How Do I Bill Medicare Annual Wellness Visits?

What Do Psychiatry Billing Services in Chicago, Illinois Include?

To bill a Medicare Annual Wellness Visit (AWV) correctly, you must first confirm the patient’s Medicare eligibility and determine which preventive service applies. The most common AWV codes are G0438 for the initial Annual Wellness Visit and G0439 for a subsequent Annual Wellness Visit. The G0402 code is used for the Initial Preventive Physical Examination (IPPE), also known as the “Welcome to Medicare” visit.

An AWV is different from a routine preventive physical examination. Medicare’s AWV focuses on completing a Health Risk Assessment (HRA), identifying health risks, checking for cognitive impairment, reviewing preventive services, and developing or updating a Personalized Prevention Plan. CMS does not require one specific ICD-10-CM diagnosis code for every AWV; the diagnosis reported should be appropriate and consistent with the patient’s examination and services provided.

Eligibility and timing are especially important. Medicare generally limits G0438 and G0439 to once within a 12-month period, and an AWV cannot be billed within 12 months of an IPPE for the same beneficiary.

At The Medicator’s, our medical billing specialists help practices manage eligibility verification, claim scrubbing, coding reviews, documentation checks, and payer follow-up. Practices can also benefit from specialized internal medicine billing services in Texas and nationwide revenue cycle support.

Medicare Annual Wellness Visit Billing Codes

Understanding the difference between Medicare preventive visit codes is one of the first steps toward accurate AWV billing.

CodeVisit Type & DescriptionFrequency & EligibilityMedicare Cost Sharing
G0402Initial Preventive Physical Examination (IPPE), also called the “Welcome to Medicare” visitOnce per lifetime and generally performed during the first 12 months after Medicare Part B coverage beginsNo copayment or deductible when Medicare coverage requirements are met
G0438Initial Annual Wellness Visit (AWV)First AWV for an eligible beneficiary; generally available after the first 12 months of Part B coverage and when the patient has not previously received an AWVMedicare generally waives the deductible and coinsurance for the AWV
G0439Subsequent Annual Wellness Visit (AWV)Used for subsequent AWVs and generally limited to once every 12 monthsMedicare generally waives the deductible and coinsurance for the AWV
G0136Physical Activity and Nutrition Risk AssessmentStandardized, evidence-based assessment lasting 5–15 minutes; generally not more often than every 6 monthsCost sharing may be waived when applicable preventive-service billing requirements are met
99497Advance Care Planning (ACP)First 30 minutes of qualifying face-to-face advance care planningMedicare waives cost sharing when the applicable AWV requirements are met
99498Advance Care Planning Add-OnEach additional 30 minutes of qualifying advance care planningMedicare waives cost sharing when the applicable AWV requirements are met

CMS identifies G0438 and G0439 as the primary AWV codes. G0402 is separately used for the IPPE, while 99497 and 99498 may be reported for qualifying advance care planning provided with an AWV.

G0402 vs. G0438 vs. G0439

One of the most common AWV billing mistakes is confusing the IPPE with the initial and subsequent AWV codes.

  • G0402: Use for the Initial Preventive Physical Examination, or “Welcome to Medicare” visit.
  • G0438: Use for the beneficiary’s first qualifying Annual Wellness Visit.
  • G0439: Use for subsequent Annual Wellness Visits after the initial AWV.

G0438 may only be billed once for a beneficiary, while G0439 cannot be billed within 12 months of a previous G0438 or G0439. CMS also states that G0438 and G0439 should not be billed within 12 months of G0402 for the same patient.

What Documentation Is Required for a Medicare AWV?

Complete documentation is essential because Medicare expects the AWV to include specific preventive and risk-assessment components.

Your provider’s documentation should support the services performed and include the applicable elements of the AWV, such as:

Health Risk Assessment (HRA)

The HRA should collect patient information about health status, psychosocial risks, behavioral risks, and other relevant health factors. CMS allows the patient to complete or update the HRA before or during the AWV.

Medical and Family History

Document relevant medical and surgical history, family history, medications, supplements, allergies, and other information required as part of the preventive assessment.

Measurements and Health Indicators

Record applicable measurements such as height, weight, BMI, blood pressure, and other information needed to assess the patient’s health risks and preventive-care needs.

Cognitive and Functional Assessment

The AWV includes screening for cognitive impairment. Depending on the patient and clinical circumstances, documentation may also address functional ability, fall risk, depression, safety, and other relevant risk factors. CMS specifically identifies checking for cognitive impairment as part of the AWV.

Personalized Prevention Plan

The provider should develop or update a personalized prevention plan based on the patient’s health risks and preventive-care needs. The plan should help identify appropriate preventive screenings, services, and recommendations.

Preventive Services Review

Review applicable preventive services and screenings and document recommendations based on the patient’s age, risk factors, medical history, and current preventive-care needs.

What Diagnosis Code Should Be Used for a Medicare AWV?

A common misconception is that every Medicare AWV must use Z00.00 as the primary diagnosis.

CMS currently states that providers must report a diagnosis code for an AWV but are not required to use one specific AWV diagnosis code. The diagnosis selected should be consistent with the patient’s examination and the services provided.

Therefore, billing teams should avoid automatically forcing Z00.00 onto every AWV claim without reviewing the documentation and applicable coding guidance.

For example, Z00.00 represents an encounter for a general adult medical examination without abnormal findings, but it should not automatically be treated as a mandatory Medicare AWV diagnosis simply because the service was billed with G0438 or G0439.

