Annual Wellness Visit Toolkit

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The Annual Wellness Visit (AWV) is a covered benefit for people who have had Medicare for more than one year. It is not an annual physical exam, but rather focuses on prevention, and during the visit, the provider will develop or update a personalized prevention plan to prevent disease and disability based on current health and risk factors. The Orange County Healthy Aging Initiative (OCHAI), a subcommittee of OCASC, developed this toolkit to provide health care practitioners in Orange County with guidance and tools for performing the AWV, as well as local resources to help deal with issues discovered during an AWV. We hope you find the information useful. We welcome any questions or comments you may have about this toolkit; please e-mail us with any feedback at

This toolkit is provided as a guideline only; Medicare dictates the components of the AWV, and providers should use their clinical judgment in how to perform the components of the AWV. Several documents are available in MS Word for purposes of modification; please e-mail us to request a copy. The resource list is not meant to be a comprehensive reflection of all services available to seniors in Orange County.

Watch this video to learn more about the OCHAI Annual Wellness Visit Toolkit.

Please click on the links below to download the pdfs:

Information for Providers

Introductory Materials

Pre-Visit Materials for Patient

During-Visit Assessments


Preventive Services and Plans

Resources and Referrals

Patient Education Materials

Elder Abuse Information

Other Information