Annual Wellness Visit Intake

Formisoft's wellness visit packet includes a health risk assessment, medical history update, medication reconciliation, family history update, functional status assessment, and age-appropriate screening questionnaires (depression screening, cognitive assessment for seniors, fall risk evaluation, etc.). The packet is customizable and uses conditional logic to tailor content to each patient.

Medicare AWVs require specific documented elements including a health risk assessment, updated medical/family history, and screening assessments. Formisoft's pre-visit forms capture all required documentation elements before the visit, ensuring nothing is missed during the encounter. This completeness supports proper coding and reduces the risk of claim denials.

Yes. Conditional logic automatically adjusts the content based on patient age and gender. Patients over 65 receive cognitive screening and fall risk assessments. Women receive mammography screening questions at appropriate ages. Patients over 50 see colorectal cancer screening items. The logic follows preventive care guidelines and is fully customizable.

Formisoft stores previous annual wellness visit responses. When a patient completes their current year's forms, providers can view side-by-side comparisons to identify changes in health status, new risk factors, medication changes, and trending screening scores. This longitudinal view enhances the provider's ability to personalize the prevention plan.