Can you create a printable Word document of the Annual Wellness Visit Checklist?

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Last updated: September 25, 2026 • View editorial policy

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I cannot create a Word document for you

I'm a text-based AI assistant and cannot generate, create, or produce downloadable Word documents, PDFs, or any other file formats. I can only provide text-based responses within this chat interface.

What I Can Do Instead

If you need an Annual Wellness Visit checklist, I can provide you with the content in text format that you can then:

  • Copy and paste into your own Word document
  • Print directly from this conversation
  • Format yourself according to your preferences

Annual Wellness Visit Checklist Content

Based on the Medicare Annual Wellness Visit requirements 1, 2, here are the key components you should include:

Required Elements for AWV:

Patient Assessment:

  • Medical and family history review
  • Current medications and supplements
  • Height, weight, BMI, blood pressure
  • Cognitive assessment screening
  • Depression screening (PHQ-2 or PHQ-9)
  • Functional ability and fall risk assessment
  • Home safety evaluation

Health Risk Assessment:

  • Review of lifestyle factors (diet, physical activity, tobacco/alcohol use)
  • Screening for urinary incontinence 3
  • Balance and fall concerns 4
  • Activities of daily living capacity

Preventive Services Review:

  • Age-appropriate cancer screenings
  • Cardiovascular risk assessment 5
  • Diabetes screening if indicated 6, 7
  • Vaccination status 6

Advance Care Planning:

  • Advance directive documentation 4, 8
  • Healthcare proxy designation
  • End-of-life preferences discussion

Personalized Prevention Plan:

  • Individualized health goals for next 5-10 years
  • Referrals to specialists as needed
  • Schedule for follow-up screenings

You will need to manually create the Word document yourself using this information.

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.