Written by
Olivia Sayson
Olivia Sayson
Reviewed by
Olivia Sayson

Annual Wellness Visit

Are you conducting Annual Wellness Visits? Enhance efficiency with this Annual Wellness Visit Checklist. Get this downloadable format for seamless healthcare.

Use Template

What is an Annual Wellness Visit Checklist?

Annual Wellness Visits (AWVs) are vital for Medicare beneficiaries' health. They offer a structured opportunity for healthcare providers to assess overall well-being and develop personalized preventive care plans. These visits are essential because they can detect potential health risks early, preventing the progression of chronic illnesses and ensuring patients receive the right preventive care interventions.

An Annual Wellness Visit Checklist is a structured guide that helps healthcare providers ensure each aspect of the AWV process is accurately completed. It acts as a roadmap, helping providers verify eligibility, communicate effectively with patients, and conduct assessments and screenings as recommended by Medicare guidelines. This checklist streamlines the AWV process, making it more efficient and comprehensive.

Annual Wellness Visit Checklists cover pre-visit preparation, in-office assessments, coding and billing, and optional advanced care planning. It is for healthcare professionals conducting AWVs, ensuring no crucial visit is overlooked. By following this checklist, providers can deliver more effective preventive care, detect potential health risks early, and improve patient outcomes. Additionally, it aids in Medicare compliance, reducing the risk of rejected claims or penalties. The checklist is a practical and efficient resource for enhancing the quality of care provided during AWVs.

Check out our free Annual Wellness Visit Checklist

Download out our Annual Wellness Visit Checklist PDF

How does it work?

Here are six steps on how to use the Printable Annual Wellness Visit Checklist: 

Step 1: Make sure to Verify Eligibility

Ensure the patient's eligibility by confirming their enrollment. This step protects against claim rejections and financial burdens.

Step 2: Communicate Requirements and Expectations

Communicate the AWV's purpose to the patient and emphasize that it doesn't include a physical exam or diagnostic procedures. Setting expectations helps avoid confusion and frustration.

Step 3: Health Risk Assessment (HRA)

Encourage the patient to complete an HRA, which helps identify health risk factors. Ensure the HRA is filled out either digitally before the appointment or in the office, facilitating the collection of essential health information.

Step 4: Identify Current Medical Providers

Create a comprehensive record of the patient's current medical providers, including pharmacies and equipment suppliers, to understand their medical needs fully.

Step 5: Routine Measurements

Gather vital information during the AWV, including weight, blood pressure, and body mass index, allowing for tracking changes in the patient's health.

Step 6: Cognitive Assessment

Assess the patient's cognitive function to detect any signs of decline, helping to maintain their quality of life and independence.

Annual Wellness Visit Example (sample)

Explore our Annual Wellness Visit Example, a comprehensive guide for healthcare providers. This resource simplifies the AWV process, ensuring all steps are followed accurately. Our Annual Wellness Visit Checklist PDF offers users a roadmap to verify eligibility, communicate effectively with patients, conduct assessments, and streamline billing. 

Enhance preventive care, detect health risks early, and improve patient outcomes while staying Medicare compliant. Download your Annual Wellness Visit Checklist PDF today and prioritize your patients' well-being.

Download our Annual Wellness Visit PDF here

Annual Wellness Visit Example (sample)

When would you use this Checklist?

The Annual Wellness Visit Checklist is an indispensable resource for healthcare practitioners, particularly those who care for Medicare beneficiaries. It is used when conducting Annual Wellness Visits (AWVs) to ensure that all essential components of the visit are addressed accurately and efficiently. Practitioners, including physicians, nurse practitioners, and physician assistants, can use this checklist to streamline the AWV process, whether they are in primary care settings, geriatric practices, or specialty clinics.

This resource is highly relevant when conducting AWVs for patients enrolled in Medicare for more than twelve months and who have not had a wellness visit or a "Welcome to Medicare" preventive visit in the past twelve months. By following this checklist, healthcare practitioners can optimize the visit, identify potential health risks, and develop personalized preventive care plans. It also aids in maintaining Medicare compliance, reducing the risk of rejected claims and penalties.

What do the results mean?

Understanding the results of using the Free Annual Wellness Visit Checklist is crucial for healthcare practitioners. Common results include a systematic and streamlined approach to AWVs, ensuring each step is followed accurately. It signifies a more efficient AWV process, which can lead to improved patient outcomes. The checklist helps in verifying the eligibility of patients, communicating effectively about the purpose of the AWV, and conducting essential assessments. 

Practitioners can identify potential health risks and gather valuable data on routine measurements, cognitive and mental health assessments, and everyday living and safety assessments. These results indicate a proactive approach to preventive care.

Furthermore, by using the checklist, healthcare practitioners can create personalized patient plans, offering medical advice and strategies to address identified risks. This result signifies a more patient-centric approach to healthcare, enhancing overall well-being. It also aids in proper coding and billing, reducing the risk of rejected claims and ensuring Medicare compliance.

Why use Carepatron as your Annual Wellness Visit app?

Carepatron streamlines medical practices, making it a convenient one-stop solution for practitioners seeking efficiency and effectiveness. It provides not only the Annual Wellness Visit Checklist app but also a range of integrated medical software solutions. From medical appointment reminder software to medical transcription, coding, scheduling, and medical compliance software, healthcare providers can seamlessly manage every aspect of their practice. 

Beyond offering the Annual Wellness Visit Checklist, it also has electronic patient records and patient portal software. These features ensure seamless patient data management and engagement. 

On top of that, it prioritizes the privacy of patient information and ensures that all medical processes are aligned with the latest regulatory standards. Carepatron's emphasis on compliance extends to Medicare standards, which are crucial for practitioners conducting AWVs.

Clinical Documentation Software Benefit


  • Weiss, C. (2020, January 31). Make an annual wellness check part of your New Year's resolutions. Mayo Clinic News Network. Retrieved from https://www.mayoclinic.org/healthy-lifestyle/adult-health/in-depth/annual-physical/art-20047435

Who creates an Annual Wellness Visit Checklist?
Who creates an Annual Wellness Visit Checklist?

Commonly asked questions

Who creates an Annual Wellness Visit Checklist?

Healthcare practitioners or medical facilities can create Annual Wellness Visit Checklists to facilitate the process and improve patient care.

How are the Annual Wellness Visit Checklists used?

These checklists are used to ensure that all required steps in an annual wellness visit are completed accurately and efficiently, from eligibility verification to assessments and billing.

When are Annual Wellness Visit Checklists used?

These checklists are used when conducting yearly wellness visits, typically for Medicare beneficiaries.

How to create an Annual Wellness Visit Checklist?

To create an Annual Wellness Visit Checklist, compile a list of essential steps for an annual wellness visit and organize them in a structured format.

Join 10,000+ teams using Carepatron to be more productive

One app for all your healthcare work