Download a free Annual Wellness Exam Checklist and example PDF to support thorough patient evaluations and ensure effective preventive care delivery.
What does an annual wellness exam include
An annual wellness exam includes a health risk assessment, a review of medical and family history, vital signs, cognitive evaluation, a medication review, and the development of a personalized prevention plan. It may also involve screenings, immunization updates, and lifestyle assessments.
Documentation should include demographics, health status, medical and family history, vitals, screening results, risk factors, current medications, and personalized health goals. Advance care planning discussions and a written screening schedule should also be recorded.
Ensure the patient brings a list of current medications, immunization records, and any relevant medical documents. Encourage them to be ready to discuss their lifestyle habits, health concerns, and family medical history.
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