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Personalizing Prevention Plans: Making Medicare AWV Meaningful for Patients

The Medicare Annual Wellness Visit (AWV) represents more than just a routine check-up—it’s a powerful opportunity to transform healthcare from reactive treatment to proactive prevention. Yet despite being available since 2011, many healthcare providers and patients still struggle to maximize the full potential of these visits. The key lies in personalization: creating prevention plans that are tailored to each individual’s unique health profile, risk factors, and life circumstances.

The Current State of Medicare Annual Wellness Visits

Medicare’s AWV program was designed to encourage preventive care utilization among the 65+ population. The annual wellness visit (AWV) includes a health risk assessment (HRA), which forms the foundation for creating personalized prevention strategies. However, adoption rates reveal significant opportunities for improvement.

Research shows interesting patterns in AWV completion rates. Results showed a higher AWV completion rate in women, patients between 65 and 74, those who used the patient portal, and those who had not been seen in primary care within a 3-year window. This data highlights the importance of targeted outreach to underserved populations, particularly men and patients over 74.

The COVID-19 pandemic initially disrupted AWV patterns, but healthcare systems have adapted. Although patients have reported intentionally missing visits due to COVID-19 concerns, Hernandez et al. (2024) found that older adults missed fewer visits compared with their younger counterparts and that attendance increased as the pandemic progressed.

The Challenge: Moving Beyond Generic Prevention

Traditional approaches to Annual Wellness Visits often follow a one-size-fits-all model. Patients receive generic health screenings and standardized recommendations that may not align with their specific health needs, cultural background, or personal preferences. This approach limits the effectiveness of preventive care and fails to engage patients in meaningful ways.

The problem becomes more complex when considering the diverse Medicare population. A 65-year-old recently retired teacher has vastly different health concerns and lifestyle factors compared to an 85-year-old with multiple chronic conditions. Yet both often receive similar AWV experiences, missing opportunities for targeted prevention strategies.

The Solution: Personalized Prevention Through Technology

Modern healthcare technology offers unprecedented opportunities to personalize Annual Wellness Visits. By leveraging patient data, risk stratification algorithms, and comprehensive health assessments, providers can create truly individualized prevention plans.

Key Components of Personalized AWV Programs

  1. Comprehensive Health Risk Assessment Effective personalization begins with detailed health risk assessments that go beyond standard screening questions. These assessments should capture:
  • Medical history and family genetics
  • Social determinants of health
  • Lifestyle factors and preferences
  • Mental health and cognitive function
  • Medication adherence patterns
  • Healthcare utilization history
  1. Risk Stratification and Predictive Analytics Advanced analytics can identify patients at highest risk for specific conditions, enabling targeted interventions. This includes:
  • Cardiovascular disease risk calculation
  • Diabetes progression modeling
  • Fall risk assessment for elderly patients
  • Cancer screening prioritization
  • Mental health screening based on risk factors
  1. Culturally Sensitive Care Planning Personalization must consider cultural, linguistic, and socioeconomic factors that influence health behaviors and outcomes. Prevention plans should be adapted to:
  • Cultural dietary preferences and restrictions
  • Language barriers and health literacy levels
  • Economic constraints affecting treatment options
  • Religious or cultural beliefs about healthcare
  • Family dynamics and support systems

The Role of Technology in AWV Personalization

Healthcare technology platforms are revolutionizing how providers approach Annual Wellness Visits. These systems enable seamless integration of patient data, automated workflow management, and personalized care plan generation.

HealthViewX Annual Wellness Visit Platform: A Comprehensive Solution

HealthViewX AWV Platform enables providers to seamlessly determine eligibility, schedule appointments and automate the AWV process by allowing the patient or pharmacist to complete the HRA on-line. The platform identifies all preventive screenings and health risks the patient medically qualifies for, creating a foundation for truly personalized care.

The platform’s capabilities align perfectly with the goals of personalized prevention:

Automated Eligibility and Scheduling: The system streamlines administrative processes, allowing healthcare teams to focus on patient care rather than paperwork. This efficiency creates more time for meaningful patient interactions during AWV appointments.

Online Health Risk Assessment: By enabling patients to complete HRAs online before their visit, providers can review and analyze data in advance, preparing personalized discussion points and recommendations tailored to each individual’s needs.

