1-855-700-8583( TTY: 711)|Mon - Fri, 8 AM - 8 PM ET
  • 1-855-700-8583 | TTY: 711
    Call a licensed insurance agent Mon - Fri, 8 AM - 8 PM ET

Is the Medicare Annual Wellness Visit Mandatory?

Sam Mutchie
  • Doctors
An older man sitting next to a woman in blue scrubs. He is pointing at a tablet in her hands and smiling.

If you’re new to Medicare, you may have heard of a free service covered under Medicare Part B called the Annual Wellness Visit. This routine exam is a no-cost option for Medicare participants that may help them stay on top of preventive care and overall wellness.

The Medicare Annual Wellness Visit is not required, but it is recommended.

What is the Medicare Annual Wellness Visit?

Medicare Part B covers two distinct types of wellness visits. New Medicare enrollees may visit their doctor for a free “Welcome to Medicare” wellness visit once within the first 12 months after signing up for Medicare Part B. The assessments and measurements taken during this initial visit are typically used as a baseline for future visits.

After you have been covered by Medicare Part B for 12 months, you are also entitled to a free Annual Wellness Visit. You do not have to pay for this visit, nor does your deductible apply, unless your doctor performs tests outside of what’s covered by the preventive exam.

The purpose of this visit is to create a “personalized prevention plan” to help keep you healthy and reduce your risk for disease or disability. Typically, this visit includes:

· Routine measurements for height, weight and blood pressure

· Discussions about your medical and family history

· Documentation of your current medications

· Screenings for depression

· An establishment of your health risk factors

· A new or updated written schedule for preventive care screenings

· Personalized wellness advice

During this visit, your doctor might also screen your hearing, as well as conduct a cognitive impairment assessment to check for signs of Alzheimer’s disease or dementia.

A Medicare Annual Wellness Visit is not the same as a traditional “physical” exam. The wellness visit does not usually include diagnostics like blood work, urine testing or comprehensive examinations of areas on your body like your lungs or abdomen.

In order to have Medicare Part B cover 100 percent of your Annual Wellness Visit, you’ll need to see a participating Medicare healthcare provider. Additionally, if your doctor diagnoses or needs to treat a health condition during this exam, those services are unlikely to be covered as part of the free visit. In this case, you’ll be billed through your typical Medicare Part B coverage, which is subject to the deductible and coinsurance.

If you have a Medicare Advantage plan instead of Original Medicare, you are still entitled to a free Annual Wellness Visit. However, you may also be entitled to physical examinations or other types of care based on the benefits of your plan.

Are you required to go to the Medicare Annual Wellness Visit?

The Medicare Annual Wellness Visit is not mandatory. While you may take advantage of these visits for free once per year, it’s not a requirement to keep your Medicare benefits. There is no penalty if you choose not to go.

But going is generally a good idea. Medicare covers these visits as a service to encourage you to seek routine preventive care and stay on top of your overall health and wellness. A free visit with your primary healthcare provider can help you monitor your health and identify potential medical problems more easily.

If you want more preventive care benefits beyond what’s covered by the Medicare Annual Wellness Visit, a Medicare Supplement or Medicare Advantage plan may help you take greater control over your health. Learn more by contacting PlanEnroll. We represent a wide range of plans from leading insurance companies — and we can help you find the right coverage for your needs. Our licensed insurance agents are ready to assist you.

PlanEnroll is a brand operated by Integrity Marketing Group, LLC and used by its affiliated licensed insurance agencies that are certified to sell Medicare products. PlanEnroll is not endorsed by the Center for Medicare & Medicaid Services (CMS), the Department of Health and Human Services (DHHS), or any other government agency.

Responsive Image

Ready to find coverage in your area?

