Annual Wellness Visit checklist

1. Verify the correct service

• G0402: the Welcome to Medicare IPPE during the first 12 months of Part B.
• G0438: the initial AWV, subject to enrollment and prior-service eligibility.
• G0439: a subsequent AWV. Verify the payer's next eligible date and prior claims, including those from other practices.

2. Complete the required prevention work

Use the CMS checklist for the selected visit: health risk assessment, relevant history and measurements, cognitive assessment, risk review, and a personalized screening/prevention plan. Initial and subsequent requirements differ. This summary does not replace the full CMS component list.

3. Review additional services individually

A separate problem-oriented E/M needs significant, separately identifiable work. Apply modifier 25 to that E/M when appropriate. Check each other service's eligibility, documentation, bundling, frequency, and cost-sharing rules. Do not automatically add an HRA or screening code for work already included in the AWV.