Awv desk 2026

1. Click ‘Get Form’ to open the awv desk in the editor.
2. Begin by entering the 'Name of Practice' and 'Staff Name' in the designated fields at the top of the form.
3. Review the Medicare Annual Wellness Visit (AWV) overview section, ensuring you understand the differences between AWV and other visit types. This knowledge is crucial for accurate documentation.
4. In the Scheduling/Pre-Visit Review section, check insurance coverage and prior visit history. Document whether an AWV pre-visit packet was mailed to the patient.
5. Confirm with patients upon arrival if they have completed their pre-visit packet. If assistance is needed, inform the Medical Assistant (MA).
6. After the visit, ensure that a written plan of care is provided to the patient and that all forms are scanned into the Electronic Health Record (EHR) after review by the provider.

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