Annual Wellness Visit

Preventive visits that improve
care and revenue

A simple, cloud-based, HIPAA-compliant AWV solution. HealthViewX automates the Annual Wellness Visit end to end — from accurate eligibility checks and scheduling to patient-centric online health risk assessments and audit-ready documentation.

Annual Wellness Visits — Visit Planner
214 patients due in the next 60 days
50%
Faster AWV completion
PatientAWV TypeLast AWVDueHRA StatusCare GapsVisit Status
Alicia Rogers
Subsequent
Aug 2024
Aug 19
Completed2Scheduled
Marcus Jenner
Initial · IPPE
Jul 30
In Progress0Confirmed
Brenda Smith
Subsequent
Jun 2024
Sep 08
Completed1Scheduled
Walter Harris
Subsequent
Jun 2024
Aug 25
Not Started3Confirmed
Health Risk Assessment · Marcus Jenner Is Completing Online68%
+35%
More care gaps closed at the visit · 35% faster AWV completion
✦ AI Call Center
214
patients due in 60 days — reminder & scheduling calls queued
52%
+52%
Preventive screenings ordered at the visit

44+ million Medicare patients are eligible for an Annual Wellness Visit, but fewer than 17% take advantage of the program — patient or pharmacist completes the HRA online, and the rest is automated.

The Opportunity

A huge eligible population, barely tapped

Over 44 million Medicare patients are eligible for an Annual Wellness Visit, but fewer than 17% take advantage of the program.

52%
Increase in Preventive Screenings
Health risk assessments auto-generate personalized prevention plans.
35%
Increase in Care Gap Closure
Care gaps surfaced and scheduled during the annual visit.
50%
Faster AWV Completion
Pre-visit digital HRA and structured workflows cut visit time.
42%
TCM Completion Rate
AWVs are free to the patient — nothing stands in the way.
Why Choose HealthViewX Annual Wellness Visit

Boost revenue, reduce the busywork

Determine eligibility, schedule, run the assessment, and document — automatically.

Increased Reimbursements

Capture the AWV, ACP, and preventive revenue you're currently missing.

Improved Health Outcomes

Preventive screenings surface risk factors earlier.

Reduced Emergency Visits

Proactive, preventive care keeps patients out of the ER.

Improved Practice Efficiency

Automate eligibility, scheduling, and documentation in one flow.

Increased Patient Retention

An annual touchpoint keeps your patients engaged with your practice.

Reduced Healthcare Costs

Prevention lowers the downstream cost of care.

Online Self-Service HRA

Patients or a pharmacist complete the Health Risk Assessment online.

Audit-Ready Documentation

PPP, physician reports, and billing summaries generated to Medicare standards.

Schedule Demo
Product Capabilities

One system for the whole AWV workflow

Everything your team needs to determine eligibility, assess, plan, refer, and bill — automatically.

01 · CHECK

Determine eligibility

Confirm patients with Part B for 12+ months and no AWV or Welcome-to-Medicare visit in the window.

02 · SCHEDULE

Book the visit

Schedule the AWV at primary care, specialty, or urgent care site.

03 · ASSESS

Online Health Risk Assessment

The patient, or a pharmacist, completes the HRA online, ahead of the visit.

04 · IDENTIFY

Screenings & risk factors

Surface every preventive screening and health risk the patient qualifies for under Medicare.

05 · PLAN

Personalized Prevention Plan

Auto-generate the PPP, physician reports, and an audit-ready billing summary.

06 · REFER & BILL
ScreeningsReferralsBillingClosed

Close the loop

Route referrals for screenings, vaccinations, Medicare Advantage plans, counselling, and CCM — then bill.

Reimbursement

Medicare AWV reimbursement, built in

Preventive wellness visits free to the patient, reimbursed to the provider.

ServiceTime / RequirementFrequencyReimbursement
G0402
Welcome to Medicare Visit (IPPE)
Within 12 months of enrolling in MedicareOnce in a lifetime$168
G0438
Initial Annual Wellness Visit
Within 11 calendar months from the date of the IPPEOnce in a lifetime$173
G0439
Subsequent Annual Wellness Visit
Every year after the Initial AWVOnce a year$117
CPT 99497 / 99498
Advance Care Planning
Any time; no copay if performed during an AWVOnce in a lifetime; any time$86
Eligibility: Patients with Medicare Part B for 12+ months who have not had an IPPE or AWV in the applicable window. AWVs carry no patient copay.
Interoperability

Works with your existing systems

HealthViewX, HealthBridge, connects seamlessly with your EMR/EHR, PHM, and third-party systems for a true all-in-one, value-based care experience.

Epic
Allscripts
NextGen
eClinicalWorks
MEDITECH
Centricity
AdvancedMD
CareCloud
Practice Fusion
Cerner
✓ Bi-directional Sync
✓ Real-time Updates
✓ Patient Demographics
✓ Clinical Data
✓ Orders & Results
✓ Scheduling
Built for Enterprise Healthcare
HIPAA
GDPR
AICPA SOC
EscrowTech Secured
ONC-Certified Health IT
Drummond Certified
Trusted by Leading Healthcare Organizations
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