How to avoid Medicare annual wellness visit denials (2024)

If you’re seeing a high number of denials for Medicare annual wellness visits (AWVs), you’re not alone. Identifying whether to code for an Initial Preventive Physical Exam (IPPE, or the “Welcome to Medicare” visit), an initial Medicare AWV, or a subsequent Medicare AWV can be tricky.

Common reasons for denial include the folllowing:

1. Billing a G0438 (initial Medicare AWV) or G0439 (subsequent Medicare AWV) when the patient has been enrolled in Medicare Part B for 12 months or less. This situation instead calls for billing G0402 (IPPE).

2. Billing for a Medicare AWV when the patient only has Medicare Part A. They must have Part B coverage as well.

3. Using the wrong primary diagnosis code. If the primary diagnosis code is problem-oriented (e.g., diabetes or hypertension), Medicare will most likely deny a claim for an AWV, because AWVs are “well visits.” Instead, list a well code (e.g., Z00.0X, “encounter for general adult exam”) as the primary diagnosis.

The IPPE also has a slightly different set of required components (e.g., advance care planning and visual acuity screening with documentation of results in the note) than the two types of AWVs (e.g., instrumental activity of daily living and assessment of cognitive function).

Here are some frequently asked questions to help you further navigate the world of AWV billing, as well as a side-by-side comparison of the three types of Medicare wellness visits.

FAQs

Q - What is the difference between a Medicare AWV and a preventive visit?

A - Medicare AWVs consist of three specific visit types statutorily covered by Medicare with no co-pay or deductible. They are the IPPE (the “Welcome to Medicare” visit, G0402), the initial AWV (G0438), and the subsequent AWV (G0439). These visits do not require a comprehensive physical exam. Preventive visits (9938X and 9939X) are covered by commercial/managed care and Medicaid plans and require a comprehensive physical exam. They are also include no co-pay or deductible.

Q - Can a Medicare patient receive a preventive visit?

A - Yes, but traditional Medicare does not cover these visits (9938X and 9939X are statutorily prohibited), so patients with that coverage will have to pay 100% out-of-pocket. However, some Medicare Advantage plans cover both Medicare AWVs (G codes) and non-Medicare (commercial) preventive visits (9938X and 9939X). Medicare Advantage patients would need to check their plan benefits to find out if they have coverage for both.

Q - Is the IPPE the same as the initial AWV?

A - No, the IPPE is the Initial Preventive Physical Examination, also known as the "Welcome to Medicare" visit (G0402), while the initial AWV (G0438) is the patient’s first Medicare AWV following the IPPE. These are two different types of visits, and billing a G0438 when the patient was actually only eligible for a G0402 is a common cause of denials.

Q - What diagnosis code should I use to bill a Medicare wellness exam?

A - Use the Z00 family of codes.

Q - Do Medicare wellness visits need to be performed 365 days apart?

A - No. A Medicare wellness visit may be performed in the same calendar month (but different year) as the previous Medicare wellness visit. For example, if a patient had a Medicare AWV on June 30, 2020, then that patient is eligible again on June 1, 2021. If a patient had a Medicare AWV on June 1, 2020, then that patient is also eligible again on June 1, 2021. But if you bill a Medicare AWV for either patient on May 31, 2021, it will be denied, because it is in a different calendar month and too soon.

Q - Can I bill for a Medicare AWV and a commercial insurance preventive visit for the same patient in the same year?

A - Yes, you can do this if the patient has both as part of their covered benefits. Some patients have a commercial payer as their primary insurance and Medicare as their secondary.

Q - Can I perform Medicare wellness visits in skilled nursing facilities or as home visits?

A - Yes. Just make sure the place of service (POS) on the claim corresponds to the correct location.

Q - Can I perform a pap smear or pelvic exam during a Medicare AWV?

A - Yes, and they are both separately billable. Use code Q0091 for the screening pap smear in a Medicare patient. The pelvic exam must be combined with a breast exam and then billed together using G0101. Specific documentation components are required for the G0101.

Q - If a patient has a managed Medicare plan (non-traditional Medicare), can I still bill a G code (G0402, G0438, or G0439) for a wellness visit?

A - Yes. Traditional Medicare and all managed Medicare plans will accept the G codes for AWVs.

Q - Can I bill a routine office visit with a Medicare AWV?

A - When appropriate, a routine office visit (9920X and 9921X) may be billed with a Medicare AWV. Modifier -25 should be appended to the evaluation and management (E/M) code. Cost sharing will apply to the E/M service, though, just as it would without the Medicare AWV. Make sure patients are aware of this, as some may expect that all services provided on the same day as the Medicare AWV are covered at 100%.

Which type of Medicare AWV is this?

— Vinita Magoon, DO, JD, MBA, MPH, CMQ, Baylor Scott & White Health, Temple, Texas

Posted on Feb 04, 2021 by FPM Editors

How to avoid Medicare annual wellness visit denials (2024)

FAQs

Can you refuse a Medicare wellness visit? ›

Can I refuse the Medicare Annual Wellness visit? Since Medicare's AWV is not mandatory, you can refuse this service if your doctor offers it to you. However, an AWV can help your doctor uncover potential health concerns and provide an action plan for moving forward.

