1. Annual Wellness Visits January 25, 2011

2. Guidelines
Review medical/family history
List current providers and suppliers
Measure ht, wt, BMI, BP ,etc
Detect cognitive impairment
Review risk factors for depression
Review functional ability and safety (based on obs or questionnaire)
Establish written screening schedule for next 5-10 yrs
Furnish personalized health advice to individual with appropriate referrals to health education, etc

3. Patient Completes Self-Assessment
Interim Approach
Patient Completes Self-Assessment
PHQ-2
Fall Risk Assessment
IADLs
Hearing/Vision/Incontinence
List of all health care and equipment providers
Tablet or Written ROS MA
Usual check list
Vital signs including height and weight

4. Doctor WorkFlow Review any presenting complaints or changes.
Review active problems
Brief review of PMH, PSH, FH, SH
correct and respond if needed.
Medication reconciliation (of course!)
Review answers to patient self-assessment form.
Assess identified risks further and make plans if needed(see below for order set).
Review BPAs and HM -- update HM as appropriate.
Do an exam (this is appropriate to patient needs – comprehensive only if you are billing Preventative rather than AWV)

5. Smart Text documentation template
Smart Set
Smart Text documentation template
Documents that the above was done
Section for doctor to select risks that were identified and plan that was done (fall, hearing, depression, smoking, etc …)
Orders PT
Hearing assessment
???
Patient Information for AVS
Default in HM with due dates
Smart List – doctor chooses risks and plans for them
Patient education materials doc can choose – next slide

6. Patient Education Materials
Fall avoidance
Depression
Incontinence
Cholesterol
Hypertension
Hypertensive Meds
Confusion
Dementia