Type of Wellness Exam
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Eligibility Date
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Date of Last Exam
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Date of Last IPPE/AWV
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Advance Directive
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Code Status
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Vital Signs (YES = normal NO = abnormal)
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Notes and Plan
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Health Risk Assessment Form
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Individual and family history reviewed
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Significant findings/changes
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Chronic problem list/risk factor reviewed
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Significant findings/changes
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Chronic dx education materials were offered/provided?
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If yes, describe
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Other providers reviewed
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Physicians - Specialty - Last Visit
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Home Health
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Hospice
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Notes and Plan
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Allergies reviewed
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Significant findings/changes
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Medication list reviewed
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Significant findings/changes
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Hospitalization list reviewed
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Hospitalizations (date - location - dx)
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Note and Plan
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Cognitive Impairment Assessment
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General Appearance
• • •
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Mood/Affect
• • •
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Input from others
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GPCOG obtained
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GPCOG Results
• • •
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Notes and plan
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Depression Screening
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Expresses interest/pleasure
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If no, explain
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Felt down depressed/hopeless
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If yes, explain
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PHQ-9 obtained
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PHQ-9 Results
• • •
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Notes and Plan
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Depression resources provided
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Functional Ability
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Exhibit a steady gait
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Time to get up & walk
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Is the patient self reliant?
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Handle his/her own medications
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Patient handle his/her own money
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Is the patient’s home safe
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Hearing difficulties
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Vision difficulties
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Notes and plan
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Alcohol Screening (G0442)
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Alcohol use?
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Explain
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AUDIT Screening Provided
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AUDIT score
• • •
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Notes and Plan
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alcohol behavior counseling (15min) G0443
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alcohol behavior counseling (15-30min) (G0396)
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alcohol behavior counseling (>30min) G0397
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Time spent on counseling/planning (Refer to codes)
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Smoking and Tobacco Screening
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Current Smoker?
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Pack-year history
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Former smoker
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Pack-year history
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When did they quit smoking?
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Other tobacco products
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Other tobacco products used
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Notes and Plan
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Time spent on counseling
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Counseling times
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Advance Care Planning
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Advance care planning (99497)
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Notes and plan
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Other Relevant Findings
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Notes and plan
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BILLING
• • •
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