Annual Wellness Visit Toolkit

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The Annual Wellness Visit (AWV) is a Medicare covered benefit that focuses on prevention. During the visit, the provider and patient develop or update a personalized plan to prevent disease and disability; the AWV is not an annual physical exam. The Orange County Healthy Aging Initiative (OCHAI ) developed this toolkit to guide health care practitioners in the AWV components and provide tools and local resources for implementing prevention strategies. Note that the resource list is not comprehensive and other services are available to Orange County seniors. Several documents are available in MS Word and can be modified.

This toolkit is provided as a guideline only; Medicare specifies the AWV components and providers should use their clinical judgment in their provision for an individual patient.

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


 Watch this video for a brief overview of the Toolkit and a demonstration of the AWV
Click here to download the complete AWV Toolkit (Warning: File size is 50 MB)


Please click on the links below to download individual pdfs:

Information for Providers

Section 1: Introductory Materials

Section 2: Pre-Visit Materials for Patient

Section 3: During-Visit Assessments

Section 4: Preventive Services and Plans




Section 5: Resources and Referrals

Section 6: Patient Education Materials

Section 7: Elder Abuse Information

Section 8: Other Information


Completed Sections