Comprehensive Risk Identification: The platform’s ability to identify all relevant preventive screenings and health risks ensures no important prevention opportunities are missed, while prioritizing interventions based on individual risk profiles.

Integration with Care Workflows: It helps healthcare providers transform episodic transactional care into an ongoing relationship based contextual care pathway that is curated on a per patient basis, supporting continuity of care beyond the annual visit.

Best Practices for Implementing Personalized AWV Programs

1. Pre-Visit Preparation

Use technology to gather comprehensive patient information before the visit. This includes:

  • Online health questionnaires tailored to patient demographics
  • Integration with electronic health records for historical data
  • Social determinants of health screening
  • Patient goals and preferences assessment

2. During the Visit: Focused, Meaningful Conversations

With comprehensive data available, providers can focus AWV time on:

  • Discussing personalized risk factors and prevention strategies
  • Collaborative goal-setting based on patient preferences
  • Addressing specific concerns identified through pre-visit assessments
  • Creating actionable, realistic prevention plans

3. Post-Visit Follow-up and Engagement

Personalization extends beyond the visit itself:

  • Automated follow-up reminders for recommended screenings
  • Personalized health education materials
  • Regular check-ins on prevention goal progress
  • Coordination with other healthcare providers as needed

Measuring Success: Outcomes and Quality Metrics

Effective personalized AWV programs require robust measurement systems to track success and identify areas for improvement. Key metrics include:

Clinical Outcomes:

  • Screening completion rates by risk category
  • Early detection of chronic conditions
  • Improvement in biometric measures
  • Reduction in emergency department visits

Patient Engagement:

  • AWV completion and retention rates
  • Patient satisfaction scores
  • Health goal achievement rates
  • Self-reported health behavior changes

Operational Efficiency:

  • Provider time per visit optimization
  • Administrative burden reduction
  • Cost per quality-adjusted life year
  • Revenue cycle improvements through proper coding

Overcoming Implementation Challenges

Technology Integration

Many healthcare organizations struggle with integrating new AWV platforms with existing systems. Success requires:

  • Careful vendor selection based on interoperability capabilities
  • Comprehensive staff training programs
  • Phased implementation approaches
  • Ongoing technical support and optimization

Provider Adoption

Healthcare providers may resist changing established AWV workflows. Strategies for successful adoption include:

  • Demonstrating clear value propositions through pilot programs
  • Providing comprehensive training and support
  • Involving providers in platform customization decisions
  • Highlighting efficiency gains and improved patient outcomes

Patient Engagement

Some patients may be hesitant to engage with new technologies or comprehensive assessments. Effective engagement strategies include:

  • Clear communication about benefits and privacy protections
  • Multiple access options (online, phone, in-person)
  • Culturally appropriate materials and interfaces
  • Support for patients with limited technology experience

Building a Sustainable Personalized AWV Program

Success in personalizing Annual Wellness Visits requires a systematic approach that addresses technology, workflow, and cultural change simultaneously. Healthcare organizations should:

  1. Start with a Clear Vision: Define specific goals for AWV personalization aligned with organizational objectives and patient needs.
  2. Choose the Right Technology Partner: Select platforms like HealthViewX that offer comprehensive AWV capabilities while supporting broader care management objectives.
  3. Invest in Change Management: Ensure staff are prepared and supported throughout implementation and optimization phases.
  4. Focus on Continuous Improvement: Regularly analyze outcomes data and patient feedback to refine and enhance personalization efforts.
  5. Scale Thoughtfully: Begin with pilot programs to demonstrate success before expanding to larger patient populations.

Conclusion: The Path Forward

Personalizing prevention through Medicare Annual Wellness Visits represents a fundamental shift from reactive healthcare to proactive, patient-centered care. By leveraging comprehensive technology platforms, healthcare providers can transform AWVs from routine check-ups into meaningful, engaging experiences that drive real health improvements.

The benefits extend beyond individual patient outcomes. Organizations implementing personalized AWV programs often see improved patient satisfaction, enhanced provider efficiency, better clinical outcomes, and stronger financial performance through value-based care arrangements.

In 2025, Medicare introduced changes to Annual Wellness Visits to improve preventive care and address comprehensive health needs, creating additional opportunities for healthcare organizations to enhance their AWV programs and demonstrate value.

