What Is an Annual Wellness Visit? Medicare Patient Handout (Editable)

WHAT YOU GET

A friendly 2-page handout that explains the Medicare Annual Wellness Visit before patients walk in: what it is, what it is not, and what to bring.

FILES

- annual-wellness-visit-color.pdf: full color, 2 pages (front and back), US Letter

- annual-wellness-visit-print-grayscale.pdf: for black-and-white printers and copiers

- annual-wellness-visit.docx: editable Word version

- README-Start-Here.txt: printing tips and license

PAGE COUNT

2 pages (front and back)

FORMAT

US Letter (8.5 x 11 in). Color PDF, grayscale PDF and editable Microsoft Word .docx (also opens in Google Docs and LibreOffice). Delivered as one .zip file.

Instant digital download: your download link appears right after checkout and is emailed to you. No physical item is shipped.

HOW TO EDIT THE WORD FILES

1. Download and unzip the file on a computer.

2. Open any .docx file in Microsoft Word, Google Docs (File > Open > Upload) or free LibreOffice.

3. Optional: click the small header line at the top of the page and type your practice name, or leave it as-is. The templates look finished either way.

4. Type into the tables or edit any wording for your office, then save and print at 100% (actual size).

WHAT'S INSIDE

- What the visit is and is not, with a side-by-side chart

- What happens at the visit (health form, memory check, prevention plan)

- A what-to-bring checklist

- What it costs: $0 when the provider accepts assignment, and when other care at the same visit may cost something

- "Welcome to Medicare" visit vs the yearly wellness visit

- Space for the patient's questions

- Large 14 pt+ text, high contrast, written at about a 6th-grade reading level

- Sources cited on the page (Medicare.gov, CMS; checked October 2026)

LICENSE

One clinic or practice (all of its locations) may print and hand out unlimited copies to its own patients and edit the Word files for that use. Please do not resell, share or post the files.

PLEASE NOTE

For general education only. Not medical, legal or insurance advice. Not affiliated with or endorsed by Medicare, CMS or any government agency.

AI DISCLOSURE: I wrote this with the help of AI tools and checked it against the official sources listed in the file.

(c) 2026 Clinic Revenue Guidess