Maximize your health with Medicare annual wellness visit

If you have Medicare Part B, you qualify for a free yearly wellness visit. This appointment is not the same as your regular check-up. In fact, it’s an opportunity to discuss your health goals in-depth and create a plan to maintain your highest quality of life over the long term.

What is a Medicare annual wellness visit?

A Medicare annual wellness visit, sometimes called a yearly wellness visit, is a review of your overall health. You discuss your health history and risks with your provider and develop a  plan to improve your well-being. You may see a physician, an advanced practice provider (APP), clinical nurse specialist or other healthcare professional for your annual wellness visit.

Medicare wellness visit vs. annual physical exam

A Medicare wellness visit is not a full physical exam. Your provider may record routine health metrics, such as your weight, height and blood pressure during this appointment. But most of your visit focuses on discussing your health risks and goals, administering preventive screenings and giving age-appropriate vaccinations as needed.

At an annual physical exam, your provider may order blood tests as needed.

Some Medicare Advantage plans cover both an annual physical exam and an annual wellness visit. If you have one of these plans, you will book these appointments separately. 

Who qualifies for an annual wellness visit?

To qualify for an annual wellness visit, you must have had Medicare Part B for 12 months or longer. You can schedule this visit annually at no cost.

Before scheduling your visit, you must ensure that it’s been at least 12 months since:

  • Signing up for Medicare Part B
  • Completing your last annual wellness visit
  • Completing your “Welcome to Medicare” preventive visit

Your “Welcome to Medicare” visit is a free, optional appointment within your first 12 months of Medicare enrollment. It’s similar to an annual wellness visit.

What to expect during a Medicare wellness visit

During your annual wellness visit, you and your provider review your overall health. You discuss all the factors that affect your physical, mental and emotional well-being.  

How to prepare for your annual wellness visit

Your provider’s office may send you forms when you schedule your visit. Complete these forms before your appointment to maximize your time with your provider.

You should also gather some information to give to your provider:

  • A full medication list with dosage information, including any supplements
  • A list of the other health specialists you see regularly, such as a gynecologist or cardiologist
  • Information on any durable medical equipment you use, such as a walker or continuous positive airway pressure (CPAP) machine
  • Records of health screenings and vaccinations
  • Updated family and medical history

It’s also a good idea to think about your health goals and needs. You may bring a list of questions you want to ask, such as:

  • Do you have support group recommendations to quit smoking?
  • How can I connect with a therapist?
  • How do I set up a health care directive?
  • What diet changes should I make to improve my blood pressure?
  • What health screenings do I need to complete this year?

What happens during an annual wellness visit?  

The first part of your annual wellness visit is a health risk assessment (HRA). Some providers send you this HRA ahead of time, or you may complete it during your visit. Your HRA is a questionnaire that asks about your:

  • Age and gender
  • Alcohol and tobacco use
  • Diet and exercise habits
  • Emotional and mental health
  • Overall mobility and independence
  • Physical health, including chronic conditions
  • Preventive screenings and immunizations

Your provider reviews your HRA and all the information you’ve brought to your appointment with you. They may also:

  • Ask you about your medical history, daily routines and safety at home
  • Assess you for signs of cognitive problems, such as dementia, and discuss any memory concerns
  • Evaluate your vision (only for the Welcome to Medicare Exam)
  • Record routine measurements, such as your height, weight, body mass index (BMI) and blood pressure
  • Talk about future healthcare planning, including healthcare directives

Creating your personalized prevention plan

Next, you and your provider work together to develop a personalized prevention plan. This plan outlines the lifestyle changes, screenings or other preventive services you’ll need in the next five to 10 years. It may include:

  • Habit changes, such as eating healthier or exercising, to better manage chronic conditions
  • Immunization recommendations
  • Preventive screening schedules, such as target dates for your next colonoscopy or mammogram
  • Resources to quit smoking, lose weight or prevent falls, if applicable

You review and update this plan at each annual wellness visit.

Benefits of Medicare annual wellness visit

As we age, our risk of health problems increases. Preventive care through an annual wellness visit can lower your risk of developing health problems.

It also increases the chances of diagnosing health conditions, such as cancer and chronic diseases, in early stages. Often, these conditions are easier to treat when you identify them early.

Regular wellness visits can also help with: 

  • Building a stronger relationship with your healthcare provider
  • Improving your quality of life by maintaining your independence and mobility
  • Reducing long-term healthcare costs by taking advantage of free benefits and lowering your risk of chronic disease

Schedule your annual wellness visit

Inova Primary Care offices offer in-person visits. Schedule your Medicare annual wellness visit through:

InovaNewsroom

View Comments

  • This a wonderful check up for me. What an exciting good news we have this and at no cost. We highly appreciate your taking care and giving this benefit to the aged retiree like me.

    Please tell me how can I apply for this. Is my primary Dr. will be the one to give me this physical exam?

    Thank you very much.

  • This is misleading and frustrating. I went for my annual wellness visit which lasted less than 20 minutes. I asked for prescriptions for my ongoing conditions and vaccines. I was charged for a subsequent visits. When I challenged this, the financial team stated that my HCP had "addressed" my chronic conditions etc. No detailed plan was discussed. This newsletter seems to encourage one to discuss all their needs at the wellness visit. But it seems it is only a way to get to charge for anything above the basic mini mental and vitals. I requested two times an explanation as to what was covered by the Medicare annual wellness and did not receive a response. This newsletter certainly does not jive with the fact that I was charged for myself bringing up that I needed new prescriptions. I am an HCP myself (PharmD) and know that my conditions were not addressed in detail, nor a big plan made- but Inova found a way to charge me for subsequent follow up,

    • Thank you for sharing your experience, we appreciate your feedback and the opportunity to provide some clarity.

      Medicare’s Annual Wellness Visit (AWV) is designed to focus on preventive care, such as reviewing your medical history, assessing risk factors, and creating or updating a personalized prevention plan. However, it does not cover evaluation or management of chronic conditions, new symptoms, or prescription management those services may be billed separately under Medicare guidelines.

      That said, we agree it’s essential that this distinction be clearly communicated. If you felt that your visit did not align with what was promoted or that you weren’t provided with a clear breakdown of what was and wasn’t covered, that is absolutely worth addressing.

      For more detailed information on what Medicare covers during the Annual Wellness Visit, you can visit:
      🔗 https://www.medicare.gov/coverage/yearly-wellness-visits

      We also encourage you to follow up with the billing or patient relations department at your healthcare provider's office for further clarification. Transparency and respectful communication are vital, and your feedback may help improve the experience for others as well.

      Thank you again for your thoughtful input.

    • To qualify for a Medicare annual wellness visit, you must have had Medicare Part B for 12 months or longer, so you would qualify if you have both Medicare B and TRICARE coverage.

      Please note that the the yearly “Wellness” visit isn’t a physical exam. If your health care provider performs additional tests or services during the same visit that Medicare doesn't cover under this preventive benefit then these tests and/or services would be billed to your secondary health plan, like TRICARE.

      More information about what is included in a Medicare annual wellness visit can be found on Medicare's website: https://www.medicare.gov/coverage/yearly-wellness-visits

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