The question is not whether to personalize Annual Wellness Visits, but how quickly healthcare organizations can implement comprehensive solutions that truly serve their patients’ diverse needs. With the right technology platform, implementation strategy, and commitment to patient-centered care, every Medicare AWV can become a meaningful step toward better health outcomes and a more sustainable healthcare system.

As we move forward, the organizations that succeed will be those that recognize AWVs not as compliance requirements, but as opportunities to build lasting relationships with patients while driving measurable improvements in health outcomes. The technology exists, the reimbursement models support it, and patients increasingly expect it. The time for personalized prevention is now.

Leveraging Medicare Annual Wellness Visit Program for Improved Chronic Disease Management and Patient Engagement

The Medicare Annual Wellness Visit (AWV) program, introduced in 2011 under the Affordable Care Act, offers a pivotal opportunity to enhance patient engagement and compliance among Medicare beneficiaries. By focusing on preventive care and personalized health planning, AWVs aim to improve health outcomes and reduce healthcare costs.

Source: NP Journal

Understanding the Medicare Annual Wellness Visit

The AWV is a yearly appointment available to Medicare Part B enrollees who have had coverage for more than 12 months. Unlike a traditional physical exam, the AWV emphasizes preventive care and includes:

  • A comprehensive health risk assessment
  • Review of medical and family history
  • Measurement of vital signs
  • Cognitive impairment screening
  • Personalized health advice and planning

This visit is covered by Medicare at no cost to the patient, provided the healthcare provider accepts Medicare assignment.

Source: Investopedia

Medicare AWV for Chronic Disease Management

Medicare Annual Wellness Visits (AWVs) play a critical role in chronic disease management by proactively identifying risks, fostering patient-provider communication, and enabling personalized care plans. Here’s how AWVs specifically improve chronic disease management:

🔍 1. Early Detection of Chronic Conditions

AWVs include comprehensive health risk assessments and screenings that can identify early signs of chronic diseases such as hypertension, diabetes, and cognitive decline. Early detection enables:

  • Timely interventions
  • Slower disease progression
  • Avoidance of costly emergency care

📊 Stat: According to the CDC, 90% of the nation’s $4.1 trillion in annual healthcare expenditures are for people with chronic and mental health conditions. AWVs help address this cost burden early on.

🧭 2. Personalized Prevention Plan

Each AWV results in a Personalized Prevention Plan tailored to the individual’s risk profile, which includes:

  • Recommended screenings and immunizations
  • Lifestyle modification goals (diet, exercise, smoking cessation)
  • Chronic condition monitoring recommendations

This structured planning boosts adherence and guides patients toward long-term health improvements.

👥 3. Strengthened Patient-Provider Relationship

AWVs offer dedicated, non-urgent time for discussions between patients and providers. This builds trust and allows for:

  • Better understanding of the patient’s goals
  • Shared decision-making in chronic condition management
  • Greater likelihood of treatment adherence

🗣️ Patients who feel heard and involved are more likely to comply with their care plans.

📅 4. Regular Monitoring & Care Coordination

Annual visits set a foundation for ongoing monitoring and follow-ups, especially for those with multiple chronic conditions. Through AWVs:

  • Providers can coordinate care across specialties
  • Gaps in medication adherence or referrals are identified
  • Remote patient monitoring or Chronic Care Management (CCM) can be triggered

📈 5. Increased Participation in Care Management Programs

AWVs often serve as a gateway for enrolling patients in other CMS care management programs, such as:

  • Chronic Care Management (CCM) for patients with 2+ chronic conditions
  • Remote Therapeutic Monitoring (RTM) for ongoing treatment adherence
  • Behavioral Health Integration (BHI) for comorbid mental health needs

These programs further enhance outcomes by providing continuous support.

✅ 6. Improved Compliance and Outcomes

Studies have shown that patients who receive AWVs are more likely to:

  • Complete recommended screenings
  • Follow chronic disease management plans
  • Stay out of the emergency room

📊 A study published in JAMA (2019) found that AWV recipients had a 5.7% higher rate of preventive service use and a 9% lower hospitalization rate over 2 years.

