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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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               Input from others 
  
  
  
  
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               CANS-MCI 
  
  
  
  
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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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