Tool of the Month: Annual Wellness Visit Encounter Form

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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 presents a downloadable encounter form designed to help practices document and organize Medicare annual wellness visit services. It is aimed at Part B coding and billing professionals, office staff, and providers who need a structured template for visit preparation, preventive service scheduling, and related encounter documentation.

Why This Topic Matters

Annual wellness visit documentation is a common Medicare workflow, and having a structured form can help practices standardize intake and track preventive care tasks. The article also notes timing considerations relative to the Welcome to Medicare visit and references how the form can support separate E/M documentation when needed.

What You Will Learn

  • What the downloadable annual wellness visit encounter form is intended to support
  • How the form is organized into documentation and preventive service planning components
  • How the tool relates broadly to Medicare wellness visit workflow
  • What access and subscriber download information is provided

Who Should Read This

  • Part B billing and coding staff
  • Physicians and other Medicare providers
  • Practice administrators
  • Medical office staff
  • Compliance and documentation personnel

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