View Medicare coverage options in your area
Responsive Image

Get personalized guidance

Connect with a licensed insurance agent1-855-700-8583Or have an agent contact you

Continue Reading

Pre-Existing Conditions and Medicare
Most American have been diagnosed with a pre-existing condition by the time they reach Medicare age. Learn how to get the most out of your coverage.
  • Medicare Part A
  • Medicare Part B
  • Medicare Advantage
  • Medicare Part D
  • Medicare Supplement
Read More
Medicare Costs
Read here to learn the differences between OOP, deductibles, premiums, coinsurance and copays.
  • Financial
  • Private Insurance
Read More
Vision & Dental
Does Original Medicare cover dental and vision? How do I get coverage? Read here for answers to these common questions and more.
  • Dental
  • Vision
  • Coverage
Read More
trustedform
Connect with us

PlanEnroll represents Medicare Advantage HMO, PPO, PFFS, and Prescription Drug Plan organizations that have a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment depends on the plan’s contract renewal. Enrollment in a plan may be limited to certain times of the year unless you qualify for a Special Enrollment Period or you are in your Medicare Initial Enrollment Period. Not all plans offer all of these benefits. Benefits may vary by carrier and location. Limitations and exclusions may apply. Every year, Medicare evaluates plans based on a 5-star rating system.

PlanEnroll is a brand operated by Integrity Marketing Group, LLC and is used by its affiliated licensed insurance agencies that are certified to sell Medicare products. PlanEnroll, PlanEnroll.com is a non-government website and is not endorsed by the Centers for Medicare and Medicaid Services (CMS), the Department of Health and Human Services (DHHS) or any other government agency.

We do not offer every plan available in your area. Currently we represent 0-78 organizations which offer 0-2,613 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

The exact carrier and plan counts are determined by your zip code and county.

To send a complaint to Medicare, call 1-800-MEDICARE (TTY users should call 1- 877-486-2048), 24 hours a day/7 days a week). If your complaint involves a broker or agent, be sure to include the name of the person when filing your grievance. If you are already a member, please contact your health plan to file a complaint.

Final expense life insurance may not cover the entire cost of your funeral and may be used by the designated beneficiary for any purpose rather than being limited to specific funeral services and providers. Final expense life policies will have a lower face value than most traditional term or whole life policies as they are intended for a specific purpose of covering those final costs rather than providing comprehensive support for surviving family members. This type of policy generally doesn’t require a medical exam, but premiums will be higher the older you are, and some benefit payouts may be limited during the first few years of coverage for those with significant health issues. Reducing or skipping premium payments will impact the amount of interest paid and may impact how long the policy lasts. Accessing the cash value of a policy will reduce the available cash surrender value and the death benefit. A policy owner does not have the ability to make unlimited payments into the policy. If too much is paid into the policy, it will become a Modified Endowment Contract (MEC) and withdrawals and loans will be taxable. Coverage may not be available in all states and may vary by state. Policy guarantees are based upon the claims-paying ability of the issuing life insurance company.

An annuity is an insurance contract between an insurance company and a contract owner. An annuity can be used to help save for supplemental income for retirement and/or preserve funds already saved for retirement. Interest and other guarantees in an annuity are subject to the claims-paying ability and financial strength of the insurance company that issues the product. Annuities are long-term vehicles. Many have surrender charges over many years, and withdrawals from an annuity prior to age 59 ½ may be subject to a 10% tax penalty. The growth in an annuity is tax-deferred, but taxes will be owed on withdrawals. Any withdrawal will reduce your annuity insurance contract value. Consult your annuity insurance contract for specific terms and conditions. Insurance agents do not provide, tax, legal or accounting advice.

Multi-year guaranteed annuities (MYGAs) are a type of fixed annuity with a guaranteed interest rate that typically lasts for multiple years. Fixed Indexed Annuities (FIAs) do not involve investments in an index. The index performance used to calculate credited interest typically does not include dividends. Some FIAs involve the use of multiple indexes. Methodologies for crediting interest differ among FIA products (e.g., point to point, high water mark, annual resets, single year, multi-year, etc.). Interest crediting methodologies may include caps, participation rates, spreads, margins, or fees that may change from time to time depending on the product.