3-step guide to doing wellness visits with new health risk assessments

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article covers the operational impact of adding a health risk assessment to annual wellness visits and outlines broad workflow adjustments practices may need to consider. It is relevant to primary care, revenue cycle management, and compliance teams preparing for Medicare wellness visit processes, staff roles, and electronic health record integration. The article also discusses general sources of guidance from CMS, the CDC, and related practice resources.

Why This Topic Matters

It helps practices understand the scope of a Medicare preventive care workflow change and identify the administrative, staffing, and documentation areas that may need updates before the effective date.

Article Sections

  1. Revenue cycle management

    Overview of the upcoming preventive visit workflow change and the administrative challenge it creates for practices.

  2. Try to get the form completed before the appointment.

    Discussion of pre-visit collection options and patient-facing methods for obtaining health risk assessment information.

  3. Use non-physician staff to ensure the HRA is as complete as possible before a clinician gets involved in the AWV.

    Coverage of staff involvement in reviewing and assisting with completion of the assessment before the clinician portion of the visit.

  4. Plan to get HRA data into your EHR.

    Explanation of integrating assessment data into electronic health record workflows and related system planning.

What You Will Learn

  • How a new wellness-visit assessment requirement affects practice workflow
  • Ways practices can organize pre-visit patient information collection
  • How non-physician staff may support the assessment process
  • Why electronic health record integration matters for wellness visit documentation

Who Should Read This

  • Primary care physicians
  • Medical practice managers
  • Revenue cycle management staff
  • Medical coders and billers
  • Compliance and documentation staff
  • EHR implementation teams

Codes Discussed


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