Enhancing Patient Engagement Through AWVs

AWVs serve as a structured platform for healthcare providers to engage patients in their health management actively. By developing personalized prevention plans, patients become more involved in their healthcare decisions, leading to increased adherence to medical advice and treatment plans.

Source: Oxford Academic

Moreover, AWVs facilitate the identification of health risks and early intervention, which is crucial in managing chronic conditions and preventing disease progression.

Source: NP Journal

Strategies to Improve AWV Participation

To enhance patient engagement and compliance through AWVs, healthcare providers can implement the following strategies:

1. Education and Outreach

Inform patients about the availability and benefits of AWVs through various channels, including in-office materials, community events, and digital platforms.

2. Streamlined Scheduling

Incorporate AWV scheduling into routine appointment workflows and offer flexible scheduling options to accommodate patients’ needs.

3. Team-Based Approach

Utilize a multidisciplinary team, including nurse practitioners and physician assistants, to conduct AWVs, thereby increasing capacity and accessibility. 

Source: Aging Research Alliance+1CMS+1

4. Use of Technology

Implement electronic health record (EHR) prompts and patient portals to identify eligible patients and facilitate appointment reminders.

5. Cultural Competency

Develop culturally tailored outreach programs to address barriers and encourage participation among diverse populations.

Conclusion

The Medicare Annual Wellness Visit program holds significant potential to improve chronic disease management and patient engagement through preventive care and personalized health planning. By adopting targeted strategies to increase participation, healthcare providers can enhance health outcomes and contribute to the overall efficiency of the healthcare system.

How HealthViewX Enhances Medicare Annual Wellness Visit Program

The Medicare Annual Wellness Visit (AWV) is a key preventive service offered to Medicare beneficiaries. This free yearly visit provides seniors with personalized health risk assessments and helps establish a preventive care plan to manage chronic conditions and avoid future illnesses. Although the AWV is vital for improving patient outcomes and reducing healthcare costs, its administration can be time-consuming and complex for healthcare providers.

HealthViewX, a leading care orchestration platform, offers a robust solution to optimize and enhance the delivery of the Medicare AWV program. By leveraging HealthViewX’s innovative tools, providers can streamline AWV workflows, improve patient engagement, and increase revenue through better compliance and preventive care management. In this blog, we will explore how HealthViewX supports and transforms the AWV process for healthcare organizations.

1. Streamlined Workflow and AWV Administration

Administering the Medicare Annual Wellness Visit requires detailed documentation and coordination between healthcare providers, clinical staff, and patients. Many practices struggle to manage the paperwork, follow-up tasks, and time-consuming administrative duties associated with AWVs.

How HealthViewX Helps:

  • Automated Patient Identification: HealthViewX’s platform identifies eligible Medicare patients for the AWV based on their last wellness visit and proactively schedules upcoming appointments. This automation ensures that no patients are overlooked, which can help boost compliance rates and patient outcomes.
  • Pre-Visit Data Collection: HealthViewX enables patients to complete a pre-visit health risk assessment questionnaire from the comfort of their homes. The platform’s user-friendly interface allows patients to enter their medical history, lifestyle data, and other critical information before their appointment, saving time during the in-person visit.
  • Customizable Workflows: HealthViewX offers providers the ability to customize AWV workflows based on practice needs, from appointment scheduling to post-visit follow-ups. This flexibility ensures that the AWV process is smooth and tailored to the specific demands of each practice.

2. Comprehensive Health Risk Assessments

One of the main goals of the AWV is to assess a patient’s current health status and identify risk factors for chronic diseases, such as heart disease, diabetes, and cancer. A thorough risk assessment can help providers develop personalized care plans and address potential health concerns early on.

How HealthViewX Helps:

  • Health Risk Assessment Tools: The platform comes with built-in tools for conducting health risk assessments, ensuring that providers collect the necessary data to evaluate a patient’s risk for chronic conditions. These assessments are based on validated questionnaires and clinical guidelines, giving providers confidence in the accuracy of the results.
  • Data Integration: HealthViewX seamlessly integrates with existing electronic health records (EHRs), pulling in data such as lab results, vital signs, and medications to provide a comprehensive view of the patient’s health. This integration eliminates manual data entry and ensures that the health risk assessment is based on up-to-date information.
  • Actionable Insights: Once the assessment is complete, HealthViewX’s analytics engine generates actionable insights, helping providers identify high-risk patients and prioritize interventions. Providers can use these insights to personalize care plans, address preventive care gaps, and engage patients in managing their health.

