Patient Last Name, First Name Date of Birth Date Provider
Page 1 of 7
Medicare Advantage
Annual Wellness Visit
Once-in-a-lifetime Initial Preventive Physical Examination (IPPE) (G0402)
Once-in-a-lifetime Initial Annual Wellness Visit (AWV) (G0438)
Subsequent AWV (G0439)
This form and its accompanying Medicare Advantage Annual Wellness Visit Guide may be helpful to follow
during our Medicare members’ wellness visits. The guide is available in the Clinical Resources section of our
website under Preventive Care Guidelines.
GENERAL PATIENT INFO
RISK FACTORS
ACTIVITIES OF DAILY LIVING (ADL)
VISIT HISTORY DATE PROVIDER/LOCATION
INSTRUMENTAL ADLs (IADL)
Age _______ Gender ______________ Race ___________________________________ Ethnicity ____________________________________
Health Status ___________________________________________________________________________ Frailty
___________________________
Physical Function ____________________________________________________ Hearing Impairment
_______________________________
Dressing __________________________ Feeding _________________________________ Toileting __________________________________
Grooming _________________________ Balance/Risk of Falls ____________________________ Bathing
___________________________
____________________________________________________________________________________________________________________________
Last Wellness Visit ________________________________________________________________________________________________________
Last Hospitalization _______________________________________________________________________________________________________
Shopping _________________________ Food Preparation ___________________________ Using Phone __________________________
Housekeeping _________________________ Laundry _____________________________ Transportation
___________________________
Manage Own Medications __________________________________________________ Handle Finances
_____________________________
____________________________________________________________________________________________________________________________
Depression ____________________________________________ Life Satisfaction
__________________________________________________
Stress
__________________________________________________
Anger
_____________
________________________________________________
Loneliness/Social Isolation
_______
______________________
Pain/Fatigue
____________________________________________________
____________________________________________________________________________________________________________________________
Tobacco Use ______________________________________________________________ Illicit Drug Use
________________________________
Alcohol Use ________________________________________________________________________________________________________________
Physical Activity ____________________________________________________________________________________________________________
Diet/Nutrition _______________________________________________ Oral Health
_________________________________________________
Seat Belt Use in Vehicle __________________________________________ Sexual Health __________________________________________
Home Safety _______________________________________________________________________________________________________________
Family History (Medical Events/Hereditary Disease) _______________________________________________________________________
None
None
None
None
Never
Quit
Packs per day
Pack year history
Never
Quit
Alcohol equivalents per day
Exercise
days per week for minutes per episode
Good without lack
Always use
Safe
No Diculty (ND)
ND
ND
ND
ND
ND
ND
ND
ND
ND
ND
ND
ND
ND
Brush/oss regularly
Never
Quit
None
None
Good
Patient Last Name, First Name Date of Birth Date Provider
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MEDICAL HISTORY
Anemia
COPD
Emphysema
Osteoarthritis
Asthma
with exacerbation
Epilepsy
Osteomyelitis
Atrial Fibrillation
without exacerbation
Fracture
Osteoporosis
Atrial Flutter
Coronary Artery Disease
Pancreatitis
Bipolar Disorder
Crohn’s Disease
Paralysis
Burn (19% of body or greater)
CVA
Pituitary Disease
Cardiomyopathy
Dementia
GERD
Pneumonia
Chronic Bronchitis
Depression
Head/Spinal Injuries
Pressure Ulcer
Chronic Hepatitis
Diabetes Mellitus
HIV
Site:
Chronic Kidney Disease
without Complications
Hyperlipidemia
PUD
with Complications
Hypertension
PVD
with Ophthalmic Disease
with CHF
Rheumatoid Arthritis
with Renal Disease
with Kidney Disease
Schizophrenia
with Neuropathy
Insomnia
Seizure Disorder
with PVD
Malignancy
Sickle Cell Disease
Cirrhosis
Long Term Use of Insulin
Specify:
SLE
Congestive Heart Failure
Ejection Fraction:
Drug/Alcohol Dependence
Obesity
Ulcerative Colitis
Constipation
DVT
Prior Myocardial Infarction
SURGICAL HISTORY
Amputation
Carotid endarterectomy
Coronary artery bypass graft
Implantable defibrillator
Appendectomy
Cataract surgery
Coronary stents
Organ transplant
Breast biopsy
Cholecystectomy
Hernia repair
Pacemaker
ALLERGIES
NKDA /
Allergies:
Supplements including calcium and vitamins:
MEDICATIONS
Stage 1 (GFR 90+)
Stage 2 (GFR 60-89)
Stage 3a (GFR 45-59)
