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Patient Handouts

Patient Handout: What Is an Annual Wellness Visit?

A 2-page handout that explains the Medicare Annual Wellness Visit before patients walk in: what it is, what it isn't, what to bring.

Why I made thisPatients show up for their wellness visit expecting a full physical. This clears that up before they're in the room.

$5

Instant download · card or PayPal via Payhip · Download policy

Length
2 pages (front and back)
Format
US Letter. Color PDF, grayscale PDF for the office copier, and an editable Word .docx. One .zip download.
License
One clinic (all of its locations) can print unlimited copies for its own patients and edit the Word file for that use. Please don't resell, share or post the files.
This is also included in the Patient Handout Bundle, with the other 4 guides in the set.

What's inside

  • What the visit is and is not, with a side-by-side chart
  • What happens at the visit (health form, memory check, prevention plan)
  • A what-to-bring checklist
  • What it costs: $0 when the provider accepts assignment, and when other care at the same visit may cost something
  • "Welcome to Medicare" visit vs the yearly wellness visit
  • Space for the patient's questions
  • Large 14 pt+ text, high contrast, about a 6th-grade reading level
  • Sources cited on the page (Medicare.gov, CMS; checked October 2026)

Who it's for

  • Primary care and geriatric clinics with Medicare patients
  • Front desks and care coordinators who hand out or mail patient education
  • Clinics that want plain language: large 14 pt+ text, about a 6th-grade reading level

Files you'll download

  • annual-wellness-visit-color.pdf (2 pages)
  • annual-wellness-visit-print-grayscale.pdf
  • annual-wellness-visit.docx
  • README-Start-Here.txt

Pairs well with

Instant downloadA .zip of PDFs and editable files, right after checkout.
Secure checkoutCard or PayPal through Payhip. I never see your card number.
Help by emailQuestions about a file? Email me.
No patient dataNothing here asks for PHI. Every example is made up.

Educational use only. Not legal, billing, coding or medical advice. Rules change and vary by MAC, state and payer, so confirm with the official sources (listed in the staff guides and Medicare kit). All examples are fictional. Not affiliated with or endorsed by CMS, HHS or any payer. Questions? Read the FAQ or email [email protected].