3 tips to make patients happy with AWVs, and boost collections on bundled E/Ms

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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 practical guidance for primary care practices handling annual wellness visits alongside separately billed evaluation and management services. It focuses on patient education, expectations about visit components, billing conversations, and documenting services distinctly so practices can support patient satisfaction and clean collections. The content is aimed at coders, billers, practice managers, and clinical staff working with Medicare wellness visit workflows.

Why This Topic Matters

Annual wellness visits are a common setting for patient confusion and billing disputes when additional evaluation and management work is performed. Clear communication and separate documentation can help practices reduce surprises, improve collections, and keep visit records aligned with billing requirements.

Article Sections

  1. Patient education before the appointment

    Explains the importance of preparing patients in advance for annual wellness visits and setting expectations about what the visit includes. The section also discusses ways staff can reinforce that preparation before the appointment.

  2. Talking with patients about added billing

    Addresses how practices can discuss separate charges when additional evaluation and management work occurs during a wellness visit. It focuses on patient communication strategies to reduce confusion and dissatisfaction.

  3. Document the AWV and E/M separately

    Describes the need to maintain distinct records for the wellness visit and the additional evaluation and management service. It also mentions using standardized documentation tools to support workflow.

What You Will Learn

  • How patient education can improve the annual wellness visit experience
  • How to communicate about separate billing during combined visits
  • How to keep documentation for wellness and evaluation services distinct
  • How office staff and templates can support a smoother AWV workflow

Who Should Read This

  • Medical coders
  • Medical billers
  • Practice managers
  • Primary care staff
  • Physicians

Codes Discussed

Modifiers Discussed


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