Build your Annual Wellness Visit note
Fill in what you assessed, in any order, and the engine drafts a compliant Annual Wellness Visit note for you to review and sign.
This is the visit itself. The part that saves the hour is the health risk assessment reaching the patient before they arrive, so the screens are already scored — that needs a free account.
You end up with the visit note and the screening schedule the patient takes home.
- Your answers stay in this browser until you press Generate. Nothing is sent anywhere before that.
- Gaps are fine. The checklist below tracks what is still missing, so you can stop and come back.
- Free to build, and no account needed. You only pay when you export the PDF.
Still to capture before you bill the Annual Wellness Visit — tap one to jump to it:
Required. Normally completed by the patient or family before the visit; the pre-visit form fills this section automatically.
Required at every AWV. A positive or borderline result is the trigger for a Cognitive Assessment & Care Plan (CPT 99483).
Required: a written schedule for the next 5 to 10 years, based on age, sex, risk factors and what is already up to date.
Attach medical history, prior reports, or other supporting evidence. They’re read to ground the report — nothing is invented. (Environment photos are captured per area above.)
Nothing to draft from yet. Fill in what you assessed (or attach the patient’s documents) and this builds the draft from it.