Annual Wellness Visit for Medicare Patients 2026

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  1. Click ‘Get Form’ to open the Annual Wellness Visit for Medicare Patients document in our editor.
  2. Begin by entering the patient’s name and date at the top of the form. This personalizes the document and ensures accurate record-keeping.
  3. Proceed to the Patient Health Questionnaire (PHQ-9) section. For each question, select the frequency that best describes your experience over the last two weeks by marking the appropriate box.
  4. In the Routine Tasks section, indicate whether assistance is needed for each task by checking 'yes' or 'no'. If help is required, specify who provides that assistance.
  5. Continue through sections on Hearing, Falling, Cognitive Screening, and Advance Directives. Answer each question honestly to provide a comprehensive overview of health status.
  6. Finally, review all entries for accuracy before saving or sharing your completed form. Utilize our platform's features to easily export or send it directly from Google Workspace.

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0:08 2:10 During the exam healthcare providers create a personalized plan based on your health history andMoreDuring the exam healthcare providers create a personalized plan based on your health history and current conditions. This plan may include referrals to specialists or recommendations for lifestyle.