Navigating the Ins and Outs of Annual Wellness Visits

This is a recording of a webinar held on 06/09/2026. The Annual Wellness Visit under Medicare Part B plays a crucial role in promoting preventive healthcare for Medicare beneficiaries. During this event, we reviewed documentation guidelines for the Annual Wellness Visit. We covered: Medicare coverage criteria and documentation guidelines for the Annual Wellness Visit Optional components of the Annual Wellness Visit, including Advance Care Planning and Physical Activity and Nutrition Risk Assessment Documentation guidelines for the Health Risk Assessment Documentation examples for the Annual Wellness Visit Resources: CMS IOM 100-02, Medicare Benefit Policy Manual, Chapter 15, Section 280.5 https://www.cms.gov/regulations-and-g... Medicare Wellness Visits https://www.cms.gov/medicare/coverage... Annual Wellness Visit Health Risk Assessment https://www.cms.gov/medicare/coverage... Annual Wellness Visit https://www.wpsgha.com/guides-resourc... Chapters: 00:00 Introduction 00:20 Objective and Agenda 01:10 Overview of Eligibility and Coverage 03:26 Documentation for Initial (First) Annual Wellness Visit 09:56 Advance Care Planning Services 12:38 Physical Activity and Nutrition Risk Assessment 18:00 Documentation for Subsequent Annual Wellness Visit 21:17 Health Risk Assessment 24:08 FQHCs and RHCs 26:08 Claim Examples 43:52 Questions and Answers 49:47 Closing Remarks