ChecklistAnnual Wellness Visits (AWV)

APCM Care Plan & AWV Documentation Checklist

Maximize Medicare revenue by integrating APCM care plan documentation with Annual Wellness Visits (AWV). Ensure compliance and capture $700+ per patient.

This checklist provides a comprehensive guide for primary care practices to bridge the gap between the Annual Wellness Visit (AWV) and Advanced Primary Care Management (APCM). By aligning Health Risk Assessment (HRA) data with APCM care planning, practices can automate enrollment and ensure all Medicare documentation requirements are met for maximum revenue capture.

Your Progress

Work through each item below to audit your practice. Check off completed items to track where you stand.

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Pre-Visit Automation & Outreach

Streamline the patient journey using AI-driven call handling to ensure high completion rates for AWVs and APCM enrollment.

Health Risk Assessment (HRA) Integration

Ensure the HRA captures all necessary data points to fulfill APCM care plan requirements simultaneously.

APCM Care Plan Documentation

Specific documentation elements required to satisfy Medicare's APCM guidelines during the AWV.

Revenue Capture & Billing Alignment

Align coding and documentation to ensure maximum reimbursement for combined AWV and APCM services.

Frequently Asked Questions

Yes, Medicare allows for the Annual Wellness Visit and APCM enrollment to occur on the same day, provided all documentation requirements for both are met.

The AWV Health Risk Assessment provides the foundational data needed to identify chronic conditions and social needs that qualify a patient for APCM.

The primary codes are G0438 (Initial AWV) or G0439 (Subsequent AWV), which are then paired with APCM codes for ongoing monthly management.

AI voice assistants can handle large volumes of outbound calls to eligible patients, answering their questions and scheduling appointments without staff intervention.

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APCM Care Plan & AWV Documentation Checklist | Tile Health