3. Improved Care Coordination and Follow-Up

Following the AWV, patients often need additional follow-up care, such as screenings, immunizations, or chronic care management services. Effective follow-up care is crucial for preventing the progression of chronic conditions and keeping patients on track with their health goals.

How HealthViewX Helps:

  • Automated Follow-Up Reminders: HealthViewX sends automated reminders to patients about upcoming screenings, vaccinations, or other follow-up services recommended during their AWV. These reminders are sent via text, email, or phone, helping ensure that patients stay on top of their preventive care and reducing the likelihood of missed appointments.
  • Care Plan Management: The platform allows providers to create and manage personalized care plans for each patient, including referrals to specialists or other healthcare services. Providers can easily track patients’ progress and adjust their care plans based on evolving health needs.
  • Chronic Care Management (CCM) Integration: For patients with chronic conditions, HealthViewX integrates seamlessly with CCM programs, enabling continuous monitoring and communication between providers and patients. This integration ensures a smooth transition from AWV to ongoing care management, helping reduce hospitalizations and improve long-term outcomes.

4. Enhanced Patient Engagement

Engaging patients in their healthcare journey is critical for the success of the Medicare AWV program. Patients who are active participants in their health decisions are more likely to follow through with preventive measures, adhere to medication plans, and achieve better health outcomes.

How HealthViewX Helps:

  • Patient Portal: HealthViewX includes a user-friendly patient portal where individuals can access their health risk assessment results, care plans, and upcoming appointments. Patients can also communicate with their care team and access educational materials about preventive care and chronic disease management.
  • Telehealth Integration: HealthViewX supports telehealth services, allowing providers to conduct portions of the AWV virtually, where applicable. This integration improves access for patients who may face barriers to in-person visits, such as transportation issues or mobility limitations.
  • Personalized Care Recommendations: Using the insights gained from the AWV, HealthViewX provides patients with personalized care recommendations, such as diet modifications, exercise plans, and preventive screenings. These recommendations are delivered through the patient portal or via automated messaging, keeping patients engaged in their wellness plans between visits.

5. Optimized Revenue and Reimbursement

The AWV program is a valuable source of revenue for healthcare providers, but maximizing reimbursement requires proper documentation and coding. Practices that fail to follow Medicare’s stringent guidelines for AWV billing may face denied claims or reduced payments.

How HealthViewX Helps:

  • Accurate Documentation and Coding: HealthViewX automates the documentation and coding process for AWVs, ensuring that all necessary information is recorded and submitted to Medicare in compliance with their requirements. This reduces the risk of claim rejections and ensures that providers receive full reimbursement for the services rendered.
  • Real-Time Reporting: The platform offers real-time reporting features, giving providers visibility into key performance metrics such as AWV completion rates, patient compliance, and financial performance. These insights enable practices to optimize their AWV program and identify areas for improvement.
  • Increased Revenue Opportunities: By improving AWV completion rates and enhancing patient engagement, HealthViewX helps practices unlock additional revenue opportunities. The platform’s seamless integration with chronic care management, remote patient monitoring (RPM), and other Medicare care coordination programs creates new streams of revenue, helping providers achieve value-based profitability.

Conclusion: Transforming the Medicare AWV Program with HealthViewX

The Medicare Annual Wellness Visit is a critical component of preventive healthcare for seniors, but its complexity can be a barrier for many providers. HealthViewX simplifies and enhances the AWV program by streamlining workflows, improving patient engagement, and ensuring accurate documentation for maximum reimbursement.

By leveraging HealthViewX’s advanced care orchestration platform, healthcare providers can deliver more effective preventive care, improve patient outcomes, and unlock new revenue streams. The platform’s integration with chronic care management, telehealth, and patient engagement tools ensures a comprehensive approach to managing Medicare patients’ wellness and long-term health.

As the demand for preventive healthcare grows, adopting a solution like HealthViewX can help providers stay ahead of the curve, meet Medicare requirements, and deliver high-quality care that improves both patient satisfaction and practice profitability.