Stage 3b (GFR 30-44)
Stage 4 (GFR 15-29)
Stage 5 (ESRD)
Vertebral
Femur
Pelvic
Wrist
Patient Last Name, First Name Date of Birth Date Provider
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CURRENT PROVIDERS AND SUPPLIERS
PHYSICAL EXAM
Height
Weight
BMI
Blood pressure
Visual acuity screen (for IPPE)
DETECTION OF ANY COGNITIVE IMPAIRMENT
direct observation
patient reports
concerns raised by family members, friends or caretakers
other
RISK FACTORS FOR DEPRESSION AND ANXIETY
Current and/or past experiences with depression or anxiety
No current and/or past experiences with depression or anxiety
Current and/or past experiences with other mood disorders
(e.g. bipolar disorder, adverse reactions to antidepressants)
Patient Health Questionnaire (PHQ-9)
Score four or less
Generalized Anxiety Disorder (GAD-7)
Score four or less
Patient Last Name, First Name Date of Birth Date Provider
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UNITED STATES PREVENTIVE SERVICES TASK FORCE (USPSTF) A AND B RECOMMENDATIONS
ELIGIBLE TEST GENDER AGES OTHER CRITERIA RECOMMENDATION SCHEDULE
Abdominal aortic
aneurysm screening
Men 65 to 75 Ever smoked One-time screening with
ultrasonography
Aspirin preventive All 50 to 59 All the following: >= 10% ten-year cardiovascular
risk, not at increased risk for bleeding, life expectancy
>= 10 years and willing to take low-dose aspirin
daily for >= 10 years
Low-dose aspirin
(81 mg/d)
Blood pressure screening All 18 and older Obtain measurements outside the clinical setting
for diagnostic conrmation before starting
treatment
Screen for hypertension
Breast cancer gene (BRCA)
risk assessment and genetic
counseling/testing
Women Personal or family history of breast, ovarian, tubal
or peritoneal cancer or ancestry associated with
BRCA1 or BRCA2 gene mutations, use familial risk
assessment tool
If positive result on risk assessment
tool then give genetic counseling
and, if indicated after counseling,
genetic testing
Breast cancer preventive
medications
Women Increased risk for breast cancer and at low risk for
adverse medication side eects
Oer risk-reducing medications
such as tamoxifen, raloxifene or
aromatase inhibitors
Breast cancer screening Women 40 and
older
Screening mammography with or without clinical breast examination every 1 to 2 years
Cervical cancer screening Women 21 to 29 Screen with cervical cytology alone every 3 years
30 to 65 As above or hrHPV testing alone every 5 years or hrHPV + cytology every 5 years
Chlamydia screening Women 24 or
younger
Sexually active
Screen for chlamydia
25 and older Increased risk for infection
Colorectal cancer screening All 50 to 75 Screen for cancer
Depression screening All 18 and
older
Screen with adequate systems in place to ensure accurate diagnosis, eective treatment
and appropriate follow-up
Diabetes screening All 40 to 70 Overweight or obese Screen for abnormal blood glucose
and oer or refer if abnormal to
intensive behavioral counseling
interventions to promote a healthy
diet and physical activity
Fall prevention All 65 and older Community-dwelling at increased risk for falls Exercise interventions to prevent falls
Folic acid supplementation All See other
criteria
Planning or capable of pregnancy Take folic acid supplement: 0.4 to
0.8 mg per day
Gonorrhea screening Women 24 or
younger
Sexually active
Screen for gonorrhea
25 and older Increased risk for infection
Healthy diet and physical
activity counseling to prevent
cardiovascular disease
All 18 and
older
Overweight or obese with additional
cardiovascular disease (CVD) risk factors
Intensive behavioral counseling
interventions to promote healthy
diet and physical activity for CVD
prevention
Establish a written screening schedule, such as a checklist, for the next ve to 10 years based on recommendations
from the following resources and the member’s health risk assessment, health status and screening history:
U.S. Preventive Services Task Force (see below for nonpregnant members)
Advisory Committee on Immunization Practices
• Age-appropriate preventive services covered by Medicare (see Annual Wellness Visit Guide)
Establish a list of risk factors and conditions that have a recommended intervention (see below table)
Patient Last Name, First Name Date of Birth Date Provider
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UNITED STATES PREVENTIVE SERVICES TASK FORCE (USPSTF) A AND B RECOMMENDATIONS
ELIGIBLE TEST GENDER AGES OTHER CRITERIA RECOMMENDATION SCHEDULE
Hepatitis B screening: adolescents
and adults (nonpregnant)
All High risk for infection Screen for hepatitis B virus (HBV)
infection
Hepatitis C virus infection (HCV)
screening
All High risk for infection or if born between 1945 and
1965 (inclusive) oer one-time screening
Screen for HCV infection
HIV pre-exposure prophylaxis
(PrEP) for the prevention of HIV
infection
High risk of HIV acquisition Oer PrEP with eective
antiretroviral therapy
HIV screening: adolescents and
adults (nonpregnant)
All 15 to 65 Screen for HIV infection
< 15 or > 65 At increased risk
Intimate partner violence
screening
Women Reproductive
age
Screen for intimate partner violence. If positive, then provide or refer to ongoing
support services.
