Medicare Annual Wellness Visit, subsequent

A yearly Annual Wellness Visit (G0439) that updates the history, screening schedule and prevention plan.

Blank template
Download .txt

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

More preventive care templates
Breva template library

Medicare Annual Wellness Visit, subsequent

Encounter

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

Before the visit

Eligibility and date of last wellness visit checked, with source: [ ] Health risk assessment updated, by whom and date: [ ]

History updates

Changes to medical and family history: [ ] Current medications and supplements: [ ] Current opioid prescriptions reviewed: [ ] Substance use screening tool and result: [ ] Changes to providers and suppliers involved in care: [ ]

Measurements

Weight and blood pressure, with units: [ ] Other measurements taken: [ ]

Screening

Cognitive assessment method and findings: [ ] Depression screening tool and result, if performed: [ ]

Prevention plan

Screening schedule updates: [ ] 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: [ ]