Accurate diagnosis selection should always reflect the actual encounter and current Medicare and ICD-10-CM coding requirements.

Can You Bill a Sick Visit With a Medicare AWV?

Yes. A practice may be able to bill a medically necessary, separately identifiable E/M service on the same date as an AWV.

For example, a patient may arrive for a scheduled AWV but also require evaluation of a new symptom, an acute illness, or an unstable chronic condition.

When the additional E/M service qualifies, Medicare allows the appropriate office or outpatient E/M code to be reported with Modifier 25. CMS states that the additional service must be significant, separately identifiable, medically necessary, and reasonable for treating the patient’s illness or injury or improving the functioning of a malformed body part.

Modifier 25 Requirements

When billing an AWV and same-day E/M service, make sure:

  • Modifier 25 is appended to the qualifying E/M code rather than the AWV code.
  • The E/M service is medically necessary and separately identifiable from the preventive AWV.
  • The documentation clearly supports the additional problem-oriented service.
  • The clinical work for the E/M service is not simply a duplication of the AWV documentation.
  • The patient is informed that the separately billed problem-oriented E/M service may be subject to applicable Medicare cost-sharing requirements.

Starting January 1, 2025, CMS also allows G2211 to be reported with qualifying E/M services billed with Modifier 25 when those services are performed on the same day as an AWV, subject to the applicable requirements.

Common Medicare AWV Billing Denials

Even when the provider performs the AWV correctly, billing and documentation errors can cause claims to be denied.

Denial or Billing ProblemCommon CauseRecommended Solution
AWV Frequency Limit ExceededG0438 or G0439 submitted too soon after a previous qualifying preventive visitVerify the patient’s Medicare history and eligibility before scheduling and submitting the claim
Incorrect HCPCS CodeG0438, G0439, or G0402 selected incorrectlyConfirm whether the patient previously received an IPPE or AWV
Incorrect Diagnosis CodingDiagnosis code does not accurately support the documented encounterReview the documentation and select a diagnosis consistent with the services provided
Missing AWV ComponentsHRA, cognitive assessment, prevention plan, or other required elements are inadequately documentedUse an AWV documentation checklist and audit charts regularly
Same-Day E/M DenialModifier 25 is missing or the additional E/M service is not separately identifiableReview the E/M documentation and apply Modifier 25 only when the requirements are met
Documentation Does Not Support the ClaimClinical notes do not demonstrate that required AWV elements were completedPerform regular documentation and coding audits before claims are submitted
IPPE/AWV Timing ErrorAWV billed within the restricted period following an IPPEVerify the beneficiary’s Medicare Part B history before billing

CMS’s current AWV guidance specifically limits G0438 and G0439 based on the patient’s previous preventive services and timing, making eligibility verification an important part of the billing workflow.

How to Improve Your Medicare AWV Billing Workflow

A structured workflow can reduce preventable denials and improve claim accuracy.

Verify Eligibility Before the Appointment

Check the patient’s Medicare eligibility and previous IPPE/AWV history before the appointment whenever possible. This helps determine whether the patient qualifies for G0402, G0438, or G0439.

Complete the HRA Before or During the Visit

Use a patient portal, electronic questionnaire, or standardized workflow to collect the Health Risk Assessment before or during the AWV. CMS allows the HRA to be updated before or during the visit.

Use an AWV Documentation Checklist

Create a standardized checklist covering the HRA, medical and family history, medications, measurements, cognitive assessment, preventive services, and personalized prevention plan.

Separate Preventive and Problem-Oriented Services

When a patient has an additional medical complaint during an AWV, make sure the provider documents the problem-oriented E/M service separately enough to establish medical necessity and support Modifier 25 when appropriate.

Audit AWV Claims Regularly

Review a sample of AWV claims each month for code selection, eligibility, diagnosis coding, documentation completeness, Modifier 25 use, and payer-specific requirements.

Keep Coding Rules Current

Medicare preventive-service requirements can change. For example, CMS updated the description and billing guidance for G0136 effective January 1, 2026. Billing teams should therefore review current CMS and MAC guidance rather than relying solely on older AWV checklists or templates.

How Medical Billing Services Can Reduce AWV Denials

Medicare AWV billing involves more than selecting G0438 or G0439. Practices must coordinate eligibility verification, documentation, diagnosis coding, claim editing, modifier use, and payer follow-up.

At The Medicator’s, our revenue cycle management team helps healthcare practices identify billing errors before claims are submitted, monitor denied claims, follow up on outstanding accounts, and improve overall billing workflows.

For practices that also need broader internal medicine revenue cycle support, our internal medicine billing services can help streamline coding, claims management, denial follow-up, and reimbursement processes.

You can also explore our medical billing services for broader revenue cycle support.

Maximize Medicare AWV Reimbursement With The Medicator’s

Accurate Medicare Annual Wellness Visit billing depends on three things: correct eligibility, complete documentation, and accurate claim submission. Verifying the patient’s previous preventive services, selecting the appropriate HCPCS code, documenting the required AWV components, and correctly handling same-day E/M services can help practices reduce avoidable denials.

If your practice is experiencing AWV claim rejections, coding issues, or administrative delays, request a free practice analysis from The Medicator’s.

Our team can review your billing workflow, identify potential revenue leakage, and help your practice build a more reliable Medicare AWV billing process.