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A smiling healthcare worker with a patient and a nurse during a Medicare Annual Wellness Visit, discussing health information in a bright home setting.

Medicare Annual Wellness Visit: What to Expect

Starting Medicare can feel overwhelming, especially with all the health check-ups you’re supposed to do. A key part of this is the Medicare Annual Wellness Visit (AWV). Think of it like a special meeting for your health that’s not just any regular doctor’s visit. It’s a chance to make a health plan just for you, looking at any health problems you might have now or could have in the future. The goal is to spot any health issues early on before they get worse.

Wondering about your insurance options beyond the Medicare Annual Wellness Visit? The Medicare Family has you covered. With over 40 years of expertise, we’re dedicated to making Medicare simple and transparent for you. Our role is to guide you through the complexities of Medicare, ensuring you’re well-informed to make decisions about your healthcare coverage. We’ll help you understand Medicare clearly, compare the best plans in your area, and find the perfect match for your healthcare needs—all at no cost to you.

Let us be your partner in this journey, helping you to understand, choose, and enjoy the benefits of your Medicare coverage. Schedule your free call today and take the first step towards a healthier, more secure future with Medicare.

Understanding Medicare Annual Wellness Visit

The Purpose of Medicare Annual Wellness Visit

The Purpose of the Annual Wellness Visit, a part of Original Medicare is to create a proactive, preventative healthcare plan for beneficiaries. This visit includes primary care aspects, where your health care provider, possibly a nurse practitioner or physician assistant, will conduct an advance care planning discussion, offering health education on behavioral risks and preventive counseling.

This visit isn’t a complete physical examination, but rather a preventive service appointment that focuses on reviewing your medical history and advising you on how to prevent disease and improve your health. Key components of this visit include routine measurements such as blood pressure, body mass index, and waist circumference, which are crucial in assessing your overall health. Your healthcare provider will also offer health advice, discuss treatment options, and may update your medical records to reflect current health data.

Eligibility Criteria for AWV

To be eligible for an AWV, beneficiaries must be enrolled in Medicare Part B and have completed their first 12 months of Medicare Part B coverage.

Additionally, the AWV is available once every 12 months, but it’s important to note that you cannot have had an Initial Preventive Physical Examination (IPPE) or another AWV within the past 12 months. 

This timing ensures that beneficiaries have an opportunity to discuss changes in their health and update their personalized prevention plan annually, without overlapping with other similar Medicare preventive services. Keep in mind that your primary care provider, who may be participating in your initial preventive physical exam, plays a crucial role in determining the appropriate screening questions, and ensuring a level of safety in preventive care, from fall prevention to cognitive function assessments.

Preparing for Your AWV

Documents to Bring

To ensure your Medicare Annual Wellness Visit is as effective and comprehensive as possible, bringing the right documents is essential. This preparation allows you and your healthcare provider to review your medical history and plan future care effectively. Key documents to include:

  • Medical History: A detailed record of any surgeries, vaccinations, and major illnesses you’ve had.
  • Family Health History: Information on medical issues experienced by your immediate family members, can highlight potential health risks.
  • Medication List: A current list of all medications, supplements, and vitamins you’re taking, including dosages.
  • Insurance Information: Your Medicare card and any other health insurance cards.
  • Healthcare Providers: A list of current healthcare providers, specialists, and any other medical professionals you see.

Bringing these documents to your AWV helps create a more accurate and personalized health plan. It’s also a good opportunity to discuss any health concerns or changes in your medical condition with your healthcare provider.

What to Expect at Your Annual Wellness Visit?

A cheerful nurse in a blue scrub uses a stethoscope on a senior woman in a white sweater, both smiling during a routine health check-up.

Health Risk Assessment

The Health Risk Assessment (HRA) is a questionnaire designed to gather detailed information about your health status, lifestyle habits, and medical history. The HRA aims to identify any risk factors for chronic diseases, evaluate your current health status, and help in creating a personalized prevention plan that addresses your specific needs. It covers aspects such as your dietary habits, physical activity level, tobacco use, and psychological well-being, among others. By accurately completing the HRA, you enable your healthcare provider to tailor their advice and the care plan to your unique health profile, ensuring you receive the most beneficial preventive care possible.

Review of Medical and Family History

At your AWV, a thorough review of your medical and family history is completed to capture a full picture of your health over time and any genetic risks you might have. Expect to discuss any changes in your health since your last visit, including new diagnoses, hospitalizations, or changes in medication. Additionally, updating your family health history can reveal inherited conditions or diseases for which you might be at increased risk. This information helps in tailoring a prevention plan that addresses your specific health needs and risks, guiding you toward preventive screenings or lifestyle adjustments. 

Creating a Personalized Prevention Plan

During your Medicare Annual Wellness Visit, a Personalized Prevention Plan is tailored to your health status and risk factors, grounded in the information gathered through your health risk assessment and the comprehensive review of your medical and family history. It aims to identify a proactive health strategy, focusing on prevention and early detection of diseases and conditions. This plan includes a schedule for the preventive services you need over the next 5 to 10 years, such as screenings and vaccinations, tailored to your current health status and risk factors. The goal is to optimize your health outcomes by preventing illness before it starts or catching it early when treatment is most effective.

