Annual Wellness Visit

How to Participate

Register to take the free online CME course

Registration Link

Established in 2010 through the Affordable Care Act, AWVs are preventive care visits designed to encourage monitoring of physical and cognitive abilities of Medicare beneficiaries, and to develop plans to lessen the impact of increasing frailty on everyday life for elders.

Topics included in this course are an overview of AWVs, AWV Improvement Strategies, Role-Based Workflows for AWV, and Billing and Coding Guidelines. We encourage ambulatory physician leaders and frontline providers to engage in this course.

Activity Information

Needs Statement

Annual Wellness Visits (AWVs) are a critical pathway in identifying high-risk patients and developing personalized illness prevention plans, including access to immunizations, medication review and advanced care planning. About 1 in 4 CommonSpirit Health (CSH) Accountable Care Organization (ACO) Medicare beneficiaries held an AWV in 2019. AWVs exhibit improved outcomes, provide measurable quality improvement, and reduce overall cost of care.

This activity intends to demonstrate clinical benefit of AWVs as well as to assist providers to address potential barriers around various areas of an AWV, including the operational aspect.

Educational Objectives

At the conclusion of the activity, participants should be able to:

  • Identify areas where an annual wellness visit could improve care such as increased immunization rates, depression screening, fall risk, and other screenings.
  • Utilize available tools and resources provided by CommonSpirit Health for development of an annual wellness visit.
  • Categorize which annual wellness visit operational tasks can be completed by clinical staff (MA, RN, etc.) and which tasks need to be completed by physician or advance practice provider.

Target Audience

Professional Categories

  • Physicians
  • Fellows
  • Nurses
  • Other Health Professionals

Specialties

  • Family and Community Medicine
  • Geriatrics

Interest Groups

  • Primary Care

Competencies

  • Employ Evidence-Based Practice
  • Patient Care and Procedural Skills
  • Practice-Based Learning and Improvement
  • Provide Patient-Centered Care
  • Quality Improvement
  • Roles/Responsibilities
  • Systems-Based Practice
  • Teams and Teamwork
  • Utilize Informatics
  • Work in Interdisciplinary Teams

Accreditation/Credit Designation

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of Baylor College of Medicine and CommonSpirit Health. Baylor College of Medicine is accredited by the ACCME to provide continuing medical education for physicians. 

Baylor College of Medicine designates this enduring activity for a maximum of 1.50 AMA PRA Category 1 Credit™.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Activity Director

  1. Helena Moon, MD Placeholder Image

    Helena Moon, MD

    System Director, Clinical Programs, Population Health
    CommonSpirit Health

Term of Approval

September 1, 2024 through August 31, 2026. Original release date: April 2022

Disclosure Policy

Baylor College of Medicine (BCM) is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education (CME) for physicians. BCM is committed to sponsoring CE activities that are scientifically based, accurate, current, and objectively presented.

In accordance with the ACCME Standards for Commercial Support, BCM has implemented a mechanism requiring everyone in a position to control the content of an educational activity (i.e., directors, planning committee members, faculty) to disclose any relevant financial relationships with commercial interests (drug/device companies) and manage/resolve any conflicts of interest prior to the activity. Individuals must disclose to participants the existence or non-existence of financial relationships at the time of the activity or within 24 months prior.

In addition, BCM has requested activity faculty/presenters to disclose to participants any unlabeled use or investigational use of pharmaceutical/device products; to use scientific or generic names (not trade names) in referring to products; and, if necessary to use a trade name, to use the names of similar products or those within a class. Faculty/presenters have also been requested to adhere to the ACCME's validation of clinical content statements.

BCM does not view the existence of financial relationships with commercial interests as implying bias or decreasing the value of a presentation. It is up to participants to determine whether the relationships influence the activity faculty with regard to exposition or conclusions. If at any time during this activity you feel that there has been commercial/promotional bias, notify the Activity Director or Activity Coordinator. Please answer the questions about balance and objectivity in the activity evaluation candidly.

All of the relevant financial relationships listed for these individuals have been mitigated.

Disclosures

The following individual(s) has/have reported financial or other relationship(s) with commercial entities whose products/services may relate to the educational content of this activity:

Presenters

  1. Ranae Forbes, BA, CPC Placeholder Image

    Ranae Forbes, BA, CPC

    Director, Clinical Program Support
    CommonSpirit Health

    Disclosure:

    Nothing to disclose.

  2. Barbara Martin, Ph.D., A.C.N.P.-BC, M.P.H.

    Barbara Martin, Ph.D., A.C.N.P.-BC, M.P.H.

    System Senior Vice President Advanced Practice
    CommonSpirit Health

    Disclosure:

    Nothing to disclose.

  3. Francis Mercado, M.D.

    Francis Mercado, M.D.

    Ambulatory Associate Chief Medical Officer
    Franciscan Medical Group

    Disclosure:

    Nothing to disclose.

Activity Director

  1. Helena Moon, MD Placeholder Image

    Helena Moon, MD

    System Director, Clinical Programs, Population Health
    CommonSpirit Health

    Disclosure:

    Nothing to disclose.

Planning Committee Members

  1. Ronald Chambers, M.D., FAAFP

    Ronald Chambers, M.D., FAAFP

    Director of the Family Medicine Residency Program
    Dignity Health Methodist Hospital, Sacramento

    Disclosure:

    Nothing to disclose.

  2. Ranae Forbes, BA, CPC Placeholder Image

    Ranae Forbes, BA, CPC

    Director, Clinical Program Support
    CommonSpirit Health

    Disclosure:

    Nothing to disclose.

  3. Barbara Martin, Ph.D., A.C.N.P.-BC, M.P.H.

    Barbara Martin, Ph.D., A.C.N.P.-BC, M.P.H.

    System Senior Vice President Advanced Practice
    CommonSpirit Health

    Disclosure:

    Nothing to disclose.

  4. Francis Mercado, M.D.

    Francis Mercado, M.D.

    Ambulatory Associate Chief Medical Officer
    Franciscan Medical Group

    Disclosure:

    Nothing to disclose.

Health Topics

Presenters:

Ranae Forbes, BA, CPC

Director, Clinical Program Support CommonSpirit Health
Barbara Martin, Ph.D., A.C.N.P.-BC, M.P.H.

Barbara Martin, Ph.D., A.C.N.P.-BC, M.P.H.

System Senior Vice President Advanced Practice CommonSpirit Health
Francis Mercado, M.D.

Francis Mercado, M.D.

Ambulatory Associate Chief Medical Officer Franciscan Medical Group

Health Topics

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