Medicare Wellness Visit

Medicare beneficiaries are eligible for an Annual Wellness Visit that focuses on establishing and maintaining a personalized prevention plan. Unlike the physical exam, the Medicare Wellness Visit is an opportunity for the provider and the patient to have a conversation about important topics such as home safety, health risks, advance directives and developing a care plan.  

A beneficiary is eligible for his or her first Annual Wellness Visit if he or she:

  • has had Medicare Part B coverage for at least 12 months, and
  • has not received either an Initial Preventive Physical Examination (IPPE or "Welcome to Medicare" visit) within the past 12 months.

See Comparing Types of Medicare Wellness Visits for details.

After the first Annual Wellness Visit, beneficiaries are eligible for subsequent Annual Wellness Visits every 12 months.

Information and Materials for the Healthcare Team

Office Resources

Below you will find materials to help your practice understand the Annual Wellness Visit (AWV), incorporate it into your work flow, and tools you can use with patients to support them in achieving their wellness goals.


Scripts for Scheduling Medicare Wellness Visits

Best Practice Workflows

Roles and Responsibilities: Team-Based Care Model (Swim Lane Diagram)

Scheduling Wellness or Physical Workflow

Clinical Workflow

Provider Workflow

Clinical Screening Tools

BMI Table    

Brief Hearing Loss Screener 

Check for Safety Brochure CDC

Fall Risk Screen / Timed Up and Go (TUG)

Mild Cognitive Impairment Screen

Mini Cog™



Patient Documents

Training Videos

Annual Wellness Visit Clinical Components


Visual Acuity Screening



Mini Cog Assessment



Clinical and Provider Workflow Videos available upon request. Please request by email at

References and Resources

Medicare Wellness Visit

The ABCs of the Initial Preventative Physical Examination (IPPE)  (Medicare Learning Network)

The ABCs of the Annual Wellness Visit (AWV)  (Medicare Learning Network)

Comparing Types of Medicare Wellness Visits

Preventive Services

Medicare Preventive Services Educational Tool  (Medicare Learning Network)
Information on coding, coverage requirements, and patient cost-sharing for each Medicare preventive service.

U. S. Preventive Services Task Force Tools for Primary Care Providers

Aging & Senior Care

MaineHealth provides programs, services and resources to help older adults protect their health and enjoy life. Learn more.


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