Understanding the Medicare Annual Wellness Visit

March 1, 2020 to March 1, 2023

Activity description 

This presentation will give a detailed overview of what the Medicare Annual Wellness Visit entails and how it differs from a “routine physical exam.” Included will be a description of the documentation requirements as defined by the CMS, as well as other preventive visits that can play important roles in overall patient wellness. Documentation examples will also be reviewed.

Provided by
This activity is jointly provided by OptumHealth Education and Optum Risk, Quality & Network Solutions.

Commercial support
There was no commercial support received for this activity.

Target Audience

This activity is designed to meet the educational needs of coders and physicians that have an interest in learning about the importance of accurate coding and documentation.

Learning Objectives

At the end of this educational activity, participants should be able to:

  • State the goal of the Medicare Annual Wellness Visit and compare it to a routine physical exam.
  • List the documentation requirements as defined by the CMS, as well as other preventive visits that can play important roles in overall patient wellness.
Activity summary
Available credit: 
  • 1.00 AAPC - Coders
  • 1.00 AMA - Physicians
  • 1.00 Attendance - General Attendance
Activity opens: 
02/12/2020
Activity expires: 
03/01/2023
Event starts: 
03/01/2020 - 8:00am EST
Event ends: 
03/01/2023 - 11:59pm EST
Add to calendar: 
Rating: 
4

Planners

Sarah Chart, RN
Senior Director
OptumHealth Education

Rebecca Gleason, RN, CCM
Activity Manager
OptumHealth Education

Crystal Wong, MD
President
Propoint Medical Writing

Faculty/Planners

Faculty Photo

David S. Brigner, MLAS, CPC, CPC-I 
Senior Provider Training & Development Consultant
Optum Risk, Quality & Network Solutions 

Faculty PhotoAmber Green, DNP
National Vice President of Training, Provider Engagement & Strategy
Optum Risk, Quality & Network Solutions
 

Christine Kenny, PhD, DNP, GNP/ANP-BC
National Clinical Director of Training, Provider Engagement & Strategy
Optum Risk, Quality & Network Solutions

Faculty PhotoCarrie Mann, MBA, CPC, CPC-I
National Director of Training, Provider Engagement & Strategy
Optum Risk, Quality & Network Solutions
Faculty Photo

Kate Tierney, CPC, CPC-P, CPMA, CRC, CPC-I, CEDC, CEMC, CGSC, COBGC
Senior Provider Training & Development Consultant
Optum Risk, Quality and Network Solutions

Faculty Photo

Michelle Tulier, CPC, CDEO, CPMA, CRC, CPC-I
Senior Provider Training and Development Consultant
Optum Risk, Quality & Network Solutions

Disclosures of relevant financial relationships
In accordance with the ACCME Standards for Commercial SupportSM, OptumHealth Education (OHE) requires all those involved in the development of activity content to disclose their relevant financial relationships. An individual has a relevant financial relationship if such person (or his/her spouse/partner) has a financial relationship in any amount occurring in the last 12 months with a commercial interest. OHE ensures that the content is independent of commercial bias.
Ms. Chart and Ms. Gleason have indicated that they are employees of and own stock in UnitedHealth Group.
The remaining activity faculty or planners have no financial relationships to disclose.

Accreditation statement
Joint Accreditation LogoIn support of improving patient care, this activity has been planned and implemented by OptumHealth Education and Optum Risk, Quality & Network Solutions. OptumHealth Education is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE) and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Credit designation statements

Physicians
OptumHealth Education designates this live activity for a maximum of 1.0 AMA PRA Category 1 Credit™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

PAs
The American Academy of Physician Assistants (AAPA) accepts credit from organizations accredited by the ACCME.

Nurse practitioners
The American Academy of Nurse Practitioners Certification Program (AANPCP) accepts credit from organizations accredited by the ACCME and ANCC.

AAPC-certified coders
AAPC will honor 1-for-1 CEUs for any live event offering CME credit or AMA PRA Category 1 Credit™. A certificate of attendance or completion is necessary to show participation. The certificate will give the total CMEs possible for the offering. Physicians are advised to claim only the actual hours that they were present during the education. We ask that AAPC-certified members abide by this request also. One hour of instruction is worth 1 CEU.

Attendance
A certificate of attendance will be provided to learners upon completion of activity requirements, enabling participants to register with licensing boards or associations that have not been pre-approved for credits. To apply for credit types not listed above, participants should use the procedure established by the specific organization with which they wish to obtain credit.

Available Credit

  • 1.00 AAPC - Coders
  • 1.00 AMA - Physicians
  • 1.00 Attendance - General Attendance
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