Annual Planned Visit Toolkit

The Annual Planned Visit toolkit is a resource for organizations to successfully establish a process for conducting annual routine physical exams for your Medicare Advantage patients. Each year it is important that your Medicare Advantage patients receive their annual visit so that you can document their burden of illness via ICD-10 coding and appropriate visit documentation. Annually, establishing care plans to close gaps in care is another key component of Medicare Advantage Annual Visits. The Annual Planned Visit Toolkit includes reference tools, examples of scripts and letters for patient outreach as well as resources for medication management. Use of the Annual Planned Visit Toolkit along with established quality improvement interventions can help achieve mutual goals related to the Triple Aim by impacting quality, impacting cost of care and driving patient satisfaction. 
The Annual Planned Visit Patient Tracker is designed to support practices with some of the best ways to manage their Medicare patients.  
Supports the Medicare Annual Planned Visit by allowing for pre-visit, visit and post-visit planning. 
Five different phone scripts to assist schedulers when contacting patients to schedule their Annual Routine Physical exam.  
A template letter informing Medicare Advantage plan members of their benefits (the Annual Routine Physical and the Annual Wellness Visit) and requesting an action to call the provider office to schedule their appointment.  
The Annual Planned Visit provides an opportunity to discuss medications with your patients, and the Medication Planner is a tool designed to highlight some of the key elements when reviewing medications with patients.  
How to manage high-risk medications strategically in the elderly to prevent adverse events and improve patient safety.  
Medication reconciliation is a comprehensive evaluation of a patient’s medication regimen to improve patient safety.  
Understand the five dimensions of medication adherence and the factors that affect adherence, and other medication adherence tools. 
Annual Planned Visit Quick Hits  
Additional resources for use with the Annual Planned Visit.  
The ABCs of Providing the Initial Preventive Physical Examination
The ABCs of Providing the Annual Wellness Visit
Are You Up-to-Date on Your Preventive Services?
Health Risk Assessment for Medicare Annual Wellness Visit
Department of Health and Human Services: CMS – Codes and Billing information for Preventative Services
Department of Health and Human Services: CMS – Annual Wellness Visit chart
Pharmacy Quality Alliance High-Risk Medications
Clinical Disclaimer  
An important note  
The information, resources, and tools that Anthem provides to you through the Enhanced Personal Health Care Program are intended for general educational purposes only, and should not be interpreted as directing, requiring, or recommending any type of care or treatment decision for Anthem members or any other patient. Anthem cannot guarantee that the information provided is absolutely accurate, current or exhaustive since the field of health is constantly changing.
The information contained in presentations that Anthem makes available to you is compiled largely from publicly available sources and does not represent the opinions of Anthem or its personnel delivering the presentations.
If Anthem provides links to or examples of information, resources or tools not owned, controlled or developed by Anthem, this does not constitute or imply an endorsement by Anthem. Additionally, we do not guarantee the quality or accuracy of the information presented in, or derived from, any non-health plan resources and tools.
We do not advocate the use of any specific product or activity identified in this educational material, and you may choose to use items not represented in the materials provided to you. Trade names of commonly used medications and products are provided for ease of education but are not intended as particular endorsement.
None of the information, resources or tools provided is intended to be required for use in your practice or infer any kind of obligation on you in exchange for any value you may receive from the program. Physicians and other health professionals must rely on their own expertise in evaluating information, tools, or resources to be used in their practice. The information, tools, and resources provided for your consideration are never a substitute for your professional judgment.
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