Follow-Up After Your AWV

After your Medicare Annual Wellness Visit, you will receive a summary report. This document outlines the findings of your visit, including any health risks identified and the personalized prevention plan developed for you. The report typically includes recommendations for follow-up tests, screenings, or lifestyle adjustments. Take time to review this report carefully, noting any advised actions or preventive measures. If anything is unclear, don’t hesitate to reach out to your healthcare provider for clarification. This document is a roadmap for your health journey in the coming year, ensuring you stay on top of your wellness goals and any potential health issues.

Maximizing the Benefits of Your AWV

A grandfather and grandmother walk hand in hand with their laughing grandchildren, a boy and a girl, along a sunny park path surrounded by greenery.

Questions to Ask During Your Visit

Maximizing the benefits of your Medicare Annual Wellness Visit hinges on engaging actively with your healthcare provider. This is your golden opportunity to gain insights into your health status and the preventive measures you can take. Asking the right questions can illuminate your health pathway and ensure you’re taking all necessary steps for optimal well-being. Consider inquiring about:

  • Personalized Risk Factors: Understand your specific health risks based on family history, lifestyle, and existing conditions.
  • Preventive Services: Clarify which screenings or vaccines are recommended for you and when to schedule them.
  • Medication Review: Discuss any current medications to ensure they’re still the best choice for your health needs.
  • Diet and Exercise: Seek advice tailored to your health status and lifestyle to improve or maintain your health.
  • Mental Health: Address any concerns about stress, depression, or other mental health issues, which are vital components of your overall well-being.
  • Follow-up Appointments: Determine if you need specialist visits or follow-up tests and how to go about scheduling them.

These questions are not exhaustive but serve as a foundation for a fruitful discussion about your health during your AWV. 

Keeping Track of Your Health Records

Keeping track of your health records is an essential component of managing your healthcare effectively, especially as it relates to your Medicare Annual Wellness Visit. This documentation not only provides a comprehensive view of your health history for your healthcare provider but also plays a pivotal role in tailoring your personalized prevention plan.

Maintain an up-to-date list of all current medications, including prescriptions, over-the-counter drugs, vitamins, and supplements. Detailing your medical history, including past illnesses, surgeries, and family health history, is crucial. This information aids in assessing risk factors and planning for preventive measures. Additionally, keeping a log of your current health conditions and treatments allows for a holistic approach to your wellness.

Consider utilizing digital health record systems or a personal health journal to streamline this process. Utilize your initial visit as a baseline, and maintain records of all subsequent AWVs, including any changes in medical care strategies or adjustments to your treatment plan based on the annual wellness exam outcomes. This organized approach ensures that crucial information is readily available for each healthcare visit, fostering a more informed and effective patient-provider dialogue.

Be Prepared

Getting ready for your Medicare Annual Wellness Visit and having the right information can help you take good care of your health. This visit is an important part of staying healthy, as it helps prevent sickness, catches any health issues early, and helps you plan for a healthy life. The Medicare Family is here to help you every step of the way. With over 40 years of experience and a nationwide network, our expert advice is just a call away. Schedule your free appointment today to learn more about your Medicare options and how we can help you make the most of your healthcare coverage.


What is the Difference Between a Wellness Visit and an Annual Physical?

The main difference lies in the focus and scope of the visits. A wellness visit, often part of Medicare coverage, is a preventive service aimed at reviewing your medical history and advising on a prevention plan tailored to your needs. It doesn’t include a physical examination. An annual physical is more thorough, involving a comprehensive physical exam to check your overall health status, including vital signs, organ function, and physical appearance, but it’s not covered by Medicare.

Do Medicare Wellness Visits Need to be 12 Months Apart?

No, Medicare Wellness Visits do not need to be exactly 12 months apart. However, you are eligible for your first Annual Wellness Visit after you’ve had Medicare Part B for at least 12 months. Following that, you’re eligible for subsequent wellness visits every 12 months, but there’s flexibility in scheduling as long as the visits are not less than 11 months apart. This ensures patients can maintain annual check-ups without strict adherence to calendar dates.

How Often Will Medicare Pay for a Wellness Exam?

Medicare covers one Annual Wellness Visit every 12 months. This is a preventive exam to develop or update your personalized prevention plan, not to be confused with a physical exam. It’s designed to keep track of your health status and risks over time.

Sylvia Gordon, aka Medicare Mama®, is an expert on all things Medicare and Social Security. She is the 2nd Generation here at The Medicare Family and has served on the advisory boards of major insurance companies like UnitedHealthcare®, Cigna, and Anthem. In her free time, she can be found taking care of her animals (dogs, goats, peacocks, chickens), and reading a good book. Learn More.
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