2021 CPT Codes by the CMS for Medicare Extension Care Management Programs

Chronic Care Management:

The chronic care management program was virtually untouched by the 2021 Final Rule from CMS. There are three main CPT codes and two add-on CPT codes in 2021 that may be billed by primary care providers for CCM services.

C

Requirements for CCM:

Non-Complex CCM:

  • Two or more chronic conditions expected to last at least 12 months (or until the death of the patient)
  • Patient consent (verbal or signed)
  • Personalized care plan in a certified EHR and a copy provided to the patient
  • 24/7 patient access to a member of the care team for urgent needs
  • Enhanced non-face-to-face communication between patient and care team
  • Management of care transitions
  • At least 20 minutes of clinical staff time per calendar month spent on non-face-to-face CCM services directed by a physician or other qualified healthcare professional
  • CCM services provided by a physician or other qualified healthcare professional are reported using CPT code 99491 and require at least 30 minutes of personal time spent in care management activities

Complex CCM:

Shares common required service elements with CCM but has different requirements for:

  • Amount of clinical staff service time provided (at least 60 minutes)
  • The complexity of medical decision-making involved (moderate to high complexity)

CPT Reimbursement Codes for CCM Service:

Non-complex CCM:

  • CPT Code 99490– This code requires that patients must have two or more chronic conditions, as well as documented consent to enroll in the program AND receive at least 20 minutes of CCM services from clinical staff within a given month. A personalized care plan, which shows an assessment of all patient factors and identifies gaps and barriers to be addressed, is also required. Reimbursement Rates – CPT Code 99490 – $42/patient/month.
  • CPT Code 99439 (formerly  G2058) -This code allows providers to bill for each additional 20 minutes spent for Basic CCM services in a given month, up to 2 times. For example, if CCM services were provided for at least 40 minutes with a patient in a given month that was not Complex, 99490 ($42) and 99439 ($38) would be billed together for that month. Reimbursement Rates – CPT Code 99439 (formerly  G2058) – $38/patient/month.

Complex CCM:

  • CPT code 99487– This code has a higher rate of reimbursement than the Basic CCM CPT code. To bill using this code requires moderate or high complexity in medical decision making AND acknowledgment by both patient & provider of an acute exacerbation (generally defined as a sudden worsening of a patient’s condition that necessitates additional time and resources). The patient must receive at least 60 minutes of services from clinical staff within a given month to bill for this code. Reimbursement Rates – CPT Code 99487 – $93/patient/month.
  • CPT code 99489 – The same as with the Basic Chronic Care Management code, the Complex Chronic Care Management code also has an add-on CPT code to cover time spent beyond 60 minutes. It allows for billing for each additional 30 minutes spent for Complex CCM services within a given month. Reimbursement Rates – CPT Code 99489 – $45/patient/month.

Transitional Care Management:

Transitional Care Management (TCM) services address the hand-off period between the inpatient and community settings. After a hospitalization or other inpatient facility stay (e.g., in a skilled nursing facility), the patient may be dealing with a medical crisis, new diagnosis, or change in medication therapy. Family physicians often manage their patients’ transitional care.

medicare reimbursement codes

Requirements for TCM:

  • Contact the beneficiary or caregiver within two business days following a discharge. The contact may be via the telephone, email, or a face-to-face visit. Attempts to communicate should continue after the first two attempts in the required business days until successful.
  • Conduct a follow-up visit within 7 or 14 days of discharge, depending on the complexity of medical decision-making involved. The face-to-face visit is part of the TCM service and should not be reported separately.
  • Medicine reconciliation and management must be furnished no later than the date of the face-to-face visit.
  • Obtain and review discharge information.
  • Review the need for diagnostic tests/treatments and/or follow up on pending diagnostic tests/treatments.
  • Educate the beneficiary, family member, caregiver, and/or guardian.
  • Establish or reestablish referrals with community providers and services, if necessary.
  • Assist in scheduling follow-up visits with providers and services, if necessary.

CPT Reimbursement Codes for TCM Service:

  • CPT code 99495 – moderate medical complexity requiring a face-to-face visit within 14 days of discharge. Reimbursement  rate – $175.76/patient/month.
  • CPT code 99496 – high medical complexity requiring a face-to-face visit within seven days of discharge. Reimbursement  rate – $237.11/patient/month.