Is a Medicare annual wellness visit mandatory? ›

Medicare does not require that you have a Medicare Wellness Visit every year. But it's important to take advantage of all the Medicare benefits available to you. This free yearly visit is an extra tool in your health care toolbox.

What are the three words to remember for a Medicare wellness exam? ›

MEDICARE ANNUAL WELLNESS VISIT PHYSICIAN WORKSHEET

Word recollection (Banana, Sunrise, Chair) Have patient repeat the 3 words, tell them to remember them.

Are Medicare wellness visits worth it? ›

The primary purpose of the Medicare Wellness Visit is prevention. It plays a key part in helping to reduce your risk for common preventable health problems such as heart disease, stroke and type 2 diabetes, as well as for injuries from falls or other causes.

Do you have to answer Medicare wellness questions? ›

Your health care provider will ask you to fill out a questionnaire, called a “Health Risk Assessment,” as part of this visit. Answering these questions can help you and your doctor develop or update a personalized prevention plan to help you stay healthy and get the most out of your visit.

Is bloodwork part of a wellness visit? ›

Although there are no definite rules about which laboratory tests should be included in an annual wellness exam, most doctors prescribe routine tests for better insight into an individual's medical condition. These tests may include urinalysis, complete blood count and picture, and chemistry panel.

What documentation is required for Medicare annual wellness visit? ›

Capture essential, routine measurements. These would include height, weight, body mass index/waist circumference, blood pressure, and any other measurements you determine to be appropriate based on the medical and family history noted earlier.

Why doesn't Medicare pay for annual physicals? ›

The decision to pay for annual Medicare wellness exams rather than an annual physical exam does not mean that annual physicals are unimportant. Rather, it would seem that the federal government believes annual wellness visits are more important to a Medicare beneficiary's long-term health.

Does Medicare Wellness have to be 365 days apart? ›

Subsequent visits must be at least 365 days, or one full year, after your previous year's visit. Medicare offers the Annual Wellness Visit at no cost for those who have Medicare Part B coverage. A physical exam can be scheduled at any time. You or your insurance carrier will be responsible for the cost of this exam.

What is the 5 word test? ›

Introduction: The five-word test (5WT) is a serial verbal memory test with semantic cuing. It is proposed to rapidly evaluate memory of aging people and has previously shown its sensitivity and its specificity in identifying patients with AD.

What if you fail the 5 word memory test? ›

Failing such a test does nolt mean someone has dementia. But it signals there might be a problem with short-term memory that should be checked by a doctor. Maybe it is something fixable, like depression or thyroid disease. Maybe it is an Alzheimer's warning sign.

What is the 5 word memory test for Medicare? ›

In this test, a person is given five words to remember and then asked to recall them after a short break. It's often used by doctors to help identify memory issues like dementia, Alzheimer's disease or mild cognitive impairment.

What is not covered in a Medicare annual wellness visit? ›

Bloodwork, X-rays, lab tests, and any other medical biometric data collection are explicitly not covered under Medicare's Annual Wellness Visit.

What is the point of a Medicare wellness exam? ›

The Medicare annual wellness visit, covered by Medicare, allows your health-care provider to conduct a health risk assessment and propose screenings and prevention strategies. As well, your provider will make sure all your immunizations, cancer screenings and other screenings are discussed and scheduled.

How do I prepare for Medicare annual wellness visit? ›

Review your medical history and your health risk assessment. Develop or update a list of your current providers and medications. Take your height, weight, blood pressure and other routine measurements. Complete a screening for depression and for any problems with memory or thinking.

Can you refuse the Medicare cognitive test? ›

You will not face any penalties or repercussions from Medicare if you skip or refuse the Annual Wellness Visit. AWV is voluntary and not mandatory and is meant to help uncover potential health conditions early on.

Are wellness checks worth it? ›

Benefits of Regular Wellness Checks

Regular wellness checks can lead to early detection of diseases like cancer through screening tests. They also provide an opportunity for better health monitoring, particularly for chronic conditions like hypertension and diabetes.

Can I deny Medicare coverage? ›

You can opt out of Medicare, but you may lose your Social Security or Railroad Retirement Board benefits. Also, if you decline Medicare coverage initially, you may have to pay a penalty if you decide to enroll later.

Top Articles
Latest Posts
Article information

Author: Kerri Lueilwitz

Last Updated:

Views: 6303

Rating: 4.7 / 5 (67 voted)

Reviews: 90% of readers found this page helpful

Author information

Name: Kerri Lueilwitz

Birthday: 1992-10-31

Address: Suite 878 3699 Chantelle Roads, Colebury, NC 68599

Phone: +6111989609516

Job: Chief Farming Manager

Hobby: Mycology, Stone skipping, Dowsing, Whittling, Taxidermy, Sand art, Roller skating

Introduction: My name is Kerri Lueilwitz, I am a courageous, gentle, quaint, thankful, outstanding, brave, vast person who loves writing and wants to share my knowledge and understanding with you.