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Type of Wellness Exam
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Medicare Part B
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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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Sex
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Date
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Vital signs
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Height
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Weight
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Waist” or BMI
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BP
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Temp
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Pulse Rate
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Respirations
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Special Accommodations Needed
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Individual and family history
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Significant findings/changes
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Chronic problem list/riskfactor
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Significant findings/changes
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Educational materials were given
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If yes, describe
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Screenings, testings & referrals
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Providers and suppliers
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Significant findings/changes
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Physicians
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Home Health
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Hospice
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Allergies
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Significant findings/changes
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Medication list
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Significant findings/changes
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Hospitalization list
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Significant findings/changes
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Assessment Cognitive Impairment
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General appearance
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Mood/Affect
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Did you do Mini Cog?
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If yes, 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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Felt down depressed/hopeless
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Notes and plan
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Functional Ability
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Eexhibit 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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distance and reading eye charts
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Notes and plan
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Advance Care Planning
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Advance care planning
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Advance Directive
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If no, provide information
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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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