By Workflow

Annual Wellness Visit Intake

Streamline annual wellness visit preparation and screening

Annual wellness visits are a cornerstone of preventive care and a significant revenue opportunity for primary care practices. But maximizing the value requires thorough patient preparation: health risk assessments, preventive screening questionnaires, medication reconciliation, and comprehensive medical history updates must all be completed before the encounter. Formisoft automates this preparation and the recall cycle that brings patients back year after year.

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The annual wellness visit workflow sends patients a comprehensive pre-visit packet that includes a health risk assessment, updated medical history, medication list review, family history update, and age-appropriate preventive screening questionnaires. Conditional logic tailors the packet by age and gender: a 50-year-old receives colorectal cancer screening questions while a 65-year-old receives fall risk and cognitive screening. Automated appointment reminders ensure patients arrive prepared.

For practices focused on quality measures and value-based care, this workflow is essential. Completed pre-visit assessments ensure all required documentation elements are captured for proper coding and reimbursement. After the visit, automated recall reminders bring patients back for next year's wellness visit, and review requests build your practice's reputation. Practices using this workflow report higher AWV reimbursement rates and better quality measure performance.

How it works

Step 1 of 4

Wellness visit scheduled

When an annual wellness visit is booked, the system identifies the patient's age-appropriate intake requirements

Step 2 of 4

Pre-visit packet delivered

Health risk assessment, medical history update, and age-appropriate screenings are sent to the patient with reminders

Step 3 of 4

Patient completes assessments

Comprehensive wellness forms are completed before arrival with conditional logic tailoring questions to the individual

Step 4 of 4

Recall for next year

After the visit, automated recall reminders and review requests run. Next year's wellness visit reminder is queued automatically.

Key features

Everything you need for annual wellness visit intake, built into the platform.

Health Risk Assessment

Comprehensive health risk assessment forms evaluate lifestyle, family history, and risk factors for preventive planning.

Age-Appropriate Screening

Conditional logic automatically includes the right screening questionnaires based on patient age and gender.

Medication Reconciliation

Patients review and update their current medication list, including dosages and prescribing providers.

Family History Update

Structured family history forms capture conditions by relation, supporting hereditary risk assessment.

Preventive Care Checklist

Track which preventive services are due based on age and gender guidelines, ensuring nothing is missed.

Quality Measure Documentation

Completed forms capture data needed for quality measure reporting and value-based care compliance.

Annual Recall Reminders

Automated reminders bring patients back for next year's wellness visit, keeping your preventive care schedule full.

Expected results

95%

Wellness visit documentation complete

20%

Higher AWV reimbursement capture

15 min

More face-to-face prevention time

Ideal for

Primary care practices

Family medicine clinics

Internal medicine practices

Medicare-focused practices

Value-based care organizations

Recommended templates

Start with a pre-built template and customize it for your practice.

Annual Wellness Medical History New Patient Intake Phq9 Depression Screening Patient Demographics

Frequently asked questions

What's included in the annual wellness visit intake packet?

Health risk assessment, medical history update, medication reconciliation, family history update, functional status assessment, and age-appropriate screening questionnaires. The packet uses conditional logic to tailor content to each patient.

How does this help with Medicare Annual Wellness Visit billing?

Formisoft's pre-visit forms capture all required documentation elements, ensuring completeness that supports proper coding and reduces claim denials.

Can the forms adapt based on patient age?

Yes. Conditional logic adjusts content by age and gender. Patients over 65 receive cognitive and fall risk screening. Colorectal cancer screening appears at appropriate ages.

How do annual recall reminders work?

After this year's wellness visit, Formisoft automatically queues a reminder for next year. Patients receive SMS and email prompts to schedule their annual visit, keeping your preventive care revenue on track.

Workflow

Ready to streamline your intake?

Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.