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 explains operational changes surrounding Medicare annual wellness visits when health risk assessments become part of the process. It is aimed at primary care practices, billing and revenue cycle staff, and clinicians who need to understand workflow planning, front-end form collection, staff involvement, and EHR integration considerations. The discussion is framed around CMS and CDC guidance and the move toward using HRA information more efficiently within practice systems.

Why This Topic Matters

Practices needed advance preparation for a new wellness-visit requirement that affected scheduling, intake, staffing, and documentation workflows. The article helps readers understand the broader implementation issues without having to interpret the full premium guidance.

What You Will Learn

  • How annual wellness visit workflows change when health risk assessment information is required
  • Ways practices can collect wellness-visit intake information before the patient appointment
  • How non-physician staff can help complete and review assessment forms
  • Why integrating assessment data into the electronic health record matters for workflow efficiency

Who Should Read This

  • Primary care physicians
  • Family medicine practices
  • Medical coders
  • Billing staff
  • Revenue cycle managers
  • Practice administrators
  • Clinical support staff

Codes Discussed


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