Allowed reported services alongside TCM services include,

  • Prolonged services without direct patient contact (99358-99359);
  • Home and outpatient international normalized ratio (INR) monitoring (93792-93793);
  • End-stage renal disease (ESRD) services for patients ages 20 years and older (90960-90962, 90966, or 90970);
  • Interpretation of physiological data (99091); and
  • Care plan oversight (G0181-G0182).

Remote Patient Monitoring:

RPM involves the collection and analysis of patient physiologic data that are used to develop and manage a treatment plan related to a chronic and/or acute health illness or condition.

CMS

Requirements for RPM:

To qualify for CMS reimbursements for utilizing the RPM services efficiently, the service providers and hospitals need to ensure the following:

  • Medicare part B patients are imposed 20% of copayment (renouncing the copayments regularly can trigger penalties under the Federal Civil Monetary Penalties Law and also the Anti-Kickback Statute)
  • Patients must take the remote monitoring services and are required to monitor for a minimum of 16 days to be applicable for a billing period.
  • The RPM services must be ordered by skilled physicians or other qualified healthcare experts.
  • Data must be wirelessly synced for proper evaluation, analysis, and treatment.

CPT Reimbursement Codes for RPM Service:

  • CPT code 99453It is a one-time practice expense reimbursing for the setup and patient education on RPM equipment. This code covers the initial setup of devices, training and education on the use of monitoring equipment, and any services needed to enroll the patient on-site. Reimbursement  rate – $18.77/patient/month.
  • CPT code 99454This code covers the supply and provisioning of devices used for RPM programs, and the code is billable only once in a 30-day billing period. Reimbursement  rate – $64.44/patient/month.
  • CPT code 99457This code covers the direct monthly expense for the remote monitoring of physiologic data as part of the patient’s treatment management services. To receive reimbursement, the physician, QHP or other clinical staff must provide RPM treatment management services for at least 20 minutes per month. Reimbursement  rate – $51.61 (non-facility); $32.84 (facility) /patient/month.
  • CPT code 99458This code is an add-on code for CPT Code 99457 and cannot be billed as a standalone code. This code can be utilized for each additional 20 minutes of remote monitoring and treatment management services provided. Reimbursement  rate – $42.22 (non-facility); $32.84 (facility) /patient/month.

Principal Care Management:

PCM codes are intended to cover services for patients with only one complex chronic condition that requires management by a specialist. Like other chronic care management (CCM) codes (chronic care management, transitional care management), the PCM codes are intended to reimburse physicians for the additional work they do to take care of high-risk, complex patients. This includes the extra time and work required for medication adjustments, creating a care plan, patient follow-up, and more.

Healthcare technology

Requirements for PCM:

  • One complex chronic condition lasting at least 3 months, which is the focus of the care plan,
  • The condition is of sufficient severity to place the patient at risk of hospitalization or has been the cause of recent hospitalization,
  • The condition requires development or revision of a disease-specific care plan,
  • The condition requires frequent adjustments in the medication regimen, and/or the management of the condition is unusually complex due to comorbidities

CPT Reimbursement Codes for PCM Service:

  • CPT Code G2064 – requires 30 minutes of provider (allergist, NP, PA) time each calendar month to care for the patient. This code can be billed monthly (in addition to appropriate E/M codes) and approximate reimbursement is $52/patient/month.
  • CPT Code G2065 –  requires 30 minutes of clinical staff time directed by a provider each calendar month for patient care. Provider supervision does not require the provider to be onsite while clinical staff performs PCM services. This code can be billed monthly (in addition to appropriate E/M codes) and approximate reimbursement is $22/patient/month.

