Performing and Documenting Medicare IPPE and Annual Wellness Visits

Betsy Rios
From: Mar 06, 2024 - To: Jan 01, 1970
Recorded Webinar


The world of healthcare is an intricate and ever-evolving landscape, with countless intricacies, policies, and programs designed to ensure that individuals receive the care they need as they age. Among these essential healthcare initiatives is Medicare, a federal insurance program primarily catering to individuals aged 65 and older. Within the realm of Medicare, there exists a vital component dedicated to preventative care and overall well-being: the Initial Preventive Physical Examination (IPPE) and the Annual Wellness Visit. These two distinct but interconnected services are keystones of Medicare’s commitment to ensuring that beneficiaries not only have access to medical treatment but also have the tools to actively participate in their own health management.

The Initial Preventive Physical Examination, or IPPE, marks a crucial step in a Medicare beneficiary’s healthcare journey. Often referred to as the “Welcome to Medicare” visit, this comprehensive assessment is designed to provide individuals with a comprehensive overview of their current health status and to identify any potential risk factors or medical conditions that may require early intervention. The IPPE always occurs within the first 12 months of a beneficiary’s enrollment in Medicare Part B, and it’s a golden opportunity for both patients and healthcare providers to establish a baseline for future health management.

During the IPPE, healthcare professionals review a patient’s medical history, document their vital signs, and perform a battery of screenings and assessments. These may include measurements of height, weight, and blood pressure, as well as evaluations of cognitive function and physical abilities. Importantly, beneficiaries receive valuable counseling on various health topics, such as vaccinations, smoking cessation, and the importance of preventive services. This visit serves as a foundation for a personalized prevention plan, empowering individuals with the knowledge and resources necessary to maintain and improve their health throughout their Medicare journey. In addition to the IPPE, Medicare offers an Annual Wellness Visit, a critical component of ongoing preventive care. This annual check-up goes beyond the initial examination and focuses on the beneficiary’s current health status, goals, and risk factors. The Annual Wellness Visit allows for a more in-depth discussion with the healthcare provider, enabling beneficiaries to actively engage in their healthcare decisions and set wellness goals tailored to their unique needs and preferences. During the Annual Wellness Visit, healthcare providers may review and update the beneficiary’s medical and family history, perform screenings for various risk factors, and assess their cognitive function and physical abilities. Key aspects of this visit are the development of a personalized prevention plan and perform a health risk assessment. This plan may include recommendations for screenings, immunizations, and lifestyle changes that can contribute to a healthier and more fulfilling life. By creating a roadmap for the year ahead, the Annual Wellness Visit ensures that beneficiaries have a clear path to maintaining and improving their overall well-being.

In conclusion, the Medicare Initial Preventive Physical Examination (IPPE) and the Annual Wellness Visit are invaluable components of the Medicare program, emphasizing the importance of prevention and active patient engagement in healthcare. These visits serve as entry points for beneficiaries to establish their baseline health status, receive personalized preventive care recommendations, and actively participate in shaping their healthcare journey. By providing comprehensive assessments and fostering open communication between patients and healthcare providers, these visits empower Medicare beneficiaries to take charge of their health, promoting a higher quality of life and reducing the burden of preventable health conditions. In the following sections of this presentation, we will delve deeper into the performance and documentation specifics of the IPPE and Annual Wellness Visit, exploring their benefits, eligibility criteria, and the crucial role they play in the overall well-being of Medicare beneficiaries.

Learning Objectives:

  • Describe the requirements of the IPPE and Annual Wellness Visits
  • Understand the benefits to both provider and patient
  • Documenting required elements
  • Determine Eligibility for IPPE and Annual Wellness Visits
  • Navigate billing scenarios and apply appropriate modifiers
  • Understand overall application of requirements and documentation

Areas Covered in the Session:

  • What and when to perform preventive services
  • Determine who is eligible for Medicare preventive services
  • Understand documentation requirements
  • Know who can perform preventive services
  • Opioid screening reports
  • Health Risk Assessments
  • Preventive roadmap for patients
  • Risk Coding/HCC/Medicare Advantage Plans
  • Live Q&A Session


  • Coders
  • Billers
  • Clinicians
  • Physicians
  • PA’s and NP’s
  • Mid-Level Providers
  • Clinical Documentation Specialist
  • HIM Directors
  • HIM Personnel
  • Administrators
  • Auditors
  • Administrators
  • Practice Managers
  • Claims Adjusters
  • Clinical Personnel
  • Reimbursement Staff


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