Medicare Annual Wellness Visit, initial

The first Annual Wellness Visit (G0438), with each element Medicare requires and the personalized prevention plan.

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Blank documentation outlines. Adapt to the encounter and your practice requirements; complete only findings and care actually documented.

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Medicare Annual Wellness Visit, initial

Encounter

Patient name: [ ] Date of birth: [ ] Date and time of encounter: [ ] Clinician: [ ]

Before the visit

Eligibility and prior wellness visits checked, with source and date: [ ] Health risk assessment completed, by whom and date: [ ]

History

Medical and surgical history: [ ] Family history: [ ] Current medications and supplements: [ ] Current opioid prescriptions reviewed: [ ] Substance use screening tool and result: [ ] Current providers and suppliers involved in care: [ ]

Measurements

Height, weight, body mass index and blood pressure, with units: [ ] Other measurements taken: [ ]

Screening and safety

Cognitive assessment method and findings: [ ] Depression screening tool and result: [ ] Hearing, daily activities, fall risk and home safety findings: [ ]

Prevention plan

Written screening schedule for the next 5 to 10 years: [ ] Risk factors and conditions, with interventions recommended or underway: [ ] Personalized health advice and referrals: [ ]

Optional elements

Advance care planning discussed, if the patient agreed: [ ] Physical activity and nutrition assessment tool and result, if performed: [ ]

Other care today

Problems addressed separately today, if any: [ ]

Follow-up

Follow-up timing and purpose: [ ] Return precautions discussed: [ ] Patient questions and understanding: [ ]