Preventive Care Coordination

Getting recommended screenings and check-ups done

Tracking and supporting completion of preventive care that catches problems early

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Why does preventive care coordination matter?

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Preventive care works—but only if you get it. Most preventive services are covered at 100%, yet completion rates are surprisingly low. Coordination ensures employees actually receive the screenings and check-ups that catch problems early.

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See where your benefit plan is leaking

Find out what gaps exist — and what you can do without changing your plan.

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We'll show you where money is leaking, risks are growing, and what you can fix within your current structure. No pressure to change brokers, carriers, or benefit design. Just clarity.

  • Gap analysis based on your actual plan structure


  • Clear findings you can share with your broker


  • Recommendations that layer on — no disruption required
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Get a FREE assessment today!

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Guideline Tracking

We track what preventive services you're due for based on age, gender, and risk factors. No more wondering if you're overdue for something.

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Reminder System

Proactive reminders when preventive care is due. We don't wait for employees to remember—we prompt action before services are overdue.

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Scheduling Support

Help scheduling preventive appointments. We remove the friction that keeps people from completing recommended care.

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Completion Tracking

We track completion, following up when care isn't received and celebrating when it is.

What is Preventive Care Coordination?

Preventive Care Coordination ensures employees complete recommended health screenings, vaccinations, and check-ups.

Medical guidelines recommend specific preventive services based on age, gender, family history, and risk factors. These services—mammograms, colonoscopies, blood pressure checks, immunizations—catch problems early when treatment is most effective.

But people forget, procrastinate, or don't know what's recommended. Coordination closes this gap, tracking what's due and supporting completion.

Why Do People Skip Free Preventive Care?

Most employers renew their health plans year after year without questioning the underlying assumptions. Brokers present options, carriers set rates, and leadership approves budgets based on incomplete information.


The result? Companies overpay for benefits employees don't use while missing coverage gaps that create real risk. They accept premium increases as inevitable rather than addressable. They lack visibility into where their money actually goes.


A Healthcare Risk Assessment changes that. It gives you the data and insight to make informed decisions, negotiate from a position of strength, and take control of one of your largest operating expenses.

How It Works

Preventive care coordination tracks and supports completion of recommended services.

Guideline Application

We identify what preventive services you're due for based on established medical guidelines and your individual factors.

Status Communication

We communicate your preventive care status—what's current, what's due, and what's overdue.

Action Support

We help you take action—scheduling appointments, answering questions, and removing barriers to completion.

Completion Follow-Up

We track completion and follow up. When care is received, we update status. When it isn't, we re-engage.

When Is Preventive Care Due?

Timing varies by service and individual factors:

• Annual check-ups—yearly for most adults
• Cancer screenings—based on age and risk (mammograms, colonoscopies, etc.)
• Immunizations—scheduled and periodic (flu shots, boosters)
• Chronic disease screenings—based on risk factors

We track what's due for you specifically and communicate when action is needed.

Where Does Preventive Care Happen?

Preventive care occurs at various locations:

• Primary care offices for most screenings
• Specialty facilities for specific tests (mammography centers)
• Pharmacies for some vaccinations
• Workplace for employer-sponsored screenings

We help identify convenient locations for your needed services.

Who Should Focus on Preventive Care?

Everyone benefits from preventive care:

• Adults of all ages have recommended services
• Those with risk factors have additional screenings
• People with family history may need earlier or more frequent care
• Everyone should stay current on immunizations

Preventive care isn't just for the sick—it's how healthy people stay healthy.

See What Our Customers Are Saying

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"What could have been data driven, was soon a conversation. Over 3 years with the best coaches, listeners, advisors you could ask for. If Monique didn't have an answer readily, she would note it, research it, and then update you on the answer. Always a positive meeting. Highly recommend!"

— Sue D.

“Our Medical Insurance Premiums were Out of Control! Thanks to Weltrio and their amazing team of healthcare experts, Weltrio is my single most-profitable cost center!”


— Cayuse CEO

Everything You Need to Know

At Weltrio, we are a medically trained team that works with HR and benefits partners at companies of all sizes to improve healthcare quality, reduce risk exposure, and optimize costs. We work within your existing plan structure—providing employers with clarity, trust, and transparency at every step. Whether you're upgrading your benefits plan or building from scratch, we've got you covered.

  • Is this the same as telemedicine?
    No. Clinical support provides guidance and triage, not diagnosis or treatment. We help employees decide when and where to seek care.
  • How many nurses will be assigned to our company?
    Assignment depends on your company size and typical utilization. Smaller companies may share a primary nurse with backup coverage. Larger organizations get dedicated teams. Either way, employees experience consistent relationships with clinical professionals who know them.
  • Who answers calls in the middle of the night?
    Board-certified nurses from your Weltrio clinical team. We staff night shifts with experienced nurses who have full access to your company's benefits information and employee interaction history. It's not an outsourced answering service.
  • What protocols do nurses use for triage?
    Our nurses use evidence-based clinical decision support protocols developed from emergency medicine and primary care best practices. These protocols are regularly updated based on current medical guidelines and are customized for telephone/virtual assessment settings.
  • How much does an unnecessary ER visit actually cost?
    Average ER visits cost $2,200 or more—even for minor issues. Add lab work, imaging, or specialist consultation and costs climb quickly. The same conditions treated at urgent care typically cost $150-300, and telehealth visits run $50-75.