Annual Wellness Visit


Annual Wellness Visits (AWVs) are a critical pathway in identifying high-risk patients and developing personalized illness prevention plans, including access to immunizations, medication review and advanced care planning. About 1 in 4 CommonSpirit Health (CSH) Accountable Care Organization (ACO) Medicare beneficiaries held an AWV in 2019. AWVs exhibit improved outcomes, provide measurable quality improvement, and reduce overall cost of care.

This activity intends to demonstrate clinical benefit of AWVs as well as to assist providers to address potential barriers around various areas of an AWV, including the operational aspect.


This activity is intended for primary care providers, advance practice providers, and other healthcare professionals interested in learning about AWVs; ACO and/or CIN leaders wanting to implement or improve the AWV in their respective market; both clinical and non-clinical support staff; and quality improvement managers and directors.


At the conclusion of the activity, participants should be able to:

  • Identify areas where an annual wellness visit could improve care such as increased immunization rates, depression screening, fall risk, and other screenings.
  • Utilize available tools and resources provided by CommonSpirit Health for development of an annual wellness visit.
  • Categorize which annual wellness visit operational tasks can be completed by clinical staff (MA, RN, etc.) and which tasks need to be completed by physician or advance practice provider.




Evaluation by questionnaire will address program content, presentation, and possible bias.

Course summary
Available credit: 
  • 1.50 AMA PRA Category 1 Credit™
  • 1.50 Participation
Course opens: 
Course expires: 


Module Title      Presenter

# of CME Credits

Overview of Annual Wellness Visit

Francis Mercado, M.D.

Coding and Billing the Annual Wellness Visit Ranae Forbes, C.P.C.0.50
Annual Wellness Visit ImprovementFrancis Mercado, M.D.0.25
Role-based Workflow for Annual Wellness Visits Barbara Martin, Ph.D., ACNP-BC, M.P.H.0.50


This activity is in an online video module format and includes didactic presentations.

To receive a certificate you should:

  • View the presentation(s) in this enduring material
  • Complete and submit the CME/CE evaluation form

The estimated time to complete this activity, including review of the materials, is 1.50 hour(s).

Hardware/software requirements: Activities should be run with recent versions of common browsers, including Internet Explorer, Firefox, and Google Chrome.

If you have questions about the participation process, please e-mail the Division of Continuing Professional Development,


This CE activity is designed for use by healthcare professionals for educational purposes only. Information and opinion offered by the contributors represent their viewpoints. Conclusions drawn by the participant should be derived from careful consideration of all available scientific information. Prescription information and use of medical devices should be undertaken only after confirmation of information by consulting the FDA-approved uses and information.

Baylor College of Medicine makes every effort to have accurate information presented, no warranty, expressed or implied, is offered. The participant should use his/her clinical judgment, knowledge, experience, and diagnostic decision-making before applying any information, whether provided here or by others, for any professional use.

Links are provided to other Internet sites solely for the convenience of users. Once you link to another site, you are subject to the site's terms and conditions of use including copyright and licensing restrictions.


April 1, 2022 through March 31, 2024. Original release date: April 2022


Some drugs/devices identified during this activity may have United States Food and Drug Administration (FDA) clearance for specific purposes only or for use in restricted research settings. The FDA has stated that it is the responsibility of the individual physician to determine the FDA status of each drug or device that he/she wishes to use in clinical practice and to use the products in compliance with applicable law.

Baylor College of Medicine requires that all faculty/presenters disclose an unlabeled use or investigational use of pharmaceutical and medical device products, and provide adequate scientific and clinical justification for such use.  Physicians are urged to fully review all the available data on products or procedures before using them to treat patients.


Baylor College of Medicine (BCM) is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education (CME) for physicians.  BCM is committed to sponsoring CE activities that are scientifically based, accurate, current, and objectively presented.

In  accordance  with  the  ACCME  Standards for  Commercial Support, BCM has  implemented a mechanism requiring everyone in a position to control the content of an educational activity (i.e., directors, planning committee members, faculty) to disclose any relevant financial relationships with commercial interests (drug/device companies) and manage/resolve any conflicts of interest prior to the activity. Individuals must disclose to participants the existence or non-existence of financial relationships at the time of the activity or within 24 months prior.

In addition, BCM has requested activity faculty/presenters to disclose to participants any unlabeled use or investigational use of pharmaceutical/device products; to use scientific or generic names (not trade names) in referring to products; and, if necessary to use a trade name, to use the names of similar products or those within a class. Faculty/presenters have also been requested to adhere to the ACCME’s validation of clinical content statements.

BCM does not view the existence of financial relationships with commercial interests as implying bias or decreasing the value of a presentation. It is up to participants to determine whether the relationships influence the activity faculty with regard to exposition or conclusions.  If at any time during this activity you feel that there has been commercial/promotional bias, notify the Activity Director or Activity Coordinator. Please answer the questions about balance and objectivity in the activity evaluation candidly. 

All of the relevant financial relationships listed for these individuals have been mitigated.


In December 2021, this continuing medical education online enduring material was reviewed by Ronald Chambers, M.D., Family Medicine Specialist, CommonSpirit Health. To ensure the continued scientific relevance of this enduring material, its content will be reviewed again in December 2023.

Ronald Chambers, M.D. 
Family Medicine Specialist
CommonSpirit Health
Disclosure: Nothing to disclose


This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of Baylor College of Medicine and CommonSpirit Health. Baylor College of Medicine is accredited by the ACCME to provide continuing medical education for physicians. 


Baylor College of Medicine designates this enduring activity for a maximum of 1.50 AMA PRA Category 1 Credit™.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Available Credit

  • 1.50 AMA PRA Category 1 Credit™
  • 1.50 Participation
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