Health Assessments in Primary Care

Appendix 7:  Health Assessments for Seniors


Billing and Coding


Sample Script for Annual Wellness Visit Scheduling

Patient: "I'd like to schedule my annual physical.  I am a Medicare patient and I think there should be no co-pay for this."

Scheduler: "Are you interested in the Annual Wellness Visit?  That visit is covered once a year by Medicare with no co-pay. There is also a Welcome to Medicare visit which is also no co-pay if it is your first year having Medicare coverage."

Patient: "I think it's the Annual Wellness Visit that I had heard about."

Scheduler: "Yes, we can schedule that.  The Annual Wellness Visit looks at your overall health, plus plans to help you stay healthy.  Instead of a head-to-toe exam, it involves completion of a questionnaire which may take up to 20 minutes to complete. These questions are very helpful for your doctor/provider in determining how to keep you healthy."

Patient: "Thank you. Yes I'd like to schedule it. I'm fairly healthy overall."

Scheduler: "Very good.  I'll schedule it for you now.  Keep in mind that if your provider spends time to address issues that arise from completion of the wellness questionnaire, you'll have a co-pay or deductible just like you would for any other visit."

Note: Schedule the annual wellness visit appointment and recommend the patient read his or her Medicare information about what to expect during the annual wellness visit.

Page last reviewed September 2013
Page originally created September 2013
Internet Citation: Appendix 7:  Health Assessments for Seniors. Content last reviewed September 2013. Agency for Healthcare Research and Quality, Rockville, MD.
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