Lung cancer screening All 50 to 80
without a
substantial
limit to life
expectancy
30 pack-year history and current smoker or
within 15 years since quitting and without a health
problem that would limit ability or willingness to
have curative lung surgery
Low-dose computed tomography
Obesity screening and counseling All Any BMI >= 30 Intensive multicomponent behavioral
interventions
Osteoporosis screening Women 64 and
younger
Postmenopausal and at increased risk of
osteoporosis as determined by a formal risk
assessment tool (e.g. FRAX)
Screen for osteoporosis with bone
measurement testing
65 and older Screen as above
Sexually transmitted infections
counseling
All 18 and
older
Increased risk for sexually transmitted infections Intensive behavioral counseling
Skin cancer behavioral
counseling
All 24 and
younger
Fair skin type Counseling to minimize exposure to
UV radiation
Statin preventive medication All 40 to 75 All the following: no history of CVD, >= 1 CVD risk
factors (i.e. dyslipidemia, diabetes, hypertension or
smoking) and 10-year cardiovascular risk of >= 10%
low- to moderate-dose statin
Syphilis screening: nonpregnant All Any At increased risk for infection Screen for syphilis
Tobacco use counseling and
interventions: nonpregnant adults
All Any Advise to stop using, provide
behavioral interventions and FDA
approved medication for cessation
Tuberculosis screening All Any Populations at increased risk Screen for latent TB
Unhealthy alcohol use All 18 and
older
Risky or hazardous drinking Brief behavioral counseling
interventions to reduce unhealthy
alcohol use
RISK FACTOR / CONDITION TREATMENT OPTIONS ASSOCIATED RISKS/BENEFITS
Patient Last Name, First Name Date of Birth Date Provider
Page 6 of 7
CONDITION CONFIRMATION
ICD-10 Condition Status Plan Impression
Stable
Unstable
Asymptomatic
Symptomatic
Unknown
Continue
Change
Monitor
Work up
Stable
Unstable
Asymptomatic
Symptomatic
Unknown
Continue
Change
Monitor
Work up
Stable
Unstable
Asymptomatic
Symptomatic
Unknown
Continue
Change
Monitor
Work up
Stable
Unstable
Asymptomatic
Symptomatic
Unknown
Continue
Change
Monitor
Work up
Stable
Unstable
Asymptomatic
Symptomatic
Unknown
Continue
Change
Monitor
Work up
Stable
Unstable
Asymptomatic
Symptomatic
Unknown
Continue
Change
Monitor
Work up
Stable
Unstable
Asymptomatic
Symptomatic
Unknown
Continue
Change
Monitor
Work up
CARE COORDINATION (CHECK ALL THAT APPLY)
BEHAVIORAL HEALTH
Acute case where BH case mgr. may benet
Readmission to BH I/P or RTC within 30 days
Two or more admissions to BH I/P or RTC in 12 months
CASE MANAGEMENT
ER visits, three or more in last six
months
Inpatient admissions, more than
three within six months
Inpatient length of stay over 14 days
Medication management
Social/nancial
End of life
ALS
Burns, second degree over 20%
of body
CVA/subarachnoid hemorrhage with
cognitive decits
Diabetic with new amputation
Diabetic with new diagnosis of
renal failure
HIV / AIDS
Paraplegia / Quadriplegia
Transplant
Trauma, severe multiple (e.g. MVA)
Traumatic brain injury (TBI)
Wound management, complicated
DISEASE MANAGEMENT
Asthma
CHF
COPD
Coronary artery disease
Diabetes mellitus
Patient Last Name, First Name Date of Birth Date Provider
Page 7 of 7
ADVANCE CARE PLANNING SERVICES
Discussed future care decisions:
Encouraged member to inform others about care preferences:
Explained advance directives (may require completion of standard forms):
Member did not wish to discuss any of the above at this time
ADDITIONAL MEASURES (ELIGIBLE FOR BOTH MEDICARE AND MEDICAID)
MEASURE DESCRIPTION COMPLETED DATE
Functional Status Assess ability to perform ADLs
Pain Screening Screening/pain management plan at least once per year
Medication Review Annual review of all medications and supplements
Personalized Health Advice with referral (if appropriate) to reduce risk factors, improve self-management and wellness
(see Care Coordination table for additional options):
PROVIDER SIGNATURE PROVIDER CREDENTIALS DATE
Blue Cross and Blue Shield of Texas, a Division of Health Care Service Corporation, a Mutual Legal Reserve Company, an Independent Licensee of the Blue Cross and Blue Shield Association
752256.1219
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