What is done during a wellness visit?

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What is Done During a Wellness Visit

A wellness visit is a comprehensive preventive care appointment that focuses on assessing your current health status, identifying risk factors, and developing a personalized prevention plan to improve your health outcomes and quality of life. 1

Core Components of a Wellness Visit

Medical Assessment

  • Complete review of medical history and current health status
  • Physical examination focusing on vital signs, weight, and BMI
  • Review of all current medications and supplements
  • Screening for new or worsening symptoms 1
  • Assessment of chronic condition management 1

Preventive Screenings

  • Age-appropriate cancer screenings
  • Cardiovascular risk assessment (blood pressure, cholesterol)
  • Diabetes screening (fasting blood glucose)
  • Immunization status review and updates 1
  • Screening for sexually transmitted infections when indicated 1

Functional Assessment

  • Evaluation of ability to perform daily tasks and household chores
  • Assessment of physical activity levels
  • Screening for balance issues, falls risk, or mobility concerns
  • Evaluation of nutritional status and dietary patterns 1

Behavioral and Mental Health

  • Screening for depression and anxiety
  • Assessment of sleep quality
  • Evaluation of alcohol, tobacco, and substance use
  • Screening for intimate partner violence when appropriate 1
  • Assessment of stress levels and coping mechanisms 1

Personalized Prevention Planning

Goal Setting

  • Discussion of patient's health priorities and concerns
  • Development of specific, achievable health goals
  • Creation of a written prevention plan with clear action steps 1

Health Education and Counseling

  • Lifestyle modification guidance (diet, exercise, stress management)
  • Education about chronic disease management
  • Counseling on specific risk factors identified during assessment 1
  • Discussion of reproductive planning when applicable 1

Referrals and Resources

  • Referrals to specialists based on identified needs
  • Connection to community resources for health promotion
  • Recommendations for health education programs 1
  • Consideration of cardiac rehabilitation programs if indicated 1

Documentation and Follow-Up

  • Complete documentation of all assessments and recommendations
  • Development of a timeline for follow-up on identified issues
  • Scheduling of appropriate follow-up appointments 2

Benefits of Wellness Visits

Research shows that wellness visits lead to:

  • Identification of previously unrecognized diagnoses (average 0.4 new diagnoses per visit) 2
  • Delivery of recommended preventive services (patients receive approximately 80% of recommended services) 2
  • Improved patient-provider communication about health goals 3
  • Enhanced coordination of care across providers 3

Common Pitfalls to Avoid

  • Focusing too much on the computer screen instead of the patient - Make eye contact and engage in brief small talk to establish rapport 3
  • Failing to address emotional aspects of health - Acknowledge the psychological impact of health conditions 3
  • Not allowing sufficient time for patient concerns - Invite patients to share their goals and preferences 1, 3
  • Overlooking social determinants of health - Assess factors like transportation access, financial concerns, and social support 1
  • Missing opportunities for preventive care - Even if patients are current on most screenings, very few (0.5%) are up-to-date on all recommended preventive services 2

Wellness visits represent a valuable opportunity to comprehensively address preventive health needs and develop personalized strategies to improve health outcomes and quality of life.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Understanding the Value of the Wellness Visit: A Descriptive Study.

American journal of preventive medicine, 2021

Guideline

Comprehensive Care for Patients with Complex Chronic Conditions and Developmental Delays

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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.

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