Annual Wellness Visit Certificate Course– Self-Paced


Self-Paced – recommended time line approximately 10 weeks




In 2011, Medicare established a new benefit for Medicare Beneficiaries – The Annual Wellness Visit. The Annual Wellness Visit was implemented to focus on health promotion, disease detection, and fostering the coordination of the screening and preventive services for the Medicare Beneficiaries. The Annual Wellness Visit is often misunderstood by providers and patients alike. It is not intended to be an annual physical exam but rather an in-depth consultative visit with the outcome of providing an individualized plan of care for the patient focusing on health and prevention. Additionally, this visit can and should be performed using the team based approach to care.

Now more than ever, it is imperative that healthcare professionals embrace the team based approach to care that encourages everyone to work at the highest level of their education and training. Using a team based approach to care to focus on health and wellness increases access to care, assists patients in making healthy choices, and improves practice workflow. The team based approach is the only effective means of delivering this Annual Wellness Visit benefit to the growing number of Medicare beneficiaries – currently over 55 million with an additional 10,000 plus added each day.

This course is designed to provide health professionals, such as Nurses, Health Educators, Health Coaches, and alike, with the knowledge, skills, and abilities to conduct this in-depth consultative visit and develop an individualized preventive plan of care as a valuable member of the primary care provider team.

Delivery Format:

The course is divided into five (5) modules. Each module may take up to two (2) weeks. The development of annual wellness visit (AWV) skills occurs when knowledge and practice are combined. This Annual Wellness Visit Self-Paced Certificate Course will put knowledge into practice as participants are immersed in this Self-paced course with interactive discussion board and optional monthly check-ins with the instructors. The education will be delivered in a virtual environment using a combination of pre-recorded didactic presentations, asynchronous discussion threads, and a virtual meeting space for a live monthly discussion with the instructors.


Module 1 – Medicare’s Focus on Wellness

 – Medicare basics

 – Purpose of the Wellness Visit

 – Using a Team Based Approach

Module 2 – Essential Elements Overview

 – Using data as information

 – Engaging the patient prior to the visit

 – Health Risk Assessment

Module 3 – Focus on Specific Risk Assessments

 – Understanding Depression Screening

 – Understanding Cognitive Screening

 – Understanding Fall Risk and Home Safety Screening

Module 4 – Overview of the Preventative Plan of Care

 – The intent of the Preventative Plan of Care

 – Elements required

 – Selection of Screening tests/procedures

Module 5 – Preventative Plan of Care and Next Steps

 – Development of Care Planning

 – Connection with Community Resources

 – Follow up Appointment and Reimbursement models


At the completion of this course, the participant will be able to:

 – Understand the background and intent of the AWV

 – Explain the value of the using the Team Based Approached for AWVs

 – Select appropriate questions for the health risk assessment

 – Translate the data in the medical record into information that impacts the health and wellness of the patient

 – Perform and evaluate the depression, cognitive, and falls risk assessments

 – Educate patients on home safety

 – Differentiate preventative services from medically necessary services

 – Develop a patient centered individualized preventative plan of care

 – Connect patients with community resources to improve lifestyle behaviors

 – Explain the rules and regulations regarding AWV reimbursement

Continuing Education Credit Calculations:

Module 1: Objectives 01-02 / Recommend 2 wks per module / Asynchronous Discussion & Clinical Practice (3 Hours); Recorded Lecture (30 Minutes) / 1.5 hrs

Module 2: Objectives 03-04 / Recommend 2 wks per module / Asynchronous Discussion & Clinical Practice (3 Hours); Recorded Lecture (30 Minutes) / 1.5 hrs

Module 3: Objectives 05-06 / Recommend 2 wks per module / Asynchronous Discussion & Clinical Practice (3 Hours); Recorded Lecture (30 Minutes) / 1.5 hrs

Module 4: Objectives 07-08 / Recommend 2 wks per module / Asynchronous Discussion & Clinical Practice (3 Hours); Recorded Lecture (30 Minutes) / 1.5 hrs

Module 5: Objectives 09-10 / Recommend 2 wks per module / Asynchronous Discussion & Clinical Practice (3 Hours); Recorded Lecture (30 Minutes) / 1.5 hrs

Total:  9 hrs

HealthTech Management Services D/B/A HealthTech is a Provider approved by the California Board of Registered Nursing. Provider Number CEP8769 for 6 contact hours. Participant must complete all course work – no partial credit will be given. A certificate of completion will be provided by HealthTech within 30 days of successful completion of the course.

Refund / Cancellation Policy:

Cancellations received in writing prior to the start of the course will be refunded, less $50.00 administrative expense. Registration fees may be transferred to another individual prior to the start of the educational offering.  Individuals who enroll in an online educational course and who open any module content will not be eligible for refunds.


Faith M Jones, MSN, RN, NEA-BC

Director of Care Coordination and Lean Consulting, HTS3

Faith Jones began her healthcare career in the US Navy over 30 years ago. She has worked in a variety of roles in clinical practice, education, management, administration, consulting, and healthcare compliance. Her knowledge and experience span various settings, from ambulatory to inpatient to post-acute. In her leadership roles she has been responsible for operational leadership for all clinical functions including multiple nursing specialties, pharmacy, laboratory, imaging, nutrition, therapies, as well as administrative functions related to quality management, case management, medical staff credentialing, staff education, and corporate compliance. She currently implements care coordination programs focusing on the Medicare population and teaches care coordination concepts nationally. She also holds a Green Belt in Healthcare and is a Certified Lean Instructor.


Cynthia A Christenson, MSN, RN, CPHRM, CPHQ

Christenson Consulting, LLC, Owner & Independent Contractor for HTS3

Ms. Christenson is a consultant for HealthTech.  She has been a nurse for over forty years and has rich experience in the fields of Risk Management and Healthcare Quality as well as serving as the Chief Clinical/Nursing Officer for two organizations.  She has been a member of the National Association of Healthcare Quality and the American Society for Healthcare Risk Management for many years.  She has been actively involved in preparing providers for legal defense in medical malpractice.  She has also been active in the accountable care organization arena training Clinical Care Coordinators and Primary Care Providers to meet the CMS ACO requirements.  She currently works with HealthTech assisting with the Care Coordination program.  She continues to grow and learn and is keenly interested in the emerging field of telehealth.


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