Annual Wellness Visit:

The Annual Wellness Visit (AWV) is a yearly appointment with your primary care provider (PCP) to create or update a personalized prevention plan. This plan may help prevent illness based on your current health and risk factors. Keep in mind that the AWV is not a head-to-toe physical.

healthcare solutions

Requirements for AWV:

For G0438 (initial visit),

  • Billable for the first AWV only.
    • Patients are eligible after the first 12 months of Medicare coverage.
    • For services within the first 12 months, conduct the Initial Preventive Physical Exam (IPPE), also referred to as the Welcome to Medicare Visit (G0402).
  • The patient must not have received an IPPE within the past 12 months.
  • Administer a Health Risk Assessment (HRA) that includes, at a minimum: demographic data, self-assessment of health status, psychosocial and behavioral risks, and activities of daily living (ADLs), instrumental ADLs including but not limited to shopping, housekeeping, managing own medications, and handling finances.
  • Establish the patient’s medical and family history.
  • Establish a list of current physicians and providers that are regularly involved in the medical care of the patient.
  • Obtain blood pressure, height, weight, body mass index or waist circumference, and other measurements, as deemed appropriate.
  • Assess a patient’s cognitive function.
  • Review risk factors for depression, including current or past experiences with depression or mood disorders.
  • Review patient’s functional ability and safety based on direct observation, or the use of appropriate screening questions.
  • Establish a written screening schedule for the individual, such as a checklist for the next 5 to 10 years based on appropriate recommendations.
  • Establish a list of risk factors and conditions for primary, secondary, or tertiary intervention.
  • Provide personalized health advice to the patient, as appropriate, including referrals to health education or preventive counseling services and programs.
  • At the patient’s discretion, furnish advance care planning services.

For G0439 (subsequent visit),

  • Billable for subsequent AWV.
  • The patient cannot have had a prior AWV in the past 12 months.
  • Update the HRA.
  • Update the patient’s medical and family history.
  • Update the current physicians and providers that are regularly involved in providing the medical care to the patient, as developed during the initial AWV.
  • Obtain blood pressure, weight (or waist circumference, if appropriate), and other measurements, as deemed appropriate.
  • Assess a patient’s cognitive function.
  • Update the written screening schedule checklist established in the initial AWV.
  • Update the list of risk factors and conditions for which primary, secondary, and tertiary interventions are recommended or underway.
  • Provide personalized health advice to the patient, as appropriate, including referrals to health education or preventive counseling services and programs.
  • At the patient’s discretion, the subsequent AWV may also include advance care planning services.

CPT Reimbursement Codes for AWV Service:

The four CPT codes used to report AWV services are,

  • G0402 Initial Preventive Physical Exam – This code is used for patients visiting within 12 months after enrolling in Medicare.
  • G0438 Initial Visit – This visit is eligible within 11 calendar months from the date of IPPE.
  • G0439 Subsequent Visit – This code is used for every subsequent visit. Patients are eligible for this benefit every year after their Initial AWV.
  • CPT 99497/99498Patients are eligible for an Advance Care Planning (ACP) at any time. But if performed during an AWV, the patient has no copay.

Behavioral Health Integration:

Integrating behavioral health care with primary care (“behavioral health integration” or “BHI”) is an effective strategy for improving outcomes for millions of Americans with behavioral health conditions. Medicare makes separate payments to physicians and non-physician practitioners for BHI services they furnish to beneficiaries over a calendar month service period.

medicare cpt codes

Requirements for BHI:

  •  Any mental or behavioral health condition being treated by the billing practitioner, including substance use disorders, that, in the clinical judgment of the billing practitioner, warrants BHI services.
  • The diagnosis or diagnoses could be either pre-existing or made by the billing practitioner and may be refined over time.

CPT Reimbursement Codes for BHI Service:

The CPT code used to report BHI services is,

  • CPT Code 99494 – Initial or subsequent psychiatric collaborative care management, each additional 30 minutes in a calendar month of behavioral health care manager activities, in consultation with a psychiatric consultant, and directed by the treating physician or other qualified healthcare professional.

References:

https://signallamphealth.com/2021-medicare-cms-chronic-care-management-ccm-cpt-code-updates/

https://www.cms.gov/newsroom/fact-sheets/final-policy-payment-and-quality-provisions-changes-medicare-physician-fee-schedule-calendar-year-1

https://college.acaai.org/new-principal-care-management-cpt-codes/#:~:text=G2064%20requires%2030%20minutes%20of,is%20%2452%2Fpatient%2Fmonth

https://www.aafp.org/family-physician/practice-and-career/getting-paid/coding/transitional-care-management.htm

https://www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-MLN/MLNProducts/Downloads/BehavioralHealthIntegration.pdf