the open care gapOpen gap ranked for care-team review
See it in the demo
02 · Agent contribution

Outreach

Turn a priority into a conversation.

Outreach contacts the member.

In one coordinated caseEngage the memberMember agrees to schedule the visit
See it in the demo
03 · Agent contribution

Scheduling

Move from intent to appointment.

Scheduling books the appointment.

In one coordinated caseBook the Annual Wellness VisitAppointment booked with reminders active
See it in the demo
04 · Agent contribution

Enrollment

Connect members to the right support.

Enrollment matches them to the right program.

05 · Agent contribution

Monitoring

Verify that care actually happens.

Monitoring confirms completion.

06 · Agent contribution

Predictive intelligence

Anticipate the next care need.

Predictive intelligence learns which interventions work for which member segments, so your strategy improves every quarter.

Shared member context Clinical evidence Member preferences Actions & outcomes

Each update informs the next action, and agents coordinate around the member.

How our risk scoring works

Unify. Decide. Act.

From raw plan data to completed actions, in one loop.

01Unify

We need claims, pharmacy, eligibility and network data to begin with.

ClaimsPharmacyEligibilityNetwork

You can use your own risk scoring algorithm or use ours.

02Decide
  • HCCs and HEDIS measures tell our system which conditions or care quality measures need to be assessed or documented this year.
  • For each clinical area, clinical urgency, expected benefit and how overdue a measure is set the next best action.
  • CCI and RAF set how much support a member needs. Higher CCI means more touch points.
03Act
  • Members with the same actions and goals are grouped into a campaign and launched together.
  • As members respond or new data arrives, each record updates to show how the campaign performed.
Medicare Advantage

We know which plans missed their Star Rating, and which gaps caused it.

We help them close those gaps so they can achieve higher Star Ratings.

We’re starting with the AWV. Next, we’re building an automated playbook for every MA measure, so every care gap closes efficiently.

We want to help every plan reach 5 Star Ratings.
Starting with the Annual Wellness Visit
Where below-4★ plans lost their stars
CMS 2026 Star Ratings · Public data · Contract (H#) level
309MA contracts below 4★ for 2026
12.2Mmembers enrolled in them (Dec 2025)
46%of their ≤2★ measure results are AWV-closable or AWV-assisted
Most-missed measures in AWV territoryContracts at ≤2★
Reducing the Risk of Falling
Closable at the AWV
131
Annual Flu Vaccine
Closable at the AWV
128
Breast Cancer Screening
Closable at the AWV
121
Med Adherence: Cholesterol
AWV-assisted×3
117
Improving Bladder Control
Closable at the AWV
106
Source: CMS 2026 Star Ratings Data Tables (Oct 8, 2025); Dec 2025 CPSC enrollment. Not affiliated with CMS.
One playbook for each and every MA measureIdentify → Outreach → Schedule → Voice → Follow-through
AWV ModuleLive today

One visit that captures screenings, assessments and lab orders.

HOS Perception EngineBuilding

Survey measures fail when members forget the visit. Post-visit follow-up helps them remember the care they got.

Order-Completion ChasersBuilding

The AWV writes the orders. These follow each one through: lab draws, FIT kit returns, retinal exams, DEXA after fracture and BP rechecks.

Medication Adherence EngineBuilding

Adherence measures count triple. We watch pharmacy claims daily, catch late refills, remove barriers and confirm every fill.

ADT Discharge ListenerBuilding

One feed powers four measures: admit and discharge events trigger the 48-hour call, the 7-day visit and medication reconciliation.

Appointment ConciergeBuilding

One number members call or text to get booked anywhere, plus plain-language visit summaries.

Starting wedge

Annual Wellness Visit gap closure.

We’re starting with the AWV because 40–50% of care gaps can be closed or influenced at the AWV. In CMS 2026 Star Ratings data, 46% of the ≤2★ measure results at below-4★ contracts are AWV-closable or AWV-assisted.

The AWV is the highest-impact intervention in Medicare Advantage. It touches risk adjustment revenue, HEDIS compliance and Star Ratings at once.

Actera finds every member missing their AWV, handles outreach and scheduling, confirms completion and makes sure new diagnoses are captured for HCC coding.

Risk adjustment revenue via HCC/RAF recapture
HEDIS measure closure (AWV is a gateway measure)
Star Rating improvement driving bonus payments
Illustrative ROI model
500K member plan
Annual impact
Members missing AWV~25% of MA population
~125,000
Incremental AWVs completedthrough AI outreach and scheduling
15,000–25,000
HCC recapture revenuefrom diagnoses surfaced during AWVs
$8M–$15M
Star Rating impactdriving bonus payment increases
+0.1–0.3 stars

ROI figures are illustrative estimates for a hypothetical 500K-member plan. Actual results depend on population, contracts, data completeness, program design, and execution.

Commercial health plans

Get members into the programs you already pay for.

We reduce the total cost of care by navigating members to underutilized, low-cost in-network options and to providers that are high quality and low cost.

5% of members drive more than 50% of cost. We want to work with them to drive ROI and clinical outcomes from day 1.
Enrollment in contracted point solutions
HEDIS measure closure for preventive care
Completion confirmed with the care team
Contracted point solutions
~5%

average utilization of contracted point solutions (Virta, Hinge, Sword, Spring, Lyra)

Agents on the case
Clinical intelligence Outreach Enrollment Monitoring

Enrollment connects members to the right support.

Start a conversation

Ready to close the gap?

We’re working with a small group of health plans to shape care activation.

Book a discovery call 30-minute conversation · No commitment