formisoft

Annual Wellness Visit Form

Asks about current medications, allergies, and medical conditions. Built for primary care annual physical exams.

Questions
15
Pages
2
Time
about 4 min

Includes

  • E-signature
  • Medication list
  • Allergy list
  • Conditions checklist
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Your practice

Annual Wellness Visit Form

Page 1 of 2 · Your information

Live preview. Tap through it like a patient.

Who it is for

  • Primary care annual physical exams
  • Medicare Annual Wellness Visit (AWV)
  • Preventive health check-ups
  • Employee annual health assessments

What's inside

Page 1 · Your information

  1. Patient NameText · Required
  2. Date of BirthDate
  3. Email AddressEmail
  4. Phone NumberPhone
  5. Current MedicationsMedications

Page 2 · Additional details

  1. Preventive Screenings CompletedConditions
  2. Immunization StatusConditions
  3. Lifestyle AssessmentLong Text
  4. Have you noticed any changes in your mood?Long Text
  5. Fall Risk AssessmentLong Text

From form to a ready patient

  1. The Formisoft form builder with editable questions and required toggles

    01

    Make it yours

    Reword, reorder, or add to the Annual Wellness Visit Form, and add your logo.

  2. A patient filling out a Formisoft form on a phone

    02

    Patients finish it at home

    A secure link by text or email, filled out on their phone before the visit. No app.

  3. The Formisoft dashboard showing how many of today's patients are ready

    03

    Your team sees who is ready

    Each visit shows as ready once its forms are in. Answers land on the patient record.

Related templates

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Questions

Formisoft provides secure form collection and a Business Associate Agreement (BAA). Your practice must review the form content, access permissions, and sharing workflow for its requirements.

Yes. You can add, remove, reorder, or reword any of the 15 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

Patients open a secure link from an email, a text, or a QR code and complete the form on their phone, tablet, or computer before their appointment. No app download required.

Yes, on Front Desk. Attach the form to a visit type and every patient who books gets it right away, with a reminder before the visit if it is not done. Your calendar shows which visits are ready.

Yes. The Annual Wellness Visit Form works on any device. Most patients complete intake forms on their phone, so every template is built for small screens first.

Send it before the visit, so patients arrive ready.

Add the Annual Wellness Visit Form to your account and make it yours in a few minutes.

Cancel anytime · BAA included

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