Annual Wellness Visit Checklist

Technology 4 items

Charged device — phone, tablet, or computer

Keep it plugged in or fully charged before your telehealth appointment begins

Stable internet or Wi-Fi connection

Moving closer to your router can help if your signal tends to be weak

Working camera and microphone

A quick test beforehand using your camera app ensures everything is ready to go

Quiet, well-lit, private space

Good lighting helps your provider see you clearly, and privacy keeps your conversation confidential

Recent Vitals 2 items

Your current weight and height

Step on a scale before the visit and have your most recent height on hand

Blood pressure reading

Take a reading shortly before your appointment and have it written down to share with your provider

Medications & Supplements 3 items

All prescription medication bottles

Have them nearby to read off names, dosages, and how often you take each one

Over-the-counter medications

Pain relievers, antacids, sleep aids, allergy medications, eye/ear drops

Vitamins, herbs & dietary supplements

Even "natural" products can interact with medications — please include everything you take

Medical & Family History 4 items

List of current and past medical conditions

Surgeries, hospitalizations, and chronic illnesses such as diabetes or hypertension

Family medical history

Major conditions in parents, siblings, and children — especially hereditary ones

Vaccination & immunization records

Flu, pneumonia, shingles, COVID-19, and any others you have received

Known allergies

Medication and food allergies and the reactions they cause

Your Care Team 2 items

Names and contact info for all your providers

Specialists, therapists, dentists — name, phone number, and specialty

Name and phone number of your pharmacy

Health Concerns & Priorities 3 items

A written list of your questions and concerns

Pain, fatigue, sleep issues, memory, mood changes, or anything new since your last visit — no concern is too small

Lifestyle habits to discuss

Diet, physical activity, tobacco or alcohol use, and any fall risks at home

Advance directive or healthcare proxy (if you have one)

Living will or power of attorney for healthcare

Mental & Cognitive Health 2 items

Notes on memory or cognitive changes

Memory lapses, confusion, or difficulty concentrating that you or your family have noticed

Notes on mood or emotional well-being

Feelings of stress, anxiety, sadness, loneliness, or depression are a valued part of your wellness review

Annual Wellness Visit (AWV) Checklist, What to Expect at Your Medicare Wellness Exam