The health risk assessment reaches your patient before the Annual Wellness Visit, so the screens are scored and the gaps flagged when they walk in. And when the memory screen is positive, the Cognitive Assessment & Care Plan it calls for is set up rather than forgotten.
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Your staff sends a link. The patient answers in plain language on their phone at home, or family answers with them, or your staff reads it out over the phone.
Function, falls, home safety, mood and memory come in scored, with the gaps flagged. The visit note and the patient’s own screening schedule and prevention plan follow.
~$119 · Annual Wellness Visit (varies by locality)A positive memory screen becomes a Cognitive Assessment & Care Plan instead of a note nobody acts on, with the caregiver history collected before that visit.
~$260 · CPT 99483 (varies by locality)Nothing to install, no integration project, and no change to how you chart. You can do the first one with a single patient and see the whole thing end to end.
Your practice name and your details, entered once. A few minutes.
A name is enough. The link goes to the patient, or to family, or your staff reads it out.
The answers arrive scored. You review, sign, and the patient leaves with their schedule and plan.
These visits are defined by what has to be documented. Each one is built so the elements are tracked as you work, and so the visit that finds a problem hands over to the visit that addresses it.
G0438 / G0439 · ~$119 per visit (varies by locality)
The health risk assessment reaches the patient before the appointment, so the screens are scored and the gaps flagged when they walk in.
The patient leaves with the written screening schedule and prevention plan Medicare requires.
CPT 99483 · ~$260 per visit (varies by locality)
Every required element is tracked as you work, and the caregiver history is collected before the visit rather than improvised in the room.
A positive memory screen at the Annual Wellness Visit becomes this, instead of a note nobody acts on.
The Annual Wellness Visit is where cognitive impairment is meant to be found. The cognitive care plan is what happens next. Running them apart is why the second one so rarely happens.
Medicare defines what the Annual Wellness Visit must contain. The builder tracks each element during the visit, so you can see what is still outstanding before you sign rather than afterwards.
Any provider eligible to report these services, in the settings where Annual Wellness Visits happen and cognitive impairment is found.
Dedicated cognitive assessments and care planning for an older, higher-prevalence panel.
Structured staging, screening, and a defensible written plan for cognitive-impairment workups.
Convert a concern found at the AWV or a routine visit into a compliant, billable 99483.
Any practitioner eligible to report E/M can furnish and sign the service within their scope.
The health risk assessment is required at every Annual Wellness Visit. Sending it ahead is the difference between a visit spent on questions and a visit spent on the patient.
The patient gets a private link. No login for them, and no health detail in the message itself.
Plain language, one question at a time, on a phone. Family can answer with them, and your staff can read it out over the phone when that is easier.
Function, falls, home safety, mood and memory come back scored, with the gaps flagged against the required element list.
When memory is flagged, the same mechanism sends the caregiver the history the Cognitive Assessment & Care Plan requires. See the 99483 workflow →
The Annual Wellness Visit is supposed to end with a written screening schedule for the next five to ten years and a personalized prevention plan. Not a printout of your note. Something they can read at the kitchen table and act on.
Health risk assessment completed by the patient four days before the visit. Self-rated health good. Stated goal: to keep gardening and stay in her own home.
Functionally independent for personal care, needs help with finances and transport. One fall in the last twelve months, with unsteady walking and a fear of falling. Mood screen negative. Cognitive screen borderline, and her daughter has noticed repeated questions over the last year.
| What | When |
|---|---|
| Colorectal cancer screening | Due now, FIT kit given today |
| Bone density scan | Due now, referral made |
| Influenza vaccination | Each autumn |
| Shingles vaccination | Due now, at the pharmacy |
| Breast cancer screening | Next due 2028 |
| Hearing check | 2027, sooner if conversation becomes harder |
| Annual Wellness Visit | November 2027 |
Not a transcript. A structured PDF in CMS order: findings in plain language, recommendations with a named responsible party, referrals, and a follow-up schedule. Your staff drops it into the chart; the family gets their copy.
Cognitive testing today shows impairment in short-term recall and executive function. Functional assessment indicates independence in basic ADLs, with support needed for finances and medication management. Dementia staging is consistent with mild dementia, corroborated by the independent historian. Depression screen negative.
| Instrument | Domain | Result |
|---|---|---|
| Mini-Cog | Cognition | 2 / 5 |
| Lawton-Brody IADL | Function | 5 / 8 |
| FAST | Dementia staging | Stage 4 |
| PHQ-2 | Depression screen | Negative |
Already using an ambient scribe (Doximity, DAX, Abridge) or a dictation? Paste the visit note and the assessment pre-fills itself, including the standardized instrument scores. You review the few gaps and sign. No typing during the visit.
A scribe turns conversation into a note. The Cognitive Assessment & Care Plan is a different job: a mandated, structured assessment that produces a billable, audited care plan (CPT 99483), with defined CMS-required elements a note cannot satisfy on its own. We build that from what your scribe already captured. Depth where it’s billable, not another transcript.
Encrypted, access-controlled, and yours. The clinician stays the author of every record. HIPAA-ready, with a BAA available on request.
The Annual Wellness Visit reimburses ~$119 and the Cognitive Assessment & Care Plan ~$260, both varying by locality. Start free and pay per export, or go unlimited for a flat monthly rate. You review and sign every plan.
Bill it the same day as the AWV with modifier 25, or as a separate visit. See the billing guide.
Run the structured 99483 workflow free. Pay only when you export a care plan.
Unlimited 99483 care plans for one provider. One reimbursed visit (~$260, varies by locality) covers two months.
For memory clinics and groups running 99483 at volume across multiple providers.
No. It stands on its own and hands you a finished note and the patient documents. There is nothing to install and nothing changes about how you chart.
Usually the patient, at home, on their phone. Family can do it with them, and your staff can read it out over the phone when that is easier. There is no login.
CPT 99483 is the Medicare code for the Cognitive Assessment and Care Plan: a comprehensive assessment of a patient with cognitive impairment that produces a written care plan. It requires an independent historian and medical decision making of moderate or high complexity. Read the code description →
Around $260 per visit nationally. The exact amount is updated annually and varies by locality. See reimbursement and RVUs →
Yes. Append modifier 25 to the 99483, or bill it as a separate visit. Both paths are valid. Read the same-day billing guide →
Yes. A spouse, adult child, or another knowledgeable informant is required. Their history can be captured before the visit; it does not have to happen in the exam room. Read the independent historian guide →
No. It is a service-based code. Completing and documenting the required elements supports the claim, not the minutes spent. Read more →
Create your account in minutes. Send one health risk assessment before your next Annual Wellness Visit and see what comes back. Free to start, no credit card.
Get Started Free →Or build an Annual Wellness Visit note first, no account needed.
Book a demo and we’ll walk the full flow, from assessment to signed care plan to EHR write-back.