The health risk assessment is a required part of every Annual Wellness Visit. In most practices it happens on a clipboard in the waiting room, or it happens in the room, which is why the visit runs long.
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Free to start · No credit card · $129 per month for unlimited visits
Building one takes no account. Sending the pre-visit form does. See how it works.
Your staff sends a link. The patient answers in plain language on their phone, at home, in their own time. Family can fill it in for them, and your staff can read it out over the phone. No login, no app.
Function, falls, home safety, mood and memory come in scored, with the gaps flagged. You start the visit knowing what the conversation is about, instead of working through a questionnaire in the room.
~$119 · Annual Wellness Visit (varies by locality)The visit note, the written screening schedule for the next five to ten years, and the personalized prevention plan the patient takes home. You review, edit and sign.
Detecting cognitive impairment is a required element of the Annual Wellness Visit. Last year, US clinicians billed 10.5 million Annual Wellness Visits and 127,353 cognitive care plans. That is the gap: the screen happens, and then nothing does.
When the screen is positive, or when family has noticed a change, it is raised at the visit rather than left in the note.
Send the caregiver a secure form before the follow-up. Their history satisfies the independent historian element, which the cognitive service requires.
The Cognitive Assessment and Care Plan (CPT 99483) reimburses about $260. It exists for the patient the Annual Wellness Visit just found.
The Annual Wellness Visit has a defined element list. Miss one and the visit is not what it claims to be. The builder shows what is still outstanding before you sign.
Every EHR ships an Annual Wellness Visit template, and every one of them starts after the patient is in the room. The work that makes the visit long is the intake: the history, the screens, the scoring, the chasing. That is the part this does, and it happens before the appointment starts.
It stands on its own. There is nothing to install, no integration project, and no change to how you chart. You keep your EHR; this hands you a finished note and the patient’s documents.
The Annual Wellness Visit is supposed to end with a written screening schedule for the next five to ten years and a personalized prevention plan. Not a printout of the note. Something the patient can read at the kitchen table and act on.
Health risk assessment completed by the patient four days before the visit. Self-rated health good. Stated goal: to keep gardening and stay in her own home.
Functionally independent for personal care, needs help with finances and transport. One fall in the last twelve months, with unsteady walking and a fear of falling. Mood screen negative. Cognitive screen borderline, and her daughter has noticed repeated questions over the last year.
| What | When |
|---|---|
| Colorectal cancer screening | Due now, FIT kit given today |
| Bone density scan | Due now, referral made |
| Influenza vaccination | Each autumn |
| Shingles vaccination | Due now, at the pharmacy |
| Breast cancer screening | Next due 2028 |
| Hearing check | 2027, sooner if conversation becomes harder |
| Annual Wellness Visit | November 2027 |
In 2024, 110,794 US clinicians billed 10.5 million Annual Wellness Visits. Most of them are primary care.
The largest group running these visits, often carrying the wellness schedule for a whole panel. The intake arriving before the patient is the difference between a full day and a long one.
Where most Annual Wellness Visits happen. Nothing to install, nothing to migrate, and no change to how you chart in your own system.
An older panel means more positive memory screens, and more visits where the cognitive care plan is the right next step rather than a note to revisit next year.
$129 per month for one clinician, unlimited visits. The Annual Wellness Visit reimburses about $119 and the cognitive care plan about $260, both varying by locality. Start free and see it work before you pay.
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Want to see the note first? Build one without an account.
The form your patient opens carries no health detail in the link or the message. Answers are encrypted in transit and at rest, shared only with the requesting practice, never sold and never used to train models. HIPAA-ready, with a BAA on request.
No. It stands on its own and hands you a finished note and the patient documents. There is nothing to install and nothing changes about how you chart.
Usually the patient, at home, on their phone. Family can do it with them, and your staff can read it out over the phone when that is easier. There is no login.
You can complete it in the room as you always have. The visit still works; the intake is just already done when the form comes back.
No. It records what you document and flags when the interval since the last Annual Wellness Visit is short. What you claim is your decision and your practice’s responsibility.
The visit flags it, and you can start the Cognitive Assessment and Care Plan from there, with a secure form sent to the family for the history that service requires.
You do. The software drafts from what you documented; the clinician is always the author and signatory.
Send one health risk assessment before your next Annual Wellness Visit and see what comes back. If you would rather have something in hand first, we will email you the Annual Wellness Visit checklist: every element the visit has to contain, printable.
Already billing CPT 99483? The cognitive care plan builder is live today.